BlackBerry ($BB) for the long run

amcgame · 2026-06-02T22:17:17+00:00

=== SUMMARY === - The post argues that BlackBerry’s QNX operating system is critical for self‑driving cars due to its security and reliability. - The author believes this transition makes BB a long‑term growth story, separate from its legacy phone business. - Quality assessment: speculative thesis with limited supporting data; more of a high‑level opinion than deep DD. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - BB - LONG | confidence: 0.55 | sentiment: +0.70 Speaker: u/amcgame Thesis: 1. THE FACT: QNX is trusted by automakers for safety‑critical systems and is the only “un‑hackable” OS used in automotive. 2. THE BRIDGE: As self‑driving technology scales, demand for QNX licensing and royalties should grow, driving BB’s revenue and valuation. 3. THE VERDICT: Long‑term bet on BB as a pure‑play automotive software provider, not a handset maker. 4. RISKS: Competition from Linux/Android Auto, slower autonomous adoption, or execution/management missteps. Timeframe: long-term Key Points: - QNX is key for autonomous vehicle safety - Legacy phone stigma still weighs on BB - Growth depends on auto industry adoption - Limited financial detail in original post - Long‑term speculative value play

u/amcgame · Reddit — r/ValueInvesting · June 02, 2026 at 22:17 · ⬆ 15 pts · 💬 16 comments | View on Reddit ↗

AI Summary

Summary

The post argues that BlackBerry’s QNX operating system is critical for self‑driving cars due to its security and reliability.
The author believes this transition makes BB a long‑term growth story, separate from its legacy phone business.
Quality assessment: speculative thesis with limited supporting data; more of a high‑level opinion than deep DD.

Score 15

Comments 16

Upvote % 75%

Ideas

u/amcgame Reddit r/ValueInvesting

QNX is trusted by automakers for safety‑critical systems and is the only “un‑hackable” OS used in automotive. As self‑driving technology scales, demand for QNX licensing and royalties should grow, driving BB’s revenue and valuation. Long‑term bet on BB as a pure‑play automotive software provider, not a handset maker. Competition from Linux/Android Auto, slower autonomous adoption, or execution/management missteps.

More from Reddit — r/ValueInvesting

Is anyone else losing faith in value investing? Does that prove we’re at the peak?

Jun 02, 21:54

$NFLX current valuation

Jun 02, 19:51

here's a company, here's what it's worth, here's a Buffett quote that proves my point

Jun 02, 19:03

Uber is a screaming buy…

Jun 02, 15:22

This market scares me. Remind me of Buffett closing his partnership during 1969.

Jun 02, 15:00

This Reddit post, published June 02, 2026, features u/amcgame discussing BB. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/amcgame · Tickers: BB