My$tik

🚨 I’m only sharing this because this opportunity only shows up a few times every few years You know the dead smartphone company BlackBerry ($BB)? They pivoted from smartphones a long time ago and went all in on software, specifically software for robotics. The Software: QNX Their software, QNX, is the leader by far in being the operating system for robotics with over 275 million vehicles running on QNX today. We’re talking Mercedes, BMW, Volvo and more. It powers digital cockpits, ADAS systems, braking, sensors, and domain controllers — the safety-critical nervous system, not the infotainment screen. We’re talking 50 types of medical devices including blood diagnostics, ultrasound imaging, infusion delivery, heart monitoring, resuscitation devices, and surgical robotics. Specific device categories: 1. Surgical robot arms (think da Vinci-style systems) 2. Medical imaging (MRI, ultrasound, CT) 3. Patient monitoring systems 4. Drug delivery / infusion pumps 5. Diagnostic lab equipment NVDIA PARTNERSHIP They also just partnered with NVDA on autonomous mobile robots (AMRs), humanoid robots, surgical robotics, medical imaging, and industrial automation platforms — all running QNX OS for Safety 8.0 integrated with NVIDIA IGX Thor and Halos Safety Stack. Safety is the key word here. QNX is by far the leader in the space because their software is the MOST precise and when it comes to safety, these robots can’t “estimate” when it comes to precision. QNX is also used in airospace and defense and industrial for factory floor robotics. THE MOAT: SAFETY The moat here is SAFETY certification — QNX’s safety certifications (ISO 26262 for auto, IEC 62304 for medical) take competitors years to replicate. You can’t just swap in Linux when a surgical robot or missile guidance system is at stake. That’s why this customer base is extraordinarily sticky.​​​​​​​​​​​​​​​​ Pretty much there’s no other game in town. And seeing $BOT run up 37% from @kevinxu and chatter robotics is the next narrative to explode after AI/Memory/Photonics, you take this bet now no matter what. $BB is only a $3.6B marketcap but owns the operating system for robotics. I dare you to ask ChatGPT or Claude about QNX, it’s literally irreplaceable and NO AI LLMs like Claude CANT replace it. Why? Because of the precision of their software and their safety certifications. LLMs are very good at giving the best guess but they can’t write software that results in a robot being ultra precise to the exact 100th of an inch. Regulation Regulation is coming for robotic safety with the EU’s AI Act and updated Machinery Regulation which will force the first wave of commercial humanoid operators to show systematic safety cases by Q3 2027. US OSHA guidance on autonomous robot co-workers is expected in H1 2027 — a headwind for companies selling into unregulated environments, but a tailwind for those that invested early in safety engineering and compliance infrastructure. When governments force humanoid robot makers to prove safety certification, QNX is the fastest path to compliance. Every regulation passed is essentially a QNX customer. Smart Money/Insiders Buying 1. BlackBerry just received TSX approval on May 8 to repurchase up to 26.7 million shares — about 4.58% of the public float. The buyback program started May 12 and runs for one year. This is actually the most bullish insider signal of all — the company spending real cash to buy its own stock at $6+ says management thinks it’s undervalued at current prices. 2. Fairfax Financial is BB’s largest institutional shareholder and this matters enormously. Fairfax is run by Prem Watsa — often called the “Canadian Warren Buffett” — who has been a long-term BB bull and board ally. He hasn’t been selling. That’s a significant vote of confidence from the smartest money in $BB This is an easy asymmetrical bet: you can’t run a safe humanoid robot without a real-time OS, and QNX owns that market.

Just saw @aroogle has exited his entire $KTA position based off the actions of this discord chat. While I do believe in the concept of Keeta, it's becoming increasingly difficult defending poor behavior. I've even let some of Ty's exaggerations slide due to enthusiasm and a bit of naivety. When you make claims at the end of March of how the world will never be the same and for the community to have to wait another month for "beta testing" to happen without much official updates it errodes confidence. Thankfully we have @XCryptozc and @Brown_Thunder76 doing the heavy lifting as far as keeping the public informed, but the official team themselves have done a lackluster job so far with marketing. I have a solid bag in this and haven't sold yet. I still believe that this can truly be a once in a lifetime opportunity and game changer if executed properly. However, as it stands current leadership causes doubts to form. I can excuse price action for only so long until I have to look at the team and question what's really being delivered. A lot will rest on the next official announcement. Will @KeetaNetwork deliver? I think we'll find out soon enough.

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Join us on X Spaces tomorrow, where the CEO of Keeta will provide an update on the team’s recent progress and discuss upcoming releases. We look forward to seeing you there. x.com/i/spaces/1RJjp…