Bullish:

• 🟢 $COMMERCIALIOT - Ray is highly optimistic about commercial IoT applications, seeing greater potential in this sector compared to consumer IoT. He believes there's significant opportunity for embedded intelligence in industrial equipment for preventative maintenance and improved customer experience.
  • “I am mostly excited about what I call commercial IoT. There is an entire sector where there's another even broader disillusionment, I think, that is yet to come, which is consumer IoT smart home technology.” - Ray (1:09:10)
  • “We have a company called True Manufacturing, a large customer who's a private manufacturing business in the Midwest, in Missouri, founded in 1940. They build high end commercial refrigeration, ice making, kitchen equipment. They need embedded intelligence in their equipment, both for preventative maintenance and to improve the customer experience.” - Ray (59:10)
• 🟢 $SATELLITETECH - 🔒

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• 🟢 $SOFAROCEAN - 🔒

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