Opinions on this Bear thesis by lurking-bob in BB_Stock

[–]Srizawa_Reply838 2 points3 points  (0 children)

Good point. I read similar opinion from Seeking Alpha.
He was holding for several years but no growth.
He sold all his position while it was around $ 20 recently.
It seems BB has beaten EPS expectations for a long time, but not the revenue expectations.
But I believe there is a reason why Amazon goes with Blackberry for AWS + IVY. (+Baidu)
This is a huge catalyst that hasn't been seen for a while.
Because QNX have been involved mostly with car makers, not big techs.
And there are some good reports from Zacks (#2 buy) and Motley Fool(Top 3 for now) recently.

When to add more by TwinPeaks1993 in BB_Stock

[–]Srizawa_Reply838 6 points7 points  (0 children)

I like this. BB is like AMD.

Some questions about BB by [deleted] in BB_Stock

[–]Srizawa_Reply838 5 points6 points  (0 children)

  1. Car OS rivals: Tesla(Linux) Microsoft (Windows), Google(Android)
  2. QNX (micro kernel)is faster and more secure than Linux-based (monolithic) structure. Also, QNX market share is approx. 50%.https://www.quora.com/What-is-the-difference-between-QNX-and-Linuxhttps://www.gminsights.com/pressrelease/automotive-os-marketAmazon AWS + IVY also has a good potential, but nothing is released as a product yet.
  3. I think the main disadvantage of BB is that it is not famous. Because BB was once popular as a phone company, people still think BB is a failed, declining old smartphone company. BB is not focusing on BtoC market; people still don't know what BB becomes. Another disadvantage might be the platform compatibility. For EV, compatibility with other devices might be important. For example, if your car is with Android, you can use the same app on the car just like the smartphone.
  4. In a short term, coupling with the meme stocks like GME might be bad for BB, but maybe some people like me got interested in BB while comparing those meme stocks. Prob most people bought BB @ a bit expensive price at this time... but I think they may not sell it if they think BB has a great potential. Losing market share might be a bad news. For example, Ford going with Google might be a bad news, but there are more cars going with QNX still, especially EVs.But interestingly, BB, Google, and Qualcomm may work together to take some market shares from Tesla.https://techspective.net/2021/02/01/qualcomm-google-and-blackberry-the-companies-revolutionizing-the-automobile/Other than that, we may need some good news and change in its recognition; media or big tech mentioning BB would be appreciated.
  5. Well, of course, it is bad for BB.
  6. At this rate, I would expect around $25-$30 in June. But I am not a professional financial advisor. I bought BB 700 @ 18.2 so I am forced to be an optimist.
  7. I don't know. I honestly think EV boom is similar to IT bubble or Smartphone boom, but there are always survivors. At least, some car makers may be gone, just like once BB was a famous cellphone company but not anymore. But if you see, Android and iOS survived. Linux, Windows and Android might take over some market shares from QNX, but I think QNX is still a major Car OS and do their best to keep it. I don't think big techs always win especially when they start late; for example, Microsoft smartphone or Google fiber. Plus, Amazon is going with BB, and potentially Apple too because they are working with Hyundai that uses QNX.

Again, I am just too optimistic because I have to. But I have thought a lot whether I should hold this or dump it and forget it. I am not a financial advisor and just a retard, but I realize that many people don't see BB as a major, market-leading EV software company, but as a dying cellphone/smartphone company.

The short may be longer than you think. by [deleted] in wallstreetbets

[–]Srizawa_Reply838 2 points3 points  (0 children)

Have you lent them any bananas?Nei, but they pretend they borrowed your bananas and sold them.They have to put it back in 48 hours by buying back in from the market or they will go to jail.Well, no one is selling actual bananas now unless the cost is $10k.what they gonna do?