IOT

financialthrowaw2020

It's already here. Many of us are stepping away from IOT and moving towards privacy focused+ analog

billocity

SIMIs - chips would be needed for on board AI, memory for storing data, control boards etc. One of those dump tucks you see in the mines, will create at least 1TB of data a day from all the AI processing and on board IOT sensors if it is converted to be fully autonomous. There are companies doing this now. The future money will be in the chip manufactures and software companies that can manage and run automation and robotics at scale.

MitchCurry

I got IOT in there. PATH I dumped last year. Don't really trust management to execute anymore. Not surprised to see them rallying though.

_hiddenscout

MANH, IOT, PATH are a few other names that been on solid runs.

MitchCurry

VEEV is no longer cheap and my portfolio is looking quite green. Of the SaaS companies I added during the SaaSacre, my return is +54% on GWRE, +46% on IOT, +28% on NOW, and +64% on VEEV. TYL is still -15% lol

Utilize3372

Who reigns as leader in the Order of the New World? Right now NVDA feels obvious, but over time SPCX will take the throne as every single thing becomes more IOT than it already is. All hail.

GrumpyScroogy

Naive gamers bought NVDA / AMD / INTL because "gaming go boom" Smart money bought NVDA because of CUDA invention Smart money bought AMD / INTL based on the IOT thesis. At the end it doesnt matter because they both were right. And gamers probably had an easier time to hold through it because their blind faith in "gaming company i like" is an easier hold than predicting the powerhouses providing the infrastructure of the future.

MitchCurry

Preach. I’m +20% now. Also +37% on IOT, +33% on GWRE, +35% on VEEV. These were all my SaaSacre buys.  I’m still -28% on TYL lol

mollusc_in_the_wind

Powered by $IOT.

azure275

It's somewhat complicated. You make a good case that there will still be crazy demand, from IOT devices and appliances to car chips to telecom to consumer electronics yes. BUT those items in general are cost sensitive in a way that hyperscalers isn't. If RAM costs too much people will just stop buying smart appliances. There's only so much you can charge for a microwave or a base model car

MitchCurry

I held SNOW for \~5.5 years and finally let it go in March in favor of others I had higher conviction on. Took a 24% loss while SPY was up 77% and RSP was up 55%. Since the day I sold, SNOW is up 85% and I'd be well in the green if I had held. My highest conviction software stocks right now are IOT (hardware is a big part of their software story), VEEV, GWRE, and TYL. On the cyber side, DDOG and CRWD. I also hold NOW which I don't plan to sell but it's still a level of conviction below my others.

greenpride32

WM and CTAS are night and day from NOW and UBER, which are night and day from IOT and ZETA for example...

Advanced_Divide_4641

Automotive industry is really weak minded. They would rather sell data in this space. Realistically, there is no way to retain that amount of data properly for long term at the moment. Literally, all this is run my the biggest boomers and people that have no clue. The technology is as ancient as papyrus toilet paper. If anyone is doing well in this space it’s IOT.

NotGoodSoftwareMaker

Idk, much of India / Africa / Middle East / Latam still has very spotty coverage That covers maybe 3-4 billion people, assuming only 1bn need ASTS, with 5USD pm that could be your 10-15bn pa With government contracts and IOT that could push it further i guess Idk, my plan is to sell at 100-150bn market cap and move on

ThinkofitthisWay

not entirely, ASTS does broadband from space, this alows RKLB to do narrowband. meaning they might compete over IOT/ low data use cases, but for high data high speed requirements ASTS has its niche. theyre competiting with SpaceX though! i own both so this is great news

nndmbull

IOT

MitchCurry

I've been buying NOW, VEEV, TYL, IOT, and GWRE since the SaaSacre began.

2024-YR4-Asteroid

I full think that even in a total crash nvidia will say up.. they make the chips that more and more of everything runs on. Need complex calculations? Nvidia. Want to play games cause life sucks? Nvidia. Need to run an AI? Nvidia. Need ML programs for literally anything? Nvidia. IOT? Somehow, nvidia.

flesjewater

This looks like mostly PR. They refer to Red Hat Device Edge, a platform for edge devices like IOT, POS etc

NiceAmigo2002

Have $IOT, $RDDT and $SDGR Never heard of any others

MitchCurry

Added to my positions in IBKR (7% more shares), IOT (14%), ISRG (8%), NOW (14%), NU (6%), TYL (23%), VEEV (15%), GWRE (14%), PRCT (12%), QXO (15%), and NTDOY (6%).

