Here is a breakdown of the current numbers for The Trade Desk (TTD) and Axon Enterprise (AXON) based on a recent write-up. **The Trade Desk (TTD)** They generated nearly $3B in revenue last year on $13B of gross ad spend, an 18% increase. Customer retention has stayed over 95% for 12 years because they don't sell their own ad inventory. The stock has pulled back recently due to weaker ad spending in the auto and consumer goods sectors. It is currently trading at 11x this year's earnings estimate. **Axon Enterprise (AXON)** Axon is expanding beyond Tasers into a full hardware and software ecosystem for law enforcement. Q4 revenue hit $797M, up 39% year over year, with software annual recurring revenue reaching $1.3B. AI-powered product bookings tripled last year to over $1B. The stock is trading at a high 64 forward P/E, but analysts are projecting 38% annualized earnings growth.