$BB great read
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.
$BB today $1.47 https://t.co/C1cCtnovMH
Revenge of the 2001 Dot-Com Nerds. They are making the case for 25-year DCFs and terminal values still being a thing. $NOK $CIEN $CSCO $BB https://t.co/b6m5M1iTyf
Have you been tailing any of these recent large options flows found by Unusual Whales subscribers? $SWKS 80c 8/21 from last Friday (partially rolled up to 95c today!) - 140% gain $BB 7c 5/29 from yesterday - 350% gain $NOK 14.5c 5/29 from Tuesday - 160% gain $OKLO 61c 6/18 from Monday - 85% gain Join the Discord subscriber-only chat to see what other flows are being shared: https://t.co/5iL2muQzjV All platform subscriptions now include access to the AI-options chat bot: https://t.co/VfIBZSCWXk
$BB if you missed earlier
$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.
$BB multi-year high. https://t.co/YfRju7Xgy0
$QS $SOUN $SERV $DGXX $SLNH $RR $DARE $VLN $BB $SIVEF Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or early accumulation patterns.
15 stocks where I see early positioning opportunities across different sectors for long term growth: $QS $VLN $EOSE $SIVEF $JOBY $SATL $SOUN $SERV $BBAI $PLUG $ABCL $BB $FABC $RR $KRKNF This basket covers next generation batteries, energy storage, photonics, eVTOL, space, AI software, robotics, defense AI, hydrogen, cybersecurity and deep value turnaround plays. Not every stock will work immediately, and some may take years to fully play out, but that’s how asymmetric investing works. Early bets require patience, conviction and risk management. Big money is usually made by identifying future themes before they become crowded trades. For me, this is about building positions slowly, surviving volatility and giving disruptive sectors time to mature. Patience pays in the long term IMO.
$DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL $SIVEF Some good-looking small cap and early-bet setups in this market right now. A mix of Space, photonics, AI infrastructure, biotech, energy, EV, and speculative tech names starting to show improving momentum and accumulation. Still a high-risk area of the market, so position sizing and patience matter, but selective small caps continue to outperform when momentum returns.
20 Stocks That Could Be the Next Market Leaders $JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near. $QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029. $SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time. $SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive. $VLN — High-speed connectivity chips for automotive ADAS and camera systems. $SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating. $NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers. $BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching. $POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects. $LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking. $OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst. $RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth. $ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly. $ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines. $RR — AI-powered service robots for hospitality, food & beverage, healthcare. $TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout. $EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this. $SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory. $TE — Advanced American solar and battery manufacturing $BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor. These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond. Most are early. All carry risk. But the ones that execute? They don’t just go up — they redefine their sectors. Not financial advice.
10 stocks with better setup. $QS – solid-state battery beat, defense pivot $BB – QNX royalty backlog, EV & naval wins $DGXX – $1.1B Cerebras AI data center deal $KEEL – infrastructure watch $SLNH – Renewable AI compute, $SERV – pure-play delivery robot stock $SATL – sovereign defense contracts, Merlin constellation $SOUN – agentic voice AI entering robotics $FABC – MicroLED optical interconnects, 2 major chipmaker NDAs $EOSE – zinc battery + AI power demand Batteries. Robots. Space. Photonics. AI infra. The next wave is loading Not financial advice.
$BB Moving as well now
@Frendds $BB
In this market, you have two choices: Chase overextended names after the move… or build positions early in stocks still in the accumulation phase. I’d rather accumulate where risk/reward is still favorable: $QS $SOUN $JOBY $BB $SERV $CIFR $PATH $ABCL $NOK $SATL $SMR The biggest money is usually made by getting in before the crowd notices — not after the breakout headlines.
