V
VISA Inc.
stock NYSE

What yall think happens to $GOOGL based on the GPT V GEMINI news???
Gemini finally overtaken #1 spot on IoS

Yeah, I heard that shit, too. Even if it sells off it'll V like it always does.

Homeland Nickel Inc. - SHL.V / SRCGF

$10k in platinum power packs. Estimated value of $16,463.
Here are the pulls and estimate value. Top 10 shown.
2017 Mewtwo GX #78 - PSA 10 - $4,000
2025 Pikachu #172 - PSA 10 - $3,000
2025 Rocket’s Mewtwo EX #231 - PSA 10 - $1,215
2021 Gengar VMAX #271 - PSA 9 - $700
2017 Mew VMAX #269 - PSA 10 - $680
2025 Captain Pikachu #09 - PSA 10 - $645
2025 Cynthia’s Garchomp #232 - PSA 10 - $607
2022 Giratina V #186 - PSA 9 - $585
2023 Pikachu w/ Grey Hat #085 - PSA 9 - $485
2025 Zekrom EX #174 - PSA 10 - $480
2019 Misty & Lorelei #191 - PSA 10 - $475
2021 Umbreon VMAX #95 - PSA 8 - $461
2023 Venusaur EX #198 - PSA 10 - $452
2025 Rocket’s Moltres EX #229 - PSA 10 - $445
2024 Umbreon EX #217 - PSA 10 - $443
2023 Charmander #044 - PSA 10 - $390
2008 Mew #101 - PSA 8 - $380
2021 Charizard VMAX #107 - PSA 10 - $370
2023 Charizard #003 - PSA 10 - $330
2018 Rowlet #290 - PSA 8 - $320

Is the consensus that PNG.V (Kraken) is pretty fully priced at the moment?

I understand the risk. But I have been doing a 2:1, 3:1 or 4:1 ratio trade to reduce cost basis on my positions. I reduced my cost basis the last year on FCX to $8 and V I opened my positions a few months ago.

I was saving money to buy GTA V

I’ve tried the patience route. I would see a downward trend or upward trend and buy accordingly. It would turn into a V or upside down V nearly the second after I would buy. Or completely plateau and go flat
The fact he’s right this many times is astonishing. He needs a job in finance. Do this at larger scales or something lol 

