# ![@perspez Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1476939598458728453.png) @perspez Perspez

SES AI is gaining momentum with its lithium-metal technology and Molecular Universe platform, positioning itself for growth in the energy infrastructure sector. The company's CEO, Qichao Hu, has hinted at accelerating momentum and potential major deals with battery giants. SES AI has also been cited by major companies such as Samsung, Toyota, and Google for its patents in li-metal architecture and smart battery systems.

### Engagements: [---] [#](/creator/twitter::1476939598458728453/interactions)
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### Mentions: [--] [#](/creator/twitter::1476939598458728453/posts_active)
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- [--] Week [--] +20%
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### Followers: [-----] [#](/creator/twitter::1476939598458728453/followers)
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### CreatorRank: [---------] [#](/creator/twitter::1476939598458728453/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  86% [cryptocurrencies](/list/cryptocurrencies)  77% [technology brands](/list/technology-brands)  31% [finance](/list/finance)  22% [countries](/list/countries)  13% [automotive brands](/list/automotive-brands)  11% [financial services](/list/financial-services)  #932 [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$bb](/topic/$bb) 77%, [blackberry](/topic/blackberry) 70%, [ai](/topic/ai) 35%, [$ses](/topic/$ses) #1, [systems](/topic/systems) 8%, [ceo](/topic/ceo) 7%, [$nvda](/topic/$nvda) 7%, [nvda](/topic/nvda) 7%, [china](/topic/china) 6%, [platform](/topic/platform) 5%

**Top accounts mentioned or mentioned by**
[@qnxnews](/creator/undefined) [@nvidiadrive](/creator/undefined) [@tencentcloud](/creator/undefined) [@tencent](/creator/undefined) [@werideais](/creator/undefined) [@lenovo](/creator/undefined) [@ericjackson](/creator/undefined) [@soundawards](/creator/undefined) [@advantechusa](/creator/undefined) [@nvidia](/creator/undefined) [@sibrainpvt](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mactraderx](/creator/undefined) [@danijelvg](/creator/undefined)

**Top assets mentioned**
[BounceBit (BB)](/topic/$bb) [BlackBerry Limited (BB)](/topic/blackberry) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BlackRock Inc (BLK)](/topic/blackrock) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [WeRide Inc. (WRD)](/topic/$wrd) [QuantumScape Corporation (QS)](/topic/$qs) [Apple, Inc. (AAPL)](/topic/$aapl) [UBS Group AG (UBS)](/topic/$ubs) [Goldman Sachs (GS)](/topic/goldman-sachs) [Medtronic PLC (MDT)](/topic/medtronic) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BlackRock boosts conviction on $BB BlackBerry adds 58% more shares. Latest 13F shows 3.66M shares held as of 3/31/25 up from 2.31M last quarter. Move bucks trend of ETF divestment (Vanguard Schwab) and aligns with rising fund sentiment (Fintel Score: 80.6)"  
[X Link](https://x.com/perspez/status/1918369114336248024)  2025-05-02T18:16Z [----] followers, [----] engagements


"Big accumulation in $BB. TD Asset Management just added +163.7% now holding 4.35M shares. BlackRock boosted its position by +58.4% last week now at 3.67M shares. Both bought in Q1 while $BB traded near $3.00$3.50. Smart money steps in. This could be the start of a re-rating BlackRock boosts conviction on $BB BlackBerry adds 58% more shares. Latest 13F shows 3.66M shares held as of 3/31/25 up from 2.31M last quarter. Move bucks trend of ETF divestment (Vanguard Schwab) and aligns with rising fund sentiment (Fintel Score: 80.6). https://t.co/NgFH6EesaR BlackRock boosts conviction on $BB"  
[X Link](https://x.com/perspez/status/1920166894436274526)  2025-05-07T17:20Z [----] followers, [----] engagements


"🚨 Big win for $BB 🚨 UEM is now the first & only MDM certified by Germanys BSI for both $aapl Indigo (iOS) & Samsung $SSNLF Knox. = Monopoly position in gov IT & critical infra. Trusted across NATO Sovereign-grade security vendor. https://www.reddit.com/r/BB_Stock/comments/1nk2fzp/press_release_blackberry_is_the_first_mdm_vendor/ https://www.reddit.com/r/BB_Stock/comments/1nk2fzp/press_release_blackberry_is_the_first_mdm_vendor/"  
[X Link](https://x.com/perspez/status/1968590166550786341)  2025-09-18T08:17Z [----] followers, [----] engagements


