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"My largest positions are in $ITRI and $SOFI If I hadn't lost my job recently I'd be buying more"
X Link @abmathewks 2025-10-16T00:53Z 1463 followers, XX engagements
"Itron's Vision: Distributed Intelligence $ITRI Itron's most forward-looking strategy is its push into "Distributed Intelligence" (DI). This is the concept of moving computing power and decision-making from a central server to the "edge" of the network directly into devices like smart meters. This "edgility" allows for real-time analysis and action enabling the grid to respond instantly to changing conditions without latency. For a water utility this could mean a network of meters that can communicate with each other to intelligently manage pressure or isolate leaks automatically. Itron is"
X Link @crux_capital_ 2025-10-15T12:35Z 1682 followers, XXX engagements
"Itron's AI in Action $ITRI Itron is not just talking about AI. But rather it is actively deploying it to solve concrete problems. The company's Pipe Asset Management solution explicitly uses AI and Machine Learning to analyze system data and predict which water mains are at the highest risk of failure. This allows utilities to move from a reactive "break-fix" model to a proactive predictive maintenance strategy saving millions in emergency repair costs and preventing catastrophic water loss. Itron is doubling down on this strategy recently signing a definitive agreement to acquire Urbint an"
X Link @crux_capital_ 2025-10-15T12:35Z 1682 followers, XXX engagements
"The Grid Edge Expert: Itron $ITRI Itron is a technology leader that provides comprehensive solutions for managing both energy and water positioning it as a key player in the broader smart infrastructure landscape. While its expertise spans multiple utilities its smart water solutions are a core part of its business. Itron provides the smart meters communication networks and software that enable utilities to collect and analyze critical data about water consumption and distribution. The company's vision is to create an open interoperable platform that allows utilities and cities to connect and"
X Link @crux_capital_ 2025-10-15T12:35Z 1672 followers, XXX engagements