$IOT Samsara Inc. Class A Common Stock

Everything MoneyPublished 2026-09-22

“If You Missed Palantir at $25... It's Happening Again”

$IOTNo side taken

Samsara's strong growth and improving profitability are offset by high valuation and dilution risks.

Stock number two, Samsara. Their ticker symbol is IOT. This comparison is fun. Palantir organizes the data inside computers. Samsara does the same thing, but in the real world.

They track fleets of trucks, warehouses, heavy machinery, and all the equipment that actually moves and builds things. All that information feeds into their system, and the system tells the company how to operate better.

Fewer breakdowns, fewer wasted miles, and safer drivers.

Watch the source11:11

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Parkev Tatevosian, CFAPublished 2026-09-15

“AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX?”

$IOTBearish

IOT downgraded to hold; as a secondary compute provider, it faces renewal risks if AI demand slows.

So some of the stocks on the front lines of this development negatively speaking are the Neoclouds companies like Coreeave Iron these are two companies I downgraded today I had these two stocks ranked as buying opportunities I downgraded them to a hold today as a result of this news.

These companies are only getting the leftovers of demand, right? If there's a slowdown and there isn't such urgent need for computing power, then these companies won't experience such a surge in that demand.

And not in the near term, they've already got contracts signed for multiple years. But what I've been considering with these companies is the renewal of those contracts. When those contracts are completed, will the companies need to renew those contracts?

And if there's a slowdown, then there might be enough computing power existing already in the primary ecosystem that you won't need to go to these secondary providers of computing.

Watch the source08:12

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IOT

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