"$SES SkyTerras CEO Jonathan Scharf just posted that the partnership with SES AI is deepening and hes now employed by SES as an AI Solutions Specialist. 👀 He explicitly calls out SESs 3-pronged push: - Molecular Universe (AI-driven materials discovery/manufacturing) - Data center ESS via UZ Energy Limited - High-energy density Si + Li-metal for drones & robotics Also name-drops Jeff Dahn as a $TSLA partner + other top battery scientists. Not a contract/PR but its a clean execution signal: outside AI/energy operator stepping inside SES to help scale AI4Science products."  
[X Link](https://x.com/perspez/status/2018314912494202987)  2026-02-02T13:25Z [----] followers, [----] engagements


"$SES Another giant enters the chat Mitsubishi UFJ (MUFG) just disclosed their position. Keep in mind MUFG isn't just a bank; they are the heart of the Mitsubishi Group (OEM/Industrial). Why is the worlds most powerful capital sitting on $SES - Mitsubishi Group (NEW)/Hyundai/Honda/GM (OEM) - Temasek/Vertex Legacy Fund (Sovereign Wealth) - Tianqi (Lithium) - LG/SK (Manufacturing) Whos next 🚀🔋 You don't get a cap table like this for a "science project." This is an industrial platform in the making. The Mitsubishi filing today is just more confirmation. 📈 Check the Reddit post for the full"  
[X Link](https://x.com/perspez/status/2018794251165843785)  2026-02-03T21:10Z [----] followers, [----] engagements


"$SES AI might actually be one of the sneaky winners from this kind of policy talk. When the US starts pushing price floors / dont get undercut frameworks for critical materials its basically saying: supply chains will be engineered not left to chance. In that environment companies dont just need cheaper inputs. they need faster material discovery and faster re-qualification when constraints change. Thats exactly what AI4Science is for. SES AIs Molecular Universe is built to cut R&D time by speeding up screening/optimization and shortening the loop from idea candidate validation. Not claiming"  
[X Link](https://x.com/perspez/status/2018811061936304132)  2026-02-03T22:17Z [----] followers, [----] engagements


"$SES UBS just massively increased its stake in $SES. UBS Group AG (one of the worlds largest global banks + wealth managers based in Switzerland) reported an 872% increase in ownership of SES AI in its latest institutional filing. - New disclosed position: 3.2M shares - Prior disclosed position: 329K shares - Thats not retail noise. its a major institution scaling up exposure. Not financial advice but its always worth noting when a top-tier global financial institution meaningfully sizes into a name like this https://twitter.com/i/web/status/2017197718205059364"  
[X Link](https://x.com/perspez/status/2017197718205059364)  2026-01-30T11:26Z [----] followers, [----] engagements


"$SES 👀 Nice credibility/visibility signal: CTO Kang Xu spoke at King Abdullah University of Science and Technology (KAUST) Frontiers in Energy Storage [----] and joined a panel on batteries that must work in harsh real-world conditions 🌡🛠 Lineup included Saudi Aramco via **Muhammad Arsalan (EXPEC Advanced Research Center). Aramco is Saudi Arabias state-owned energy giant one of the biggest energy companies on the planet and they care about what works at scale in extreme environments. Also featured top academia (Shirley Meng). Quiet signal meaningful. ✅🧩"  
[X Link](https://x.com/perspez/status/2019858547656245581)  2026-02-06T19:39Z [----] followers, [----] engagements


"$SES Goldman Sachs just filed a 13F showing a +2434.93% increase in SES AI:112467 [-------] shares (as of Dec [--] 2025). Big institutional exposure jump. For a microcap this kind of accumulation is still a meaningful signal to track. 👀 Anthropic disrupted the SaaS mindset by making AI the platform layer. $SES AI is trying to do the same to battery R&D with AI4Science + Molecular Universe (MU-1.5): a workflow that shrinks the discovery loop (AskSearchFormulatePredictMake) cutting dead-ends and https://t.co/mFzuaC2Gya Anthropic disrupted the SaaS mindset by making AI the platform layer. $SES AI"  
[X Link](https://x.com/perspez/status/2021343838544199746)  2026-02-10T22:01Z [----] followers, [----] engagements


"Stefano Marzani WW Head of SDX at AWS ( $AMZN) and a leading voice in software-defined vehicles is clearly excited about BlackBerry ( $BB) QNXs latest initiative. https://www.linkedin.com/posts/smarzani_qnx-innovation-softwaredevelopment-activity-7306415666121555968-aGz5utm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4 https://www.linkedin.com/posts/smarzani_qnx-innovation-softwaredevelopment-activity-7306415666121555968-aGz5utm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4"  
[X Link](https://x.com/anyuser/status/1901595964114149837)  2025-03-17T11:26Z [----] followers, [----] engagements


