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EU refuses to let AMZN be a Vacuum cleaner company
Franklin Wireless (FKWL) aka fuckwhale.
BB: The WallStreetBets Breakdown - YOLO or Smart Investment?
ShiftCarbon Embarks on Strategic Business Transformation with Letter of Intent to Acquire Zero Carbon Technologies (CSE: SHFT, OTC Pink: SHIFF)
$BRQS is treated as scam but it has several valuable products and deals with famous companies like qualcomm, google and samsung.
[Week 2] AI momentum trading journey guided by chat GPT/LLM. Feedback welcome
[Week 2] AI momentum trading journey guided by chat GPT/LLM . Feedback welcome
My AI momentum trading journey just started. Dumping $3k into an automated trading strategy guided by ChatGPT. Am I gonna make it
The AI trading journey begins. Throwing $3k into automated trading strategies. Will I eat a bag of dicks? Roast me if you must
$HWAL Recent News has sparked a rally here..
Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap
Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap
Galileo Life Sciences Inc (OTC: $MDRM) is forging ahead into the future of useful healthcare.
Galileo Life Sciences Inc (OTC: MDRM) brings comprehensive healthcare to your doorstep.
Hot Stocks: AI, IOT surge on earnings; ZS slumps; VERU craters on FDA decision
Disruptive Technology - Blackberry
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$IOT: Excellent upward potential
Why do I think that Helium is a good investment
For a non-shitpost. Where would you put $15k?
$DELL Joins Hands with $AFFU OneMind to Pursue Trillion Dollar Smart City Market
WiMi Develops Load Balancing Algorithm-Based 5G Remote Robotic IoT Control System
IOT Platforms for Success by Blackberry
"79% of U.S. buyers would only buy a car if it supported CarPlay"
Why Pharmagreen Biotech (PHBI:OTC) May Outperform Based on Upcoming Rosin Sales in California (DD) $PHBI
BRQS BRQSW Cup n Handle on hourly next pr sends
[Mining Thread] Trying to figure out the prevalent sentiment about mining penny stocks on this sub. Bullish or bearish?
SPOTLITE360 IOT!! 🔥🔥🔥 They just announced that they are going global last Friday... this is only the beginning!! 🚀🚀🚀
SPOTLITE360 IOT!!🔥They just announced that they are going global last Friday... this is only the beginning!!
Let's discuss pennystock/microcap growth opportunities. Bullish on web3 and metals.
Lithium, Uranium, Gold, Silver and mining pennystocks.
New IPO, Samsara, Inc., and Internet of Things Technology- Is it a Worthwhile Investment?
What small cap/penny stocks do you hold that you are convinced will some day go parabolic?
Mentions
I can agree with you on that, my Air Fryer has a wifi chip so it can be considered IOT, but is a complete waste.
Samsara is a company with the ticker IOT and has quite nice growth actually. :)
They are just laying foundation for the IOT (Internet of things) with AI sauce on it. Idea 15/20 years ago was that everything would become connected with "smart" stuff. Having CPU inside it. Turned out GPU's were scaling better for tasks and keeping the stuff lean with the "think" work being done elsewhere was even better. Flash forward to now where we have render farms with GPU's doing the work and all the other stuff needs is just a connection to the internet. NVDA will be the backbone of the entire internet / ai scene moving forward. Easiest nobrain investment in history since \~2010/2015
Walmart went up a lot a couple weeks ago on news of new AI and IOT tech I think
There are future mass hyperscaler events. Consider any tech that replaces infrastructure as a matter of corporate effeciency. Fusion, quantum, biotech are a few examples of tech that could underpin our way of life We"d pay good monthly sums for guaranteed health benefits, fingertip compute, IOT interfaces, telepresentation, etc
Solid idea to look at it this way. Cyber-physical systems are something of an interest to me as a logical expansion of existing IOT devices and such. But I wonder who / what company is actually worth investing in from this angle. I know there are some MIT / DARPA / etc projects that exist but public companies…?
