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@NovaEdgeCapital "Yet to finish my full deep dive but $IOT seems slept on Digitizing physical operations Integrated hardware/software ecosystem Rich proprietary data AI driving ++ outcomes Robust growth Rapidly improving financials Incredible retention & high switch costs"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-16 12:25:19 UTC XX followers, XXX engagements

"Samara has a clear path to dominating the operations market. Its scalable platform strong customer retention & under-digitized market make it a face melter candidate though its valuation requires sustained execution. What does everyone think about $IOT"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-16 12:25:21 UTC XX followers, XX engagements

"@JKeynesAlpha Have you looked into $IOT at all Been pretty excited ever since I started my research into this one"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-21 18:28:54 UTC XX followers, XX engagements

"Their platform integrates AI video analytics and telematics to optimize operations. Samsara uses this to drive valuable customer outcomes such as increased efficiency reduced costs and significant safety improvements"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-16 12:25:20 UTC XX followers, XX engagements

"$IOT has a defensible moat considering their integrated hardware + software ecosystem high switching costs and growing data network. All this in a massive under-digitized market that is ripe for disruption with very little competition"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-16 12:25:21 UTC XX followers, XX engagements

"Samsara $IOT provides a cloud-based connected platform that leverages IoT data for fleet management equipment monitoring & worker safety. They serve industries like transportation construction & logistics. Theyre a leader in the $500B IoT market projected to be $2T in 2035"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-16 12:25:19 UTC XX followers, XX engagements

"@not_law12 Very excited about this one. Havent been this excited about a company since $TEM. Tempus AIs rich proprietary data is what originally peaked my interest in the company. $IOT has an abundance of proprietary data that theyre using to drive measurable outcomes for customers"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-19 15:31:13 UTC XX followers, XXX engagements

"@JKeynesAlpha $GTLB is intriguing. I can see the bull case but theres some uncertainty there & I couldnt find conviction. Preferred $IOT. Leading AI-powered IoT platform for logistics & operations with a vast data moat and integrated hardware-software solutions"
@NovaEdgeCapital Avatar @NovaEdgeCapital on X 2025-07-22 00:05:26 UTC XX followers, XXX engagements