IOT

explorer_of_random

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.

acadia11

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.

SpaceCatVII

IOT? That's like 2018 technology

bittentime

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.

elgrandorado

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.

killerdrgn

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.

Mysterious_Spray_361

My $IOT bags are heavy ya'll

Equivalent_Knee_9378

IOT, DOCU,AVGO , CIEN , all dropped after their calls , VSCO was up 2% today

papa_elon007

$IOT

MrBigBossMan

Lmao my bad to everyone I recommended IOT calls to

Odd-Block-2998

AVGO, LULU and IOT all dropped after hours. Tomorrow will be red! My LULU calls lmao

_hiddenscout

Ouch for DOCU, IOT and LULU after earnings. 

AdPurple4902

IOT 50c 6/6 LULU 295p 6/6

Ancient_Brick_8117

damn IOT, atleast mongo and five covered me so 🤷

AdPurple4902

Missed on IOT, LULU makes up for it. Man I love this shit

Sauce_golfer

u/Ancient_Brick_8117 Why do you like IOT?

Ancient_Brick_8117

buying IOT calls, goodluck to lulu and avgo bros!

AdPurple4902

Yeeah, I don’t think so either lol unless they do crazy numbers. PVH dumped, GAP dumped majorly. I got in on IOT though.

NefariousnessEven806

Samsara IOT anyone?

MrBigBossMan

IOT

JustCan6425

Moves for tomorrow include buying more ITM calls for: CRWD, AVGO, RUBR, LULU and IOT

Dementia_

I’m very picky, so I don’t have 5, but 1. IOT - Criminally overlooked. 2. RDDT - So much monetization potential 3. GTLB - Overlooked because of Github. Really CI/CD space is turning into a duopoly. 4. TBD 5. TBD

Fluffy_Pear5455

Who’s with me AEO Call BBY put DELL put GAP call HP call IOT call

Fluffy_Pear5455

Who’s with me AEO Call BBY put DELL put GAP call HP call IOT call

OutlandishnessOk3310

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....

Top-Meaning2626

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

bearlife

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

3381024

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.

AccomplishedPhase883

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.

buggysoftware

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!

Ok_Tart1360

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.

yhezov

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.

yhezov

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.

RiPFrozone

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.

curt_schilli

I held IOT until it doubled. Worst tax return of my life

SandwichAmbitious286

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.

Small-Friendship2940

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

InverseTheReverse

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

SandwichAmbitious286

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.

1Sojourner2025

Step 8: check if the importer software works IOT collect the peek-a-boo tariffs (spoiler alert: nope)

Rimfighter

Because China’s going to announce they developed Deepseek R2 off of IOT home appliances for $3.50, then release that shit OpenSource 

sonofalando

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

SnowyFlam

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)

FarkGrudge

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.

jj3904

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.

drherschelbeahm

Ye I got IOT 38P Mar’21 That shits already reversing..

TheLoneWolf_218

IOT popping it’s pants

jayxmor

Am I crazy for playing earnings on IOT?

jayxmor

Calls or puts on IOT?

baconkrew

AI is the new IOT

_hiddenscout

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. 

wdwentz93

!banbet IOT $67 3 days

S_sands

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. ////

wdwentz93

!banbet IOT $63 EOW

needaspguy

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.

NYCandrun

The WSB play here is that it’ll jerk up this year because of a re-rate due to bullish guidance in IOT.

Darkstarx7x

Great analysis. Look, nobody is excited to invest in a stable business, they want growth. BB cybersecurity business makes 92 million a quarter and growing at 5% YoY. Meanwhile companies like CRWD are doing billion dollar quarters with 30% YoY growth at 10x the scale. This IOT niche is just that: a niche.

NYCandrun

Cyber security business is a joke and any upward catalyst would need to come from the IOT business.

Darkstarx7x

They don’t do anything important in cybersecurity. They bought Cylance (BB’s endpoint security tool) for 1.4 billion only to sell it to a private MSSP (Arctic Wolf) for 160 million 10 years later. So forget endpoint management. On IOT device security: if this was such a great opportunity, why doesn’t anyone else care? Anyone think CrowdStrike or Palo Alto wouldn’t go dominate that market in a heartbeat? These are 100B cap companies who are already securing companies critical assets and in the boardrooms. They could build something better and cut out BB in a heartbeat if they wanted.

daniel940

And doesn't this company keep reinventing itself for every hype cycle? They used to be C3 IOT (Internet of things). Before that they were C3 Energy. Originally their thing was to reduce carbon footprints (it's where the name came from - measure, mitigate and monetize carbon...3C)

glaksmono

going to the moon already, congrats! IOT (3 Months) - [https://imgur.com/a/zBmqHOp](https://imgur.com/a/zBmqHOp)

CheesingmyBrainsOut

You have to be able to differentiate AI companies and understand the hype. C3 started as a energy company, pivoted to IOT, then now to AI. They've basically followed the hype, have always done ML, and now jumped on the Gen AI hype. But they're just another company trying to find a product being fit. They're effectively like a productized McKinsey. Anyone a little familiar with the space knows this. All the money is in training novel models, tooling, hardware, or providing the infrastructure. C3 is none of those. Dump it.