Boomer AI stock. I was here when they were C3 IOT. And whatever buzz word salad they were pitching.
This is interesting. IOT customers do like the platform… From what I’ve seen their hardware is good and they are trying to expand. Ticker is up.
Apple will acquire IOT. You heard it here first
LDI , WULF and IOT are all going to make you super rich. I don't know what they are or what they do but load up on some short expiration OTM calls and then in like 3 weeks you'll have unlimited money
I did some research on this stock and here’s what I found: 1. The current average analyst price target is $3.19 and the high is $5.00. The upside to the average price target is 255%. 2. Sold on Home Depot, Wayfair, Amazon, Kichler 3. It looks like they had a promotion on Wayfair and Home Depot to collect customer reviews and almost all of the reviews are from the promotion and high ratings. The reviews on Amazon are much less and mixed but looks like older product 4. Revenue of Q2 2025 Revenue of $23.1M was a 15% increase over Q1 5. Gross profit increased by 23% 6. CAGR of IOT home lighting is 18-22% 7. Market will grow from $18.57B to $43.38B by 2030
Maybe, but on the other hand that compute could be redirected to more IOT, robotics, medical applications. I do think the markets are being hyper optimistic but as a doctor AI is live changing for the field. The growth in AI applications is pretty much infinite if you ask me. 🤷🏻🤷🏻
I had been meaning to buy some as close as I could get to $30 but then sort of forgot about it. Maybe this is a good level but I’ll probably try to be more greedy. If something spooks the market this month or next, stocks like IOT will go on sale indiscriminately.
There were some folks here talking about $IOT jumping on earnings and possibly entering on a pullback. That might be now. Just fyi. It fell on the Motiv lawsuit decision. But seems to have started turning around near yesterday's close
Samsara Inc - $IOT They provide software and insights for physical operations. Constantly beating their earnings, by ALOT! Seems niche too and the stock chart looks like it’s done it’s ABC pull back and is ready to go higher.
This morning closing my calls on AVGO, IOT, TTAN, ZUMZ ... and maybe a few others...
Shoutout IOT ( for now, premarket shake up is real ) for the W
Sold IOT @38.41; 36.125 -> 38.41; 6% profit for a single day 🪑s trade. Not bad! u/whoeatsmyoatmeal
Sold some IOT 34.5p, should expire worthless
$IOT * *Q2 revenue of $391.5 million, representing 30% year-over-year growth, 31% in constant currency* * *Ending ARR of $1.640 billion, representing 30% year-over-year growth in actuals and in constant currency* * *2,771 customers with ARR over $100,000, an increase from 2,120 one year ago* * *Customers with ARR over $100,000 generated approximately $1 billion of ARR, representing 35% year-over-year growth* * *Customers with ARR over $1,000,000 contributed more than 20% of ARR* “Samsara had another strong quarter of durable and efficient growth, ending Q2 with $1.6 billion in ARR, a 30% increase year-over-year,” said Sanjit Biswas, CEO and co-founder of Samsara. “As the trusted partner to some of the world’s largest and most complex operations, we’re seeing firsthand how the rise of the AI-driven economy is amplifying demand for our platform. We are innovating at an unprecedented pace and are excited to deliver even greater impact for our customers who keep the global economy running.”
Got PATH and IOT calls. Chickened out on Lulu puts though sadly
Bought 100 🪑s of IOT at 36.125. Iv 300% makes the premiums to pricy for me.
"AI" Lousy company that was previously an energy-related company and an IOT company before AI became popular. One of the worst performing AI stocks is one with the ticker AI. "CRM" Hyping AI and paying McConaughey a fortune is only resulting in 8% rev growth outlook. "FIG" Opened way too high on IPO day. Now finally starting to get back towards what Adobe offered. They also announced that there will be some early lock-up expiration so people think there will be selling from that.
I think the sleeper play of the week will be samsara (IOT). Anyone else playing it?
