Calls
1
u/JediOnTilt
Reddit r/ValueInvesting
Win Rate
100.0%
return
+217.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$4.37
+217.6%
The author argues Backblaze is mispriced as a legacy backup utility at about 1.6x EV/Sales while its B2 Cloud storage segment grows 28% YoY, exceeds 55% of revenue, and benefits from AI-related workloads. They see the upcoming Q4/FY earnings report as a catalyst if management confirms guided FCF positivity and strong 2026 guidance, potentially forcing a re-rating toward an infrastructure play. The main stated risk is the 2026 global HDD shortage driving up drive costs, mitigated by volume purchase agreements, direct factory relationships, and recent price increases with low churn. The author is accumulating shares under $5 and holding for a multi-quarter re-rating as B2 Cloud scales.
NeoCloud
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u/JediOnTilt has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: BLZE.
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