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

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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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Blackberry earnings call:

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IOT Platforms for Success by Blackberry

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Blackberry Earnings

r/WallStreetbetsELITESee Post

$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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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

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

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

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.

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.

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

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.

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

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

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

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

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

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.

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

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
r/wallstreetbetsSee Comment

IOT fucking flat as a pancake

Mentions:#IOT
r/wallstreetbetsSee Comment

IOT has amazing ARR and banks were curious at this quarters stock price in comparison to Q1 vs Q2 after liberation day. They laughed. I put this on here and was downvoted.

Mentions:#IOT#ARR
r/wallstreetbetsSee Comment

Let’s gooo IOT yeeeee

Mentions:#IOT
r/wallstreetbetsSee Comment

absolute garbage stock. so is IOT. both had earnings today - total garbage.

Mentions:#IOT
r/smallstreetbetsSee Comment

you are right, I bought them at 12$ years ago, <2 couple years ago and they are on their way to really capitalize, not only with datacenters, but 6G comms, IOT, and EV cars.. Tommy only knows them as a internet provider. I do find it curious people always want to know how to find big wins then criticize the move when it hits them in the face..

Mentions:#IOT#EV
r/stocksSee Comment

$IOT * *Q3 revenue of $416.0 million, representing 29% year-over-year growth in actuals and in constant currency* * *Ending ARR of $1.745 billion, representing 29% year-over-year growth in actuals and in constant currency* * *2,990 customers with ARR over $100,000, including an increase of 219 in Q3, a quarterly record* * *164 customers with ARR over $1,000,000, including an increase of 17 in Q3, tying a quarterly record* * *Achieved the first quarter of GAAP profitability* “Samsara had another strong quarter of durable and efficient growth, ending Q3 with $1.75 billion in ARR,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our momentum is driven by our partnership with some of the world’s largest and most complex physical operations organizations. We delivered a milestone large customer quarter, and our $100K+ ARR customers now represent over $1 billion in ARR, growing 36% year-over-year. As we enter the Age of Intelligence, we’re helping our customers use AI to operate smarter and improve the safety, efficiency, and sustainability of their operations.”

Mentions:#IOT#ARR
r/wallstreetbetsSee Comment

Playing IOT($38 12/12) & DOCU ($68 12/12)

Mentions:#IOT#DOCU
r/wallstreetbetsSee Comment

The IV on IOT is insane. They report after the bell

Mentions:#IOT
r/wallstreetbetsSee Comment

Holding PATH and IOT calls for earnings

Mentions:#PATH#IOT
r/wallstreetbetsSee Comment

IOT

Mentions:#IOT
r/wallstreetbetsSee Comment

Picked up so IOT monthlyish calls

Mentions:#IOT
r/wallstreetbetsSee Comment

Same goes to $IOT this company beats every quarter, easy 10% pump

Mentions:#IOT
r/stocksSee Comment

IOT play. Interesting. Thanks!

Mentions:#IOT
r/wallstreetbetsSee Comment

NYSE: IOT You are welcome

Mentions:#IOT
r/ShortsqueezeSee Comment

Can someone educate me a bit here? I'm a holder at this point and understand the IOT among other things of the company, but is this a merger news/dilution, consolidation, and streamline play? What is the projected time frame on growth? Value? I'll do some digging and reading but curious of others input here. Thanks

Mentions:#IOT
r/stocksSee Comment

I think you're underestimating the sheer compute required for AI (Thats Aggregate Inference, for LLM or otherwise) versus ANY other IOT function. Without a need for NV AI cores to perform inference at scale, Google becomes a direct competitor to NV except with their own infrastructure and OS to deliver, at scale, inference of all types.

Mentions:#IOT#OS
r/investingSee Comment

This comment is pretty funny. You write like you're skeptical and proven right on this, but every one of those things are massive changes. Metaverse excluded. 1. IOT -[21.1 billion devices are connected to the IoT.](https://iot-analytics.com/number-connected-iot-devices/). 50 billion predicted in 9 years 2. With the rise in IoT and digification of business, cloud data is printing money. [$225 billion industry in 2022](https://edgedelta.com/company/blog/data-storage-statistics), growing exponentially. AWS and cloudfare going down didnt teach you this? 3. Crypto - 1[3.2 Trillion market cap as of this comment](https://www.kraken.com/prices) 4. Renewables - [10% growth even with US pooping on them, $380 billion](https://www.canarymedia.com/articles/clean-energy/chart-global-renewable-energy-investment-breaks-records) growing exponentially 5. Quantum - Everyone knows quantum will revolutionize certain areas, and we're seeing AI [create and invent new quantum chips](https://blog.google/technology/research/google-willow-quantum-chip/) that are proving to speed up quantim research

Mentions:#IOT
r/pennystocksSee Comment

ARBB IOT is the play.. it’s ripping

Mentions:#ARBB#IOT
r/wallstreetbetsSee Comment

This isn’t the same thing. AI, self driving cars, IOT, 6G, cloud services, etc, etc, etc. Explain how we have less chips being manufactured in 5 years than we do now?

