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Beyond the Hype: My "AI Meets Atoms" speculative basket

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The positions I'm adding as a regarded broke 21 yo this summer

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The positions I'm adding as a regarded broke 21 yo this summer

r/optionsSee Post

Best way to acquire shares for covered calls?

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$IOT Samsara - Rally and Undervalued?

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inverse me.

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IOT - who woulda thunk

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After-Hours Gainers and Losers for Today (September 4, 2025) 📈 📉

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Anyone in here in $LTRX

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Anyone following $IOT?

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What's up with mid cap tech stocks today?

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Where would you invest $1.2 million for the next 10+ years?

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Why Qualcomm’s Latest Price Target Can’t Be Ignored

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Upcoming Earnings for Jun 5th 2025

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EU refuses to let AMZN be a Vacuum cleaner company

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Franklin Wireless (FKWL) aka fuckwhale.

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BB: The WallStreetBets Breakdown - YOLO or Smart Investment?

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Blackberry Debenture Document

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ShiftCarbon Embarks on Strategic Business Transformation with Letter of Intent to Acquire Zero Carbon Technologies (CSE: SHFT, OTC Pink: SHIFF)

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$BRQS is treated as scam but it has several valuable products and deals with famous companies like qualcomm, google and samsung.

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Why I shouldn't own 300 shares of Blackberry

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[Week 2] AI momentum trading journey guided by chat GPT/LLM. Feedback welcome

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[Week 2] AI momentum trading journey guided by chat GPT/LLM . Feedback welcome

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Tech Firm Tantronix (LTRX) *EV Deals*

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My AI momentum trading journey just started. Dumping $3k into an automated trading strategy guided by ChatGPT. Am I gonna make it

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The AI trading journey begins. Throwing $3k into automated trading strategies. Will I eat a bag of dicks? Roast me if you must

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Blackberry - Opportunity

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Opportunity

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$HWAL Recent News has sparked a rally here..

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Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap

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Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap

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Galileo Life Sciences Inc (OTC: $MDRM) is forging ahead into the future of useful healthcare.

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Galileo Life Sciences Inc (OTC: MDRM) brings comprehensive healthcare to your doorstep.

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Stock Price Action Simulator?

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Hot Stocks: AI, IOT surge on earnings; ZS slumps; VERU craters on FDA decision

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Disruptive Technology - Blackberry

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Top 5 Metaverse Stocks To Pick If You Are Bracing for Next-Gen Internet

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$IOT: Excellent upward potential

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Why do I think that Helium is a good investment

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For a non-shitpost. Where would you put $15k?

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Any TUYA info?

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$DELL Joins Hands with $AFFU OneMind to Pursue Trillion Dollar Smart City Market

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WiMi Develops Load Balancing Algorithm-Based 5G Remote Robotic IoT Control System

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Blackberry earnings call:

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IOT Platforms for Success by Blackberry

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Blackberry Earnings

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$IOT Samsara play

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Samsara (IOT)

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This BBBY squeeze will not work:

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EJH: Chinese elderly and monkeypox

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"79% of U.S. buyers would only buy a car if it supported CarPlay"

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Why Pharmagreen Biotech (PHBI:OTC) May Outperform Based on Upcoming Rosin Sales in California (DD) $PHBI

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Samsara ($IOT) Squeeze Opportunity?

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BRQS BRQSW Cup n Handle on hourly next pr sends

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$LITE.CN on news also short squeeze

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[Mining Thread] Trying to figure out the prevalent sentiment about mining penny stocks on this sub. Bullish or bearish?

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Western Digital (WDC) is undervalued

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SPOTLITE360 IOT!! 🔥🔥🔥 They just announced that they are going global last Friday... this is only the beginning!! 🚀🚀🚀

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SPOTLITE360 IOT!!🔥They just announced that they are going global last Friday... this is only the beginning!!

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Let's discuss pennystock/microcap growth opportunities. Bullish on web3 and metals.

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Thoughts on Cloudflare?

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Lithium, Uranium, Gold, Silver and mining pennystocks.

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Largest IOT IPO Happened...

