$BB — FinTwit mentions on Surfaced

$BB — FinTwit mentions on Surfaced

Recent calls

75 calls

@acinvestorblogJul 16, 2026 · 7:02 PM

$RUM is becoming ridiculously undervalued. At $5.70, the valuation is very compressed. If Rumble can show accelerating revenue + improving AI monetization over the next 2–3 quarters, the stock has significant upside (easily 2x–3x potential in a bull case). This is my new Blackberry !!! $BB DYOR !!

@acinvestorblogJul 13, 2026 · 4:23 PM

$RUM is my next big winner, just like $BB. The stock is currently trading for free relative to its growth potential. Based on a $3 billion annual revenue run-rate in 2027, it could easily trade in the $20s. This is a clear GEM! Do your own DD. https://t.co/yp2cF4mDNn

@dustinhuntwnJul 13, 2026 · 8:10 AM

$BB On the cc JG to Kingsley Crane from Canaccord Ingenuity who has rated BB after cc at $10.30 and hold. Canaccord has been the biggest shorter in Canada after RBC's Paul Treiber. John Giamatteo: BlackBerry Q1 FY2027 earnings call: "Yeah, I probably don’t want to get into the numbers exactly how much it’s going to be long-term, Kingsley. I will say it’s significant. We think the upside, the increase in TAM, repositioning ourselves from an operating system provider to a more deeper platform provider, increases the addressable market for us and the dollars, the revenue, the ASP that we could generate per car by multiples, significantly. It’s not a 10 or a 20% income increase. It’s like a hundreds of percent’s increase. There’s a tremendous amount of upside associated with that. It’s early days. We are very confident we’re going to get some wins this year. We’ll announce them when they come.” Obviously BB shares are in demand and the various brokerages are trying to gain a hold in the next leg up of BB which is laid out clearly and so far John Giamatteo and Tim Foote have been honest, transparent and deliberate in their execution for the past two years! The brokerages want cheap shares which they can only get from retail and so the many attempts to the malicious daily retail shake out: taking out stops and trailing stops from retail.

@acinvestorblogJul 5, 2026 · 2:23 PM

$BB For a long time, I have been highlighting Blackberry’s substantial undervaluation relative to its peers. That finally changed in April with the explosive market adjustment. We are now witnessing a probable consolidation phase after the powerful three-month uptrend. This pause should help ease overbought indicators, give the stock room to breathe, and build fresh momentum for a potential new rally toward the $20 level. DYOR

@kawzinvestsJul 1, 2026 · 4:16 PM

everyone’s fixated on humanoids but thats not where the real scale is. millions of robots coming that dont look human at all, factory arms, warehouse movers, all the practical stuff. those scale way faster than humanoids ever will. $BB

@acinvestorblogJul 1, 2026 · 3:45 PM

$BB They called me crazy and an idiot back in March when I said Blackberry was very undervalued. Go ahead, call me crazy now. $FNUC will be the same.... calm and relax. https://t.co/LyDnpoVpdF

@stocksavvyshayJun 30, 2026 · 2:27 PM

$BB is integrating AtHoc with $MSFT Teams and Entra ID to bring crisis alerts and identity management directly into enterprise workflows. The update strengthens BlackBerry’s emergency coordination platform with real-time comments, ArcGIS mapping and improved dispatch tools. https://t.co/s9HjG3YNTv

@acinvestorblogJun 30, 2026 · 1:02 PM

$BB BlackBerry AtHoc Strengthens Enterprise Readiness as Cyber, Climate, and Geopolitical Uncertainty Rises New integrations extend BlackBerry AtHoc mission orchestration into the identity and collaboration systems organizations already run, keeping coordinated response fast and accountable as the window between warning and action shrinks

@kawzinvestsJun 29, 2026 · 3:29 PM

$BB CEO was on Bloomberg this morning Interviewer asked about memory cost pressures. Apple and Microsoft are raising prices because of HBM. The CEO didn't flinch: "The beauty of our model is we sell the software only directly. Now that we're a software and services only play, that enables us to really participate on the high margin side of the equation." $NVDA and $QCOM have fully standardized their vehicle compute platforms on QNX. Every new car that ships has multiple computers inside it. QNX runs underneath all of them. More compute per vehicle means more royalties per vehicle. Now expanding into robotics, medical devices, and industrial automation. CEO called it the fastest growing segment in the company. 👀

@investmentguru_Jun 26, 2026 · 12:34 AM

$NOK & $BB — The Quiet Infrastructure Play $NOK — Nokia & Optical Networking 5G is the delivery mechanism for AI at the edge — but the deeper story is optical. $NOK’s optical networks division is one of the largest in the world, competing in subsea, metro, and long-haul infrastructure that AI is accelerating hard. Hyperscalers are spending hundreds of billions connecting data centers globally — every byte travelling between those facilities runs through optical networks. Nokia’s PSE-6s coherent optical engine pushes terabit-level throughput that AI traffic demands. Subsea cable investment is surging as cloud giants build private undersea networks — $NOK is a direct beneficiary. Add in AI-optimized radio networks, private wireless, and network slicing for enterprise and the picture gets even bigger. As AI workloads push from the data center to the edge, the network layer becomes the bottleneck. $NOK solves that bottleneck. $BB — BlackBerry / QNX QNX is the silent giant hiding inside $BB. The most trusted real-time operating system on the planet — embedded in over 255 million vehicles and counting. As vehicles become AI-powered computers on wheels, QNX is the secure foundation every automaker needs. Physical AI doesn’t just live in robots and drones — it lives in your car. $BB owns that layer. And as AI expands the cybersecurity attack surface across enterprise and critical infrastructure, $BB’s security software business only becomes more relevant. The Silicon-to-Substation stack runs through compute, memory, photonics, power — and optical networking, connectivity, and embedded software. $NOK and $BB sit exactly there. Early. Undervalued. Accumulate every dip. The bigger days are ahead. Not financial advice.

