SherLock Knows 🟧

Join the free discord- Haven’t had a losing month since August 2023. Up over 100 units this month!

[SherLock Knows 🟧 @Sher_Lockknows]

Cash the nuke ☢️☢️☢️☢️

[MostDopeTrader📈 @MostDopeTrader]

Let’s get $INTC back to $130🤑🤑

[Golden_Ted_ @Golden_Ted_]

$INTC Sold my net week $140 calls and just DCAed all morning into 06/18/2026 $150 calls. Today's dip was a wonderful opportunity. Now at a profit. Expecting a run up soon!

[RJC @RJCcapital]

the only way I can recover from this financial loss is if I start an ALL IN account with 0.5% of my net worth and charge $199 a month

[RJC @RJCcapital]

if you’re not down at least 10% today your investment advice is not worth following

[SherLock Knows 🟧 @Sher_Lockknows]

@RJCcapital Bought 45k in January 105 calls for 2027

[SherLock Knows 🟧 @Sher_Lockknows]

@PxLiquidity Bought January 2027 105 calls before this tweet today, we are going to be so rich

[The Austrian Investor @extreme_upside]

double bottom on $INTC

The pump will continue

[Shams Charania @ShamsCharania]

President Donald Trump will attend the New York Knicks-San Antonio Spurs Game 3 of the NBA Finals at Madison Square Garden on Monday night.

[Schaeffer's Investment Research @schaeffers]

One of the strongest software trends continues to be the digitization of the physical world.

$IOT helps companies monitor vehicles, equipment, fleets, & industrial ops in real time. The result: 31% rev growth, rising profitability, & another guidance increase.

[Lucia Perez StockWatch @LuciaPerezStock]

$IOT ER looks great to me, should open higher tomorrow! Im in for some here.

[Schaeffer's Investment Research @schaeffers]

JUST IN: $IOT delivered another strong quarter, beating revenue estimates by nearly $24M while growing sales 31% year-over-year. Management also raised full-year guidance and expects to remain GAAP profitable.

[GrumpierByTheDay @GrumpierBTDay]

$IOT

[Venture Investment Partners (VIP) @GeorgeB14941177]

$IOT
Management gets a A. Delivered textbook earnings w 3rd consecutive quarter of GAAP profitability - proving their scaling model is on target. Now they need to ace the call. If they do, the Vol crush will be sweet.

[Wall St Engine @wallstengine]

$IOT Q1’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $478.8M (Est. $455.2M) 🟢; +31% YoY
🔹 Adj. EPS: $0.17 (Est. $0.13) 🟢
🔹 Ending ARR: $1.991B; +30% YoY

FY Guide:
🔹 Revenue: $2.005B-$2.013B (Est. $1.97B) 🟢; +24% YoY
🔹 Adj. EPS: $0.70-$0.72 (Est. $0.67) 🟢
🔹 Non-GAAP Operating Margin: 20%
🔹 GAAP EPS: Profitable

Q2 Guide:
🔹 Revenue: $482M-$484M (Est. $480M) 🟢; +23% to +24% YoY
🔹 Adj. EPS: $0.15-$0.16 (Est. $0.15) 🟡
🔹 Non-GAAP Operating Margin: 18%

Financials:
🔹 Net New ARR: $100.7M; +30% YoY
🔹 GAAP EPS: $0.08, third straight quarter of GAAP profitability
🔹 Non-GAAP Operating Income: $91.0M
🔹 Non-GAAP Operating Margin: 19%
🔹 Operating Cash Flow: $81.4M
🔹 Adjusted FCF: $73.2M

Commentary:
🔸 “Samsara delivered a strong Q1, approaching $2B in ARR with 30% growth and GAAP EPS profitability for the third consecutive quarter.”

🔸 “We see a massive opportunity to transform physical industries with Operational AI and AI Agents.”

[TrendSpider @TrendSpider]

$IOT Double Beat + Raised Guidance 🔥

Adj EPS: $0.17 vs $0.13 est
REV: $478.800M vs $455.193M est

Raised FY2027 Adj EPS Guidance
Raised FY2027 Sales Guidance

🟥 -2.07%

[AlphaSense @AlphaSenseInc]

$IOT Earnings:

- Q1 revenue of $478.8 million, representing 31% year-over-year growth and 29% in constant currency
- Q1 net new ARR of $100.7 million, representing 30% year-over-year growth and 27% in constant currency
- Ending ARR of $1.991 billion, representing 30% year-over-year growth
- GAAP earnings per share of $0.08, representing the third consecutive quarter of GAAP profitability

“Samsara delivered a strong Q1, approaching $2B in ARR with 30% growth and GAAP EPS profitability for the third consecutive quarter,” said Sanjit Biswas, CEO and Co-founder, Samsara. “Our customers are facing unprecedented demand and are constrained by worker capacity. We see a massive opportunity to transform physical industries with Operational AI and AI Agents – automating work, unlocking capacity, and driving greater productivity across the sectors that power the global economy.”

https://t.co/dopVXZtNnN

[rahmbo @rahmbotrades]

@devang_shah @RICKYRUBIOWMWWW Looks like someone knew ahead of time and got out of their position just in case. I hope $IOT rips just to screw them over though

[The Earnings Correspondent @earnings_guy]

$IOT (Samsara) #earnings are out:

[SherLock Knows 🟧 @Sher_Lockknows]

Been talking about $HIMX. For a while finally getting the attention it deserves!

[Flow God @FL0WG0D]

$HIMX - $767K Call buyer