10 high-risk innovation stocks with potential to outperform if the market rewards growth again. $SOUN — Voice AI momentum is building. Earnings this week will be key. If enterprise adoption keeps accelerating, this could be one of the stronger AI software names. $QS — Solid-state battery leader. Still pre-revenue driven, but every technical milestone matters. High upside if commercialization stays on track. $JOBY — eVTOL leader with FAA certification progress and commercial launch approaching. Execution is everything now. Big year ahead. $SERV — Autonomous last-mile delivery is a massive market. Earnings this week could define the next trend move. Speculative but strong theme. $PATH — Enterprise automation + AI integration. Not flashy, but profitable scaling in AI workflows can rerate this name fast. $SATL — Space/data intelligence play gaining defense traction. Government contracts can become a major growth driver here. $BB — Quiet turnaround story. QNX growth and Nvidia partnership are putting this back on the map. Momentum is real. $VLN — Connectivity chip story tied to automotive and industrial data infrastructure. Underrated semiconductor setup. $KOPN — AR/military optics exposure with AI and drone tailwinds. Small cap with asymmetric upside if contracts expand. $RUM — Building beyond media into cloud/GPU infrastructure. If execution improves, this can become more than just a platform stock. Position sizing matters — conviction without risk management is dangerous. High risk, high reward setup.
$BB If you missed earlier
10 stocks setting up for a potential big move. $BB – Cybersecurity + IoT turnaround story, quietly rebuilding. $JOBY – eVTOL leader with FAA progress and commercial launch ahead. $QS – Solid-state battery disruption, massive upside if commercialization scales. $SOUN – Voice AI growth accelerating with enterprise adoption. $PATH – AI automation leader as enterprises cut costs and boost efficiency. $SATL – Satellite connectivity play in a rapidly expanding space economy. $ONDS – Defense + drone communication systems gaining traction. $OSS – Edge AI and high-performance computing infrastructure exposure. $EOSE – Energy storage demand rising as grid modernization accelerates. $KOPN – Microdisplay + defense optics, strong exposure to AR and military tech. Themes are lining up: AI, energy, aerospace, defense, and next-gen mobility. These names can move fast when momentum returns — keep them on watch.
My 10 small-cap names for 2026 —risk reward ideas I’m watching and building around: $SOUN — voice AI growth $CIFR — Bitcoin + AI infrastructure exposure $BB — turnaround + cybersecurity/IoT optionality $QS — next-gen battery bet $SERV — robotics automation theme $SATL — satellite connectivity growth $TE — solar and battery manufacturing growth play $KOPN — microdisplay/AR potential $ONDS — defense and drone tech angle $JOBY — eVTOL and future mobility play Small caps are where outsized returns can come from, but volatility is the price of admission. Build on red days, stay patient, and let the long-term themes play out. Not a financial advice
$BB if you missed before
10 stocks at a serious buying opportunity right now- $BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27 $QS — Eagle Line live, $970M cash runway through 2029, earnings April 22 with 20% short float $SOUN — Just posted a 200%+ EPS beat, voice AI expanding fast, next earnings May 7 $VLN — 7 straight quarters of growth, 62% gross margins, zero debt, 4 ADAS design wins locked in $FLNC — Fluence Energy, grid-scale battery storage leader riding the AI power demand wave $SIDU — Sidus Space, small-cap space data & satellite play at deep discount levels $BBAI — defense-grade AI analytics with growing government contract pipeline $KULR — Thermal management tech for batteries, EVs & space — NASA-validated, scaling fast $KITT — Nauticus Robotics, autonomous underwater vehicles for defense & offshore energy $LAES — SEALSQ Corp, quantum-resistant semiconductors & cybersecurity chips for the post-quantum era The macro selloff didn’t break these businesses — it discounted them. Not financial advice
$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.