# After reading RedChip's Bull Case post, I asked 2 AI platforms to generate a Bull Case for BlackBerry based a variety of prompts and refinement of those prompts and content. See below for the output. Feel free to play around this content and refine further. There's more than can be included.
# I. General Embedded Development Platform (GEDP) and Multi-Vertical Leadership
* The **QNX General Embedded Development Platform (GEDP)** is a **modular, scalable foundation** supporting rapid development, safety certification, and deployment of high-performance embedded systems across automotive, robotics, industrial automation, medical devices, and smart infrastructure.
* GEDP supports advanced **multi-core SoCs, AI-enabled chips, and real-time networking standards** (TSN, DDS). It delivers deterministic, secure, high-availability workloads essential for next-gen embedded systems.
* QNX RTOS integrates with comprehensive middleware, hypervisors for mixed criticality, developer tools, and flexible licensing models to reduce integration risks and speed time-to-market.
* Developers benefit from open-source software, third-party ecosystems, and reference platforms facilitating accelerated innovation and certification.
* Supplementing the technical foundation, BlackBerry invests meaningfully in **R&D** (estimated at >10% of revenue), ensuring leadership in AI/ML integration, safety, security, and cloud orchestration.
# Automotive and Software-Defined Vehicles (SDVs)
* With QNX embedded in **over 255 million vehicles worldwide**, supporting OEMs like BMW, Toyota, Mercedes, Volkswagen, and partners such as NVIDIA (DRIVE AGX Thor), Qualcomm, TTTech Auto, and Vector Informatik, BlackBerry anchors the rapidly evolving automotive embedded software market (15% CAGR).
* The market leans heavily on safety-critical software, enhanced by QNX OS for Safety 8.0, and cloud-native management accelerating SDV feature development.
* Cloud partnerships with Microsoft Azure, AWS, Google Cloud, and Oracle Cloud offer cloud lifecycle and OTA update capabilities through the **BlackBerry IVY platform**.
* Customer concentration is notable but diversified—top OEMs and Tier 1 suppliers provide multi-year contracts with design wins spread globally across North America, EMEA, and Asia, reducing regional dependency risks.
# Industrial Automation, Robotics, and Autonomous Mobile Robots (AMRs)
* **Industrial IoT adoption grows at \~12% CAGR**, with BlackBerry partnered with TTTech Auto, Tata Elxsi, ABB, Siemens, and Philips.
* QNX supports certifications such as **IEC 61508 SIL 3 and ISO 26262 ASIL D, enabling deployment in mission-critical manufacturing, robotics, and AMRs.**
* Embedded safety and cybersecurity certifications remain a significant barrier to entry, cementing QNX’s competitive advantage.
# Medical Devices and Robotics
* **Medical industry verticals grow >15% CAGR**. BlackBerry enables compliance with IEC 62304 Class C and IEC 61508 SIL 3 standards for surgical robots and patient monitoring.
* Cybersecurity remains critical given rising regulatory scrutiny and patient safety focus.
# Smart Infrastructure and Critical Infrastructure
* **Canadian government and private infrastructure investments** are projected to exceed **$60 billion through 2030**, targeting smart ports, data centers, renewable energy, and REE production.
* QNX-driven embedded systems provide real-time control and cybersecurity for this high-value TAM expansion.
* **NATO defense budgets bear 6% CAGR** growth, leveraging BlackBerry Secure Communications Suite, Athoc platforms, and QNX embedded technology to increase autonomy and secure military systems.
# II. Advanced Cloud Collaborations and Multi-Hyperscaler Partnerships
* BlackBerry extends beyond its Microsoft Azure foundation to deepen collaborations with **AWS, Google Cloud, and Oracle Cloud**, enabling cloud-native embedded orchestration to accelerate SDV software development and complex vehicle data service infrastructures.
* The **BlackBerry IVY platform**, co-developed with AWS, standardizes and secures in-vehicle sensor data, facilitating AI-powered automotive service innovations and new data monetization avenues.
* AWS-hosted **QNX Hypervisor** enables OEMs to virtualize software development pipelines, accelerating CI/CD workflows and reducing physical testbed requirements.
* Google Cloud partnership focuses on edge computing integration for autonomous, connected systems, enabling hybrid multi-cloud deployment strategies and vendor risk diversification.
* Oracle Cloud collaboration empowers embedded data analytics, AI, and secure operational intelligence, particularly targeting enterprise and government sectors.
* Participation of these hyperscalers in large-scale data initiatives like **Stargate** represent substantial market access and growth opportunities for BlackBerry’s embedded and cloud software platforms, enabling secure data management and real-time analytics across autonomous and mission-critical infrastructure systems.
* **BlackBerry’s multi-cloud presence combined with platforms (GEDP, IVY, Secure Suite, Athoc, Cylance) creates a unique, durable advantage by marrying embedded system agility, AI-augmented intelligence, and robust security across sectors.**
# III. AI/ML Integrated Cybersecurity and Embedded Intelligence Roadmap
* AI/ML capabilities embedded in QNX and BlackBerry’s cybersecurity suite enable **predictive maintenance, autonomous safety validation, and advanced anomaly detection**.
* The Cylance AI engine facilitates proactive cybersecurity for OT, IoT, SDVs, and embedded endpoints.
* Upcoming enhancements include AI-automated fault injection testing compliance and anomaly detection integrated into Unified Endpoint Management (UEM).
* **This innovation convergence positions BlackBerry as a leader merging safety-critical embedded systems with cloud intelligence and autonomous cybersecurity defenses.**
# IV. Subscription Model and Backlog Repricing Driving 4-6x+ Revenue Uplift
* BlackBerry’s **$865 million QNX royalty backlog** is being actively repriced toward subscription and platform monetization models, reflecting software updates, cloud services (IVY), safety/security subscriptions, and AI analytics.
* This transition underpins a **conservative**, **well-supported forecast of 4-6x+ revenue uplift per unit**, **with expectations of higher uplifts over time fueled by SaaS, cloud, and cyber-defense expansions.**
* Top OEM and industrial customers are transitioning to subscription engagements that improve revenue stability, profitability, and customer longevity.
* **FY2026 guidance of $504-$534 million and quarterly operating cash flow growth to $42 million emphasize early benefits of subscription-led transformation.**
* **Profitability margins are expected to expand as recurring revenue from higher-value SaaS and cloud offerings grows relative to legacy licensing.**
# V. Financial and Market Outlook Summary
|Metric|Value / Estimate|Notes|
|:-|:-|:-|
|FY 2025 QNX Revenue|$236 million (10% YoY growth)|Growth driven by diversified verticals|
|Q2 2025 Royalty Backlog|$865 million|Multi-year visibility with subscription model repricing|
|FY 2026 Revenue Guidance|$504M-$534M|Reflects early-stage subscription and cloud model impact|
|Operating Cash Flow (YoY)|$42M (Up $57M prior year)|Improving cash flow signaling margin leverage|
|Automotive Embedded Software CAGR|15%|SDV and autonomous vehicle trends driving adoption|
|Industrial & Medical IoT CAGR|12-15%|Accelerating demand for robotics, AMRs, medical embedded systems|
|Canadian Smart Infrastructure|$60B+ (2025-2030)|Expansion powered by government and private investments|
|NATO Defense Budget CAGR|6%|Ongoing investment in secure military embedded communications|
# VI. Bull Case Summary
* QNX GEDP serves as the **foundational platform** for mission-critical embedded software, accelerating certification and deployment across automotive, industrial, medical, infrastructure, and defense markets.
* Subscription repricing signals a **transformative 4-6x+ revenue uplift**, driven by SaaS, cloud services, AI advancements, and cybersecurity enhancements.
* Expanding hyperscaler partnerships with **Microsoft Azure, AWS, Google Cloud, and Oracle Cloud** bolster cloud-native orchestration, enabling virtualized SDV development, AI data analytics, and secure connectivity across ecosystems.
* **AI/ML integrated cybersecurity and operational intelligence establish a technology moat for embedded software in regulated markets and complex infrastructure.**
* Robust financial metrics underpin a durable tech growth story through organic market expansion, recurring revenue acceleration, and multi-cloud-enabled innovation.

