Weekly Update June 2-6 + Trade Alert

Small Trade Alert, TMDX conference, TSLA Robotaxi, and HIMS update

Let’s get right into it!

Trade Alert

• Trim 5% of AXON and add 5% to AMZN [we cut Axon by ~24% of its shares and added 55% of Amazon’s shares. So if you had 100 Axon shares, you’d sell 24, etc]

Axon is just getting expensive so we want to monetize some of those gains and add to something a little lower risk. I just don’t see a whole lot of upside for Axon at…