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Largest IOT IPO Happened...

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New IPO, Samsara, Inc., and Internet of Things Technology- Is it a Worthwhile Investment?

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What small cap/penny stocks do you hold that you are convinced will some day go parabolic?

Mentions

Full port IOT calls and LULU puts

Mentions:#IOT#LULU

Anyone going to play the Samsara (IOT) earnings?I’m intrigued but not sure because of their revenue growth and AI integration, which definitely plays well in this market.

Mentions:#IOT

IOT is gonna blow past 40 on earnings tomorrow

Mentions:#IOT

$IOT!! 42.5% undervalued: https://simplywall.st/stocks/us/software/nyse-iot/samsara/news/assessing-samsara-iot-valuation-as-earnings-expectations-and

Mentions:#IOT

Need to instead care about where AI will be integrated next. Like physical hardware. Aka IOT.

Mentions:#IOT

IOT looks cheap, sell before earnings if you want to be certain

Mentions:#IOT

If IOT goes to 36, I’m scooping 40C 6/5 for earnings with expectation of ~45. And maybe some 7/17. I believe ARR will continue to grow Yoy. I have not looked at the numbers but that’s my vibe.

Mentions:#IOT#ARR

People be sleeping on IOT

Mentions:#IOT

I sold GTLB after IV expanded but still have it at $37 x3; I have 1 / 3 HPE calls still going (closed the other two this afternoon oh well); AVGO; 2x IOT

GWRE, NOW, and IOT all crushing SPY since I began buying in January. VEEV is trailing by a smidge. TYL getting obliterated. Overall those 5 positions are up \~15% while SPY is up \~11%.

cool, so i get cooked on my HPE, GTLB, and IOT?

Mentions:#HPE#GTLB#IOT

My AI ETF for the next decade: NVDA — The picks-and-shovels leader powering the AI compute boom. AVGO — Critical AI networking and custom silicon infrastructure. IOT — Bringing AI into the physical world through fleets, logistics, and industrial operations. TEM — Applying AI to healthcare, diagnostics, and precision medicine. AUR — My moonshot bet on autonomous trucking becoming commercially viable at scale.

RBRK and IOT are so underrated

Mentions:#RBRK#IOT

Came to say this exactly thing. Plus Nokia has IOT in alot of products. Slowly becoming a huge company.

Mentions:#IOT

IOT - poised for AI and government use cases.

Mentions:#IOT

No. It was the internet, it was IOT, it was Software, it was Blockchain, it is now AI. The game never changes. It will be robots, it will be energy, or whatever rockets will be posh in the next years. There is gravity that operates, and human FOMO and greed, the market goes up and the market goes down.

Mentions:#IOT

lol, c3 just rebrands to whatever it wants. IOT went real strong for them. Laughable company.

Mentions:#IOT

IOT doesn't need 5G data speeds. It has functioned for 30 years off of dial up modem speeds. "well if you build it they will use it" except they fucking won't because you can't afford the power draw of 5G data speeds in a box out in the middle of a fucking field. Why does everyone who tries to pump ASTS act like it's 1996 and wireless comms are some new and exotic technology?! None of you dumb motherfuckers have deployed fuck all to the edge and it's obvious.

Mentions:#IOT#ASTS

yep IOT and AI connectivity is the basis of my first writeup

Mentions:#IOT

Bought AMD in 2014 because I was working at an IOT startup and was seeing silicon become the key to all future technical advancement. Unfortunately I didn’t buy as much as I could have nor Nvidia until much later around COVID.

