tpanikorn
$BB $BB.TSX : Last week selloff in big techs scared retails around the world except BB retails. The shorts could have dropped us below $7 if it were 2025. $8 is our new $3 because of $NVDA On April20 this year NVDA signed QNX 8.0 for their physical AI platform. And here is the thing that announcement has not been making us any money YET. And since there have been many more chip vendors signing similar deals but NVDA is the biggest. The Alloy Kore design win gives us clues how big this QNX 8.0 is for our future and fortune. QNX 8.0 is only a couple of years available but it took 5 years to develop. And during that time QNX team was working with NVDA team to integrate it to the chip. First they put it for automobile till this year for all physical AI that required safety and security. Ask yourself who is buying NVDA chips? And how many are produced and sold daily? NXP, Qualcomm, Intel, AMD, ARM, and all others, are doing the same with QNX 8.0 inside! How much is that worth? More!
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