@acinvestorblogJun 25, 2026 · 10:59 AM

$BB Just in: BlackBerry Reports First Quarter Fiscal Year 2027 Results https://t.co/Mx0z6iAZRX

@acinvestorblogJun 24, 2026 · 10:57 AM

$BB Stifel initiated Blackberry with a BUY and $12 PT https://t.co/cpTWMvAf4d

@investmentguru_Jun 24, 2026 · 10:14 AM

$BB Stifel Canada Initiates Coverage on $BB with Buy Rating, PT $12 Analyst comments: "Despite the +130% YTD move, we believe the market still misdefines BlackBerry. This is no longer an auto-supplier story, but rather a mission-critical software layer in the physical AI stack and a dominant partner to silicon leaders like NVIDIA, Qualcomm, and AMD, powering the build-out from cloud to edge across cars, robots, factories, and medical devices.

@dustinhuntwnJun 23, 2026 · 7:10 AM

$BB Nobody's talking about the real winner of the Quantum EO. Let me fix that. A 2028 quantum-computer mandate sounds like a qubits story. It's not. What it actually does is force the entire Physical-AI and robotics ecosystem to hit a government-mandated deadline. The chain looks like this: Quantum → AI → Robotics → Safety Systems → QNX. Here's the part everyone's skipping. You cannot put Physical-AI into the real world without every single one of these: real-time deterministic control, safety-certified OS, secure microkernel architecture, PQC-ready crypto, mixed-criticality isolation. Linux can't do it. Windows can't do it. QNX can, and QNX already does. NVIDIA Halos named QNX as a safety OS partner before any of this. Now the US government just threw a match on the whole sector. Quantum acceleration drives robotics acceleration drives QNX demand acceleration. Three tailwinds stacking in the same direction on the same clock. Everyone's piling into quantum tickers and missing the OS sitting quietly in the slipstream. The real winner isn't the computer doing the computing. It's the software making sure none of it kills anyone. That's BB.QNX. And the market is completely asleep on it.

@dustinhuntwnJun 8, 2026 · 7:29 AM

$BB There are multiple catalysts lining up that could hit any day: • New QNX design wins — BB has been stacking robotics + industrial deals quietly. We’re right in the window where companies announce summer product cycles. • Physical‑AI partnerships — NVIDIA, ABB, Siemens, Rockwell, ANY robotics OEM could drop a safety‑OS announcement. QNX is the only certified platform ready to scale. • Cybersecurity contract updates — Governments + critical infrastructure are ramping spending before Q3. BB has been shortlisted in multiple regions. • Earnings pre‑signals — BB has a habit of releasing small “contract wins” or “customer expansions” 2–4 weeks before earnings. We’re in that zone now. • Institutional accumulation — volume patterns are showing controlled buying. If a fund files a position this week, sentiment flips instantly. At the end you can follow me,I'll be updating you with the latest info on BB and more related content.

@dustinhuntwnJun 3, 2026 · 8:34 AM

$BB BlackBerry Stock Surges Overnight Read these excerpts from the CFO "The company indicated that initial commercial wins may be announced in the near future." “We're in the process of a design win today in Europe that we hope that we'll be able to announce in the next 2 weeks to 2 months, depending how the contract negotiation goes. And I think that, that's really what's going to help propel this,” Wall said.

@acinvestorblogJun 2, 2026 · 3:02 PM

$BB BANG BANG BANG !! BREAKS ABOVE $10 Thank you Blackberry HATERS we made it !!

@investmentguru_May 31, 2026 · 1:06 AM

@zhekiat It’s a tough question as I own both with significant gains. But $BB is might have better edge than NOK at this price

@dustinhuntwnMay 27, 2026 · 6:13 AM

$BB Today the most important session for BB/QNX is likely this keynote panel, “Building the Next Era of Robot Autonomy” Starts: 9:05 AM ET Includes John Wall (President of QNX) Also includes executives from Amazon Robotics, Universal Robots, and Locus Robotics. That panel is highly relevant because it focuses directly on: Physical AI safe autonomy robotics software foundations real-time systems

@amitisinvestingMay 25, 2026 · 6:58 PM

@nottellingyou73 $BB is exciting due to valuation as well, could absolutely see this one ripping

@ckcapitalxxMay 23, 2026 · 7:46 PM

$BB up 50% in a month. $NOK up 50% in a month. And I think both still have significant room to run. Here is what the market is just starting to figure out. Both companies spent years quietly rebuilding into something completely different while the market ignored them with outdated narratives. $BB today is a pure play cybersecurity and automotive software company. QNX runs in over 255 million vehicles globally. Cylance AI powered cybersecurity protecting governments and enterprises. Zero hardware. High margin recurring software revenue. The re-rate from phone company to security software company has not fully happened yet. $NOK today is a critical infrastructure and optical networking company. Network Infrastructure just grew 20% year over year. They acquired Infinera for $2.3 billion and became vertically integrated in photonics. The president of that division just joined the $PENG board. Nokia is not a handset company. It is a next generation optical networking infrastructure company. Both up 50% in a month. Both still trading at valuations that reflect what they used to be not what they actually are today. The re rate is happening in real time. The market is just waking up.