Mentions:#AMD#IOT

This just reads like an LLM wrote the reasoning and I don’t follow it. 5G has existed for years, the US has said no huawei 5g equipment for years. There are always wireless provider upgrades but most of the money ends up in the mobile chipsets, which are usually owned by Broadcom or Qualcomm. Those will benefit more from distributed robotics and more IOT. Don’t buy what you’re selling it doesn’t answer the why now and isn’t solid reasoning imo

Mentions:#IOT

I am slowly joining team equity, but the reality for me is IOT afford equity I need to leverage chance created by options. At least if I want my gains to be done in the most tax advantageous way for me. There's a limit to what I can put in, but anything inside is gravy as long as it's not day traded

Mentions:#IOT

They have so far partnered with Global Star ($GSAT) which was bought by Amazon for $11 Billion recently, partner with Iridium ($IRDM), selling to GOGO for in flight satellite networks and other satellite and IOT and NTN satellite infra device companies. They are not disclosing one new partner which they gave a simple clue that is a major satellite company (some best guessed companies are: Rocketlab / ASTS / Planet lab / SpaceX /

GCTS has a bunch of IP patents on their advanced 5G NTN (Non terrestrial Network) chipsets primarily integrated with Satellite IOT devices in the remote areas on the ground and up in the air during air travel so this might grow huge…

Mentions:#GCTS#IP#IOT

I don’t mean to be gay and try to make sense. But. Forward P/E is what you want to look at. Low forward P/E makes you scratch your head on Micron because it has had a huge run up, huge revenue forecasts, but….institutional investing hasn’t been gobbling it up on low forward P/E because (checks notes) memory is……cyclical? Huh!? Ok. Then you look at Qualcomm. Low forward P/E, forecasted revenue is good. BUT the Apple deal looks like it has a hard expiry. And they are trying to move into other markets like auto and IOT. If those macros deteriorate and fall apart, that low forward P/E doesn’t matter at all.

Mentions:#IOT

This is a top tier post. I agree with the smaller names, own IOT, DDOG, BRZE, APP, U and still like cyber names like rbrk and even NTSK. Watching NET for a better entry.

The issue with SaaS is that they traded at expensive/very expensive valuations for years because everyone loved the SaaS business model. Now that the future is less certain for these companies (not saying 0's like people have bizarrely taken to acting like what's happening, but concerns over future growth rates, etc), there has been a significant re-rating. Are these names actually genuinely cheap, or were they very expensive and now just reasonable (but with concerns about the future, are they likely to get very expensive again for a long time? In other words, has the ceiling been lowered?) I wouldn't look at where these have traded in the past ("what if it got back to that?"-style thinking), I'd really focus on what companies in this sector can you make a very, very strong case for going forward because while these names will find a floor at some point, there will be other headlines in the months and years ahead. So, I think people have to have a very specific thesis and for all the questions about software in recent months on here, nobody's talking about the fact that these companies have been volatile and had similar declines in the past, including the recent past. Nobody cared much when CRM or NOW were down 50% off the top in 2021-2022, but so much interest now that there's a narrative. I have zero interest in CRM (Benioff created a massive company, but he's increasingly turned into a real life Gavin Belson), NOW has never really interested me and ADBE is a no. The stuff that kind of interests me are smaller names (something like IOT, where there are devices and it's not just 100% software) or something like NET (certainly not a good reaction to earnings, but the name had gotten ahead of itself in recent weeks.)

Sounds like great tech but pretty bad execution in terms of launches. Delaying launches also could mean revenues pushed out and potentially another dilution in the future. The blue origin failure didnt help them as well. If they had executed as per their initial timelines, they would have been the first to launch in the D2D market. With all these delays, I think it’s a 3 player race best case wirh starlink and Amazon Leo. This significantly drops their TAM. If they delay further, most phones could get NTN features which would be able to connect to any Leo satellites bringing much bigger set of competitors. The tailwinds are use cases with defense and IOT but they are competing with all other Leo satellite providers. However, sub 50, they are pretty attractive with a good upside. I used to own them at an average of mid 20s and sold them at 80s.

Mentions:#IOT

ngl that QCOM report kind of meh. IOT revenue only up 9% 😂

Mentions:#QCOM#IOT
r/stocksSee Comment

Spotify, Meta, IOT

Mentions:#IOT

Thanks for this thread. This comes at a critical time when I was thinking about selling my 30 shares IOT buy 100 shares of lunr instead. Guess im holding for 519

Mentions:#IOT
r/stocksSee Comment

Nice. It was on my list of SaaS companies to open positions in but I ended up going with NOW, VEEV, IOT, GWRE, and GTLB (RIP, closed that one at a loss when their non-cRPO came in at 2%).

r/stocksSee Comment

APH is fantastic Not a fan of IOT. I have friends that work there. It's a shitshow

Mentions:#APH#IOT
r/stocksSee Comment

IOT is another one. I own a lot of sensor stuff, but it's mainly for aerospace and defense. APH might also be another name to look into.

