Reddit Posts
SNAP stock is down 40 % year to date
BWX Technologies Inc. Upgraded To 'BB+' Following Strategic Expansion, Outlook Stable, commercial side benefits from reactor life-extension
Long-term Bet on BlackBerry Due to QNX
BlackBerry (BB): The Market is Getting this One Wrong
Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
Full port 270k BB blackberry I let AI write my DD
For Those of you That Consistently Run IC's as a Bread and Butter
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
AST SpaceMobile (ASTS) successfully launches BB8-9-10 satellites on SpaceX Falcon 9. BB11-12-13 in final preparation for shipment.
Is Blackberry Primed For a Comeback?
Is Blackberry Primed For a Comeback?
How do you guys reposition on somewhat speculative stocks with decent long term potential like BB and NOK after a massive downturn?
Spinning the wheel with $250K. 1/2 BB 1/2 NOW
All in BB & NOW... Riding both to $0.00 or Valhalla
HPE, DELL, BB, NOK, CSCO… got a hot scoop on the next one
Sam Altman’s OpenAI just made robotics its next frontier and it’s hiring to prove it
PLTR Case Study follow-up: Using Bollinger Bands and Keltner Channels to scan stocks primed for move to the upside or downside
Bought these calls sometime ago, now not sure what my best option is. Sell, roll, hold?
Bought these few calls a while ago, not sure what I should do with them at this point? Sell, roll, hold?
NOK & BB might be the most misunderstood AI plays on the market right now
NOK & BB might be the most misunderstood AI plays on the market right now
Load up on $BB before they pop 20 dollars
BB - multi bagger without the drama
Posted $BB weeks ago, congrats and let's fly together!
Bears when we open the casino nextweek 📈📈📈
They thought I was crazy - BB to the moon
Why Blackberry ($BB) is the next big thing
Eugene's back in the game with a high conviction bet: KEEL
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
Started a position in Blackberry(BB) few days ago.
Started a position in Blackberry(BB) stock
Started BB position and posted here few days ago
I just started a BB position, the company declared turnaround complete
Adding 1000 shares of $BB at this price turnaround
Blackberry (BB) future cyber event meme coupling as strategic value extraction for slow sovereign deployments
FCC grants AST SpaceMobile (ASTS) full approval for the planned 248 satellite constellation
Rocket launch went fine ASTS stock drop seems driven by panic
What was the pump with Blackberry today?
BlackBerry completes transformation just as demand grows for secure, sovereign defence communications
BB might warn you of a possible entry beforehand
Paramount (PSKY) Debt Downgraded to Junk Following Warner Bros. (WBD) Deal
Is the market overlooking ВlackBerry’s shift from brand nostalgia to infrastructure relevance?
Is BlackBerry quietly positioning itself inside the connected vehicle software stack?
Is BlackBerry becoming a quiet infrastructure software play while the market still treats it like a legacy brand?
Is BlackBerry becoming a quiet infrastructure software play while the market still treats it like a legacy brand?
Mentions
I believe the full war escalation is right this weekend with the Trump and BB reunion
My useless $BB $11 calls that expire on Friday just got some activity 👀 https://preview.redd.it/nsb44b503teh1.jpeg?width=1320&format=pjpg&auto=webp&s=0cffe7ae4a1425020fe4d71d825a2d677bf8a069
Need a 5-10% gain tomorrow. Do I full port PORT, BB, SLS, BRUN, or NBIS at open?
If you like Risk there is BB at around 9
For SPY, I will be watching RSI and BB until it shoots over and Im shorting tf out of ts. Im sorry, but its bound to happen.
BB just informed DJT that Spain called him a punk ass bitch.
BB currently in negotiations with FIFA.
