Thanks, @SaulR80683, for sharing this and confirming that I am not alone in being thrilled about IOT.
I had a 13%-ish position the day before earnings and binge-read a full year of quarterly reports because I was unsure about holding the position through earnings.
Without going into details right now, I was as amazed as you about the positive reactions from the growing number of analysts covering IOT throughout all four earning reports.
Also, I was astonished to experience the CEO and CFO’s constant (over-)delivery of what they had promised, not only in the numbers but also in the softer aspects of their remarks. On top of that, they were evident in their messages and answers to the analysts’ questions, and I got the vibe that the CEO & CFO have an excellent relationship without too much ego between them.
I know it is fluffy stuff I am contributing, but after binge-reading the reports, I immediately topped up my initial position from 13% to 20%. I trimmed a bit after the pop back to 20%, but I am considering adding again.
Muji came out with another great write-up about IOT yesterday, and my confidence level is very high about the future of IOT. The runway is enormous going forward, with an increasing TAM not foreseen.
Again, thanks for sharing @SaulR80683
Stay safe and healthy!
Cheers,
HaikiliKona