@investmentguru_May 23, 2026 · 10:36 AM

Two legacy mobile giants flying under the radar — $NOK & $BB The market wrote them off. The story is changing. $NOK → Repositioned as an AI & optical networking infrastructure company → Optical Networks grew 17% in Q4 — driven by AI & cloud hyperscaler demand, with book-to-bill above 1 → 9 of the top 10 global hyperscalers use Nokia’s optical networks → $1B NVIDIA partnership integrating AI-native 5G-Advanced and 6G RAN architecture — field trials expected in 2026 → Reorganized into a dedicated Network Infrastructure growth segment to capture the AI & data center buildout supercycle → Board authorized repurchase of up to 550M shares — capital return signal → Long-term OP target of €2.7–3.2B by 2028 — re-rating potential if optical keeps compounding NOK is a slow-burn AI infrastructure play hiding in plain sight. Optical + IP networks are the pipes the AI supercycle runs through. $BB → Hardware is dead. The software pivot is very much alive. → Q4 earnings beat: $0.06 adjusted EPS vs $0.04 consensus, $156M revenue vs $144.6M expected → QNX hit record revenue — up 20% YoY in Q4 and 14% for the full year — $950M royalty backlog → QNX embedded in 275M+ vehicles — works with all 10 top automakers and 24 of the top 25 EV makers → NVIDIA collaboration integrates QNX OS for Safety 8.0 with IGX Thor — plugging BB into physical AI across robotics, medical, and industrial → Defense wins stacking: TKMS naval deal, SecuSUITE naval integration, Secure Communications back in growth → AtHoc platform just secured FedRAMP High re-certification 🏛️ — the highest bar for US federal cloud security → Directly aligned with Washington’s growing investment in mission-critical emergency notification and crisis coordination → Positions BB as a trusted vendor for federal agencies and critical infrastructure at exactly the right moment → 76% gross margin — pure software story, no hardware drag → FY27 guidance: mid-to-low double-digit revenue growth + ~$100M operating cash flow → Stock hit a 4-year high on back-to-back sessions this week 📈 BB is stacking catalysts across EVs 🚗, AI 🤖, defense 🛡️ and now federal government 🏛️ — four of the hottest spending themes in the market right now. Both $NOK and $BB were left for dead when smartphones took over. Both quietly rebuilt around software and AI infrastructure. Both now have genuine catalysts heading into H2 2026. The mobile era ended for them. The AI era may just be beginning. Not financial advice.

@amitisinvestingMay 22, 2026 · 5:06 PM

@sheslee @pdamodaran I day traded 10K shares of $BB today…are you guys going to make me buy 10K shares and hold onto it like we were buying Pili at $7?!?! Congrats to both of you 🚀🚀🚀🚀

@kawzinvestsMay 22, 2026 · 3:00 PM

$BB and $NOK both ripping today. Pretty sure I was the first to connect that neither of these is the phone company anyone remembers. $NVDA paid $1B for 3% of Nokia in October. Nokia is the networking partner for OpenAI's European Stargate buildout through Nscale, with optical revenue up 56% YoY last quarter. BlackBerry's QNX runs underneath 275M cars and every Arm physical AI CPU. The ghosts of the smartphone era are running the AI buildout. $BB $NOK

@thevalueistMay 22, 2026 · 2:47 PM

$BB BlackBerry: QNX Growth, the Software Pivot, and Investment Thesis. BlackBerry's transformation is further along than the market typically gives it credit for. The legacy hardware and consumer identity has been fully shed, and what remains is a focused software business built around two distinct but complementary assets: QNX in embedded operating systems and a Secure Communications division repositioned for government and defense. The strategic clarity is real, and the financial results reflect it — GAAP profitability, positive cash flow, and a cleaner balance sheet following the divestiture of legacy assets mark a turnaround that is largely complete rather than aspirational. QNX is the primary value driver and the more interesting long-term story. Embedded operating systems for automotive and robotics are not commodity software — they carry safety-critical certifications that take years to obtain and create switching costs that make displacement extremely difficult once designed in. The automotive exposure is particularly relevant as vehicle software complexity increases and OEMs expand the scope of what QNX manages within the stack. Robotics adds a newer and potentially larger growth vector as industrial and commercial automation scales. The Secure Communications division is a different kind of asset — smaller, more stable, and valued for reliability rather than growth. Government and defense clients demand continuity and certification over innovation, which makes this segment a durable cash contributor rather than a growth engine. It supports the overall business without complicating the QNX narrative. Management has earned credibility through disciplined cost reduction and asset rationalization. The harder question — whether that same team can drive sustained organic revenue growth — remains open. Cost discipline and growth execution require different organizational muscles, and the turnaround phase that produced the current financial improvement is not the same challenge as scaling QNX adoption across new automotive platforms and robotics applications. The stock's path forward is a software growth story, and it will be valued accordingly. Next-generation platform execution — expanding QNX's footprint in vehicle software and capturing emerging robotics design wins — is what converts the operational turnaround into durable multiple expansion. The foundation is solid; the remaining work is proving that the growth engine is as strong as the cost structure.

@dustinhuntwnMay 22, 2026 · 3:08 AM

$BB the continuation of the buyback program was checkmate in my opinion. It forces 2 possibilities: the company locks up another 5% of the float, which limits the number of shares available It forces the market to drive the price higher to avoid this issue, which also traps shorts. In a perfect world, both are happening.

@acinvestorblogMay 20, 2026 · 1:01 PM

$BB BlackBerry Achieves FedRAMP Class D (High) Re-Certification as Government Demand for Mission-Critical Communications Grows https://t.co/7yDxUCyHC6

@dustinhuntwnMay 20, 2026 · 2:43 AM

$BB The upcoming Robotics Summit in Boston is the largest robotics show on the planet. The cream of the crop are going to be showcasing their products. Right in the middle of it all is BB What's interesting about the Robotics Summit: QNX at Robotics Summit (May 27-28): Booth 111, premium 100-block section surrounded by the companies that BUILD robots (Harmonic Drive, HIWIN, Renishaw). QNX is positioned as the software brain controlling all that hardware. Key observations: - Renishaw (precision sensors) next door at Booth 112 - PickNik Robotics (MoveIt/ROS motion planning) nearby at 125 - NVIDIA is NOT exhibiting; QNX is likely demoing the IGX Thor integration at their own booth (I'm speculating, but why not) - Boston Dynamics, LimX Dynamics (humanoid "Oli") in the RBR50 Showcase = future QNX customers - Wind River (only competitor) is NOT there. QNX owns this space alone. BlackBerry paid for premium placement at the world's top robotics event, with no RTOS competition present. This isn't a side project; it's a statement! At the end you can follow me,I'll be updating you with the latest info on BB and more related content.