Mentions:#IOT
r/investingSee Comment

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.

Mentions:#IOT
r/wallstreetbetsSee Comment

Samsara is a company with the ticker IOT and has quite nice growth actually. :)

Mentions:#IOT
r/stocksSee Comment

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

Mentions:#IOT#NVDA
r/wallstreetbetsSee Comment

Walmart went up a lot a couple weeks ago on news of new AI and IOT tech I think

Mentions:#IOT
r/investingSee Comment

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

Mentions:#IOT
r/investingSee Comment

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…?

Mentions:#IOT
r/stocksSee Comment

Boomer AI stock. I was here when they were C3 IOT. And whatever buzz word salad they were pitching.

Mentions:#IOT
r/wallstreetbetsSee Comment

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.

Mentions:#IOT
r/wallstreetbetsSee Comment

Apple will acquire IOT. You heard it here first

Mentions:#IOT
r/wallstreetbetsSee Comment

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

Mentions:#LDI#WULF#IOT
r/pennystocksSee Comment

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

Mentions:#IOT
r/StockMarketSee Comment

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. 🤷🏻🤷🏻

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#IOT
r/stocksSee Comment

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

Mentions:#IOT
r/stocksSee Comment

IOT

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#IOT#ALOT
r/wallstreetbetsSee Comment

$IOT

Mentions:#IOT
r/wallstreetbetsSee Comment

This morning closing my calls on AVGO, IOT, TTAN, ZUMZ ... and maybe a few others...

r/wallstreetbetsSee Comment

Shoutout IOT ( for now, premarket shake up is real ) for the W

Mentions:#IOT
r/wallstreetbetsSee Comment

Nice IOT pump aftermarket

Mentions:#IOT

Sold IOT @38.41; 36.125 -> 38.41; 6% profit for a single day 🪑s trade. Not bad! u/whoeatsmyoatmeal

Mentions:#IOT
r/wallstreetbetsSee Comment

Sold some IOT 34.5p, should expire worthless

Mentions:#IOT
r/stocksSee Comment

$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.”

Mentions:#IOT#ARR
r/wallstreetbetsSee Comment

Got PATH and IOT calls. Chickened out on Lulu puts though sadly

Mentions:#PATH#IOT

Bought 100 🪑s of IOT at 36.125. Iv 300% makes the premiums to pricy for me.

Mentions:#IOT
r/wallstreetbetsSee Comment

Anyone in on IOT?

Mentions:#IOT
r/stocksSee Comment

"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.

Mentions:#IOT#CRM#FIG
r/wallstreetbetsSee Comment

I think the sleeper play of the week will be samsara (IOT). Anyone else playing it?

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#IOT
r/stocksSee Comment

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

Mentions:#IOT
r/wallstreetbetsSee Comment

AIOT = AI + IOT insane combination 💰💸

Mentions:#AIOT#IOT
r/StockMarketSee Comment

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.

r/optionsSee Comment

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.

Mentions:#IOT#RF#SOC
r/stocksSee Comment

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

r/wallstreetbetsSee Comment

IOT buyout rumors?

Mentions:#IOT
r/wallstreetbetsSee Comment

$IOT buyout rumors starting to circulate, 9/19 45c got hit for $1.4M

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#ONDS#IOT
r/wallstreetbetsSee Comment

$ENVX $AMPX. SILICON anode batteries for phones, drones, IOT, wearables, and potentially EVs.

r/wallstreetbetsSee Comment

$ENVX $AMPX. Silicon anode batteries for IOT, drone, wearables, phones and potentially EVs.

r/wallstreetbetsSee Comment

You should buy IOT out of money call option instead. Go big or go home!

Mentions:#IOT
r/investingSee Comment

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.

Mentions:#IOT
r/stocksSee Comment

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?

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#ASTS#IOT
r/smallstreetbetsSee Comment

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.

r/investingSee Comment

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.

Mentions:#NVDA#IOT
r/wallstreetbetsSee Comment

IOT? That's like 2018 technology

Mentions:#IOT
r/wallstreetbetsSee Comment

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.

Mentions:#IOT
r/stocksSee Comment

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.

Mentions:#IOT
r/wallstreetbetsSee Comment

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.

Mentions:#IOT#SMR
r/wallstreetbetsSee Comment

My $IOT bags are heavy ya'll

Mentions:#IOT
r/wallstreetbetsSee Comment

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

r/wallstreetbetsSee Comment

$IOT

Mentions:#IOT