RPM
748 posts

RPM
@RPM6780
just figured out X 10/18/‘23.Here4the stocks,staying4thereels&memes.9yrs 🇱🇰 34 in🇨🇦UWO Econgraduate.Fmr Sr Banker RBC&CIBC.PFP. BlackBerry📈GoRaptors!
Mississauga, Ontario Katılım Nisan 2022
546 Takip Edilen128 Takipçiler

Posted a new video to my YouTube channel: A week in the life of playing Nebula in Guardians of the Galaxy Vol 3 #marvel #GuardiansOfTheGalaxyVol3 m.youtube.com/watch?v=yWQC0s…
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@RPM6780 @pdamodaran This aged like fine wine sir I’m up over 2x on $AMD and made a killing on $HIMS and up nicely on $ZETA.
But I’m delighted to see $BB rebounding 👌
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@pdamodaran Where is the revenue growth going to come from? I sold my $BB last year best decision I have ever made. So many other good opportunities out there
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@arilabs @ProcessISInc What you’re missing is that they have never delivered on fsd because they can’t get out of level 2. They have taken billions from the owners with the promise of fsd which means full self driving but really is empty promises as they cannot get the safety certification
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@RPM6780 @ProcessISInc I'm not sure what I'm missing, but they've delivered on FSD, it works and they sell cars with it. It was a good run with QNX, too bad the low IQ business types ruined it....
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@GrindeOptions $BB they will be a data centre at the edge, not the cloud, huge advantage. Their patents in IoT and cybersecurity, quantum, uem, ai/ml etc etc etc as well as their numerous safety certifications which takes decades to obtain, has them placed in a 85% margin business in everything
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@justice_iserved @inodiss @LegionHoops Warriors would have lost in 5 if it wasn’t for a one point win. They won their two games by 6 points total. Raps three peat becoming the new dynasty while stopping the warriors dynasty
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@RPM6780 @inodiss @LegionHoops I mean he not wrong knows they not winning that ring if warriors were healthy
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@inodiss @LegionHoops Six all stars does not equal talent wasn’t there what a 🤡
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@ProcessISInc @hulldaniel67 Qnx in elons hands would turn to 💩 he does not care about safety as has been proven time and time again
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Tesla will most likely acquire QNX after the SpaceX IPO and merger. SpaceX already uses QNX since regulated and certifications required. Physical AI will have similar requirements. Automotive safety regulations were supposed to be in place by now but hasn’t happened yet. It will eventually I think requiring safety critical certifications.
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@arilabs @ProcessISInc tsla engineers cannot solve the safety certification problem and have been promising fsd for over a decade while many other oems are now level 3 because of QNX safety certifications. If tsla could, they would have already done it. No oem licenses fsd while all of them license QNX
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@Carsobi Disturbing!? Fuck that mean? Who the hell is you to have an opinion on somebody career. Clown!
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@NiallHarbison Congratulations and thank you and your team for all the hard work and dedication. God bless you all ❤️
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In a market where AI is disrupting legacy SaaS, $BB stands out. Its two core segments aren't just immune to AI disruption—they actively benefit from it.
At current valuations, this is a rare, possibly unique setup. Here is why 👇
1- QNX: The "Physical AI" Foundation
While enterprise software companies are terrified of AI commoditizing their margins, QNX faces the exact opposite dynamic. The rise of "Physical AI" requires QNX.
You cannot run humanoid robots, surgical systems, or autonomous vehicles on non-deterministic AI models alone. They require a certified, real-time, fault-tolerant OS to interact safely with the physical world. Nvidia’s DRIVE platform runs on top of QNX. Qualcomm’s auto chips are certified with it. The more AI penetrates physical systems, the more indispensable QNX becomes.
2- Secure Comms: AI Expands the TAM
Counterintuitively, AI makes BlackBerry’s Secure Communications business more valuable. AI-powered cyberattacks, deepfaked executive calls, and state-sponsored surveillance are accelerating. Every government and defense organization is grappling with this expanding threat surface. Products like SecuSUITE, AtHoc, and UEM are purpose-built for these zero-fail environments (military, critical infrastructure) where a breach is catastrophic.
📊 The Valuation Disconnect
Finding a Physical AI infrastructure play and an AI-threat beneficiary in a single stock is unusual. Finding it trading at 4x EV/Revenue with positive cash flow and an $865M contracted backlog is genuinely rare.
Most AI-adjacent software trades at 8–15x revenue. If the Physical AI narrative lands on April 9, $BB isn't just a trade; it's a legitimate structural re-rating candidate.
#BlackBerry #IoT #Cybersecurity #TechStocks #AI
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@waynehhsiung Congratulations to you both! Your hard work saving the voiceless has been rewarded and vindicated 🙏
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