@dustinhuntwnMay 19, 2026 · 2:58 AM

$BB Q-Day is Coming: Why BlackBerry is Ready Q-Day arrives when a powerful quantum computer breaks today’s standard public-key encryption (RSA and ECC). The fallout will be immediate and retroactive. For years, adversaries have been “harvesting now” — intercepting and storing vast amounts of encrypted data from governments, banks, corporations, and individuals. On Q-Day, they will decrypt it all, exposing diplomatic cables, military secrets, corporate IP, trade secrets, medical records, and personal financial data. Experts now warn this could happen as early as 2029. While most companies are still studying NIST’s 2024 post-quantum standards, BlackBerry has been preparing since 2018 and stands as one of the strongest North American players in post-quantum cryptography (PQC). BlackBerry’s Quantum Moat 1）Early mover advantage: Certicom deployed quantum-resistant code-signing servers in 2018. 2）Hardware-level security: QNX, embedded in over 275 million vehicles plus military and medical systems, has PQC built into secure boot at the silicon level. 3）Full product readiness: BlackBerry has already integrated NIST-approved algorithms (ML-KEM, ML-DSA) across its suite and is on track to deliver fully quantum-safe solutions within a year. 4）Harvest-Now protection: Advanced metadata suppression shields sensitive networks from “Harvest Now, Decrypt Later” attacks. This matters most for long-lifecycle assets like cars, defense systems, medical devices, and AI robots that can’t be easily patched. BlackBerry engineered quantum protection directly at the hardware and silicon level, so these critical systems stay secure even if the cloud is compromised. In short, while others are still catching up, BlackBerry has spent nearly a decade building real, battle-tested quantum resilience. At the end you can follow me,I'll be updating you with the latest info on BB and more related content.

@kawzinvestsMay 18, 2026 · 2:14 PM

I added to my $NOK position on this dip. $BB is up nicely today too. $NOK $BB

@dustinhuntwnMay 15, 2026 · 3:36 AM

$BB BB is currently trading at a market capitalization of ~$3.5B. A sum-of-the-parts (SOTP) analysis reveals that the company is trading at a significant "conglomerate discount." If the business units were separated, specifically QNX and Secure Communications, the combined standalone value would be $4.4B to $6.0B ($7.50 to $10.20 per share), representing a 33% to 80% premium to current levels. Separating QNX from the Secure Communications division could unlock a massive M&A premium by removing the Canadian national security barriers that currently prevent a US tech giant (like NVIDIA or Qualcomm) from acquiring the whole company. such as NVIDIA or Qualcomm) from acquiring them. They need to split the them apart before Canada would allow it. I don't think that's out of the realm of possibilities.

@dustinhuntwnMay 14, 2026 · 3:29 PM

$BB UPDATED PRICE PREDICTION!! $BB The stock lies in the middle of a very wide and strong rising trend in the short term and a further rise within the trend is signaled. Given the current short-term trend, the stock is expected to rise 86.19% during the next 3 months and, with a 90% probability hold a price between $8.77 and $12.14 at the end of this 3-month period.

@dustinhuntwnMay 11, 2026 · 2:44 AM

$BB BlackBerry is currently trading at a market capitalization of ~$3.3B (as of May 2026). A sum-of-the-parts (SOTP) analysis reveals that the company is trading at a significant "conglomerate discount." If the business units were separated—specifically QNX and Secure Communications—the combined standalone value would be $4.4B to $6.0B ($7.50 to $10.20 per share), representing a 33% to 80% premium to current levels. Furthermore, separating QNX from the Secure Communications division could unlock a massive M&A premium by removing the Canadian national security barriers that currently prevent a US tech giant (like NVIDIA or Qualcomm) from acquiring the whole company. Many traders yet to estimate the potential of BlackBerry as it moves forward. BlackBerry QNX has already achieved the highest security certification for real-time functionality in autonomous devices, positioning it as a key player in the upcoming Autonomous AI technology landscape. For instance, consider the remarkable rise of Celestica(https://t.co/4pDbgWZ4tv) stock, which surged from $10 to $514 over the past five years, establishing itself as a standard for AI integration across various technologies. BlackBerry, with its robust capabilities, holds even greater potential than Celestica (https://t.co/4pDbgWZ4tv). Like if you STILL believe $BB . For more updates, feel free to follow me or join my pinned group!

@dustinhuntwnMay 9, 2026 · 7:43 AM

$BB what could push the PPS next week? 1. Activation of the Share Buyback (May 12) The most direct "pusher" for next week is the official commencement of the Normal Course Issuer Bid (NCIB) on Tuesday, May 12, 2026. The Scale: BlackBerry is authorized to buy back and cancel up to 26.8 million shares, representing approximately 4.58% of the public float. Market Impact: Because these shares are permanently cancelled, the total supply shrinks, which can increase the value of remaining shares. Trading Limits: The company is limited to purchasing 563,825 shares per day on the TSX (excluding block trades), providing a steady "bid" under the stock throughout the week. 2. Institutional Filing Deadline (May 15) Next week is the final stretch for 13F filings, which are due by Friday, May 15. What to Watch: This is when the largest hedge funds and institutions must disclose their holdings as of the end of Q1. Sentiment: If more "Big Money" players are revealed to have joined BlackRock (which recently confirmed a 5% stake) or if existing holders like Fairfax have added more, it could spark a fresh round of buying. 3. Upcoming "Physical AI" Event (May 27–28) While not occurring next week, the market may begin "pricing in" the Robotics Summit & Expo in Boston. The News: QNX will launch its "Inside the Robot" architecture report and showcase real-time AI motion replication. The Catalyst: This event is designed to prove that BlackBerry is no longer just an automotive play but a core infrastructure provider for the global robotics industry. Like if you STILL believe $BB . For more updates, feel free to follow me or join my pinned group!

