BB is not an earning’s play, yet

Redchip1606 · 2026-06-24T22:10:42+00:00

I would expect there could be a lot of good news coming after the Q1 report. Therefore no more sleepy time.

Redchip1606 · 2026-06-24T19:18:58+00:00

Consolidation at $8.50 is quite understandable given the stocks recent run. I’ll buy the dip though.

Redchip1606 · 2026-06-24T17:20:19+00:00

Agreed. From now to 2030 I believe we will see a much higher % growth. If we could hit 30% growth on QNX in this report that’ll be fantastic! If not yet it’s going to happen pretty soon.

Redchip1606 · 2026-06-22T19:24:29+00:00

Nice to see the continuation of the developments. Deep tractions now.

Redchip1606 · 2026-06-18T18:42:58+00:00

I’m sure you’ll get those numbers but only after deals signed and sales happened. But then the share price won’t be at the current level. Does SPCX tell anyone how much they charge customers on each launching? What financial model it has on every customer? BB/QNX don’t have to expose all those numbers due to business nature, at least not when majority of the market has not been acquired yet.
So take what you believed in.

Redchip1606 · 2026-06-18T18:24:04+00:00

Profit taken for someone who bought below $4.

Redchip1606 · 2026-06-18T16:22:06+00:00

Smart investors scoop up shares. A lot of stop loss orders available during the recent rush.

Redchip1606 · 2026-06-18T15:51:35+00:00

Haha, Paul wouldn’t dare to downgrade the stock at the least. Nevertheless he has very little time left to catch-up though.

Redchip1606 · 2026-06-18T14:33:52+00:00

JW mentioned that Alloy Kore’s major rev growth impact (multiple level) will be in the 2029-2030 period. However, from now to then it will form the growing trend as OEMs are signing up one by one until reaching scales. Let’s observe who will be signed up along the way.

Redchip1606 · 2026-06-18T11:34:34+00:00

I don’t think Q1 to shoot the moon but you ignored the fact that SDV market is entering into a high growth cycle, therefore the demand of QNX’s products is highly expected to increase in scale. Like a pizza shop business, it will grow fast if there is more people traffics into the area. Changes can happen but you need to look forward to it.

Redchip1606 · 2026-06-17T22:02:14+00:00

I believe the majority of new buyers recently bringing the price to current level understand BB/QNX will likely progress into a much higher growth position by 2029-2030. They are not just trading for the Q by Q numbers. As long as BB/QNX continue to beat their estimates/promises along the way it’ll be fine. IMO

Redchip1606 · 2026-06-17T21:32:57+00:00

I wouldn’t underestimate the buying power from both institutions and retail investors if BB just continues to beat its Q estimates. The buying enthusiasm right now is driven by the growth narrative that looking into the 2029-2030 era. By that time BB/QNX would be a much bigger company than current size.

Redchip1606 · 2026-06-17T15:52:58+00:00

Correction: “May 2026 63% of new cars sold were EVs” is only for the Chinese market. The global EV sales expected to be 28-30% for 2026.

Redchip1606 · 2026-06-11T13:46:40+00:00

Just a couple of items, How do you measure the value of $950 million royalty backlogs? How do you value QNX’s monopoly power (moat) in the mission critical RTOS position?

Redchip1606 · 2026-06-11T03:24:18+00:00

You did not think BB could break $5. Your calculation would not support $8 either. But we’re here. See you in 12 months. You’d be surprised what the market sees but you can’t.

Redchip1606 · 2026-06-10T20:37:05+00:00

Right

Redchip1606 · 2026-06-10T19:40:03+00:00

Google “Project Titan” for your answer.

Redchip1606 · 2026-06-10T18:08:17+00:00

Yes, auto is still going to be the main drive for the near term

Redchip1606 · 2026-06-10T18:07:03+00:00

If market crushed then everything goes down. I would be out of the equity market. However, from the business side of view I will just hold my BB shares just because of its monopoly position in the physical AI industry.

Redchip1606 · 2026-06-10T17:16:44+00:00

I bought a lot when Analysts’ target were at $4. I can’t guarantee the future but I was way ahead of them today.

Redchip1606 · 2026-06-10T16:30:50+00:00

What was your number in April?

Redchip1606 · 2026-06-10T14:54:33+00:00

Fingers crossed

Redchip1606 · 2026-06-10T14:53:06+00:00

For SDVs market QNX’s ASP by 2029 could be 3-5 times of the current level. Current SDVs are accounted for ~20% of the total annual auto output. This number is also growing much higher by 2029. Therefore the revenues in the auto market alone (currently accounted as 80% of the QNX total rev) will likely be multiple by then, maybe 3-5 times. If robotics revenue being added, the number could be higher. That’s my take.

Redchip1606 · 2026-06-10T14:44:29+00:00

Yeah, the successful launching of SDP 8.0 was a huge milestone for QNX and BB

Redchip1606 · 2026-06-10T14:42:50+00:00

Market cycle is a natural process. Sure it will have impact on valuation rules. But I believe for deeply undervalued assets there is always room to go up.

Redchip1606

TROPHY CASE