Source item

@crypto_condom Yep. Unfilled. Kinda sucks bc wanted to do a larger position size than normal. The FA: $BB recently integrated it’s OS into NVDA’s Thor platform and halos safety stack. With robotics, and medical as well as Naval submarines. They already have a huge sticky growing base in automotive which is going to expand even more rapidly than it already is. +10% rev grwoth last year, 78% margins. 950m QNX backlog (same thing in autos/submarines) looks like they will get a lot of sub contracts from the EU. Don’t really know how to value the AI safety layer it could be massive or it could be nothing. its an unkown. 100m+ in operating cash flow bought back a few % of the stock and plan to buy back up to 5%. + physical AI side