@dustinhuntwnMay 8, 2026 · 2:37 AM

$BB As of Thursday, May 7, 2026, here are the three main reasons BB stayed up while the S&P 500 and Nasdaq were down: 1. The "Robotics Pivot" Confirmation Yesterday, May 6, BlackBerry made a major strategic announcement regarding "QNX Everywhere." By offering free access to their OS for early-stage robotics prototyping, they are signaling to the market that they are no longer just an "auto-software" company. The Logic: Investors are currently rotating out of general tech and into "Physical AI" (robotics and industrial automation). Because BB is now viewed as the "nervous system" for NVIDIA-powered robots, it is being treated as an AI infrastructure play rather than a standard software stock. 2. Institutional "Seal of Approval" The timing of the BlackRock 13G filing (disclosing a 5% stake) and the trickle of 13F filings this week provided a psychological "floor." When the whole market is down, investors look for "safe havens" where big institutions are currently buying. Seeing BlackRock and others hold or increase their positions in BB creates a sense of safety that prevents retail investors from panic-selling. 3. The "2x Backlog" Narrative As we discussed earlier, the news that the $950M royalty backlog is growing at twice the rate of current revenue is a massive "de-risking" factor. In a down market, investors flee companies with uncertain futures. Because BB has already "booked" nearly $1.X billion in future revenue through signed contracts with automakers and defense firms (like the submarine deal), the stock is seen as having a more predictable path than other tech companies that have to "find" new sales every month. What This Means for Next Week When a stock goes up on a day the market is down, it’s often a signal that a new buyer has entered the room. It suggests that institutional "whales" are using the market dip to accumulate more BB shares without driving the price up too quickly.

@acinvestorblogMay 6, 2026 · 12:01 PM

$BB QNX to Showcase Safe, Deterministic Foundations for Physical AI at Robotics Summit & Expo https://t.co/3zAU1u1dGG

@ckcapitalxxMay 4, 2026 · 1:21 PM

$BB is up big premarket and people are just now figuring out what this company actually is. BlackBerry completed its full transition from smartphones to software in April 2026. Here is what BlackBerry actually does today. QNX is the engine. It is the real time operating system running inside 275 million cars right now. Mercedes-Benz. BMW. Volvo. And now Leapmotor’s D19 EV entering mass production this month with QNX as the foundational safety OS. Record QNX revenue up 20% year over year in Q4. $950 million royalty backlog already locked in. Every new car win adds royalty revenue for years. Then QNX integrated Nvidia’s IGX Thor for safety certified AI systems. Robotics. Medical devices. Industrial automation. Every autonomous system that needs safety certification is a potential QNX customer. That market is enormous and just getting started. Secure Communications is moving into defense. SecuSUITE just integrated into naval systems. TKMS the German submarine builder is a customer. Q4 earnings beat on both lines. Revenue up 10% year over year. First return to full year growth in years. FY27 guidance for mid to low double digit growth and $100 million in operating cash flow. The pivot is complete. The numbers are proving it. The market is catching up.

@acinvestorblogMay 4, 2026 · 9:31 AM

Unpopular opinion : $BB is the $NOK 2.0 😃📈

@wolfgangkasperMay 3, 2026 · 9:27 PM

$BB is an invisible OS monopoly hiding in plain sight 275M cars running QNX. 10/10 top automakers. 24/25 EV makers. You've never seen the logo, that's the point! Software-defined vehicles are the next capex supercycle. Every car gets smarter. QNX is already certified and embedded at the factory. Switching cost = near zero incentive to leave. Royalty model means revenue compounds with every vehicle that ships. Backlog just hit $950M - up from $460M in 2022. The pipeline is growing faster than it converts. Automotive OS TAM: $23B today → $40B+ by 2031. QNX holds dominant share. Now layer in: J&J AI heart pump. NASA flight systems. ARM's AGI CPU named QNX foundational partner. Defense. Robotics. QNX is quietly becoming the OS of physical AI. ~$3B market cap for the company running the software stack of the physical world. The market still thinks this is a phone company. The re-rating has started. The story isn't fully priced yet.

@ckcapitalxxMay 3, 2026 · 2:49 AM

Two companies everyone wrote off as dead phone makers are quietly becoming some of the most interesting defense and AI plays on the market. $BB and $NOK. Both dismissed for years. Both completely unrecognizable from what they used to be. BlackBerry gave up on hardware entirely and became a pure play cybersecurity and embedded software company. Their QNX operating system runs in over 255 million vehicles on earth. Every major automaker uses it. It is the foundational software layer of autonomous driving and connected vehicle infrastructure. Their Cylance AI cybersecurity division is now deployed inside US government agencies and Fortune 500 companies. The phone company is gone. What replaced it is mission critical software that runs inside the most important systems in the world. Nokia went in a completely different direction and the transformation is just as dramatic. A year ago $NOK was sub $5 and everyone had moved on. Today Nokia is inside Nvidia's AI-RAN stack running Blackwell GPUs directly at cell towers. Jensen Huang called it Robotic AI Radio. T-Mobile is deploying it. Every tower in that program becomes an AI compute node at the network edge. Then Nvidia invested $1 billion directly into Nokia and Jensen joined the board. Then the Infinera acquisition gave Nokia a hyperscaler optical backbone business supplying the fiber connecting every major data center on earth. €2.4 billion in AI and cloud orders in 2025 alone. Then Nokia got embedded inside Anduril's Sentry autonomous defense platform. The Sentry tower deploys in under 3 hours with zero infrastructure required. Every unit deployed to a warfighter anywhere in the world runs Nokia communications technology inside it. AI infrastructure. Hyperscaler optical. Autonomous battlefield communications. Both of these companies made the hardest pivot in business. Away from a dying legacy product toward something the world actually needs. The market has not fully caught up to either of them yet.

@michaelsikandMay 2, 2026 · 11:56 PM

Get this. Just like $NOK, Blackberry $BB is no longer your dad's old phone. Me and @KawzInvests are calling this trend the "flip phone" trade. Their QNX software is the hidden operating system running 275 million cars on the road today. Collision warnings, blind spot detection, adaptive cruise, pedestrian detection, lane keep assist. Same tech is now embedded in surgical robots, dozens of medical devices, factory floors, and industrial automation. In 2014, BlackBerry lost the dashboard battle to Google and Apple. So they went deeper with an ultra-reliablity thesis for critical machinery. Now QNX is 50% of total revenue. 4 straight profitable quarters, first since they were competing with the iPhone. Stock up 50% since last earnings. Still down 96% from the 2008 peak of $83B. $BB has all the makings of a meme stock mixed with real fundamentals.