I don't know if I would take any stock "to the grave" but Amazon is definitely on my top 3 investments list. Not only are they in all the important future categories like cloud, autonomous driving, robotics, AI, space exploration, and home IOT, but unlike their competitors Amazon can mostly use this technology to first benefit itself.
Everything good is trading at extreme valuations. So you will need to look at unknown stocks to find value, but good luck with that. Rate cuts are expected next month so that will drive more liquidity into the market and will probably inflate everything further. Retail is all in at the moment so hype is driving everything. I was looking at crowdstrike for example, because i think the sector of IOT security is setup for immense growth and crowdstrike have some great products, but the evaluation right now is insanity and i wouldnt touch it at these prices. Will it keep going up? Probably but i'm happy to wait or just look for something else.
Yes its potential to become the leader in IOT including connected automobiles, VR headsets, on device AI. This would be the last time you can buy it cheap
AIOT = AI + IOT insane combination 💰💸
Can you name the competitors? I’ve been searching and everything else out there is just partly a solution, not the whole package… like Salesforce - CRM, Workday, Servicenow, etc. Others are still shell companies… basically like PowerPoints and excel sheets…One company seems to emulate PLTR’s AIP is Samsara - IOT..although this stock hasn’t got the strong CEO like Alex Karp.
I don't know, but I think I'm with u/Cagliari77 on this one. IOT, fabless design, RF transceivers, Bitcoin, SOC.... Wait, *what*? "We're floundering and perhaps unfocused, so let's announce we're going to buy $350,000,000 of Bitcoin and then people will love us! Because Bitcoin, *right??*" And what happened in February of last year? For much of 2023 "the story" was maybe reasonable, but I'm not seeing it now in the price action.
I gave chat some parameters, and it told me to invest in IOT, ANET, FUTU, and UTHR All good picks, I’m up 20% on FUTU
$IOT buyout rumors starting to circulate, 9/19 45c got hit for $1.4M
ONDS isn’t pre-revenue. They should clear $30M this year and see just ramping up production. They also have an entire separate rail network IOT side of the business that will likely be spun off later this year to fund more M&A and strategic growth.
$ENVX $AMPX. SILICON anode batteries for phones, drones, IOT, wearables, and potentially EVs.
$ENVX $AMPX. Silicon anode batteries for IOT, drone, wearables, phones and potentially EVs.
You should buy IOT out of money call option instead. Go big or go home!
IOT! I don’t want my fridge or washing machine connected to the web. Why would I want my microwave to be connected? It seemed to me at the time that it was giving a lot of trust to the entities that develop and upload the software.
You mean branch out to missle tracking, un spoofable GPS, tracking a phone within 0.5m, IOT, cars, planes, caravans connectivity, container tracking, emergency services, home internet, and some of their other 3000 patented applications?
ASTS will have to create an IOT market and secure a ton of government contacts in addition to their current market strategy of being a global direct to cell broadband service. But, a ton of global cellular operators will be able to significantly reduce their instructions costs and split those savings with ASTS. It’s really just a global market.
GCTS. Small semiconductor specializing in 4g and 5g chips. Both Iridium and Globalstar have taken an interest in their chips for D2D satellite communication. ASTS and Starlink are taking the broad spectrum approach to communicating with cellphones and IOT devices. Skylo, Globalstar and Iridium are taking a narrowband spectrum approach, which all require specialized chips to communicate with the satellites. Qualcomm is the primary provider for narrowband chips. The Qualcomm partnership fell through for iridium, which is why they fell behind on the D2D cellphone market. Apple, who uses Globalstar’s network for cellphones is working on in-house chips to get away from Qualcomm. Qualcomm works with google as a receiver in their pixel phones. While GCTS is not in the cellphone chip market, they are heavy in IOT and are attempting to carve out their own niche in the area Qualcomm is lacking. They were beaten down in revenue as their offerings were in primary 4G, but they are launching 5G chips soon and with the partnership with iridium (heavy in government contracts) and Globalstar heavy in agriculture and asset tracking, new revenue streams are potentially on the horizon. Sub 100m market cap, could be a massive multibagger if its tech hits, even a moderate 1 billion market cap is a 10 bagger, hitting a run to multibillion market cap if sat com tech becomes mainstream? The problem with starlink and asts is overcoming spectrum interference, if you think narrowband allows for less spectrum interference and allows stronger uplink/downlink transmission signals then it could be a big shift.
