u/uncle-ice493 ·
Reddit — r/stocks
· May 25, 2026 at 06:17
· ⬆ 81 pts
· 💬 38 comments
| View on Reddit ↗
AI Summary
Summary
The post argues BlackBerry (BB) has transformed from a smartphone company into a software powerhouse, primarily through its QNX real-time operating system used in vehicles, medical devices, and industrial robots.
The author claims QNX is the most advanced safety-certified robotic software, reaching 275M devices, and that a partnership with NVIDIA makes it indispensable for the AI/robotics era.
Quality assessment: Moderately researched speculation with some factual support (partnership, device count) but lacks deep financial or competitive analysis; partly a momentum-driven narrative.
Score81
Comments38
Upvote %85%
▶ Full Post Text
I posted in here a month ago about how BlackBerry wasn’t a meme stock anymore. I got called crazy / a bag holder. I posted when the price was $5.03… we are now currently at $8.00.
Blackberry is up 50% on the month & 109% year to date.
Everyone still thinks Blackberry is a dead smartphone company
They have no idea they stopped making smartphones a long time ago and went all in on software
They also don’t know that their software QNX is the most advanced safety certified robotic software in the entire world and currently in 275M vehicles, medical devices, and industrial robots
Now that we’re entering a world of AI + Robotics, their software is about to hit billions of devices
They also don’t know Blackberry partnered with NVDIA because their software is the only game in town for precision and safety meaning there’s no other option but for every robotic company to adopt Blackberry’s QNX software
QNX is embedded in 275M vehicles/medical/industrial devices, partnered with NVIDIA, and is safety-certified for mission‑critical robotics. As AI and robotics expand, QNX’s unique certification and installed base could drive massive licensing growth, creating a re‑rating opportunity. The author expects continued upside from current $8.00 level, predicated on market realization that BB is a core robotics software play. Competitive pressure from Linux-based alternatives, slower autonomous vehicle adoption, revenue growth failing to match narrative, or profit-taking after 109% YTD run.