@dustinhuntwnApr 30, 2026 · 2:55 AM

$BB BlackBerry is currently seeing significant upward momentum in after-hours trading due to a major shift in international defense procurement involving the Canadian aerospace sector. The primary catalyst for this move today, April 29, 2026, may be: 1. The NATO Surveillance System Selection Reports broke late this afternoon that NATO has selected the Saab-Bombardier GlobalEye as its new advanced surveillance system, replacing the aging Boeing AWACS fleet. This is a massive strategic win for Canadian aerospace. • The BlackBerry Connection: While the airframe is Bombardier, BlackBerry is the "software layer" of choice for Canadian sovereign tech. Investors are speculating that BlackBerry’s SecuSUITE (certified for NATO Restricted communications) and QNX OS for Safety will be the backbone for the secure, interception-resistant communications and flight systems on these new jets.

@dustinhuntwnApr 27, 2026 · 3:03 AM

$BB BlackBerry is upgraded to Buy. Also,with last week's press release regarding QNX and NVIDIA Deepening Collaboration to Advance Safety-Critical Edge AI across robotics, medical, and industrial systems, is Blackberry/QNX about to really accelerate growth over the next few years? I hope so and believe so.

@investmentguru_Apr 22, 2026 · 10:06 AM

$BB — BlackBerry is not the phone company anymore — it’s a quiet software turnaround worth watching. The new BB story is built on two engines: QNX (real-time OS for autos, EVs, robotics, and defense) and Secure Communications (government-grade cybersecurity). Q4 delivered adjusted EPS of $0.06 vs $0.04 consensus on $156M revenue vs $144.6M expected, with QNX hitting record revenue — up 20% year-over-year — and a $950M royalty backlog locked in with OEMs including Mercedes-Benz, BMW, Volvo, and Leapmotor. QNX also won a strategic collaboration with German naval defense group TKMS to power next-gen naval platforms, including Canada’s future submarines — pushing BB into a high-barrier, recurring-revenue defense market. Management guided FY27 revenue to $584M–$611M with ~$100M in operating cash flow. Stock ran from $3.15 to $5.62 in weeks. The gap between what BB is executing and how analysts are pricing it is exactly where opportunity lives. Not financial advice. DYOR.

@dustinhuntwnApr 22, 2026 · 2:51 AM

$BB QNX, Wind River, SYSGO, and Green Hills Software Named Leaders in ABI Research’s Commercial Real-Time Operating System (RTOS) for Robotics Functional Safety Ranking. Imagine being those companies seeing that BB is expanding with Nyvidia. BB will use this relationship to get more business.

@dustinhuntwnApr 21, 2026 · 3:13 AM

$BB it's simple. We cannot get this close to 6.24 and not run a test of 6.24. The market seems to be in a rush. 50million shares isn't retail. Retail that I know is broke as f. Yes it may come back down to the low 5s. We have seen it before. You didn't sell when we were at 3s just a month ago. Why sell now when we could go on to test the 20s from the meme run?

@acinvestorblogApr 20, 2026 · 12:05 PM

$BB $NVDA QNX and NVIDIA Deepen Collaboration to Advance Safety-Critical Edge AI Across Robotics, Medical, and Industrial Systems https://t.co/FY6olheAtx

@investmentguru_Apr 20, 2026 · 10:37 AM

$BB — BlackBerry’s Quiet Comeback Is Louder Than You Think QNX — The Crown Jewel Embedded in 275M+ vehicles worldwide Just hit Rule of 40 status — a SaaS-quality benchmark Expanding into robotics, physical AI, and defense This isn’t a relic. It’s the OS powering the next generation of intelligent machines. Physical AI & Robotics Expansion QNX is positioning itself as the real-time operating system for humanoid robots and autonomous systems — industries that DEMAND deterministic, fault-tolerant software. Showcased QNX-powered humanoid at Embedded World 2026 12,000+ free licenses via QNX Everywhere program 100+ academic partnerships building tomorrow’s developer base Defense Is Getting Serious Strategic deal with TKMS (German naval defense) for next-gen naval platforms Embedded in Canada’s future submarine fleet Government of Canada expanding secure communications deployment across federal agencies Long-duration, sticky, high-barrier contracts. Secure Communications — Digital Sovereignty Tailwind Governments globally moving away from Big Tech infrastructure Increasing focus on secure, sovereign communication systems BlackBerry is at the intersection of three massive secular themes: 🔹 Physical AI & Robotics 🔹 Embedded systems for autonomous vehicles 🔹 Digital sovereignty & government cybersecurity QNX is the picks-and-shovels layer for mission-critical systems — quietly becoming foundational infrastructure for the next wave of intelligent machines. The market may not fully see it yet… but the groundwork is being built. DYOR

@acinvestorblogApr 15, 2026 · 8:37 AM

$BB Big News : QNX and TKMS Collaborate to Bring Canadian Software Innovation to Global Naval Defence Programs https://t.co/IemgAFrXNT

@acinvestorblogApr 14, 2026 · 4:28 AM

Unpopular opinion: $BB Blackberry is now more than ever an attractive target. With a market cap under $2.5 billion, strong net cash position, recurring revenue streams, and intellectual property/patents, BlackBerry could look appealing to a strategic buyer. Its enterprise value is modest relative to the backlog and growth potential in QNX. Takeovers in tech often happen unpredictably. The recent $NOK valuation is putting $BB in the golden basket. Always do your own due diligence.

@acinvestorblogApr 10, 2026 · 7:21 AM

$BB BlackBerry QNX: A Potential Picks-and-Shovels Play in Physical AI and Software-Defined Vehicles 🤔 call me crazy but it could happen. While the spotlight often shines on flashy autonomous vehicle makers and humanoid robot companies racing to build the “next big thing,” a quieter but potentially powerful opportunity lies in the foundational software that makes them possible. BlackBerry’s QNX is emerging as a classic picks-and-shovels play in the rapidly developing world of Physical AI, embodied intelligence, and software-defined vehicles. QNX provides the essential, safety-certified real-time operating system (RTOS) and hypervisor technology that powers reliable, deterministic systems in cars, robots, industrial machines, and medical devices. With over 275 million vehicles already running on QNX, a growing royalty backlog nearing $1 billion, and expanding use cases beyond automotive into robotics and edge AI, QNX benefits from the overall growth of the sector without needing to bet on which specific robot or vehicle brand ultimately wins. If the Physical AI wave accelerates, QNX could become one of the critical “shovels” that almost every player in this new ecosystem will need. The more i read about QNX the more i like. BB/QNX has real, accelerating momentum and genuine AI-adjacent exposure in the physical/edge world. The low market cap + backlog + new non-auto markets mean a 4-6x move over 2–3 years is plausible if execution continues and Physical AI hype builds. The company is now in expansion/growing mode. Do always your own DD.

