qinbafrank
qinbafrank|May 22, 2026 06:49
BlackBerry may be moving slowly, but it's steadily climbing upward. Here's a record of two recent developments for $BB: 1) Successfully completed the 2026 Federal Risk and Authorization Management Program (FedRAMP) D-level (high-level) recertification. BlackBerry is the only critical event management provider to meet this standard. 2) Launched a new stock buyback program last week, authorizing the repurchase of up to 26.8 million shares within a year, which amounts to nearly 5% of the current outstanding shares. My view on BlackBerry remains unchanged: 'The previous deep collaboration with NVIDIA has further opened up the massive market for Physical AI for BlackBerry. It has strengthened BB's transformation from a "phone company" to a "security software company," aiming to make QNX the "invisible security foundation" in AI-driven robots/industrial/medical devices.' Still seeing strong signals of rapid growth in its edge AI and Physical AI critical security platform, and the possibility of a turnaround for $BB is becoming more evident.
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