"BlackBerry ( $BB) to Strengthen Ties with Brazil Through Cybersecurity Training and Government Collaboration On March [--] [----] Al Bawaba Business reported that Brazil's Minister of Communications Juscelino Filho met with Maaz Yasin BBs Global Director of Government Affairs $BB Looks like more upcoming revenue for secure comms. https://t.co/0erRLRpzuF $BB Looks like more upcoming revenue for secure comms. https://t.co/0erRLRpzuF"  
[X Link](https://x.com/anyuser/status/1903807651089190922)  2025-03-23T13:54Z [----] followers, [----] engagements


"$BB Keith Balasingham from BlackBerry recently announced that he along with colleagues David Arnold and Benjamin Pietzner gave a presentation at NATO headquarters in Brussels. https://www.linkedin.com/posts/keithbalasingham_pleased-to-have-presented-today-at-nato-hq-activity-7309907092612493314-cqGautm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4 https://www.linkedin.com/posts/keithbalasingham_pleased-to-have-presented-today-at-nato-hq-activity-7309907092612493314-cqGautm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4"  
[X Link](https://x.com/anyuser/status/1904160659387953423)  2025-03-24T13:17Z [----] followers, [----] engagements


"Big news from #ShanghaiAutoShow: BlackBerry ( $bb) QNX and Chinas leading chipmaker SemiDrive are deepening their partnership to launch a next-gen AI cockpit solution powered by the new X10 chip"  
[X Link](https://x.com/anyuser/status/1915814457625764275)  2025-04-25T17:05Z [----] followers, [----] engagements


"Medtronics Hugo surgical robot is powered by BlackBerrys ( $bb) QNX OS. QNX is critical because it delivers real-time performance safety and reliability all essential for success in high-stakes surgeries. 🚨 ROBOTS CAN NOW HELP WITH SURGERY AND THEYRE ACTUALLY GOOD AT IT Medtronic tested its Hugo robot in [---] real surgeries fixing prostates kidneys and bladders and the results were better than doctors expected. Complication rates were super low: just 3.7% for prostate https://t.co/jpvbP0vhcI 🚨 ROBOTS CAN NOW HELP WITH SURGERY AND THEYRE ACTUALLY GOOD AT IT Medtronic tested its Hugo robot in"  
[X Link](https://x.com/anyuser/status/1916813356410847591)  2025-04-28T11:14Z [----] followers, [----] engagements


"April [--] [----] - BlackBerry QNX is unlocking new frontiers By partnering with Tianzhun Xingzhi QNX is expanding beyond automotive into Chinas booming AIoT and robotics markets. Asia's intelligent future is powered by QNX. $BB https://www.china-vision.org/news-detail/230944.html https://www.china-vision.org/news-detail/230944.html"  
[X Link](https://x.com/anyuser/status/1917130816267694543)  2025-04-29T08:16Z [----] followers, [----] engagements


"BlackBerry is doubling down on China. At #AutoShanghai one of the worlds top auto expos the company showcased QNX Cabin a cloud-first digital cockpit platform now gaining serious traction. $BB"  
[X Link](https://x.com/perspez/status/1919414559816786174)  2025-05-05T15:31Z [----] followers, [----] engagements


"BlackBerry QNX is no longer just a background player. With WeRide and Uber it's becoming a global enabler of autonomous mobility. Here's how this quiet software powerhouse is now driving the future of smart transportation. $BB $uber $wrd"  
[X Link](https://x.com/anyuser/status/1919614734376055199)  2025-05-06T04:46Z [----] followers, [----] engagements


"Amazon $amzn may be quietly preparing to adopt BlackBerry $BB QNX for its next-gen audio products. A recent job listing and a timely product launch from BlackBerry point to a growing intersection between QNX Sound and Amazon's Lab126. Heres what were seeing:"  
[X Link](https://x.com/perspez/status/1919846353473052981)  2025-05-06T20:06Z [----] followers, [----] engagements


"BlackBerry $bb Signals Confidence with Share Buyback Program On May [--] BlackBerry announced it will repurchase up to 27.86M shares (4.7% of float) starting May [--] 2025"  
[X Link](https://x.com/anyuser/status/1920463588419833998)  2025-05-08T12:59Z [----] followers, [----] engagements


"1/5 QNX is leveling up. After high-level talks with Vector in Stuttgart a Foundational Vehicle Software Platform is coming. Reveal expected at #AutomobilKongress in June. BlackBerrys QNX may soon anchor the SDV stack for major OEMs. Watch this space. $BB #QNX #SDV #EVtech"  
[X Link](https://x.com/perspez/status/1920511459936620813)  2025-05-08T16:09Z [----] followers, [----] engagements