@acinvestorblogApr 9, 2026 · 7:01 PM

$BB Today's earnings send a strong message. BlackBerry’s turning point is complete. Growth is back, QNX is firing on all cylinders, and the company is shifting from survival to expansion mode.

@acinvestorblogApr 6, 2026 · 7:11 PM

$BB trend reversal taking place imho https://t.co/9nZsLFf7GZ

@acinvestorblogApr 2, 2026 · 8:17 AM

🚨 HIDDEN GEM 🚨 $BB QNX gives BlackBerry credible “hidden gem” characteristics deep moat, high margins, massive installed base, and exposure to exploding markets like SDVs and robotics while the stock remains small-cap. The stock trades at a relatively low market cap, with some analysts noting an undervalued P/S multiple compared to peers when isolating QNX’s growth potential. QNX remains the standout high-margin, safety-critical RTOS and hypervisor powering mission-critical systems. It already runs in more than 275 million vehicles worldwide. BlackBerry QNX already has significant adoption in the automotive sector and has strong potential for broader/mass adoption in robotics as well. It is a proven, safety-certified real-time operating system (RTOS) and hypervisor platform built for mission-critical embedded systems. AMD partnership and QNX GEDP/humanoid demos at Embedded World 2026 expand into industrial robotics, but automotive still dominates revenue. BlackBerry’s QNX division continues to build strong momentum with a $865 million royalty backlog. As always do your own DD. Disclosure: Im long on Blackberry

@acinvestorblogApr 1, 2026 · 6:05 AM

🚨 BlackBerry $BB just got a major boost! Yesterday, the Government of Canada announced a significant expansion and renewal of its strategic partnership with BlackBerry through 2033. Shared Services Canada is dramatically increasing deployment of SecuSUITE® BlackBerry’s encrypted, sovereign-grade voice, messaging, and file-sharing solution for senior leaders, Department of National Defence, and public safety agencies. This reinforces Canada’s focus on digital sovereignty and mission-critical secure communications using trusted Canadian technology. Despite this positive momentum and BlackBerry’s pivot to high-margin cybersecurity & QNX software, the stock remains very attractively valued compared to peers: • Trading at roughly $3.20-3.25 with a ~$1.9B market cap • EV/Sales ~3.3x notably lower than many cybersecurity and software peers trading at premium multiples. QNX is gaining traction in robotics, and the NVDA and AMD integrations are meaningful tailwinds for its expansion into AI-driven, high-performance robotic systems. With a strong balance sheet, growing QNX momentum, and deepening government ties, BB looks undervalued for investors betting on secure enterprise & sovereign tech.

@acinvestorblogMar 26, 2026 · 9:57 PM

$BB acted realtievely well today. Earnings expected on 2026-04-09 in pre-market. Expected move: 11.74% (+/- $0.38). BlackBerry QNX has been making serious moves in both automotive and robotics. It isn't just an automotive OS anymore it's positioning itself as the safety-critical embedded software backbone across vehicles, robots, medical devices, and industrial systems. Blackberry trades at roughly a 4.8x P/S, below peers and significantly below its latest price targets.

@acinvestorblogMar 23, 2026 · 1:02 PM

$BB BlackBerry AtHoc Advances Command Center for Faster Response and Tighter Control During Critical Operations Command Center gives government, defense, and critical infrastructure teams a single workspace to see what's happening, direct activity, and keep response efforts aligned

@acinvestorblogMar 21, 2026 · 7:38 AM

$BB QNX is actively growing into new areas like robotics, physical AI, industrial automation, medical devices, and other mission-critical embedded systems. BlackBerry’s QNX and AMD announced a significant recent collaboration expanding their partnership by bringing QNX Software Development Platform (SDP) 8.0 support to AMD’s Ryzen Embedded x86 processors, starting with the Ryzen Embedded V2000 series. NVIDIA and BlackBerry’s QNX have also recently strengthened its partnership, with notable developments in 2025 that continue to support QNX’s momentum in autonomous and software-defined vehicles. NVIDIA’s DRIVE Hyperion platform incorporates QNX in various setups for customers. The QNX royalty backlog has strong potential to grow significantly and possibly “explode” in the coming quarters. The latest reported figure stands at $865 million, but the recent AMD definitely should push it well above $1 billion Condicions are aligned for the backlog to keep climbing and potentially surge as these partnerships translate into more wins and production ramps. With that said we can argue Blackberry stock is dirt cheap trading at a low price-to-sales multiple around 3–4x trailing revenues, with QNX contributing high-margin royalties. Disclosure: I own a long term position on Blackberry. As always Do your own DD.

@acinvestorblogMar 18, 2026 · 10:18 AM

$BB is trading at bargain prices again The stock appears relatively cheap or undervalued on several key metrics, particularly when viewed through the lens of its growth potential in QNX. There is significant potential for QNX growth in 2026 and beyond, driven by several key factors from recent developments, analyst views, and company momentum. The royalty backlog stands at $865 million, up substantially from prior years, signaling a pipeline of future design wins primarily in automotive but increasingly diversified. This backlog is expected to convert into accelerating revenue starting in FY2027 with analysts projecting solid double-digit growth for QNX in that period despite some fluctuations in FY2026 rates. 👉 Positive operating/free cash flow 👉 Forward P/E 20x 👉 Price/Sales (P/S) 3.7x trailing w/ forward estimates 3.3x 👉 Price/Book (P/B) 2.65x 👉 Share buybacks (mentioned as taking advantage of an “undervalued” price). These multiples are modest compared to many software/embedded systems peers. BlackBerry’s high-margin QNX segment and diversification efforts support the case for a rerating if revenue accelerates. At current levels, the stock trades at a discount to future growth potential, especially if QNX hits high-margin scale. Dont forget 👉 $NVDA NVIDIA DRIVE platforms do use QNX as a supported and integrated OS option, especially for high-safety automotive use cases, making it relevant to BlackBerry/QNX’s growth in embedded automotive software. Enjoy the bargains while they last 😉 As always do your own DD

