Pudgiest of Penguins

Lover of all things tech, crypto, stocks, sports, and gaming!

[Pudgiest of Penguins @WanderingWolf]

@PardonMyTake Show #8 celebrating like the gutless piece of shit human he is

[Pudgiest of Penguins @WanderingWolf]

@NateBish He should be suspended

[Pudgy Penguins @pudgypenguins]

We’re proud to announce that Pudgy Penguins is appearing in the @Walmart holiday catalog.

Distributed to over 40 million people, this appearance puts Pudgy Penguins at the center of the holiday shopping season.

Billions will Huddle 🐧

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: Senate vote to end the Iran war failed, 49-50

John Fetterman (D) was once again the lone Democrat blocking it

[real aloy @rimisback]

$BB @BlackBerry for how long can the market keep ignoring what’s happening at QNX?

Alloy Kore win, it’s here — and it’s HUGE:

→ Coretura, the SDV JV between Volvo Group + Daimler Truck, selects Alloy Kore
→ Largest QNX design win EVER
→ $100M+ added to royalty backlog
→ Alloy Kore carries ~3X the value per instance vs. traditional QNX deployment

Then:

→ QNX posts record revenue
→ Earnings beat
→ Guidance raised
→ Uber selects QNX for its next-gen vehicle platform
→ Momenta + XHEART choose QNX for autonomous driving
→ 20+ companies now engaging QNX around NVIDIA-based platforms

And those NVIDIA opportunities aren't just cars:

Humanoid robots 🤖
Surgical robots
Autonomous mobile robots
Autonomous tractors
Drones
Aircraft

This is the transition investors need to understand:

QNX → SDVs → Alloy Kore → Autonomous Vehicles → NVIDIA Physical AI

The story is no longer simply “QNX is inside hundreds of millions of cars.”

QNX is moving UP the software stack with Alloy Kore while simultaneously expanding OUTSIDE automotive into Physical AI.

The question is becoming less:

“Where is QNX growth going to come from?”

And more:

**How long can $BB’s valuation ignore the size of what is being built?**

- REALALOY

[🦅 Eyes & Talon @IAMessential316]

$UBER officially selected $BB QNX for its self driving vehicles for its safety

[Prakash @pdamodaran]

$bb a reminder on the notes and suppression from it

Keep the Feb 22, 2027 date in mind

$BB $200M 3% converts due Feb 2029.

Conversion price $3.88. 130% trigger $5.04. Stock at ~$8.50 so they’re deep in the money.

Holders can convert in quarterly windows and most hedge by shorting stock. That’s the current overhang.

Company cannot force anything until Feb 22, 2027. After that date BlackBerry can redeem if the stock stays above the $5.04 test. Redemption notice forces holders to convert.

Until Feb 2027 the notes are holder-controlled. After that date the leverage flips to the company.

[Anni Sen @anni_sen]

$BB, Dec 2025: $2.6B mkt cap. QNX +10%, 24% margin.

$BB today: ~$5B. QNX +27%, 36% margin, FIRST Alloy Kore win.

BlackBerry is slowly re-rating.

Q3 SecCom guide, down YoY.
Will have the full breakdown on earnings on my stack later today.

Long $BB

[Pudgiest of Penguins @WanderingWolf]

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv is life. Life is solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv

[Shiv @shivst3r]

With Q4 around the corner, that means 1 thing only.

$PENGU winter is loading……

[The Crypto Dog 📈 @TheCryptoDog]

$PENGU

[Ponzi Trader @buyerofponzi]

Only 3 meme's have an ETF:

1. $DOGE $16b mcap
2. $PEPE $2b mcap
3. solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv $568 mcap

The cheapest and newest of the current three is tied to one of the largest marketing brands found in every brick and mortar retailer as a physical representation of the token - doing 8 figures in sales

1y of accumulation for the most potent IP in crypto history

When risk turns back on, solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv is a staple

When NFT's turn back on, Pudgys will shine

Pengu is the DOGE of this cycle

[CRG @MacroCRG]

Great tweet re $PENGU

There aren't many memecoins with a more valuable IP than pudgy penguins

In terms of IP value, PENGU is to SOL what PEPE is to ETH

[Pudgiest of Penguins @WanderingWolf]

@TradebyHasan Try 30x-40x

[Byzantine General @ByzGeneral]

$PENGU, revenge of the birds soon.

But seriously, a massive re-accumulation base is reaching completion.

And PENGU is the Solana memecoin, so with SOL heating up again, ... I think it's almost full send time again.

[Wall St Engine @wallstengine]

BLACKBERRY’S $BB QNX AND VECTOR WIN FIRST ALLOY KORE DESIGN WITH DAIMLER TRUCK-VOLVO SOFTWARE JV

Coretura, the software-defined vehicle company founded by Daimler Truck and Volvo Group, selected Alloy Kore as the safety-certified software foundation for its next-generation commercial vehicle platform.

Alloy Kore is jointly developed by Vector and BlackBerry’s QNX unit and is designed for high-performance vehicle computing, combining a real-time operating system with pre-integrated automotive software services.

The deal marks the first design win for Alloy Kore since launch.

Coretura plans to use the platform as a common software foundation for commercial vehicles, allowing manufacturers to focus more of their engineering resources on applications and features that can be updated over time.

[KNIGHT @cryptoknight890]

$PENGU

[Antonio Costa @ACInvestorBlog]

$BB In the early stages of a technical breakout.

[Pudgiest of Penguins @WanderingWolf]

@pelositracker The 10% are government employees.

[Pudgy Penguins @pudgypenguins]

https://t.co/rqPVjH6vN7