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Axon Enterprise Inc. (AAXN) is one of the few companies that I have confidence in during these trying times. Axon is not a "just in time" manufacturer and was already diversifying away from China prior to the Covid-19 pandemic due to the Trump-China trade war. Company management made this clear in the latest earnings call at the end of February:
I want to take a moment and talk about the coronavirus. Our operations team has been effective managing through this situation thus far. And at this time, given the current impacts, we feel