Ya I think connecting divergences with other factors such as LTF’s, overall sentiment, price action, volume, larger patterns can help if you don’t want to stop out a lot trying to find the exact top/bottom. These big V recovery/drops give you plenty of room for profits without finding the exact spot.

Hahahaha yea. I do believe im getting better in regards to my choice in option/ better at being less greedy. Still throwing out gambles but alot more reasonable, less pricy ones. I walked into options 4 years ago thinking I could easily turn 500$ into good money. Luckily I make good money for work though.
A fair amount of my trading days start out down a certain degree; only to V upwards to that same degree if i hold, or do the complete opposite. Like, the 9th, I was down 1.4k by noon but double downed and held, then by 4pm I was up 1.6k, then up massively on the 10th.

Cheap is definitely subjective but yeah, if these types of businesses are trading at 10x they probably have something so seriously wrong that they wouldn't make for a good investment in the first place.
IDXX, as an example, hasn't traded below 25x earnings since a brief drop in June of 2013. So anyone that anchors to "low P/E = good deal" is going to have a bad time if they are ever trying to buy a company like that.
> late 2022 MSFT, last summer V, start of this year IDXX.
I actually did buy a little IDXX when it was under $400 in April, but it never feels good to pay ~40x for shares of anything.

I was planning on opening a position of V soon, as well as paypal. I'm wondering what is your opinion on that? I have a feeling both companies may face headwinds, but not sure which one is "safer"

Market will inovike article V and go to the moon

I agree. However, there are times of industry slowdown that can yield good times for entry. Or just hype in other areas that lead to decreased interest in the stock:
late 2022 MSFT, last summer V, start of this year IDXX.
Just don't expect a P/E of 10 or whatever this sub considers 'cheap' unless there are real issues going on

I'm a shareholder of V and FCX and have done a lot of research on these companies.
FCX is running into degrading ore grade problems in Indonesia...and the company expects flat production for the next two years which isn't good. So if production will be flat for FCX in the next two years why will earnings improve? They are banking new leaching tech and on their new Indonesian smelter...but it's not clear this will be a game changer. Smelter capacity is too high currently, and China which controls the refined copper market may prefer to buy from their local smelters who again are at under-capacity. FCX's fate mostly rest on copper prices...if it can give above $5 a pound and stay there it will be in good shape...else this stock might dive.
V faces possible black swans galore. There is stablecoin, the recent fed/court decision reducing charge rates, Capital One leaving Visa for Discover, Europe's new direct payment system, Visa's upcoming antitrust trial, etc... If not for this, Visa is a great buy! Only 26 forward PE with likely 12%+ annual eps growth in the next three years. But...the risks are a problem and they will likely compress the PE further.

If a premium business (having proven operational excellence and market domination over the long term) is trading at around a growth rate of what they've been achieving lately through my DCF, that's a fair price to me.
This subreddit keeps comparing the likes of V to whatever cheap smallcap trading since 2020 with no moat because it's 'cheap'.

I saw pictures of V. Buterin. And said to myself. Yep. I am an Ada-(bag)holder. I loce how CH talks, how well-educated he is for an us citizen. I watch, if time is there, every single video of him. As if he is a type of Steve Jobs.

V, ELV, AMAT, FTNT, and FCX all have great balance sheets and in my opinion slightly undervalued. I am currently covered calls and puts to reduce cost basis on these positions. I just let LOW go and doubling down on AMZN and maybe GOOGL.

Let’s all sue
Case number 74142069
Decrypt V Superstonk