Mentions:#IOT#APH

For options expiring tomorrow OKTA IOT VRT VST Only OKTA and VST has filled for me so far

r/optionsSee Comment

I really like IOT, but there is no option volume and apparently some inside executive issues about using cashflow to buy luxury.

Mentions:#IOT
r/optionsSee Comment

Out of those above, sofi. IOT is a good angle too. Imo. When the time comes to own 100 shares of a company you won't want it, but later you'd be happy you did - keep that in mind.

Mentions:#IOT
r/stocksSee Comment

IOT is pretty good! i like it too. i’m not buying new tickers.if i were, iot is great to start at this level.

Mentions:#IOT
r/stocksSee Comment

I must hate money. Just added to NOW (11% more shares), VEEV (23%), IOT (12%), GWRE (11%), and NTDOY (8%). My cost basis with NOW is at a level I'll stick with until a few more quarters of data. Primarily I'm watching non-current RPO and DBGRR. Still have room to add to IOT, VEEV, and GWRE. Cash position now sits at 7.7% of my total cost basis. About to refresh my data on NET and IMAX to see how close they are to when I'd open a position.

r/stocksSee Comment

This is why I love Samsara (IOT). It's software but their deployed hardware and the trillions of real-world data points gathered from the hardware is an edge no one can replicate.

Mentions:#IOT
r/stocksSee Comment

Short time horizon for 5-10x. IONQ could hit that in 5-7 years. DeFI has a chance of this in your time frame. 3-6x in same period- a whole bunch- ALAB, INOD, CLS, ANET, SoFI, CRWV, DASH, IOT, SEZL, SHOP to name some I think have a strong shot at 3-6x in 3 years

r/wallstreetbetsSee Comment

Closed today: - Calls: IOT • MRVL Opened today: - Call: UMAC *Disclaimer: I'm kinda hand-wavy on this one, subject to change b4 close*.

r/stocksSee Comment

IOT

Mentions:#IOT
r/stocksSee Comment

Software. My only green is IOT, GWRE, NOW, DDOG, CRWD, AXON, TYL and than randomly CROX.

r/stocksSee Comment

IOT up 13% at the moment. That's a pop.

Mentions:#IOT
r/stocksSee Comment

Market seems happy with IOT and MRVL numbers. $IOT • Reported GAAP EPS of $0.04 up 300.00% YoY • Reported revenue of $444.3M up 28.30% YoY • Samsara projects Q1 FY2027 total revenue of $454M to $456M, a 24% increase. For FY2027, Samsara anticipates total revenue of $1.97B to $1.98B, with 21%-22% growth. Samsara achieved strong revenue growth in Q4 FY2026, with total revenue increasing 28% year-over-year to $444.3M. The company's ending Annual Recurring Revenue (ARR) grew 30% year-over-year to $1.89B. Samsara reported GAAP earnings per share of $0.04 in Q4 FY2026, marking its second consecutive quarter of GAAP profitability. GAAP income from operations was $9M for the quarter, an increase from a loss of -$18.4M in Q4 FY2025. Samsara is innovating with its AI-powered platform, leveraging its data asset that captures over 25T data points annually. The company is unleashing AI agents, such as its AI Safety coach, to automate workflows and transform customer operations. Samsara reported a GAAP net loss per share of $(0.02) for the full fiscal year 2026, despite achieving GAAP profitability in Q4 FY2026. The full fiscal year 2026 also showed a GAAP net income (loss) of -$9.12M. $MRVL • Reported GAAP EPS of $0.47 up 104.35% YoY • Reported revenue of $2.22B up 22.08% YoY • Marvell expects Q1 FY27 net revenue of $2.4B +/- 5%, GAAP diluted net income per share of $0.31 +/- $0.05, and non-GAAP diluted net income per share of $0.79 +/- $0.05.