Cisco is still one of the major backbones of global networks today, but they have more competition, also cisco never was the defacto standard or owned a monopoly in networks as NVDA does being a creator of the frameworks, you have juniper, ciena, hauwei many other players. And the nature of networks have changed from core, to 5g, optical ... , the growth didn't change ... the growth is still there and the need for network infrastructure continues to grow for edge computing, to cloud infrastructure, to IOT, to .... cisco is still massive but they have never owned the ecosystem and the softward. Not even close ot an apple to apple comparison. What is concerning though is Hauwei , and China's catching up to the US in AI both in hardware and software, they are only behind the US. People fail to realize the point ... and shutting them out of access they'll catch up sooner and can create rival hardware and software frameworks. Hauwei's move into network massively impacted Ciscos growht and that is an apples to apples comparison of the elephant in the room for NVDA, politics.
IOT? That's like 2018 technology
Everybody sleeping on the berry, they are making big steps with QNX. Up 8% since earnings last night and higher guidance than expected. Might get some calls for september, after next earnings. The market is ready for IOT.
It is wild how much of the stock is valued based off narratives as opposed to fundamentals. I originally invested because of it's technological moat and the growth vectors across IOT, industrials, and software CapEx for data centers. AI was optionality for me, not the main thesis.
Wasn't this company previously known as C3.IOT, and C3.Energy. Also weren't they working on some blockchain bs previously? From the history of the company they just rebrand to whatever is the buzzword of the day. Do they even do actual AI??? i look forward to the day when they rebrand to C3.SMR, or C3.Fission.
My $IOT bags are heavy ya'll
IOT, DOCU,AVGO , CIEN , all dropped after their calls , VSCO was up 2% today
Lmao my bad to everyone I recommended IOT calls to
AVGO, LULU and IOT all dropped after hours. Tomorrow will be red! My LULU calls lmao
Ouch for DOCU, IOT and LULU after earnings.
IOT 50c 6/6 LULU 295p 6/6
damn IOT, atleast mongo and five covered me so 🤷
Missed on IOT, LULU makes up for it. Man I love this shit
u/Ancient_Brick_8117 Why do you like IOT?
buying IOT calls, goodluck to lulu and avgo bros!
Yeeah, I don’t think so either lol unless they do crazy numbers. PVH dumped, GAP dumped majorly. I got in on IOT though.
Samsara IOT anyone?
Moves for tomorrow include buying more ITM calls for: CRWD, AVGO, RUBR, LULU and IOT
Who’s with me AEO Call BBY put DELL put GAP call HP call IOT call
Who’s with me AEO Call BBY put DELL put GAP call HP call IOT call
I worked for a IOT company in my past who were trying to introduce Klarna to its commerce platform. Discussions fellover because our legal team wernt happy that there was a line that prevented Klarna taking liability for losses. I find this interesting as I only saw it in one small instance but I do wonder if they have a rug pull in them....
Google I/O was actually pretty good IMO, Just in regards to an installed base, I felt like Ai features are on the path of being well integrated in their normal lives. I wonder how far are they from connecting IOT from the Google home hub
wtf, talking about fast internet speeds and sub gig frequencies in the same rant? You can’t even transit 720p compressed at 600MHz. Also if he starts regulation these sub gig frequencies it’s going to throw a huge wrench into LoRa (Amazon sidewalk) and Z-wave devices. These frequencies were chosen to be set aside for consumers. I work at a company that specializes in custom IOT PCBs and getting things FCC certified. This tweet is a well regarded bull in a china shop
Yes it does, but current as research papers, evolving standardization, and on going product development. Part of it comes from Universities and Academia (you know the same one for whome this administration is trying to kill the R&D funding for), part of it from private sector. As for 600MHz spectrum - its low frequency, low speed, higher coverage range spectrum that is repurposed from legacy braodcasting etc. Its not earth shattering for average consumers but could be useful for IOT type devices.
