**MY POSITION: $IOT 100k YOLO**
https://preview.redd.it/qhgw5axx2b5h1.png?width=864&format=png&auto=webp&s=9dd5062d1661e19ed1642048306044615b5d86f8
https://preview.redd.it/uhg5v8xx2b5h1.png?width=524&format=png&auto=webp&s=4633c578dc55e641abb57f33ca6c2198e491b698
**Why June 4 Earnings Could Change Everything**
Samsara's financials have been quietly improving every single quarter:
* Gross Margin: **76.74%** — world-class for a SaaS company
* Operating losses narrowing fast — improved **+78% YoY**
* Net Margin at **-0.56%** — essentially at the doorstep of profitability
One strong quarter could flip $IOT into **GAAP profitability** for the first time. For a high-growth IoT/SaaS company, that's a massive narrative shift that forces the market to reprice the stock entirely.
https://preview.redd.it/plgyov2g3b5h1.png?width=1666&format=png&auto=webp&s=a6e900d7673787aba8319f69ab4a8cf37cf1033b
**!!!!!!**
**Bearish Positioning Data (as of May 15, 2026)**
**!!!!!**
* 39.5 million shares currently sold by bears — up +10.63% from last month
* **27% of the float** is held by people betting the stock goes down
* $1.17 billion in bearish dollar exposure
* It would take bears **8.5 trading days** to fully exit their positions at average volume
* **You know what I mean, we seen this sh1t before**
[Extra Large and large are buying do they know something that we don't?](https://preview.redd.it/141pd8xx2b5h1.png?width=1088&format=png&auto=webp&s=4f7186d3a0dffd7a663cd86bcbbea67a5eea7260)
[HEDGE FUNDS ARE SHORTING](https://preview.redd.it/na1cy8xx2b5h1.png?width=1096&format=png&auto=webp&s=1b750a9e05d7b441eff0a5d95a50724204792e1d)
[HEDGE FUNDS ARE SHORTING](https://preview.redd.it/12la58xx2b5h1.png?width=1090&format=png&auto=webp&s=e107fad7ac75582c201b4768c61c336bd60b2d66)
**OPTION CHATRS: HOW WILL THE MARKET MOVEs**
**MAX PAIN:$32**
[MAX PAIN:$32](https://preview.redd.it/t7rkz3oh5b5h1.png?width=2500&format=png&auto=webp&s=d2e99519c9c1f3a42a38e5225c8c10d64da41b9b)
Options Volume: Top to Bottom 38 32 42 49
[BULL 38 32 42](https://preview.redd.it/vu825zo75b5h1.png?width=2394&format=png&auto=webp&s=818089b19ed8ff2621288eb253b92aa35a4ed63f)
**This is not financial advice. Do your own research.**
**This is not financial advice. Do your own research.**
**This is not financial advice. Do your own research.**