AI condensation but still factual. **It is Not a Dot-Com Bubble, but a 2008 Credit Crisis** # Core Thesis Based on price-to-earnings (P/E) multiples, the current AI boom appears reasonably priced, leading many investors to assume there is no bubble. However, looking at the structural mechanics reveals this is not a valuation bubble financed by equity (like the 2000 dot-com crash), but rather an earnings bubble (*denominator bubble*) financed by debt against rapidly depreciating collateral, mirroring the setup of the 2008 financial crisis. Reported corporate earnings are artificially inflated by aggressive accounting assumptions and circular revenue loops, while massive capital expenditures (capex) are increasingly funded via highly leveraged debt structures. # Numerical and Structural Breakdown **1. The Optical Illusion of "Cheap" Multiples** * **Current Multiples:** Nvidia trades in the low 30s on forward earnings, while hyperscalers (Microsoft, Alphabet, Amazon, Meta) sit in the low-to-high 20s. CoreWeave changes hands at roughly 9x sales while growing its top line at 112% a year. In contrast, the 2000 peak saw Cisco trading near 150x earnings and Microsoft near 70x. * **The 2007 Analogy:** In 2007, the most profitable and highly owned financial stocks looked cheap on reported earnings, with companies like Citigroup trading at single-digit P/Es (9x) just weeks before earnings collapsed. Moody’s traded in the mid-20s (exactly where hyperscalers sit today) before plunging more than 75%. **2. Three Mechanisms Inflating the Earnings ("E")** * **Under-Depreciation of GPUs (+22 on the earnings index):** Hyperscalers have collectively extended the assumed useful life of their servers from 3–4 years to 5–6 years, conjuring roughly $18 billion a year in additional reported pretax profit. However, rapid technological obsolescence means the actual economic life is much shorter. In the rental market, an H100 GPU that rented for \~$8 an hour in 2023 rents for closer to $2.35 today—shedding over 40% of its value annually while books mark it down at just 17% a year. Shortening these cycles to reality would erase an estimated $176 billion in industry profits from 2026 to 2028. * **Non-Cash Equity Markups (+18 on the earnings index):** Hyperscalers hold massive stakes in private model labs (e.g., Microsoft in OpenAI, Alphabet/Amazon in Anthropic). When these labs raise capital at higher private valuations, tech giants book massive, entirely non-cash mark-to-market gains directly into GAAP earnings. * **Circular / Round-Trip Revenue (+15 on the earnings index):** Suppliers are funding their own demand. Nvidia invests $2 billion of equity into the neocloud CoreWeave, which then buys chips from Nvidia. Microsoft and Google invest billions into OpenAI and Anthropic, who in turn sign multi-billion-dollar contracted commitments to spend that capital right back on their sponsors' cloud infrastructures. * **The Reality:** A tech stock that screens at an apparently safe **28x reported earnings** is actually trading closer to **43x normalized earnings** once these pro-cyclical accruals are stripped away. **3. The Shift from Equity to Debt (The Compute Risk Chain)** Rebuilding the *originate-to-distribute* securitization chain of 2006 link for link: * **Nvidia (The Originator):** Sells the GPU at a \~75% gross margin, books immediate profits, and acts like subprime lenders by providing vendor financing to its own buyers. * **Neoclouds / CoreWeave (The Warehouse Desk):** Pool these GPUs to raise debt against customer leases. In Q1 2026, CoreWeave reported $2.078 billion in revenue, a net loss of $740 million, $536 million in interest expenses, and a staggering $24.859 billion in total debt (a debt-to-equity ratio near 8.9x). * **Deteriorating Krediet Quality:** On March 31, 2026, CoreWeave closed its 'DDTL 4.0' loan ($8.5 billion, rated investment-grade A3/A-low, spread SOFR + 225 bps, backed by a Meta contract). Just seven weeks later on May 18, it closed 'DDTL 5.0' ($3.1 billion, rated junk at Ba2/BB+, spread doubled to SOFR + 450 bps, secured by lower-quality non-IG customer contracts). Just like 2006, as the supply of prime credit was exhausted, the system immediately migrated to subprime/Alt-A equivalents to keep volume up. * **Google/Alphabet (The Monoline Wrapper Desk):** Anthropic has committed to an approximate $50 billion compute partnership with Fluidstack (a private neocloud). Fluidstack is leasing data center footprints via long-dated triple-net terms from former bitcoin miners (Hut 8: $7B–$17.7B base rent; TeraWulf: 200+ MW; Cipher Mining: $9B deal). Because these entities lack investment-grade credit, Google steps in as a guarantor backstopping these multi-billion-dollar leases in exchange for equity warrants (\~8% in TeraWulf, \~5.4% in Cipher). This creates massive *wrong-way risk*: the guarantees will be triggered in the exact scenario where AI economics collapse and Google can least afford to honor them. * **Concentration Hidden in Backlogs:** Microsoft boasts $627 billion in commercial remaining performance obligations (RPO), yet roughly 45% of it ($281 billion) relies on a single, unprofitable counterparty: OpenAI. Oracle carries a similar $300 billion OpenAI commitment; Amazon holds a $38 billion one. **4. The ROI Wall** While the revenue end-customers can profitably pay is bounded by economic reality, physical infrastructure bottlenecks (power, grid interconnection, transformers, land) are driving up building costs. The cost to build a gigawatt of capacity has climbed from \~$42 billion in the 2023–24 vintage to **\~$62 billion per GW in 2026**. As a result, the marginal return on capital is falling straight through the \~10% cost of capital hurdle rate. Despite this, Microsoft alone plans to spend **$190 billion in capex** this year. # How it Unwinds Because this is an earnings bubble, the market will look reasonable right up until the load-bearing metrics give way. When end-AI return disappoints, the marginal circular dollar stops flowing. Non-cash GAAP earnings from private lab markups reverse, hyperscalers slash their capex budgets, and chip order books decelerate. As a result, GPU rental rates roll over, breaking the strict debt-service coverage ratio (DSCR) covenants on neocloud loans. This forces a cascade of liquidations where GPUs are dumped into a thin secondary market, destroying collateral values across the system and exposing multi-billion-dollar backlogs as fiction. Ultimately, these systemic risks are being offloaded off-balance sheet into data-center asset-backed bonds, where the senior tranches are being swallowed by life-insurance and annuity complexes—making them the unsuspecting systemic risk holders of this cycle.