Mentions:#IOT#MRVL#ARR
r/wallstreetbetsSee Comment

266% IV on IOT, show me some nice Theta decay u bitch

Mentions:#IOT
r/wallstreetbetsSee Comment

Closed Today: - TP on Calls: AVGO • OKTA • CBRL •  - TP on Puts: RGTI Opened Today: - Calls: IOT • MRVL • MEI • OMDA *Disclaimer: The Stockmarket is a Cruel Mistress who will peg with a strap on when you least expect it.*

r/wallstreetbetsSee Comment

what do we think about IOT?

Mentions:#IOT
r/stocksSee Comment

Thank you! I've been buying sensor stocks like STM and Murata Manufacturing recently. Will look into IOT more :)

Mentions:#STM#IOT
r/stocksSee Comment

They’re at the intersection between software and hardware unlike most other SaaS companies. They have deployed real-time sensors and connected hardware that has accumulated billions of hours driving and operational data. Literally trillions of real world data points. AI alone can’t replicate that. A competitor can’t vibe code anything that would replicate that data. They’d need to deploy hardware and gather it over years and years. AI enhances the data advantage IOT already has.  On my phone so that’s the best I can do from mobile.

Mentions:#IOT
r/stocksSee Comment

Could I ask for your thesis in IOT?

Mentions:#IOT
r/stocksSee Comment

FWIW, I work with engineers but I run QA. I thought it'd be a beneficiary of AI. If AI is writing even more code, I figured enterprises would need GitLab's DevSecOps platform even more to test, secure, deploy, manage, etc. AI shouldn't replace GitLab. It should multiply the need for their workflow infrastructure. Of the five SaaS positions I opened during the SaaSpocalypse (GTLB, NOW, VEEV, IOT, and GWRE), GTLB is definitely on the thinnest ice now.

r/stocksSee Comment

I bought too early on GTLB, NOW, VEEV, and IOT as well but I also added as they fell and am green on all but GTLB now.

r/stocksSee Comment

Will get some pretty important information from some SaaS companies next week. CRWD, VEEV, GTLB, IOT, and GWRE all reporting for me.

r/wallstreetbetsSee Comment

IOT is adjacent to that

Mentions:#IOT
r/wallstreetbetsSee Comment

Today in USA market the sector that gaining are : Consumer staples , Health care , Materials , Real Estate ,Utilities ,Energy. The stock that gain the most today is : Kore , an IOT service company.

Mentions:#IOT
r/wallstreetbetsSee Comment

IOT calls SKM calls

Mentions:#IOT#SKM
r/wallstreetbetsSee Comment

What are your household rules around AI tools and social media and IOT devices?

Mentions:#IOT
r/stocksSee Comment

I really don’t know what to make of the AI threat to software other than I know it will be disruptive lol. But, I still feel quality infosec companies are going to be critical. Not even thinking about IT, but OT is still such a huge problem for endpoints. Plus, IOT networks are still a popular buzzword lol. The issue is valuation along with sentiment shift. I still think Palo Alto and Crowdstrike are both best in the sector, and their platform transformation is showing it. But I feel like I’m really wrong on this and missing something.

Mentions:#IOT
r/stocksSee Comment

IOT: they make sensors in everything industrial, allowing tracking of assets online

Mentions:#IOT
r/wallstreetbetsSee Comment

3rd was automation? 4th was IOT

Mentions:#IOT
r/stocksSee Comment

So $IOT is an extremely undervalued at this point and i would explain why that is. (1) Most companies in same sectors are not growing or growing 5 to 7%. SAMSARA is growing 30% and projected to grow 20% or more for next 5 years so its totally steal at this price. (2) Their FCF has improved so much and they just reported their first profitable Q. that being said that stock has massive opportunity of growth and likely to grow so well in next 5 years. (3) Samsara is likely to get in S&P 500 in late 2027 or early 2028. i mean its 11th largest insider holding company over $5B in valuation. (4) Samsara has massive massive institutional interest. Lately VANGAURD and BLACKROCK has added 10% more shares in their positions. Thats sounds so positive. i got all these information from u/Gubloinvestor on X. He is first samsara bull and keeps posting about stuff.

