CC Tech Gal

A brain or an AI? 🤓

OH SHIT SHE LIED??! THE WHOLE THING IS FALLING APART

If you still see $BB as a phone brand, you probably aren't following the right traders. Because $BB is quietly up +122% YTD 🚀 Here’s what’s happening: BlackBerry has fully pivoted into high-margin recurring software, built around QNX and cybersecurity. QNX is now being positioned as the safety-critical operating layer for Physical AI across robotics, autonomous machines, medical devices, and next-gen vehicles. The biggest catalyst is its NVIDIA partnership. QNX OS for Safety 8.0 is now integrated with NVIDIA IGX Thor and the Halos Safety Stack, positioning BlackBerry as the safety-certified real-time control layer for AI-powered machines. But the bigger picture is not just robotics. The company is making its high-assurance software quantum-resistant through post-quantum cryptography. It has also publicly pledged to make its entire product portfolio quantum-safe within the next year. This is why traders are treating $BB as a hidden physical AI + robotics + quantum play rather than a “dead phone company”. Here, we have researched some of the hottest views on $BB: 🟢 @Pentosh1 Sees $BB as a major re-rating play driven by QNX, robotics, Physical AI, and the NVIDIA Thor/Halos partnership. Believes $BB can trade several multiples higher over the next 1-2 years as the market catches up. 🟢 @nottellingyou73 His main point is that BlackBerry is no longer a phone company, but a high-margin software and safety-certified OS company. Frames $BB as one of the most undervalued robotics and Physical AI plays. 🟢 @xxk_hl Argues the market still misprices $BB as a dead phone company despite its software and cybersecurity pivot. Highlights QNX’s 275M+ vehicle footprint, high margins, strong backlog, positive FCF, and buyback. 🟢 @crypto_condom Sees robotics, Physical AI, and QNX’s “nervous system” role as the core re-rating thesis. He is holding through volatility and actively pushing the narrative. One of the earliest and strongest $BB bulls, treating it as a generational trade. ⚪️ @pepemoonboy Neutral to cautious after previously being bullish on the momentum trade. He bought calls and shares earlier, rode the rally, and took profits after the sharp moves. Overall, $BB is starting to attract more trading attention, especially alongside the OG comeback name, $NOK. DYOR, NFA.

I've been buying $NOW I think in 2-3 years, I'll be thanking myself for that decision

Imagínate a todo el continente Americano gobernado al mismo tiempo por verdaderos líderes de derecha: 🇸🇻 Nayib Bukele 🇦🇷 Javier Milei 🇪🇨 Daniel Noboa 🇺🇸 Donald Trump 🇧🇷 Flavio Bolsonaro 🇨🇴 Abelardo De La Espriella 🇨🇱 José Antonio Kast ¿Apoyas a estos héroes de la Libertad?

El candidato presidencial de la derecha patriota de Colombia 🇨🇴 @ABDELAESPRIELLA dice que no irá a la ONU y que no buscará ayuda de ese organismo globalista y de izquierda radical. ¡Este es el tigre 🐅 que necesita Colombia en la Presidencia!.

I HAVE TO SHARE THIS! I was going to schedule these $ZETA posts out throughout the week but this is a BOMBSHELL! ZETA HAS SIGNED 3 OF ITS 5 LARGEST DEALS in the last FEW weeks!! Q2 WILL BE ANOTHER MASSIVE BEAT!

With everything we are hearing right now about ticks this seems like good information to share. “Here’s what I’ve learned after more ticks than I care to count. First, whatever your uncle told you, forget it. No matches. No nail polish. No Vaseline. No soap on a cotton ball. All of those do the same terrible thing, they stress the tick out, and a stressed tick empties its gut back into the bite before letting go. Which, if you think about what that actually means for a second, is literally how Lyme and the rest get transmitted so you’re not speeding up its exit. You’re making it throw up into you. Fine-tipped tweezers. Grip right where the mouthparts enter the skin, not the body, the head. Pull straight up, steady, no twisting, no jerking. It’ll feel like it’s resisting because it is, the mouthparts are barbed. Just keep the pressure on and it lets go in a few seconds. If a piece breaks off in the skin, leave it alone. Your body pushes splinters out. Digging around with a needle does more damage then the fragment ever would. Clean it with alcohol or soap. Wash your hands. Now here’s the part most people skip: don’t flush the tick. Tape it to an index card. Clear packing tape right over the body, write the date and where on your body it was, and stick the card in a drawer. If you come down with anything weird in the next 30 days, rash, fever, joint pain, that flu-that-isn’t-flu feeling, that tick goes with you to the doctor. Some labs will test the tick itself, which is faster and often more reliable than waiting for antibodies to show up in your own blood. A dated tick taped to a card is one of the most useful things you can hand a doctor who’s trying to figure out what’s wrong with you. The other thing worth saying out loud: if the tick was engorged when you pulled it, and you can’t swear it was off your body within 24 hours, call your doctor that same day. Don’t wait for a rash. Fewer than three out of four Lyme cases even produce the classic bullseye. A single preventive dose of doxycycline within 72 hours of a deer tick bite cuts the Lyme odds way down, and most docs in tick country will write that prescription without giving you a hard time, especially if you walk in with the tick taped to a card and a clear timeline.”

