Samsara (IOT) Shows Sticky Growth and Operating Leverage as Strategy (MSTR) Buys 10,645 More Bitcoin: Key Updates for Dec. 15, 2025
Dec. 15, 2025 — Investors tracking “data economy” winners are watching two very different playbooks this week: Samsara, which sells connected-operations software to fleets and physical enterprises, and Strategy, an analytics software company whose balance sheet has become one of the market’s biggest corporate bets on Bitcoin. On Monday, the broader market is also trying to stabilize after a bruising stretch for parts of the AI trade, with attention turning to key economic data and year-end positioning—an environment where “quality growth” narratives and balance-sheet-driven trades can both move quickly. Reuters