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