Calls
2
u/daxtaslapp
Reddit r/wallstreetbets
Win Rate
50.0%
return
+144.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$12.87
-38.4%
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.
Cybersecurity
Watch
Jan 10
$377.41
+327.4%
The author observes that SanDisk (SNDK) has surged recently but still has analyst price targets above its current price. They attribute the move to memory companies benefiting from AI and data-center demand causing shortages. The lack of retail attention and possible quiet institutional buying suggests further upside.
AI Memory
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u/daxtaslapp has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: SNDK, BB.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
