Helium IOT (IOT)

$IOT is a sleeper.

Basically revolutionizing how trucking and logistics operate by utilizing AI and IoT.
I’ve been watching it for some time but the valuation never was cheap enough for me.
The platform is deeply embedded fleet tracking, driver safety AI, compliance tools all in one place. Once an enterprise is in, they don’t leave. That’s the kind of stickiness + operating leverage justifies a premium

28% revenue growth last quarter. Full year approaching $1.6B. And they’re just getting started internationally.

The physical operations space (trucking, construction, utilities) represents trillions in economic activity. Samsara has barely scratched the surface of what’s addressable.

At this point, I’m certain it will trade at a slight premium to peers. The growth consistency and retention metrics demand it.

Watching closely.