Helium IOT (IOT)

$IOT is the most slept on winner of AI. https://t.co/aXSJKwWVrT

Check out my article on $IOT. It’s a few months old but still very relevant.

https://t.co/eSqnCqAgKZ

Of my largest positions $IOT is the least talked about on X. Idk why.

This is a massive and obvious winner of AI with massive data and switching cost moats.

It’s a fascinating company to study and has top tier insider ownership and is founder led.

What’s not to love?!

Historically it was the valuation that was a bit rich but I think it’s fair to cheap here.

I think the business could surprised to the upside and start re-accelerating revenue.