Venezuela made Donnie happy. BB say he can do it again with Iran. Donnie not happy with BB.
BB+EMA=winning trades.
Rejecting the top of the 5m BB is definitely berritory
How does AT&T do ai? I can only think of BB but that already pumped.
Had to drop BB yesterday, damn near sold at $13 and $12... best of luck
My one great weakness is selling winners to average down on my losers then when my losers get pump and dumped instead of taking the out I ride it up than down. I had the opportunity to sell BB for an actual decent profit and instead I'm now at a small profit and by next week I'm sure I'll be red on it again. Why I think my revenue declining shit stocks are gunna be the next SNDK I'll never know, but those hopes and dreams are crushing my portfolio.
MU up 3% from where it was 2 minutes ago Also BB:?
Lol i bought some of sndk, nbis, BB, MU today. Just getting ready for another bull run. LFGGG
cant believe my biggest win today was BB puts... made a nice 3k.. time to buy more yugioh cards
Rough week for 0DTE calls, tomorrow could be a bloodbath depending on tonight, sitting out might be better for my weekend peace of mind lol. LEAPS on the CDN side; RY and TD banks are printing, WCP and TOU steady. Smol plays CDN BB for $13 2027-06; and US NOK $11 for 07-31, earnings coming up and it has taken a brutal dip over the last couple weeks. Blackberry has two really attractive l/t revenue streams that should be steady growth over the next few years; a nice federal government contract and the car software that is increasingly embedded in the supply chain. I think it's telling that the majority of my gains over the last month are CDN, everythng US is red
Nok and BB in the shitter lol
BB casually back to pre-earnings price Feel like I'm going to be bagholding this NOK swing trade for the next decade & only got myself to blame 🤣
well I sold my 7/17 64.5p dram puts at a loss before it tanked, didn't sell my 7/31 BB calls when they were up bigly. I aint that wise
Lol didn't think my BB puts would hit today
If you had bought BB 5 years ago, you would be down 7% today 🥀
remember when this sub was circlejerking itself over NOK and BB? heres your discount why are you not full porting? oh wait because everyone realized AI is a scam
Hopefully they sell Korean stuff to buy more BB
I’ve got shares at a cost basis under $3. I always figured I was holding this for at least a decade. The product is there, BB in orbit and more on the way. This is all short term noise, give it 5-10 years and this will be a money machine. Their expected margins once fully operational are insane
> BB Until then these bags keep getting heavier
BB checked on April 6.22 Today 14.88$, in 6 month 172.44% gain, To Holders👏
I’m exiting this week. Sold ITM calls for friday. Want to rotate. BB and QBTS have bled me enough.
BB has been shit for the last week
NOK and BB shit today
Losing 3k shouldn't be the end of the world. I did some massive lost myself as well (invested in marijuana and Lion Electric). For me it is a game and whatever I put in I consider money spent not invested this way I know if I lose it it isn't the end of the world. Thanks God for BB and Nvidia they are saving my ass tho. https://preview.redd.it/9j8ci0rueedh1.png?width=1080&format=png&auto=webp&s=ab284fb39d20f438c0fa1c6e1744da3e79a521c5
Idk. It isn’t a bad gig from a market cap perspective. Fintel and Cybersecurity seem to be the next leg up. (See BB and Nokia) Also the prices look competitive, so , OP may have just doubled their investment with this volatility. Cost basis isn’t terrible… But not something I would hold beyond August 21st.
Wanted to look at baba but typed $BB instead and wtf is that chart is nobody talking about it?? like 5x from the bottom.
BB, ERIC and NOK In that order and BB it’s first by far
The berry that’s black, BB baby
Made a lot of money on BB and Nu, the Ol’reliables
So are you going to buy BB now or what
So if you could only bet on one company between BB and NOK for physical AI, who would you bet on? BB for the safety OS or NOK for the network? I haven’t done much DD but I’m leaning towards Nokia. Both beaten down mobile companies with similar share price, but Nokia is a much bigger company by market cap.