I reallocated early may. Traded stables for Ai, Ai energy and semiconductor stocks that had fallen 30 or 40 pct. The world is becoming the IOT.
Their website is now live as well, with this novel strategy: "our primary focus is to partner with an innovative technology company positioned for long-term growth." That should go well with their "sector-specific insight" ... whatever sector they settle on. They are laser focused on blockchain, IOT security, food supply safety, record and data safety, hypersonic technologies, quantum solutions, edge protection and more. With a first Moo-ver like David Nunes as board chairman, I don't see how this company can fail!
I started an IOT electronics business last year. That is exactly what is happening now, and we are discontinuing a slew of products because of it.
The stock price has not budged really. Qcom has done horrifically in the market. But, from a fundamentals standpoint, especially long term…I can’t understand why. Yeah intel is a disaster, AMD will never compete with NVIDIA and therefore is stuck without diversification strategies (because CUDA). Qualcomm is an American 2025 success story in terms of a well run company. Yeah they have lots of competition, but in many sectors they are the top (small SOC, RF, auto, VR and soon IOT)But the market does not agree.
Sure, nvidia and TSMC are basically monopolies. Broadcom is a conglomerate that is too complicated for me to analyze. It’s like GE 30 years ago. But has a chance of being a major player and Automotive and IOT. It’s already dominating the virtual reality space which with smart glasses may become popular.
Qualcomm is the most diversified semiconductor play. Handset’s are a cyclical market, for the foreseeable future you can expect high single digit to low teens growth based on the cycle. Even with the total loss of Apple revenue post 2027, they’ll still make on average $20 from every other phone sale. Plus, at this point the market has already accounted for it. Then you look at IOT which includes industrial, and Automotive, those are the big growth drivers where you’ll see eye popping numbers. Not to mention their focus in AI is on device chips in an industry that is focused on training and inference chips. They might not get the same hype as Nvidia or Broadcom, but I wouldn’t count them out either. Qualcomm is slowly going away from being handset reliant and diversifying their revenue streams. By 2030 many people will be wondering why they couldn’t see the value in Qualcomm today. Fair value is around $181 some think $200, but let’s be conservative and say $181. It’s still very undervalued and should compound nicely for years to come. If you are wondering why the stock dropped, they posted lower guidance for next quarter, but again companies always underestimate in uncertain times. As of now, the company also has tariff exemptions. Do your own due diligence. Just my opinion on the company.
I held IOT until it doubled. Worst tax return of my life
Ah sorry, think I misinterpreted what you wrote, missed the forest for the trees. > Like it would be almost better if it was out of malice. If its all incompetence and the ship really has no rudder it will just be so so bad. I've been trying to figure this out for some time; I have such a hard time believing that literally no one is steering the boat, because even if the president is a fucking moron, there must be some people who care about their own futures enough to push him in a direction that is good for them. Back at the start of the year, I figured that musk was doing this, even though he definitely isn't the sharpest tool in the shed, at least he's got talent around and a functional brain. I actually met him back in 2017, and while he is extremely overconfident, he can at least look at details and make a rational analysis. Apparently ketamine isn't good for the brain. > it is looking more and more now like the supply crunch will hit regardless because the tariff on absolutely everything has been in effect for so long. Then inflation which comes on top of existing inflation I started a niche electronics / IOT company last year (great timing, right?), and have been extremely invested in the logistics supply end of things as this has all been rolling out. We need to change the narrative about the outcome of these tariffs; people keep focusing on the stock market, investments, retail prices, etc. Those are all *first order* effects. Yes they'll be bad, but we've dealt with those issues before. I'm extraordinarily worried about the second order effects. High tariffs and damaged trade relationships mean fewer shipments (a lot fewer). Businesses tried to front load on the components they needed before tariffs hit, because those tariffs were high enough to make many products unviable; hoping to have enough inventory to wait-out the tariffs before they had to order again. Now the tariffs are here, import orders are basically stopping because most US companies have a BUNCH of extra stock, and spent a bunch of capital to make it happen (we basically spent all our liquid capital ordering ahead). Now, it takes a very long time to fill up a cargo ship enough to sail. And the shipping price is going to be way higher, 2x-3x, because the shipping companies are trying to recoup the cost of fewer shipments. **But**, companies have just dumped all of their capital into preordering, and we are obviously headed for a recession, so most of them will *discontinue products and do layoffs to stay afloat*. This means even fewer cargo ships sail, much longer shipping times, and the shipping price to the US continues to rise. This results in more products being discontinued, more layoffs, ports and logistics companies shutting down, and an inability for the US to import ANYTHING. Apologies for the very long post, but I think early next year we start a second Great Depression, tens of millions laid off, failure of basic infrastructure. It's really fucked.
