$SWBI has delivered back-to-back earnings beats

AfraSimon
01-25

Read to the end for my thesis on the connection between robotics and guns.

Few months ago, my brother’s wife asked about buying a gun.

She’s 4’11 and has never touched one in her life.

My sister said the same thing a week later.

I was thinking wtf is going on here...something's shifting.

So I looked into it a lil bit.

Around 2020 gun demand was a fear thing...covid, riots, politics.

I believe there's a new (somewhat similiar) story in 2026, six years later.

Lots of uncertainty creeping in again between election cycle coming, geopolitics, police, self defense...even ai.

Google searches for "best gun" + similar searches are rising again quickly.

SWBI crushed earnings in back to back quarters.

Stock found a base and is making higher lows.

And here's a very interesting question to chew on...

Do gun sales rise as robotics/ai become more embedded in our lives?

Or even fears of "AGI"?

Crazy new tech creates uncertainty + sometimes panic.

Sounds like a reach sure...but social behavior rarely moves in straight lines.

Think on that. Firearms & $Smith And Wesson Brands Inc(SWBI)$ could be structurally misunderstood right now.

Longer term idea here for SWBI, but looks like a relatively safe bet for another +50% this year.

SWBI is currently $10.56.

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