$BB is going so much higher Blackberry’s software QNX safety-certified RTOS is already FAA/aerospace qualified and being used in drones The market still doesn’t understand $BB owns the operating system for all autonomous devices including vehicles, drones, industrial robotics, medical devices, etc. Remember it’s the only option The moat in plain terms: “QNX has 275 million vehicles already running it. Switching costs are enormous — you can’t just swap out a safety-certified OS mid-program. Automakers and aerospace firms design around QNX for 5–10 year product cycles. QNX’s installed base and automotive-specific ecosystem is nearly impossible to displace quickly.” This is why NVDIA just added them to their robotic tech stack, there’s no better robotic software when it comes to safety and precision which all autonomous robots can’t negotiate on

High cortisol is the real reason you wake up at 3-4 AM. It also shaves 5 years off your life — tanks testosterone, locks belly fat, literally shrinks your brain. If I wanted to fix it without medication, here are 8 things I'd do every day: 1. No food 3 hours before bed.

Warren Buffett approved: $NOW passes Warren Buffett's balance sheet checklist: Debt to equity < 0.8:✅ 0.21 D/E No preferred stock:✅ Zero issued Retained earnings growing: ✅Significant growth Treasury Stock:✅ Significant treasury stock on balance sheet ($3B + & ongoing buybacks) FUNDAMENTALS are there. HYPE is there. We are getting closer🦅📈

Amazing Interview @amitisinvesting @stevenfiorillo @dsteinberg10000 Appreciate the shoutout as well. The $ZETA Retail Community is growing stronger by the day. Zeta Global's team and leadership are top tier. The company is on the forefront of AI + Marketing + BI. What's not to be bullish about? Thanks for the great interview and GEMs guys. Onwards and Upwards Zeta, Keep crushing it.

$MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier). - “Scale-up interconnect represents one of the newest and most strategically important opportunities emerging in AI infrastructure.” CPO thematically go brrr - Confirmation Celestial was selected by T1 hyperscaler for scale up. I’ve found Celestial $AMZN warrants in the past)… so probably Amazon. - Scale-up optics revenue next year should be more than 2x prior ~$150M outlook with Celestial Forward revenue ramp expectations go brrr. - Celestial team plus $MRVL optics team was a “home run”. Marvell sees celestial as growth vector, upstream celestial suppliers go brr - $MRVL is now focused on bringing Celestial to high volume manufacturing. Volume ramp indicator If you don’t recall, there was OSINT mapping $SIVE directly to Celestial, not through $POET. So Celestial forward growth is a volume ramp indicator for Sivers lasers.

$NOW is setting up for the first time in 2 years. High volume at the lows here = accumulation. Software as an entire sector is trying to change its narrative!

5 hyper growth companies making up the core of my $83k portfolio right now 📈 As I’m only 20 years old I’m focused on stocks with high upside even while it means taking on additional risk 🤷‍♂️ 1️⃣ Zeta Global $ZETA (13%) 🤖 Zeta is the ultimate SaaS play, as a $5 billion market cap company serving 51% of the fortune 100. Zeta is the next gen marketing company rotating into business intelligence • 50% YoY revenue growth • Flipping to profitable • 120% NRR With these unbelievable numbers $ZETA trades at a forward P/E of only 19x and P/S of 3.4x.

$ZETA CEO on doubling revenues… “It took us 18 years to get to our first $1B in revenue… we’ll double that in the next 3-4 years.” – David Steinberg, CEO & Founder $ZETA

Monster Visionary 🔥🇺🇸🔥🇺🇸

$ZETA CEO on OpenAI partnership… “It’s not just that we’re the only platform helping them… we’re now plugged into their API for GEO” – David Steinberg, CEO & Founder $ZETA

The “SaaSpocalypse” is coming to an end. The CEO of $NOW explained it perfectly: “The market thinks maybe I can do everything with a language model and build the software myself. But that’s not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?” Building software with LLMs is possible. Replacing mission-critical enterprise software at scale is a completely different story. Custom software costs more, takes longer, creates support challenges, and increases complexity. Companies like $NOW and $CRM will integrate AI. They are not being replaced by it. Also: • CEO bought $3M worth of shares around $105 • Stock is around $102 today • CEO said the company could 10x from here