What’s a stock you changed your mind about recently, and why?

I’ve been researching a few names recently that I initially wasn’t very convinced about: AMPX, ONDS, RDDT, and CRM. I actually own CRM at a relatively high average cost, so I’ve been digging deeper into the company to figure out whether the long-term thesis still makes sense or if I simply made a bad entry. AMPX and ONDS caught my attention because of their potential growth and the markets they’re targeting, while RDDT has made me rethink how valuable its user base and data could become. I’m still skeptical about the risks and valuations, especially with the smaller names, so I’m not saying I’m bullish on all four. What stock changed your mind recently, and what specifically made you change your thesis?