Far-Midnight-3304

IOT

Extra-Medium69

Not to mention IOT

mazrim00

Wasn’t there a Samsara (IOT) commercial as well?

embellishedFruit

Smart Cities, IOT, cyber security and Edge AI are the fields that REKR works in as well. Do you think these two are in competition?

wienercat

IOT is still a thing in the B2B side of things. It just never made sense for the general public.

Whoopziedaisy

I’m actually from the future and im a robot chicken running on an NVDA chip. We don’t pay for internet anymore because we are all IOT children connected to satellites dispersed across the universe. There r still sign language interpreters tho, we are very keen on accessibility

tecmarit

ASNS cyber IOT

tobogganlogon

Yeah would definitely hope that they'd reassess things based on this. The logical step to me seems to be that they should consider that maybe the models themselves will have little unique value and that the real value will come from applications that are built on it, and the infrastructure. I think the most likely scenario is that everything has just been brought forward a bit. I see it as more of a realisation that's happened rather than a real change of course, and its good that it has happened now before companies pinned too much on monetising their models. It would probably make most sense for big tech to concentrate spending quite a small proportion of their R&D on actually improving models, and a spending lot on figuring out how they can use them best when certain thresholds are reached. I think the infrastructure needs probably haven't changed that much in reality because there is so far left to scale to new users and there will be newer applications. We'll have more advanced robots and IOT systems sooner, and companies will be able to make more cost effective use of AI sooner to improve efficiency. I think software companies could be big beneficiaries of this which might be why many are doing well today.

Cryptonomancer

Yep, amount of wishful thinking in this thread is crazy. Intel has been stunted by its need to produce 60%+ margins for the last three decades. Every business they tried to enter, they exited once they decided they couldn't make those margins (IOT, Arm chips, TV, Security, other things I forget). This made them put all their eggs in the x86 server chip basket, and now that is flagging, they don't have any other successful business segments of the same magnitude. No idea what the margins are in their GPU's, but it probably isn't 60%. Intel might run a successful, low-margin gpu business, but they need the GPU to be cheap to make or so good they have the power to charge higher prices. I don't know if they can, will probably need to see a couple of earnings and see their actual margins.

collab_ninja

I would look to stock in companies that are going to grow even in a down economy—things that offer strong ROI and can help reduce costs for other companies. For example, Lantronix (LTRX) is positioned well with its focus on IoT (Internet of Things), edge computing, and AI-driven solutions. They’re releasing new edge AI devices next month in partnership with Qualcomm, which should help position LTRX amount the leaders in IOT technologies. LTRX is also currently heavily undervalued based on its price-to-sales (P/S) ratio, making it an attractive opportunity in the penny stock space. With delayed federal contract revenues likely hitting in early 2025, a clear path to profitability and bleeding edge tech coming out, LTRX has the momentum to see steady growth throughout next year.

Ericaohh

Oh lmao. Yea IOT ticker

collab_ninja

LTRX, integrating AI into IOT hardware. .75 P/S should already be trading close to 10. Their new Edge AI sips just finished trials, expecting trail results and formal Q1 release date to be presented at CES. From there, this stock should start moving toward double digits.

girldadx4

LTRX is heavily undervalued, should already be 8-9. And it is releasing bleeding edge IOT tech that should help to establish it as a market leader while also expanding its business outside of just the US.

collab_ninja

LTRX is my bet. The historical financials say it should be worth 2-3x its current price. Forward facing They have cutting edge tech that will position them as a leader in the growing IOT space.

goddamntree

Real talk: why is IOT's Put to Call ratio 20

girldadx4

LTRX, will be turning the corner to profitable this year and is going to do it in a big way. A recent acquisition is going to expand their geographical footprint and their new partnership with QUALCOMM and their upcoming Edge AI tech is going to move them from the middle of the pack IOT player to one of the leaders in the space. AMPX has made significant advances in batteries and cutting-edge silicon-anode tech, delivering unmatched energy density and lightning-fast charging. This game-changing innovation will power the future of EVs, aviation, and space exploration. Amprius has the tech to position itself as an emerging leader in next-gen energy solutions.

