What Are Your Moves Tomorrow, September 18, 2026

{"summary": "Author is bullish on BlackBerry (QNX/software pivot) and Micron as the key American memory supplier benefiting from China's lack of ASML access.", "reason": "The author provides fundamental catalysts (backlog, QNX market share, pivot success for BB; ASML technology access and supply chain position for MU) and expresses a directional view for both assets.", "ideas": [{"symbol": "BB", "direction": "long", "thesis": "The author argues BlackBerry has a strong product suite spanning software and cybersecurity with an apparent $1B backlog and rising demand, and QNX is embedded in roughly 275 million vehicles worldwide. The pivot from smartphones to this new suite is described as impressive, though the author warns the stock could run up before earnings and then sell off. Main risk is a pre-earnings run followed by a selloff.", "thesis_short": "BlackBerry pivot, QNX in 275M vehicles, backlog", "quote": "Well they have a range of software and cybersecurity products. Apparently a 1B backlog with increasing demand. And the QNX is used in something like 275 million vehicles worldwide. Just the pivot itself from smartphone to the new suite is really impressive. But it could run up before earnings and then sell off, which is what it looks like at the moment.", "confidence": 0.7, "sentiment": 0.6, "timeframe": "around earnings"}, {"symbol": "MU", "direction": "long", "thesis": "The author views Micron as a riskier but compelling play given its demand and development capabilities and its ability to use ASML technology. Because China is behind ASML's technology and is not allowed to access it, the chip shortage makes Micron the main American supplier. Main risk is framed as the higher-risk nature of the position.", "thesis_short": "Micron main US supplier amid ASML-restricted China", "quote": "Micron could be seen as a riskier move, but with its demand and capabilities with development, along with being able to use ASML technology, it is a big deal. China is behind the technology ASML has and they are not allowed to access it. Making the chip shortage rely on Micron as the main American supplier.", "confidence": 0.7, "sentiment": 0.7, "timeframe": "unspecified"}], "model": "gemini-3.1-flash-lite", "failure_count": 0, "verified": true, "extraction_model": "deepseek-flash"}