My big bulls are amazon. The fact it got so cheap was insane and i somehow managed to buy at the bottom so im up like 20% this week on those buys. Im in IOT and EVERYONE uses AWS. They say its bar none the best cloud system and amazon is adding even more features. Next are google for AI. Look into the amount of Gemmini users. Now look at their earnings this quarter. Microsoft also cheap since they literally have a monopoly pretty much for OS on any pc on top of that Teams is exploding and gonna be used worldwide in businesses. Lastly Meta is the future. Almost all social media you use is meta now. Those are all top notch
Keep an eye on US wage rates. If wages increase in the next year, you’re right. If they decrease then I am. Main st has a big fuc*ing coming and corporations will retain profits by slashing hiring and jockeying eroding regulation. Wages were finally increasing and now us corporations will begin screwing the American worker like no other. The biggest casualty will be American ingenuity. America is the best bc we have a new breakthrough technological revolution every 5-10 years. Those breakthroughs (IOT 4.0, Solar, EVs, Space missions, AI, Smart Home tech, satellite tech, etc) start out as unprofitable …. No corporation is going to invest in break through advancements without huge govt funding. DOGE is ensuring the next world altering breakthrough happens outside the US
I started an IOT company in June of last year, with first product to launch in June of this year. Ask me how it's going.
Step 8: check if the importer software works IOT collect the peek-a-boo tariffs (spoiler alert: nope)
Because China’s going to announce they developed Deepseek R2 off of IOT home appliances for $3.50, then release that shit OpenSource
If I had to pick any ticker to be bullish on it would be ARKQ or some of the tickers in the funds holding. Next step in AI is automating away manual labor. Big boom in those automated and robotics industry is coming. IOT is the future
Enjoy this quick list of new manufacturing plants being built, with news of more on the way. Building in the US allows companies to largely ignore tarrif nonsense. Nestlé Opens State-of-the-Art Beverage Factory in Arizona Creating 300 Jobs Corning Incorporated, will expand its facility in Canton, New York. …expected to create up to 130 new manufacturing jobs and 175 construction jobs. Lithium Battery Company,[ in South Tampa](https://tampabayedc.com/news/lithium-battery-company-expands-in-tampa-with-new-state-of-the-art-manufacturing-facility/)… leased 65,000 square feet at 5201 S. Westshore Blvd. …create 50 new high-tech jobs … set to be fully operational by the first quarter of 2025. Ionomr Innovations Inc., new manufacturing facility at Hood Park in Charlestown, Massachusetts… expected to create over 40 new jobs in the next three years. Panasonic Industrial IOT Solutions Group has opened a new facility in Rochester, New York. The facility officially opened on January 16, 2025. Pratt & Whitney, will expand … create 325 new jobs. Modine, will be opening a new plant in Franklin, WI… expected to create 200 full-time. Modine plans to move into the facility in 2025. Nitto, will open a new facility in Frankfort, Kentucky. …will create 220 full-time jobs Nucor Corporation will build a new $200 million utility structures production facility in Brigham City, Utah…is expected to create 200 full-time jobs. ISCO Industries Inc., will expand in Louisville … that will create 50 full-time jobs IKO, has announced plans to open a new granule facility for its subsidiary, Bismarck Granules, in Bismarck, Missouri…. set to create over 50 new jobs in the region. Superior Glove, has chosen High Point, North Carolina, for its first manufacturing facility in the U.S. … creating over 100 jobs in the next five years. Il Pastaio to Open First U.S. Manufacturing Facility in Pennsylvania, Creating 74 Jobs Leprino Foods Opens New Manufacturing Facility in Lubbock, Creating 600 Jobs [https://www.industryselect.com/blog/new-us-factories-unveiled-in-january-2025](https://www.industryselect.com/blog/new-us-factories-unveiled-in-january-2025)
That ... certainly is an argument to try to make. I am very impressed that Reddit's new policies managed to take down MDB, IOT, APP, MRVL, NVDA. TSLA, TEAM...just to name a few. That's quite the bad policy change.
