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New Long Position
BlackBerry $BB
The OS of next generation vehicles
Price Target
$100+ a share
1,000% return by the end of 2025
(thread)
BlackBerry $BB
The OS of next generation vehicles
Price Target
$100+ a share 1,000% return by the end of 2025
(thread)
1)
Tesla is the IPhone of cars and cars are the next tech platform wave of the coming decade
Similar to Tesla the original innovation of the IPhone shocked the world and rendered all other competitors products obsolete
Tesla is the IPhone of cars and cars are the next tech platform wave of the coming decade
Similar to Tesla the original innovation of the IPhone shocked the world and rendered all other competitors products obsolete
2)
The iPhone market success forced mobile OEM’s to abandon proprietary software systems & adopt Android as a common software platform to build new products that could compete with Apple
The iPhone market success forced mobile OEM’s to abandon proprietary software systems & adopt Android as a common software platform to build new products that could compete with Apple
3)
This platform shift created a new world order and destroyed BlackBerry’s dominant mobile businesses and the duopoly of Apple & Android was born
This platform shift created a new world order and destroyed BlackBerry’s dominant mobile businesses and the duopoly of Apple & Android was born
4)
Today Tesla has rendered all car manufactures software platforms obsolete and is forcing the car industry to adopt to common OS platform to catch up with Tesla
Today Tesla has rendered all car manufactures software platforms obsolete and is forcing the car industry to adopt to common OS platform to catch up with Tesla
5)
In the last 5 years BlackBerry has successfully positioned the company to be #1 embedded OS for the automotive automotive industry and the Android solution the industry desperately needs build next generation products consumers want
In the last 5 years BlackBerry has successfully positioned the company to be #1 embedded OS for the automotive automotive industry and the Android solution the industry desperately needs build next generation products consumers want
6)
The automotive industry is facing an existential crisis to catch up with Tesla or face extinction. This is exactly the pain point BlackBerry needs to acquire the coalition and cooperation of global customers and partners to become the next great dominant technology platform
The automotive industry is facing an existential crisis to catch up with Tesla or face extinction. This is exactly the pain point BlackBerry needs to acquire the coalition and cooperation of global customers and partners to become the next great dominant technology platform
7)
$7 Billion dollar market cap is a fraction of the intrinsic network value of the platforms size, market position and non linear future growth optionality
BlackBerry is the single most undervalued large scale technology platform on earth
$7 Billion dollar market cap is a fraction of the intrinsic network value of the platforms size, market position and non linear future growth optionality
BlackBerry is the single most undervalued large scale technology platform on earth