@acinvestorblogMar 11, 2026 · 12:47 PM

$BB QNX Expands Free Online Learning Platform to Accelerate Global Developer Readiness and Support the Growing Adoption of QNX Software https://t.co/8WiDrjtxk2

@acinvestorblogMar 10, 2026 · 12:21 PM

$BB $AMD New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets Huge news for Blackberry 💪📈 https://t.co/wDPDLgG6Aq

@acinvestorblogFeb 17, 2026 · 1:02 PM

$BB QNX to Showcase the Software Building Blocks Powering Next-Generation Robotics and Physical AI at Embedded World 2026 https://t.co/znbfL88H6k

@vulturetradesFeb 13, 2026 · 4:59 PM

5-10x Potential 🚨 $BB 3.5 Call 2/20 at 0.11

@cobraalertsFeb 13, 2026 · 4:59 PM

$BB 3.5 CALL 2/20 @ .11 🚨🐍

@acinvestorblogFeb 3, 2026 · 1:05 PM

$BB QNX and Haleytek Join Forces to Deliver Software-Defined Audio for Volvo Cars' EX60 EV SUV https://t.co/BbUoyzhEIC

@investmentguru_Jan 7, 2026 · 1:38 AM

$BB : A Leader in Secure Software & Automotive Tech BlackBerry has quietly transformed into a security-first software company serving enterprises, governments, and OEMs worldwide. Leveraging AI and machine learning, BB delivers advanced solutions in cybersecurity, endpoint management, encryption, and data privacy across mission-critical environments. The company’s biggest long-term growth engine is QNX, its embedded and IoT platform. As vehicles evolve from hardware-driven machines to software-defined systems, automakers require fast, reliable, and highly secure operating environments. QNX has become the industry standard, now installed in over 275 million vehicles globally, powering ADAS systems and digital cockpits, with widespread adoption across Tier-1 automotive suppliers. Beyond automotive, BlackBerry continues to expand in general embedded markets including medical devices, industrial systems, and other safety-critical applications where reliability and security are non-negotiable. With deep OEM relationships and a strong moat in real-time operating systems, BB is positioning itself as a core infrastructure player in the future of connected, autonomous, and intelligent systems. Not a hype stock — but deeply embedded in where the future is being built. Not a financial advice

@acinvestorblogDec 30, 2025 · 6:13 PM

$BB https://t.co/E14IFs5hMu and QNX Team Up to Fast-Track Deterministic AI for Autonomous and Robotic Systems https://t.co/kTvtsyCN3r QNX's strategic importance absolutely fuels takeover speculation at current levels, it's BlackBerry's crown jewel, maybe in 2026 😉

@investmentguru_Dec 23, 2025 · 12:07 PM

$BB let’s see if we close above $4 and move up towards $4.50 by EOY

@investmentguru_Dec 21, 2025 · 2:08 PM

$BB Drops Despite Earnings Beat – Here’s Why $BB surprised some investors with a quarterly earnings beat, reporting revenue of $141.8M and EPS of $0.05, slightly above expectations. They even raised the lower end of their full-year revenue forecast. Yet, the stock fell sharply after the announcement. Why? - Modest Beat, High Expectations – The numbers beat estimates, but only slightly. Traders had already priced in a bullish scenario, leaving little room for upside. Mixed Segment Performance – QNX (auto software) growth slowed compared to prior projections, and some secure communication metrics disappointed. Cautious Guidance – While the lower end of revenue guidance was lifted, the top end wasn’t revised enough to excite growth investors. “Sell the News” – BB had rallied into earnings, prompting profit-taking as soon as the results came out. High Valuation – The stock’s multiple was already high, so even a beat wasn’t enough to push it higher.

@investmentguru_Dec 19, 2025 · 11:23 AM

$BB earnings came in strong, reinforcing the long-term story. This is one to keep on the watchlist for 2026, and any short-term pullback looks like a buying opportunity for long-term investors, in my opinion. Improving execution and fundamentals are starting to show, even if price action cools near term.

@investmentguru_Dec 18, 2025 · 11:48 PM

$BB Delivers a Standout Q3 FY26 Performance BlackBerry continues to execute with discipline and momentum. The company reported another quarter of revenue and profitability above expectations, hitting the top end of cash flow guidance and delivering its strongest GAAP profitability in nearly four years. Key highlights: •QNX division posted its highest revenue quarter ever, reinforcing BlackBerry’s growing footprint in automotive software and expanding adoption across adjacent industries •Secure Communications exceeded revenue and adjusted EBITDA guidance and raised full-year guidance, signaling improving fundamentals •Seventh consecutive quarter of improved GAAP profitability and third straight quarter of positive GAAP net income •Strong cost control continues to translate into higher operating cash flow This is a clear sign that BlackBerry’s transformation is gaining traction, with QNX and Secure Communications driving sustainable growth and improving margins. Execution remains strong, and the fundamentals keep getting better.

@acinvestorblogDec 18, 2025 · 10:14 PM

$BB BlackBerry Reports Third Quarter Fiscal Year 2026 Results https://t.co/EQLbQHkUKQ

@acinvestorblogDec 17, 2025 · 2:01 PM

$BB BlackBerry Unveils Ground-Up Modernization of BlackBerry AtHoc Mobile Experience to Enable More Intelligent Operations https://t.co/aO8yNJNkZ8

@investmentguru_Dec 17, 2025 · 11:27 AM

$BB Earnings Tomorrow Earnings are always a high-risk/high-reward event, and with $BB heading into the report, the sentiment and setup look solid going into pre-market trading. Expectations are leaning toward a beat and a potential upside move, but remember—earnings can swing price action quickly in either direction.

@investmentguru_Dec 16, 2025 · 5:00 PM

$BB looks good here