Mentions:#IOT#FCF
r/optionsSee Comment

I think so too. The IOT went on for how long? How many winners vs ponzi’s? That isn’t an Emperor with no clothes…..but it is dressed for the beach at best.

Mentions:#IOT
r/wallstreetbetsSee Comment

According to latest research there are 3 billion individual people that will benefit from this tech. Look it up. Thats not counting the defence sector, MNO’s l, first responders networks around the world and IOT Guess the savings when an MNO no longer has to pay roaming fees to competition? Or build terrestrial towers across the country. Now multiple each user on this telco by 5 dollars a month sent to ASTS. From now till we stop using satellites at 90% net income. You do know those are dual purpose satellites correct?

Mentions:#IOT#ASTS
r/wallstreetbetsSee Comment

Calls on IOT

Mentions:#IOT
r/stocksSee Comment

I opened positions in NOW, GTLB, and IOT two weeks ago and added to each last week. I also opened a position in VEEV last week. And I've added to existing positions in MNDY (oopsie), SNOW, and TYL.

r/wallstreetbetsSee Comment

silent sleeper for me is $IOT

Mentions:#IOT
r/wallstreetbetsSee Comment

Invest in the fast follower tech companies that are cheap because the giants take most of the TAM. AI turns out to be easy to copy. Look how fast Gemini and others came about. Other AI models will be easy to copy. Look for giants that only have moats because they're ahead of the game in features, functionality etc. Now imagine their competition catching up at lightning speed because AI will do all the coding. My picks: Ford - Tesla is way ahead in terms of software, and FSD. Imagine Ford doing FSD with significantly less capital because they're copying Tesla. Bonus for them also being in the battery business. MSFT - has a huge R&D for all their different products. Imagine AI coding agents enabling a programmer to 10x their productivity. That's a lot of layoffs... IOT - most companies do in-house supply chain management, or none at all. Disruption opportunity to replace all that with one supplier. Supply chain companies will always be in demand.

Mentions:#MSFT#IOT
r/stocksSee Comment

Opened positions in NOW, IOT, GTLB last week and added to each this week. Also added to MNDY, SNOW, TYL, and CHWY. Considering a new position in VEEV as well.

r/wallstreetbetsSee Comment

Anyone else long IOT, RBRK and ZETA and riding this bs out with their middle fingers in the air?

r/pennystocksSee Comment

As of February 2026, analysts maintain a generally bullish outlook on XCF Global Inc. (SAFX) and Samsara Inc. (IOT), two companies often associated with this query. XCF Global Inc. (SAFX) Forecast Analysts provide a mixed but predominantly positive long-term view for SAFX, despite significant recent volatility.  Average Price Target: $285.59, based on targets from 44 analysts, implying extreme upside from current penny-stock levels of roughly $0.14–$0.21. Target Range: High estimate of $350.00 and a low estimate of $215.00. Make sure you know!

Mentions:#IOT
r/pennystocksSee Comment

As of February 2026, analysts maintain a generally bullish outlook on XCF Global Inc. (SAFX) and Samsara Inc. (IOT), two companies often associated with this query. XCF Global Inc. (SAFX) Forecast Analysts provide a mixed but predominantly positive long-term view for SAFX, despite significant recent volatility.  Average Price Target: $285.59, based on targets from 44 analysts, implying extreme upside from current penny-stock levels of roughly $0.14–$0.21. Target Range: High estimate of $350.00 and a low estimate of $215.00.

