Calls
1
u/Defiant-Walk-8330
Reddit r/wallstreetbets
Win Rate
0.0%
return
-20.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 26
$11.35
-20.1%
QNX is in 275M+ vehicles (16% of global fleet), has 86% gross margins, and a $1B royalty backlog; QNX revenue grew 26% YoY; overall company raised guidance to $594-621M revenue and positive GAAP net income. The market still prices BB as a dead phone/cybersecurity stock, but the core QNX business is a high-margin embedded software play tied to software-defined vehicles, robotics, aerospace, and defense. Repricing could drive significant multiple expansion. Long BB into a profitable turnaround with visible backlog, strong margins, and secular tailwinds in automotive/industrial software. The author’s full-port conviction reinforces the thesis. Auto cyclicality, competition from Linux/Android in automotive, execution risk on turning backlog into recognized revenue, and potential overvaluation after recent 250% run (noted by commenters). Market may continue to assign a conglomerate discount.
QNX is in 275M+ vehicles (16% of global fleet), has 86% gross margins, and a $1B royalty backlog; QNX revenue grew 26% YoY; overall company raised guidance to $594-621M revenue and positive GAAP net income. The market still prices BB as a dead phone/cybersecurity stock, but the core QNX business is a high-margin embedded software play tied to software-defined vehicles, robotics, aerospace, and defense. Repricing could drive significant multiple expansion. Long BB into a profitable turnaround with visible backlog, strong margins, and secular tailwinds in automotive/industrial software. The author’s full-port conviction reinforces the thesis. Auto cyclicality, competition from Linux/Android in automotive, execution risk on turning backlog into recognized revenue, and potential overvaluation after recent 250% run (noted by commenters). Market may continue to assign a conglomerate discount.
Cybersecurity
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u/Defiant-Walk-8330 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: BB.
