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[RL @RLx6o]

@jimcramer @SquawkStreet Can you please tell us whether $Q new collaboration with @nvidia $NVDA is new or old. It sounded new. Is Jensen going to invest in @Qnity_News so that he owns a slice of the AI materials action??!!

[RL @RLx6o]

@jimcramer Even $Q? How cheap a stock is should matter.

[RL @RLx6o]

@jimcramer you need to get $Q CEO @Qnity_News to visit @MadMoneyOnCNBC . What an under appreciated name quietly facilitating the AI revolution through cutting edge material science. Is the @nvidia partnership new?!

[RL @RLx6o]

@theaiportfolios @jimcramer jensen has been right about everything. EVERYTHING. He sees the future and he says that $NOW @ServiceNow is essential for AI to be deployed at scale and everybody on wall street has the audacity to disagree with jensen. Something is wrong. Please investigate.

[RL @RLx6o]

@jimcramer why arent people listening to what jensen is saying about the software companies that are essential for AI? He literally went on TV with bill mcdermott and told us that $NOW @ServiceNow has essential infrastructure systems and the stock is DOWN?!

[RL @RLx6o]

@jimcramer Speaking of rebuilding… how come $J @JacobsConnects is such a dog when all other E&Cs are flying? You talked this one up as the blue chip of construction what happened?

[RL @RLx6o]

@pdamodaran What about $QCOM how come this sucker still stuck at 12x when they clearly are building data center CPUs and have a track record in IOT edge computing (as you well know from your $BB analysis).

[RL @RLx6o]

@jimcramer firstly let me say your allbirds monologue today was pure comedic genius. Secondly why are the E&C companies like Jacobs $J @JacobsConnects not acting better when there is billions $ worth of infrastructure rebuild necessary in Middle East?

[RL @RLx6o]

@pdamodaran @BlackBerry what you going to unlock value? Nothing? You are going to sit back and pat yourself on the back for cutting costs. $BB is the Typical shit undynamic uncompetitive Canadian company and a Perfect symbol of the uselessness of Canada that @MarkJCarney is promoting.

[RL @RLx6o]

@DivesTech Great research. “PLTR is not facing competition because they are a cool company and I do not think that there is competition”.

[RL @RLx6o]

@pdamodaran The value unlock can only happen if:
1) SecureComms sold because there are literally ZERO synergies between this division and QNX.
2) QNX becomes independent company with a real technology leader. Someone from outside.
3) Tim Foote in Mouth must know share count.

[RL @RLx6o]

@ACInvestorBlog Other key $BB call highlights:

1) CEO John G Gioretardo can not read a simple script and gets tripped up delivering opening remarks EVERY SINGLE CALL.

2) CFO does not know company’s share count.

3) There were only 3 analysts asking questions. Pathetic coverage.

[RL @RLx6o]

@pdamodaran Please elaborate. I have always felt NVDA going to build their own secure software layer but what did we learn that confirma this or changes the dynamic?

[RL @RLx6o]

@pdamodaran thanks for all the great $BB insights. SecureComms very relevant but BB cant scale adoption beyond Germany and Malaysia. What if 🇺🇸 gvt decides to pull plug on their usage of AtHoc etc? Dont you think this division should be sold to platform Builder like $PANW.