Reddit Posts
Richtech Robotics is a smouldering powder keg: an update
Going full degenerate on $BB for Wed fireside chat.
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 $BB at this price turnaround
Blackberry (BB) future cyber event meme coupling as strategic value extraction for slow sovereign deployments
FCC grants AST SpaceMobile (ASTS) full approval for the planned 248 satellite constellation
Rocket launch went fine ASTS stock drop seems driven by panic
What was the pump with Blackberry today?
BlackBerry completes transformation just as demand grows for secure, sovereign defence communications
BB might warn you of a possible entry beforehand
Paramount (PSKY) Debt Downgraded to Junk Following Warner Bros. (WBD) Deal
Is the market overlooking ВlackBerry’s shift from brand nostalgia to infrastructure relevance?
Is BlackBerry quietly positioning itself inside the connected vehicle software stack?
Mentions
hey the same my man we all greedy apes testi cancer cant feel right when its right but learned my lesson after the BB fiasco
America has no balls anymore 😂, BB took ‘em
Come on BB and be patient https://preview.redd.it/gpmg7p8l69ih1.jpeg?width=447&format=pjpg&auto=webp&s=59ade6fe5cd1f6acc0924a13168f5879339dc87b
Should I go all in BB, NOK, OKLO, or EOSE
Been keeping [$BB](https://aimytrade.io/ticker/bb?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=BB&utm_content=template_1786210794033_a4ge18) on my watchlist. I try to look at the data before forming a view.
If I took that 20K and set it on fire would it change your life? If so, think twice about rolling the dice. 1-2 years is more of a swing trade than an investment and I really want you to think about that. Don’t fool yourself into thinking because you’re getting shares that you’re safer or insulated from risk. You’re still very much at risk. PLTR just had an 8 month long draw down, do you think you would/could hold through that for the upswing? If it were my 20k, and I could lose it and not give a fuck. I’d probably chose leverage over risk aversion. I probably get as much long leverage in Nflx as I could. 95C Jan 28x 20. Could expire worthless, could go to the moon. 2K shares of leverage under 100$ for 20K and 1.5 years of theta sounds like a good risk v reward. This is \*\*not financial advise\*\*, I unironically invested in BB before the great meme wars. This is a casino, people like to act like they have a system but at the end of the day it comes down to risk management/capital deployment, luck, and timing.
Yep. I still have my RIMM eh.... BB.
Dog I didn’t even realize. These are over 10% out of the money. Sell these and buy BB or EL puts. Lmnd, maybe meta, kss, stocks that are likely to go down no matter what the over all market does
It's the most unnecessary company ever created. Just let BB NOKIA HTC MOTO GOOGL ZUNE AND IPOD be controlled by $DIS. WW2 IS OVER. WE GET IT. WE'LL BE READY FOR WW7.
well.....one way is to wait for earnings to play out, the stock takes a MASSIVE dump despite the earnings being good, guidance raised etc. Think BB a couple quarters back. Tanked for no reasons, I bought at 3.80¢ and look where it is now. NOW was another example (and CRM). The last was RDDT. RDDT took the fattest dump on what news? Ohhh ehh google is doing weird stuff but they might actually pay us more? And the stock tanked!! Full port Calls the next couple days and your are free of always having a heart attack every earnings week. You just wait for a fat dump and then check the data, if it is good, you just full port it.
ES -3 stdev BB to +3 stdev BB in 4 days lol
I've began dipping my toes into options lately, mostly calls and a few months out. I've come across something that doesn't make much sense to me though today and am curious as to why this is. I purchased a BB call on 7/23 with a expiry date of 12/18 average cost of .24 and a strike price of $25. Throughout my position the average cost has moved pretty reasonably, sometimes a few cents up, sometimes a few cents down. The underlying stock since my purchase has dropped some but has rose back to where it was ($8.25) when I initially purchased the call. Current price is $8.56 . At 2:50pm today the option was worth .23 and by 3pm it had dropped to .01 and became worthless. I know there is still time before expiry and im not concerned about that. But when i go to view the option it is listed at a price of .36. My question is why the difference between the option i purchased, versus what its listed at currently?
Super fucking rare legendary pull I bet that BB would get a 10 from PSA
but where did the DD people go? Ok here is my two cents. I am shit scared of PLTR dumping but puts are expensive. So I just stay still and pray. But I think if you buy calls on anything technology, it will be good. Also buy CRM calls TODAY! Another tactic (proved right with BB, NOW, WIX....) when something dumps despite good numbers, you full port calls a couple days AFTER if the numbers were actually good.
Imagine being BB, ready to go, and then to be informed of the TACO via a tweet. Lmao. Apparently CENTCOM was informed that way too.
BB will do really well in the next quarterly report. They are beating estimates, been getting revenues / earnings and QNX is the crown jewel on millions of vehicles. Get your positions, the stocks in a year will be in the $50s.
They all have the ability to launch a bb, it is much less commercially viable than SpaceX. But they can. I disagree that it means little today. Market is forward looking. SpaceX is good for today, and they are doing very well at launching BB's, and will get Asts to revenues. Future launch vehicles will get Asts to full constellation. So highly disagree that it doesn't matter.
5 years for ASTS? If they don’t have 45 BB up by Q1 end 2027 they’re cooked and that’s me saying that with a lot of money invested. They are launching 14,15,16 August 5th. They need 25 to start beta service in the US.
He probably thought he could do both, just help with buddy BB out with a "quick little excursion" before helping his buddy, Viceroy of Venezuela, Marco Rubio with another one. And then everyone clapped.
US isn't low on offensive ammo, it's low on defensive interceptor missiles. Which, you would think would mean they'd be worried about getting hit back, but you have BB sock-puppeting things and his main goal is to not go to jail which means keeping things going.
Even if we get a TACO on these strike, I don't think BB will call it off.
They had a meeting earlier in the week BB whispered in his ear and probably brown-nosed enough to get the go ahead.
My $60 turned into $2500 and then $2500 into $48,000 - at which point they turned off the buy button. And it all turned into dust along with another $10k in BB
Calls on AAPL. They are willing to tank their stock to take the baton from BB as the stewards of human connectivity.
Why short the BB and BBB (Oracle, Datadog, Sandisk) with insane fees when you can short the AAA (Apple)?
BB was down to 3/ share earlier this year, no DCA? I was at 12/ and now down to 3.20/
[$BB](https://aimytrade.io/ticker/bb?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=BB&utm_content=template_1785367174253_9f35i8) sitting right at a level I care about. I let the algorithmic read do the heavy lifting on these.
BB says no rate hike tomorrow, fellow goys.
BB is perfectly repeating 2021 😭
OSINT claiming boom in Iran, US saying it wasn't them. BB, that you? Or maybe an angry neighbor.
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.