"Another fund joins the BlackBerry $BB wave. Hillsdale just disclosed a brand-new position: 1.63M shares $6.1M. This follows TD (+163%) and BlackRock (+58%) who added big during Q1 lows ($3.00$3.50). Big accumulation in $BB. TD Asset Management just added +163.7% now holding 4.35M shares. BlackRock boosted its position by +58.4% last week now at 3.67M shares. Both bought in Q1 while $BB traded near $3.00$3.50. Smart money steps in. This could be the start of a re-rating https://t.co/SgRwmQFMKl Big accumulation in $BB. TD Asset Management just added +163.7% now holding 4.35M shares. BlackRock"  
[X Link](https://x.com/perspez/status/1920928852278198764)  2025-05-09T19:48Z [----] followers, [----] engagements


"Revolution brewing at $BB Over 13m shares swapped hands after hours at $3.81 including two monster blocks: 6.18M 6.70M Thats $49M+ traded right after the close. This reeks of smart money positioning. Somebody knows. Somebody's loading"  
[X Link](https://x.com/anyuser/status/1920933850416333301)  2025-05-09T20:08Z [----] followers, [----] engagements


"EdgePoint just revealed a major position in $BB 12.2M shares now 2.07% ownership. BlackBerry is now their 29th largest position in a $12.7B portfolio. Not a meme buy. A deep-value long-term bet. https://edgepointwealth.com/investment-approach/ Another fund joins the BlackBerry $BB wave. Hillsdale just disclosed a brand-new position: 1.63M shares $6.1M. This follows TD (+163%) and BlackRock (+58%) who added big during Q1 lows ($3.00$3.50). https://t.co/Z0oU4AZ7ov https://edgepointwealth.com/investment-approach/ Another fund joins the BlackBerry $BB wave. Hillsdale just disclosed a brand-new"  
[X Link](https://x.com/anyuser/status/1921675474289185147)  2025-05-11T21:15Z [----] followers, [----] engagements


"BlackBerry QNX is the silent backbone of the next industrial revolution: powering software-defined vehicles autonomous systems and mission-critical automation. At the same time BlackBerry is preparing for the quantum era with quantum-resistant security already in place. $bb $BB Blackberry is aslo a Quantum play. Dont sleep on it. https://t.co/Vc99aMXt9u $BB Blackberry is aslo a Quantum play. Dont sleep on it. https://t.co/Vc99aMXt9u"  
[X Link](https://x.com/anyuser/status/1921998108881227912)  2025-05-12T18:37Z [----] followers, [----] engagements


"$BB ALERT: QNX quietly scores a WIN in China Chinese tech firm Meijia just filed a patent for in-vehicle secure data storage built entirely on BlackBerry QNX. https://m.163.com/dy/article/JVHJRQOQ0519QIKK.htmlspss=adap_pc https://m.163.com/dy/article/JVHJRQOQ0519QIKK.htmlspss=adap_pc"  
[X Link](https://x.com/anyuser/status/1922610677786513539)  2025-05-14T11:11Z [----] followers, [----] engagements


"$BB BlackBerry is heading for a short squeeze $BB has more than 31M shares sold short. If it breaks [----] could be the next $BBAI Keep in mind on May 8th BlackBerry Announced Normal Course Issuer Bid Share Buy Back Program $BB has more than 31M shares sold short. If it breaks [----] could be the next $BBAI Keep in mind on May 8th BlackBerry Announced Normal Course Issuer Bid Share Buy Back Program"  
[X Link](https://x.com/anyuser/status/1922637513488826480)  2025-05-14T12:57Z [----] followers, [----] engagements


"Bosch has entered the Colosseum of mid-level ADAS & its building on QNX ( $bb) A new Chinese article (May [--] 25) reveals Bosch is using "aviation-grade" QNX + private cloud to power scalable safety-focused ADAS now rolling out on BYD & Chery platform. $BOSCH $BYDDF"  
[X Link](https://x.com/anyuser/status/1922716543189659740)  2025-05-14T18:12Z [----] followers, [---] engagements