Mentions:#IOT
r/stocksSee Comment

Trade Desk became a disaster before the AI-pocalypse sell-off kicked in. Veeva seems directly related to the AI concerns. I think they're overblown and have Veeva on my list of positions I want to do some DD on. I recently opened positions in NOW, IOT, and GTLB while adding to existing SaaS positions in TYL and MNDY.

r/stocksSee Comment

No. Looking in the technically oversold, maybe some interesting trades but not really seeing opportunities for things to add as long-term holdings. Some mildly interesting stuff that's technically oversold: ABT, SPGI, KKR, CEG (although the IPP theme hasn't been working well for a bit), TTWO, FICO, IOT, MORN, CHDN. Maybe a couple of others.

r/stocksSee Comment

Just added to three recently opened positions: 38% more shares in IOT, 35% more in NOW, and 35% more in GTLB. Also added 15% more in TYL. Thesis remains the AI-pocalypse is overblown and these are oversold.

Mentions:#IOT#GTLB#TYL
r/stocksSee Comment

Just opened a position in GTLB. This after opening positions in NOW and IOT yesterday and adding to my existing MNDY position. Thesis is this AI-pocalypse is overblown and the underlying businesses of those 4 are still performing well.

r/stocksSee Comment

IOT starting to look interesting. I originally bought in Sep 2022 at $12 and got too cute and sold in Oct 2023 for $23. I regretted it almost instantly. Revenue's up 60% since I sold while share price is now up 26%. Close to turning profitable now. Time to update my DD on them.

Mentions:#IOT#DD
r/pennystocksSee Comment

WATT is deploying their products to WalMart..all of them, in 2026. Another Fortune 10 customer is also deploying their product. More in the pipeline. I recently bought stock also, expecting to make 5x within a few years. Excellent interview that discusses the use case for ambient IOT, which is what WATT's products are helping to enable. WATT is a key infrastructure partner to this very large emerging theme. [https://www.youtube.com/watch?v=uuh-fGX0q5k](https://www.youtube.com/watch?v=uuh-fGX0q5k)

Mentions:#WATT#IOT
r/investingSee Comment

Not a financial advice. Personally, I think it is an interesting company. Now EQPT is a rental company which uses software to promote its services. However, in the long run - it can be a high-margin software company which used rental and equipment selling businesses to popularize its technology. Now EQPT competes with giants like United Rental. But if its software becomes widespread (we do not know if that true, of course), its largest competitors can become its customers. And even if it does not become a dominant player on software side - being a company in quickly expanding market is still not a bad thing. About the competitors - people often mention Samsara (IOT) and United Rental (URI). An edge EQPT has over IOT is that it actually rents and sells equipment with its software. There will be competition with giants of industry, but still - as market of such software is exploading, they will win.

Mentions:#IOT#URI
r/wallstreetbetsSee Comment

thanks for the DD- who exactly would they compete with/replace for supplying power chips or AI wearables? I will look at their revenue from AI wearables type products. have you an idea who META is using for their glasses? and along with that, good use cases I imagine would be industrial sensors, IOT devices etc and work into the edge computing industry. I don't understand chips at all but familiar with all the major players names lol

Mentions:#DD#IOT
r/stocksSee Comment

IOT (samsara)

Mentions:#IOT
r/stocksSee Comment

In the B2B daily lives but still it well known: 1) Figma - within the industry it's well known, but not sure if many non-tech investors follow it 2) DECK owns Hoka shoes which have taken away some of Nike's splash. 3) again in B2B space, Samsara (IOT) is on many industrial vehicles. I noticed their dash-cam on a bus in Alaska, and then saw the same on the trash truck in my neighborhood a few weeks later. Looked the same, I wasn't sure and then I asked the garbage collector about it and he said samsara. I don't think he liked it though (the Alaska bus driver did). 4) Liquid Death water (still private). I had a chance to get this early in their startup days, I think 2017 / 2018 but I didn't get it, it's just water from Austria in a tallboy can. But it's everywhere and will likely IPO soon.

