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The YouTuber recommends Axon, known for police body cameras and tasers, as a way to gain exposure to the counter-drone theme without pure-play risk. He highlights its acquisition of a counter-drone company and the 300% growth in that division last year, alongside its stable recurring revenue from police departments. Although the stock isn't cheap, its core business provides a solid foundation.
“So, you're getting exposure to the counter drone theme, but you're not taking a pure play risk at it because you know they're going to get that police revenue every single month, right?” — ▶ 18:50