Who mentions $IOT most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $IOT most — 4 mentions in the past 12 months.

When was $IOT first mentioned on Surfaced?

The earliest tracked mention of $IOT in the Surfaced archive was on Dec 28, 2025.

How many voices track $IOT?

4 FinTwit voices have mentioned $IOT 7 times in the past 12 months.

What kind of voices mention $IOT most?

$IOT is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$IOT

Samsara Inc - Class A

$IOT

Samsara Inc - Class A

Past 12mo:7mentions4voices

All voices7 mentions since Dec 2025calls only

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About this stock

$IOT has received 7 mentions from 4 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-12-28 and the most recent on 2026-03-06. @stocksavvyshay leads engagement with 4 mentions, followed by @ftr_investors, @kaizen_investor, and @rubicon59 with 1 mention each. Long research represents the dominant content category for this ticker among the tracked voices.

AI-generated from tracked posts · updated Jul 12, 2026

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Recent mentions

7 mentions

@rubicon59Mar 6, 2026 · 7:27 PM

It turns out Mr. Market does’t really care about SBC. $IOT

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@kaizen_investorMar 1, 2026 · 8:02 PM

Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?

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@stocksavvyshayFeb 7, 2026 · 2:07 PM

Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (40-49%) | $TEAM, $DDOG, $MNDY, $CRM, $SHOP, $NET, $GTLB • Good (30-39%) | $RBRK, $FIG, $HUBS, $MDB, $IOT, $PATH

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@ftr_investorsFeb 6, 2026 · 12:55 PM

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@stocksavvyshayFeb 3, 2026 · 2:09 PM

2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 21% • $IOT 21% • $GTLB 20% • $NOW 20% • $MDB 20% • $TEAM 20% • $S 20%

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@stocksavvyshayDec 29, 2025 · 2:00 PM

SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10. $KVYO ~21% 11. $MNDY ~20% 12. $DOCN ~20% 13. $FIG ~20% 14. $DUOL ~19% 15. $ZS ~19% 16. $TTAN ~19% 17. $OS ~19% 18. $NOW ~18% 19. $MDB ~18% 20. $GTLB ~18% 21. $TEAM ~17% 22. $BRZE ~17% 23. $ESTC ~17% 24. $HUBS ~16% 25. $FROG ~16% 26. $PANW ~15% 27. $VEEV ~14% 28. $PATH ~11% 29. $CRM ~10% 30. $ADBE ~8%

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@stocksavvyshayDec 28, 2025 · 3:28 PM

HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The market is already separating the companies that already have AI boats and which still need to build them ahead of the AI tsunami. $NET, $PLTR, $SHOP, $FIG, $RBRK, $SNOW, $CRWD, $DDOG, $ZS, $KVYO, $MNDY, $TEAM, $IOT, $MDB, $NOW, $HUBS $PANW, $VEEV, $S, $ESTC, $PATH, $ADBE, $WDAY, $CRM, $OKTA, $GTLB, $OS, $FROG

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