Calls
1
u/daxtaslapp
Reddit r/wallstreetbets
Win Rate
0.0%
return
-31.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$12.87
-31.4%
BlackBerry’s QNX is embedded in 275M+ vehicles and partnered with NVIDIA, Qualcomm, Arm for safety-critical OS; revenue grew 26%, EBITDA +144%, first positive FCF Q1 in 9 years. Market currently prices BB as an automotive software play, but as physical AI (autonomous vehicles, robots, factories) expands, QNX’s mission-critical role could trigger a valuation rerating similar to AI infrastructure plays. Long-term call on BB as the “OS for physical AI” – high switching costs, improving fundamentals, and potential for multiple expansion. Competition from other RTOS (e.g., Wind River, QNX only in niche), slower adoption of autonomous driving, or failure to convert automotive wins into broader industrial/robotics contracts.
BlackBerry’s QNX is embedded in 275M+ vehicles and partnered with NVIDIA, Qualcomm, Arm for safety-critical OS; revenue grew 26%, EBITDA +144%, first positive FCF Q1 in 9 years. Market currently prices BB as an automotive software play, but as physical AI (autonomous vehicles, robots, factories) expands, QNX’s mission-critical role could trigger a valuation rerating similar to AI infrastructure plays. Long-term call on BB as the “OS for physical AI” – high switching costs, improving fundamentals, and potential for multiple expansion. Competition from other RTOS (e.g., Wind River, QNX only in niche), slower adoption of autonomous driving, or failure to convert automotive wins into broader industrial/robotics contracts.
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u/daxtaslapp has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: BB.