Ericaohh

https://preview.redd.it/9xez0bbb8a6e1.jpeg?width=1320&format=pjpg&auto=webp&s=70883da531175ada4db7b349934060cb18b9f82a Made a case for IOT earlier and got downvoted

Ericaohh

Thank this is last call for IOT calls before it breaks out. They’re super cheap, could be a very juicy play

Vivid-Avocado9342

They’re going after different business segments right now. Most people don’t really think about the XCOM RAN IOT technology GSAT has. Walmart is testing this tech in two facilities right now and it may prove to be very profitable in coming years. GSAT controlling bandwidth is very helpful to their prospects, and allows them to offer bandwidth offloading services in dense radio environments. ASTS is currently focusing more on providing broadband directly to handheld devices anywhere. They have awesome technology that will probably outperform their peers speed wise, but I’m still skeptical about their overall overhead for keeping a large fleet of the most technologically advanced satellites ever built in operation. GSAT does all their processing on the ground through base stations, meaning lower overhead costs and easier upgrades as technology advances. GSAT will not be able to provide the same level of broadband as ASTS at first, but they should be able to be quite profitable with their current prospects. ASTS is very exciting and may make a ton of money, but it’s really difficult to accurately estimate the cost associated with a service we’ve never seen operating at full capacity yet. We don’t even really know how the telecoms intend to price ASTS’ service yet. There are just so many unknowns in my opinion.

Ericaohh

IOT is a solid play rn. Earnings were just good and they dropped for no discernible reason - currently super down today from RSU vesting sell off. Lotta upside and super cheap premiums

fukkboiinternational

i posted this father down in the thread, but I wouldn’t touch it in the short term. snowflake rallied the mid-market data sector and we’re seeing a correction (note what happened with $IOT this week). if you plan to go long or buy stock this is a good time to get in, but calls will stall for a short while and we don’t know when the next rally will be.

girldadx4

1. New tech (Edge AI SIPS) that releases next week is going to make them a premier IOT player. This will cause significant revenue growth. 2. P/S is .75 while industry peers are closer to 2.2. This suggests that the stock should be worth over $10 per share right now even before the anticipated growth.

girldadx4

Edge AI enables devices to process data locally instead of relying on the internet/cloud, providing faster responses, improving security and versatility while also reducing costs. For Lantronix, it’s going to position them as a leader in more cutting edge IOT solutions with its low-power, rugged AI devices tailored for IoT. Backed by its partnership with Qualcomm, Lantronix’s solutions are going to stand out in retail, industrial, and smart city applications, offering reliable, cost-effective AI performance an areas where AI hasn’t been able to affect efficiencies previously.

Ericaohh

IOT calls ripe for scalping

Evenflow911

We talking about Softwares, $CSU and $ROP are the best high performing conglomerates of vertical software. $SNPS and $CDNS are a duopoly in EDA. I love $SNOW, Samsara ($IOT), $CRWD and $S (Sentinel One), Unity is getting some « hype » might be a hold short term $U and a new one $NBIS (Went up a lot) is really interesting. If you want diversification, good sleep and good returns just go $CSU and $ROP!

welfedad

All under the guise of security .. meanwhile homes all across the USA have IOT devices connected to cloud servers in China ...

olb3

Case by case basis. PLTR Is objectively wildly overvalued at this point even tho the chart and options flow suggests higher for a little bit longer. If I were you, I’d sell at least half and set an order to rebuy it substantially lower for the eventual pullback. For reference regarding how wildly overvalued it is, it is trading at 51x NTM revs. The next highest saas stock is IOT at 20x. https://x.com/jaminball/status/1865141793605718525?s=46

Ericaohh

Grabbed some IOT earlier since they dumped for no reason on earnings

iToyCollector

It looks like it is recovering somewhat. I guess I will bag hold for some time with IOT.

MrSimonBower

Same. IOT is killing me, is there time for it to turn?

apurimac777

I'm bored but I really don't want to "buy the high" What's a good degen play - IOT / ACHR ?

iToyCollector

Hey, at least they didn't go down by 6-7% after destroying EPS like IOT and PATH. 

iToyCollector

I chose the wrong stocks, I need IOT and PATH to run up in the premarket or I will see a red day like no other.

2toneSound

Any chance IOT goes up tomorrow? Today was earning report

MrSimonBower

Made some decent gains with NVTS today, but IOT in the after hours is breaking my heart 🤣

Embarrassed-Spell688

Maybe I sell all my LULU stonks at open and bou IOT?

Apprehensive-Car9826

anyone play IOT? does this lil bitch recover a bit tomorrow?

Apprehensive-Car9826

anyone know whats going on with IOT?