The Vault #6 Axon, CommVault, SBM

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🧿 Buys This Week, in a Nutshell

→ Still no buys.

📊 Watchlist This Week

🚀 IPOs to Watch

For this week's "IPOs to Watch," things get really interesting with a cryptocurrency company and a mobile banking platform! Here's what I found:

Circle

Forget the "boring crypto" label. Circle is profitable, cash-generating, and runs a stablecoin used by major global players. Yep—it’s not just another crypto startup. It’s a hardcore, enterprise-grade financial tool with long sales cycles and sticky retention. The circulation of its stablecoin, USDC, is growing fast, margins are solid, and the pitch writes itself: global stablecoin, real revenue. Of course, this won’t be cheap. But if the IPO lands well, this could be a significant listing in the crypto space.

Chime

It’s not every day you see a mobile banking platform ring the public bell. But Chime is doing just that—and in doing so, it’s putting the entire "mobile banking" model to the test. The mechanics are familiar: no-fee banking services, free overdraft protection, and a secured credit card to build credit history. On paper, it’s a user-friendly machine. In practice, execution risk is real—especially in a public market that can punish slow growth or regulatory challenges.

But here’s the twist: if the IPO pricing stays disciplined and the float’s tight, this could turn into a trophy stock for retail investors. It’s not a traditional bank. Not yet. But it’s playing the same long game.

🧠 Notable Signal

Axon Enterprise

Axon Enterprise, Inc. (NASDAQ: AXON), a leader in law enforcement technology solutions, continues to demonstrate robust growth and market expansion, with impressive revenue growth of 32.7% in the last twelve months. The company’s strategic focus on integrating artificial intelligence (AI) into its core offerings and entering new market segments has positioned it for sustained success in the coming years.