Its the same thing that happened with IOT a few years back...there's quite a few great applications of it, but they weren't as sexy as the stupid hype scam ones that came in like internet-connected juicers or internet-connected mattresses.
Ye I got IOT 38P Mar’21 That shits already reversing..
Am I crazy for playing earnings on IOT?
I think it’s more ADI driven. They do similar dumb chips for like industrial and IOT. Barrons had an article out about the upgrade, with some analyst thinking it’s the bottom for these names.
Like i haven't done that. Lol Can't speak for robotics because I don't do robots. Unless it's for a crap engineer, this is all borderline worthless. Predictive maintenance might be useful. But I can't get the company to even allow an off the shelf formalbs printer onto the network, much less spend 100k putting IOT sensors in all out custom built PLC machines. //// Design & CAD 1. Autodesk Fusion 360 with Generative Design – Uses AI to optimize part designs based on material, weight, and strength constraints. 2. Siemens NX with AI-Driven CAD – AI-assisted modeling and generative design. 3. SolidWorks Design Assistant – AI-powered feature recognition and part design suggestions. Simulation & Analysis 4. ANSYS AI-Powered Simulations – AI accelerates finite element analysis (FEA) and computational fluid dynamics (CFD). 5. Altair HyperWorks AI Tools – Uses machine learning to optimize structural, thermal, and fluid simulations. 6. COMSOL Multiphysics with AI Optimization – AI helps with multiphysics simulations and parameter tuning. Manufacturing & Automation 7. Siemens MindSphere – AI-driven predictive maintenance and industrial IoT analytics. 8. IBM Maximo – AI-powered asset performance monitoring and predictive maintenance. 9. Tulip – No-code AI-driven manufacturing process optimization. Machine Learning & Data Science for Engineering 10. MATLAB with AI/ML Toolboxes – Machine learning for predictive maintenance, control systems, and optimization. 11. Python (TensorFlow, PyTorch, SciKit-Learn) – AI for design optimization, fault detection, and automation. Robotics & Control Systems 12. ROS (Robot Operating System) with AI – AI-driven robotics and automation in mechanical systems. 13. NVIDIA Isaac Sim – AI simulation for robotic motion and automation. 14. LabVIEW with AI Modules – AI-driven control system tuning and automation. Failure Detection & Predictive Maintenance 15. Google AutoML or Azure Machine Learning – AI-driven failure prediction and anomaly detection in industrial systems. 16. Vibration & Acoustic AI (e.g., Augury, Presenso) – AI for detecting early mechanical failures through sound and vibration analysis. ////
First of all, they are still a reseller for all their large govt customers, and they kept UEM as it powers their AtHoc and Secusuite. As for IOT device security, none of the other players have a lightweight product to run on a propitary RTOS, and they will not be given kernal access to develop for it. Blackberry have also retained all the patents and IP from Cylance.
The WSB play here is that it’ll jerk up this year because of a re-rate due to bullish guidance in IOT.