u/daxtaslapp · 13d agono track record yet
Long BB $10C exp Jan 21 · 27 contracts
Why I think Blackberry will be rerated
BlackBerry is poised for a market rerating as AI transitions from data centers to physical systems (autonomous vehicles, robots, factories). QNX's dominant position in safety-critical edge computing, combined with improving fundamentals (26% revenue growth, 144% EBITDA growth, positive operating cash flow), positions BB to capture significant value as infrastructure for autonomous systems.
At post $12.81Now $10.71-16.4% since postedas of Jul 13, 4:59 PM ET
1d-10.1%
3d-10.1%
1w-13.2%
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