The timed the last funding at the very top back in Jan. I believe it increased float by maybe 2%. Not sure where you’re getting the 88+% because that definitely is not true They also have a few billion dollars in the bank to fund launches and Sat development. They are working on BB14-38 right now. The biggest risk of ASTS right now is execution and launch cadence. If the dilute the stock a small portion to accelerate that timeline, I view that as a good business move to get to revenue sooner
**BanBet Won** — /u/No-Inevitable1270 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **BB** ▲ | $10.57 → $10.75 | +1.7% | 9h 37m | Won |
Once BB enters the war again he'll never let a TACO happen again.
the 37 comment just came out 2-3 weeks ago...the composite fix is confirmed with BB8-10 successful launch....BB11-13 in Aug and I would expect BB14-16 to ship in August....I think they will be pushing hard so they have good news on earning call on 8/10....
Deep in you’re heart you know its BB. - “BB bagholder”
This is true, but today we cannot expect AI related stocks to go up. And BB is consolidating well instead of just getting destroyed
Am i regarded or BB is strong af?
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **BB** | $10.75 (above) | $10.57 | +1.7% | Jul 15, 2:23 PM |
L is an ethnicity BB is a Protected Characteristic and I am here for it 🥰
No fucking way, BB won't lie to keep U.S. involved in the Middle East...
US officials say BB’s intelligence of Iranian plot to kill 🥭 "was deemed not to be entirely credible," WSJ reports.
Definitely bullish on BB. Do your DD.
Might throw in 5-10k into BB. Its market cap seems freakishly low considering how well positioned they are.
Clearly people have not been following BB and are bot aware of what and how the company has been doing.
Not exactly, their secure comms business is actually earning them a decent amount of money. I'm pretty sure a similar amount to QNX at this point. Not to mention Canada just signed a deal with the Saudis where they'll be using $BB secure comms.
That’s not correct. What you seeing as a single user test is the marketing material. A telecom company employee calling from isolated location back to head office. This is marketing for standard person to understand. The MNO’s have been testing, improving and developing network connectivity on Bluebirds for 2 years. BB1-5 with BW3 is providing 120 minutes a day of testing time. Last year fairwinds technology tested ASTS sats for warfighter, military communication over secure channels. The military tests passed. This would not be a single user being tested for US army and Navy. This would be a complex military communication test scenario.
Physical AI’s infrastructure is just beginning to boom. BB, OUST, INDI
Hey BB long time no see! Weekend is here.
Peace Deal already signed and sealed , New bombings when? I wonder this weekend BB is the one who's gonna fack so bad.
BB and NOK are two sides of the same dogshit
if you haven't learned how to baghold you'll never succeed in this business. DB reverse curls to failure x3 DB shrugs to failure x4 BB RDL 10x3
mortgage debt more than doubled 2000-2006. wages didn't, and what wage rises we did get were dependent on mortgage debt taken https://fred.stlouisfed.org/graph/?g=1X2BB
The odds improve and very good gains can be achieved with Long Dated Options (AKA LEAPS) There are certain members of Congress (quite a few, actually) who buy deep in the money long term options [members of Congress have a clearly identifiable "meaningful edge"] With this strategy, you can still achieve ~3 to 5 times the percent gain versus buying the stock outright (but conversely, if the stock tanks you will suffer that sort of loss proportionately) INTC would be an example where stellar gains were achieved if purchased in '25 or early '26...MU, NOK, BB have also done well The current market offers many opportunities, but also quite a bit of 'chatter' and 'noise' If held for over 365 days, options are taxed as Long Term Gains, so that can help too (Be aware that if you exercise the options to buy the stock, your acquiring date resets to the time that you do so) NFA Just basic info to help make some decisions
Goodluck sir Am loaded to the tits with BB
Usual crap BB, NVDA, SLS….I am also using my sister money to buy that 💩
If BB hits 50 ill donate 1000 to charity
I’m not a greedy person all I want is: Micron at 2000 SNDK at 4000 BB at 50
$BB or $SOFI. You can only choose one.
What are the other 4? Guessing AMC, GME, BB, LULU?
The spread on BB’s options this morning was just silly
I have a good feeling about BB today
Nothing is better (worse!!) than the AMC or BB ones… holy copium, Batman!!!
I never learn the lesson with BB I keep holding even when is dumped 🤲
no I meant all r leveraged ETFs and Dram is etf so why BB is there lol
I have a healthy and diversified portfolio: DRAM MUU SNXX RAM BB
First ones free. Probably should have sold half. Since I didn't but BB calls. Its probably going to 50 bucks tomorrow. (Not financial advice)
Who's your supreme leader? BB? Kek
Lol patience is going to pay off with doge, Amc, GME , Spce, wen, BB, bynb. What else 🤣🤣🤣🤣
BB chart literally forming a wave
Wonder how likely it is BB convinces TACO to go all in this time? Or drags him kicking and screaming by pushing things.
Pump BB you fucking piece of shit my calls have been gushing blood for days idgaf anymore they expire Friday praying for one more parabolic pump
BB having the last laugh