10 stocks at a serious buying opportunity right now- $BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27 $QS — Eagle Line live, $970M cash runway through 2029, earnings April 22 with 20% short float $SOUN — Just posted a 200%+ EPS beat, voice AI expanding fast, next earnings May 7 $VLN — 7 straight quarters of growth, 62% gross margins, zero debt, 4 ADAS design wins locked in $FLNC — Fluence Energy, grid-scale battery storage leader riding the AI power demand wave $SIDU — Sidus Space, small-cap space data & satellite play at deep discount levels $BBAI — https://t.co/Y0xPQI98FT, defense-grade AI analytics with growing government contract pipeline $KULR — Thermal management tech for batteries, EVs & space — NASA-validated, scaling fast $KITT — Nauticus Robotics, autonomous underwater vehicles for defense & offshore energy $LAES — SEALSQ Corp, quantum-resistant semiconductors & cybersecurity chips for the post-quantum era The macro selloff didn’t break these businesses — it discounted them. Not financial advice
5 Stocks With Serious Long-Term Potential $HIMS — Hims & Hers Health The GLP-1 narrative took a hit, but the platform is the real story. $2.7B–$2.9B in 2026 revenue guidance. Personalized medicine model with custom formulations that big pharma can’t easily replicate. Mental health and menopause being built as the next major growth pillars. The market is pricing this like a one-trick drug reseller. It’s not. $SOUN — SoundHound AI Down 70% from its highs. 59% revenue growth in Q4 2025. Operating losses shrinking from $257M to $42M year-over-year. Voice AI embedded in vehicles with Stellantis, Hyundai, and Honda. Agentic AI expanding into restaurants, retail, and telecom. The business is quietly maturing while the stock gets ignored. $BB — BlackBerry Still being priced like a dead phone company in 2026. QNX revenue up 20% in Q4 with a $950M royalty backlog. Embedded in 255 million vehicles globally across Mercedes-Benz, BMW, Volvo, and defense platforms. Revenue returned to growth. $100M in operating cash flow guided for FY2027. The rebrand never got the credit it deserved. $QS — QuantumScape This is a decade-long bet, not a quarterly trade. Solid-state batteries targeting double the energy density of lithium-ion with 12–15 minute fast charging. VW PowerCo committed $131M in milestone payments. Cash runway extended through 2029. B-sample cells shipped. Meaningful revenue expected by 2027. Small position, long conviction. $ONDS — Ondas Holdings Defense drone demand is accelerating and domestic suppliers are getting the call. Q3 revenue up 500% year-over-year. $23M backlog. 2026 revenue target of $110M. The “system-of-systems” drone model for defense and infrastructure is exactly what the current environment is looking for. These are not get-rich-quick plays. They are businesses with real catalysts, real backlogs, and real timelines that the market hasn’t fully priced in yet. Do your own research before making any investment decisions. This is not financial advice.
When you see so many runners in the market, don’t try to chase everything — focus on a few high-conviction setups and size them properly. Spreading yourself too thin across too many trades only leads to confusion, missed entries/exits, and poor execution. Clarity and discipline beat overtrading every time. $BYND $BULL $HIMS $SOUN $SLNH $BB $QS $LWLG $SIVEF $POET $PLUG $BLNK $RR $ONDS $DGXX
$CAR $BYND $BB $BULL $OPEN $AMC $GME $SOUN $HIMS — all showing characteristics of short squeeze material. These names typically carry elevated short interest, and when volume + momentum step in, shorts get trapped, leading to forced covering that pushes prices even higher. It becomes a feedback loop — price goes up → shorts cover → price accelerates further. Most of these are also retail-heavy, sentiment-driven stocks where momentum matters more than fundamentals in the short term. Tight floats, high borrow costs, and sudden spikes in volume are the key ingredients. The play: identify early momentum, ride the squeeze, and scale out into strength — because once the covering slows, these moves can fade just as fast.
$BB check this out
Lots of runners in this market right now. Stay disciplined. Size your positions properly. $BYND $SLNH $BB $DGXX $PLUG $SIVEF $BULL $POET $LWLG $RR $BLNK $PLUG $BB $NVTS
$BYND getting started — volume picking up and momentum building. If this pushes higher, short covering can accelerate the move fast. Keep an eye on : $BULL $OPEN $SLNH $BB $GME — if they start to follow, this could turn into a solid small-cap squeeze rotation.
$BB 2026 comeback year
$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
$BB https://t.co/6E4DOcWgL1
