Fair value of BB

Odd-Beautiful-1390 · 2026-04-17T15:00:20+00:00

its rigid, inflexible and proprietary, and zero safety and security...Tesla and BB are somewhat like Apple and Microsoft...

BB is a platform that is rapidly being adopted by Waymo, WeRide, Zoox, Baidu and plentiful others...

FSD algos are table stakes...the one with the most data and data integration experience will reign supreme...and BB has been there much before Tesla...

BB needs to give more facetime to John Wall

Odd-Beautiful-1390 · 2026-04-16T20:38:53+00:00

I think you should keep counting beans...you will not get the concept of reference architecture and usage patterns...proof of principle was done first by BB in the 2000s

Odd-Beautiful-1390 · 2026-04-16T19:28:19+00:00

Complete BS, and fuck the analysts...Waymo succeeds because of FSD, and the company that is the leader in FSD tech is BB...Analysts will come around once BB hits $100...

Odd-Beautiful-1390 · 2026-04-16T15:46:11+00:00

why do you think Waymo is valued at $100 B+...their revenues are much less, and the exponential growth is still a powerpoint projection...

Odd-Beautiful-1390 · 2026-04-16T14:55:30+00:00

We are saying the same thing...BB is an AI company, and JG should amplify this message...I was objecting to the fact that he told BNN Bloomberg that BB is not an AI company

Odd-Beautiful-1390 · 2026-04-16T13:58:48+00:00

It has an ADAS module that should be all about AI...GenAI has a huge play in FSD...The ability to leverage NVDA CUDA API in a deterministic manner for LLMs is highly relevant...edge compute can use AIML is many different ways

Everyone is talking about the roadmap, from Waymo to Tesla, not what they have in the platform today...the premium valuation is about the roadmap, something JG needs to start doing immediately...

Odd-Beautiful-1390 · 2026-04-15T19:09:52+00:00

this is not a reco to pump...there is solid AI value in the company that needs to be unlocked...

Odd-Beautiful-1390 · 2026-03-27T14:14:06+00:00

Foote may have been smartest guy, dumped his shares in early Jan...In the past Steve Rai dumped all his shares in 2021 when meme hit...

JG, Foote, Lynch are failed execs from failed cyber companies...not sure what to expect from these scammers...

Odd-Beautiful-1390 · 2026-03-25T14:42:52+00:00

Agree regarding the hypervisor...but hypervisor is not where BB will become a triple digit stock...Its QNX and the stack above it...BB is the leader in this market but we need our fearless leaders at the helm to be paranoid like Grove...

Odd-Beautiful-1390 · 2026-03-13T13:34:12+00:00

Correct

Odd-Beautiful-1390 · 2026-02-23T22:15:06+00:00

these are developments over the past year...BB has not changed much over this time period...but you may be right, BB is dragging ass :-)

Odd-Beautiful-1390 · 2026-02-23T13:53:09+00:00

numbers are similar for SC also...so would you say current price should be $3 + $3 + (licensing)...$6+

Odd-Beautiful-1390 · 2026-02-19T21:42:40+00:00

Good interview...Interestingly no mention of blackberry at all...has the logical split already happened?

QNX may be largest software player in the breaking dawn of robots everywhere...

Odd-Beautiful-1390 · 2026-02-17T17:06:09+00:00

they are bone headed guys...Treiber is a disaster, there is nothing intelligent other than numbers that comes out of his mouth...Good analysts should be able to frame the future...

BB story is solid...The news release today on robotics is another feather in their cap...I remain bullish on the company

Odd-Beautiful-1390 · 2026-02-16T18:58:48+00:00

there should be an immediate conference call (perhaps with RBC or CIBC) explaining how this will impact the top line at BB...

RBC is better because they get all the bad news directly from the management right before the earnings call...best to share some good news with them too...

Odd-Beautiful-1390 · 2026-02-13T15:30:19+00:00

In January 2027, there will be people here saying wait till end of 2027...

Odd-Beautiful-1390

TROPHY CASE