Mentions:#DECK#IOT
r/stocksSee Comment

IOT

Mentions:#IOT
r/stocksSee Comment

Actually no, rushing a shitty tacked on service to market to claim you’re first isn’t a better long term strategy. Go do some research of how Starlinks D2D solution came to be. They saw what ASTS was doing in 2022 and rushed to acquire an IOT satellite company called Swarm and then tacked their tech onto their existing satellites. This tech isn’t built for mobile broadband, it doesn’t scale well, and it causes interference. They had to get a special waiver from the FCC to even use it. It’s a shitty solution that can’t be improved until they redesign the entire architecture. There is ZERO evidence that customers are switching to Tmobile to use their satellite service. In fact there’s tons of reports online about how poorly it operates. I’ll say it again, you have no idea what you’re taking about and are very confidently wrong in your replies. Luckily these big companies who have done extensive research and then partnered with ASTS aren’t as ignorant as you.

Mentions:#ASTS#IOT
r/wallstreetbetsSee Comment

IOT

Mentions:#IOT
r/wallstreetbetsSee Comment

How is anyonecgoing to bet against Trump at this point? It is clear he will defend the economy and the markets at all cost. This includes crypto, which has easily the most upside. Beware the AI unless you stick with the companies chosen as winners via government intervention. This is no IOT replay where companies had to fight it out.

Mentions:#IOT
r/stocksSee Comment

AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays

r/stocksSee Comment

They're digitizing the physical world. Winning massive contracts with outdated equipment/ operations at massive organizations. Think about the physical operations of universities or corporations - IOT builds the hardware and manages the software to optimize operations. An extremely sticky business model. They trade at a premium but have offered attractive entry points over the past 6 mos. This was a buy and forgot stock for me. I strongly urge you to do some DD.

Mentions:#IOT#DD
r/stocksSee Comment

Why IOT? It's not foing well this year 

Mentions:#IOT
r/wallstreetbetsSee Comment

He tried to short pltr recently and it plowed right back up I know it's bad out there I'm thankful ten years ago I bought ai stocks, PLTR at $27, IOT, BB, 200 oz of silver and gold and and MNMD biotechnology about to change medicine for ppl w mental issues

r/stocksSee Comment

Such a ridiculous take. The US moves quicker, yes. I won’t deny that. However, if you’re implying that the EU doesn’t innovate and just regulates, that is ridiculous. - STMicro - No doubt you’ve used a device with a STM32. - NXP - No doubt their chips are somewhere in your car. - ASML - Self explanatory. - Nordic Semi - Most IOT devices have this in there somewhere. If you own a Tile tracker, it most likely has one of these inside. - Infineon - Also partnered with Nvidia for robotics. - Bosch - Self explanatory. - Kuka - Literally responsible for those videos of robots in car factories. Ford, Chrysler etc all use them. - Novo Nordisk - Half you mfers use Ozempic anyways. - Airbus - Self explanatory. - Spotify - Self explanatory. - Ericsson - Responsible for most the world’s 5G connectivity (including the US). - Nokia - As above. - Siemens - Self explanatory. Most of those descriptions are facetious, I won’t deny, but I cba do write a full DD on these companies. Software side of things, yeah. I won’t deny there are deficiencies there. However, there are still relatively large companies here that have huge impacts. SAP for instance, as shit as it is, is one of the only things capable of doing what it does. Like just saying that the EU doesn’t innovate is some of the most ignorant statements you can make and you know it. If this comment was ragebait, you have outplayed me.

r/wallstreetbetsSee Comment

AI is the next IOT. I remember that hype

Mentions:#IOT
r/optionsSee Comment

Lol you can get 3-5% 15% OTM nowadays. Rbrk IOT CRDO(was 8%) 15% otm

Mentions:#IOT#CRDO
r/wallstreetbetsSee Comment

I went in hard on path and it paid off, saw this comment and decided to roll all of that into IOT. This has been my most profitable week OAT 🙏🏻

Mentions:#IOT
r/wallstreetbetsSee Comment

Everyone here sleeping on IOT. Next potential palantir PLTR for unsexy Gov contracts. they have a huge data and platform moat and are expanding into fed and state next year.

Mentions:#IOT#PLTR
r/wallstreetbetsSee Comment

$IOT up 15% and no mentions anywhere. Not gambling enough I guess.

Mentions:#IOT
r/stocksSee Comment

IOT is moving off earnings. 

Mentions:#IOT
r/stocksSee Comment

Its still discounted and so is IOT.

Mentions:#IOT