AccomplishedPin4648

HOLD ON, the market is bleeding but IOT is up wtf

Macallahn

IOT about to go blast off

Macallahn

glad i got out of most tech. in LLY and IOT , green

_hiddenscout

Nice reversal on IOT this morning. Need to dig more into this one. Really interesting company.

AccomplishedPin4648

Well, facing a 27% short position, hedge funds and market makers won this time. # Samsara (IOT) Q1 CY2026 Highlights: * **Revenue:** $478.8 million vs analyst estimates of $455.1 million (30.5% year-on-year growth, 5.2% **beat)** * **Adjusted EPS:** $0.17 vs analyst estimates of $0.13 (30.4% **beat)** * **Adjusted Operating Income:** $91.01 million vs analyst estimates of $68.51 million (19% margin, 32.8% **beat)** * The company **lifted its revenue guidance for the full year** to $2.01 billion at the midpoint from $1.97 billion, a 2% **increase** * Management **raised its full-year Adjusted EPS guidance** to $0.71 at the midpoint, a 6% **increase** * **Operating Margin:** 1.5%, **up** from -9.1% in the same quarter last year * **Free Cash Flow Margin:** 15.3%, **up** from 13.9% in the previous quarter * **Annual Recurring Revenue:** $1.99 billion (29.6% year-on-year growth, **beat)** * **Billings:** $495.3 million at quarter end, up 27.9% year on year * **Market Capitalization:** $21.18 billion

MitchCurry

IOT with their 3rd consecutive quarter of sequential acceleration in ARR and 4th consecutive quarter of sequential acceleration in $1M ARR customers growth. Their upmarket expansion is compounding. However, management did cite AI-related investments as the cause for gross margin compression.

HesusHrist

bought IOT calls please god

doinganevildeedblues

What the hell happened to IOT

Winter_Appearance432

What happened to IOT?

WittyAd8777

IOT is what every company will turn to for AI

doinganevildeedblues

Anyone playing IOT?

JarrodH991

IOT earnings?

jpc1215

IOT earnings after hours

Harp-Note

Are buddhists bearish on Samsara (IOT)? 🤔

ThinkingOfTheOldDays

I'll join on IOT. Time to fly

SteveBaloni

Full port IOT calls and LULU puts

sillybeanguy

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.

jpc1215

IOT is gonna blow past 40 on earnings tomorrow

minnie_09

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

kudles

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

YakRare3689

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

Advanced_Divide_4641

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.

Particular-Nose-8932

People be sleeping on IOT

nohandsfootball

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

MitchCurry

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%.

nohandsfootball

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

CALAND951

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.

bilingualbunny

IOT

Single_View_3645

RBRK and IOT are so underrated

dillcanpicklethat

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

Xants

IOT - poised for AI and government use cases.

nomemory

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.

j_schmotzenberg

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

anonymousbopper767

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.

F1CKEN

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

peachdinosaurs

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.

Impressive_Order60

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

AQOntCan

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

succesful_car_69

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 /

succesful_car_69

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…

Powerful_Wishbone25

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.

Even-Cartographer134

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.

dvdmovie1

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.)

No-Environment-5762

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.

davidbigham

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

semilucky75

Spotify, Meta, IOT

AQOntCan

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

MitchCurry

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%).

IBangTokyoWife

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

_hiddenscout

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.

rwc5078

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

inwardPersecution

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

TheDavidRomic

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.

Apprehensive_Two1528

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.

MitchCurry

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.

MitchCurry

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.

One-Difficulty5053

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

Stocks_N_Bondage

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

renehiguitahasaposse

IOT

MitchCurry

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

MitchCurry

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

_hiddenscout

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.

Riskismyapellido

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

Stocks_N_Bondage

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.*

Riskismyapellido

what do we think about IOT?

BrobaFett_1

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

MitchCurry

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.

BrobaFett_1

Could I ask for your thesis in IOT?

MitchCurry

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.

MitchCurry

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.

MitchCurry

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

OsamaBagHolding

IOT is adjacent to that

DMT1703

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.

babyd42

IOT calls SKM calls

pico_rico

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

salty0waldo

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.

semilucky75

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

MeaningForward5290

3rd was automation? 4th was IOT

Economy_Push_8886

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.