kilgore

im gna make it (again)

building into $AR

$BB is one of the most under-the-radar software stories in the market right now. While everyone chases the latest AI hype, BlackBerry quietly powers the operating system that runs the brains of modern vehicles. ✅ QNX is embedded in 275 million+ vehicles worldwide ✅ Used by 24 of the top 25 EV makers ✅ Holds the highest automotive safety certification (ISO 26262 ASIL D) — this is the stuff you cannot rip out once designed in The auto industry is moving fast toward Software-Defined Vehicles (SDVs). That means centralized computing platforms, zonal controllers, over-the-air updates, digital cockpits, and AI-driven features. QNX is the foundational, real-time, ultra-secure OS sitting at the heart of that shift. Recent highlights: • Record QNX revenues (up double-digits, ~83% gross margins) • Nearly $950 million royalty backlog = multi-year visibility • Expanding beyond autos into robotics, industrial, medical, and defense • NVIDIA collaboration for safety-certified AI platforms • Company-level turnaround: improving profitability, positive cash flow trends, share buybacks After years of transition, BlackBerry is now a high-margin software + cybersecurity business riding massive secular tailwinds: more software per vehicle, connectivity, autonomy, and edge AI. The stock has already moved nicely YTD, but if they continue executing on backlog conversion and non-auto growth, the re-rating potential is real. This isn’t a meme story — it’s a deep, technical moat play in one of the largest transformations in autos and IoT. Not financial advice. Do your own research. Always invest responsibly. $BB

Let me recap the Q&A. $MSTR