u/Defiant-Walk-8330

2 theses · first seen Jun 26, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	1	100%	+9.5%	+9.5%
1w	0	0	0	—	—	—
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BBYOLObullish

u/Defiant-Walk-8330 · 3h ago1 prior · awaiting results

“$345,000 Yolo $BB”

$345,000 Yolo $BB

BlackBerry's QNX software is embedded in ~16% of global vehicles with 26% YoY revenue growth and high margins, positioning BB as an overlooked embedded software infrastructure play across automotive, robotics, industrial, aerospace, and defense—a rerating opportunity as the market recognizes it as a software company, not a phone company.

At post $12.48Now $12.480.0% since postedas of Jun 29, 4:59 PM ET

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$BBDDbullish

u/Defiant-Walk-8330 · 3d ago1 prior · awaiting results

Long BB

Full port 270k BB blackberry I let AI write my DD

BlackBerry has transformed into a high-margin embedded software company with QNX deployed in 275M+ vehicles globally (16% of all vehicles) and expanding into aerospace, defense, robotics, and edge AI. The company is showing profitable growth with 26% YoY revenue growth, strong margins, a $1B royalty backlog, raised guidance, and improving cash position, positioning it for multiple expansion as the market reprices it from a failed phone company to a mission-critical software leader.

At post $11.40Now $12.48+9.5% since postedas of Jun 29, 4:59 PM ET

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3d+9.5%

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End of results.