"1/9 BlackBerry QNX is scaling with WeRidequietly powering one of the worlds most advanced autonomous vehicle platforms. From ADAS to Level [--] Robotaxis QNX is proving essential to safe real-time autonomy at scale. A thread: $BB $WRD #AutonomousDriving Were expanding our strategic partnership with @TencentCloud to supercharge #Robotaxi commercialization 🤝🚘 Together we will: ✅ Deploy L4 Robotaxis via @Tencent Maps and Smart Transportation Weixin Mini Program ✅ Develop global cloud-based driving solutions ✅ Build a https://t.co/9xmImJEB4f Were expanding our strategic partnership with"  
[X Link](https://x.com/anyuser/status/1924923240608100400)  2025-05-20T20:20Z [----] followers, [----] engagements


"1/17 BlackBerrys quiet comeback isnt about phones. Its about powering the future of mobility robotics & intelligent systemsone real-time OS at a time. Heres why $BBs QNX may be the most underestimated tech platform in the market right now: 🧵"  
[X Link](https://x.com/anyuser/status/1925611120875749420)  2025-05-22T17:54Z [----] followers, [----] engagements


"Toyota shut down parts of Woven Planet. VW slashed Cariad. Billions lost trying to "build it all in-house." WSJ: Theyre going to have to be more open to collaborating with companies that work specifically on software. Thats Blackberry QNX. Certified proven scaling. $BB"  
[X Link](https://x.com/perspez/status/1927011924690034864)  2025-05-26T14:40Z [----] followers, 10.6K engagements


"Blackberry QNX: The Operating System That Quietly Powers the World $BB #QNX #BlackBerry #RTOS #EmbeddedSystems Lets look at how QNX has been used from battlefield robots to space missions. You might be surprised. 👇"  
[X Link](https://x.com/perspez/status/1927704874159853942)  2025-05-28T12:33Z [----] followers, [----] engagements


"$BB The Globe and Mail just published a deep-dive on BlackBerrys stunning turnaround under CEO John Giamatteo. Must-read: https://www.theglobeandmail.com/business/rob-magazine/article-blackberry-ceo-john-giamatteo/ https://www.theglobeandmail.com/business/rob-magazine/article-blackberry-ceo-john-giamatteo/"  
[X Link](https://x.com/anyuser/status/1927712635954348313)  2025-05-28T13:04Z [----] followers, [----] engagements


"$BB $IBM VP Paul Zikopoulos calls out BlackBerrys QNX as the hidden genius powering millions of autonomous vehicles. Forget flashy featuresQNX is the backbone of automotive safety and self-driving tech. #BlackBerry #QNX #AutonomousDriving #IBM #TechThrowback"  
[X Link](https://x.com/anyuser/status/1928919663188091088)  2025-05-31T21:00Z [----] followers, [----] engagements


"$BB BlackBerry QNX is used in an incredible number of applications because its a real-time operating system (RTOS) known for its safety stability and reliability. Heres a list of examples where QNX is used/will be/or probably used: 🎉For the first time ever were thrilled to partner with Surgical Robotics Awards 📽In this video Carsten Hurasky SVP & Chief Marketing Officer at QNX congratulates this years Industry Awards finalists 🏆Vote for your favorite finalistshere: https://t.co/olIfspYhGq https://t.co/F7U6BKDT71 🎉For the first time ever were thrilled to partner with Surgical Robotics"  
[X Link](https://x.com/anyuser/status/1930700148088377656)  2025-06-05T18:56Z [----] followers, [----] engagements


"$bb Someone clearly still sees value in BlackBerry a massive after-hours buy of 590.95K shares went through at $5.15 well above the closing price"  
[X Link](https://x.com/anyuser/status/1937975570660237692)  2025-06-25T20:45Z [----] followers, [----] engagements


"🏆 Top [--] Investor-Relevant Quotes from BlackBerrys Q1 FY2026 Earnings Call $BB"  
[X Link](https://x.com/perspez/status/1938012093502107857)  2025-06-25T23:11Z [----] followers, [----] engagements


"🚗🏆 QNX wins big in China At the Gaogong Intelligent Automobile Industry Summit [----] QNX was honored with the "Technology Leadership Award" a clear recognition of its benchmark role in the evolution of smart car operating systems. $BB #BlackBerry"  
[X Link](https://x.com/anyuser/status/1942196995659379059)  2025-07-07T12:20Z [----] followers, [----] engagements


"🧵 What if I told you a team just deployed real AI inside a car on the ECU in a few weeks No cloud. No waiting. Just edge AI running live. And its all powered by BlackBerry IVY. 👇 $BB @QNX_News https://mobex.io/webinars/blackberry-ivy-ai-and-the-software-defined-vehicle/ https://mobex.io/webinars/blackberry-ivy-ai-and-the-software-defined-vehicle/"  
[X Link](https://x.com/anyuser/status/1942925521219662068)  2025-07-09T12:35Z [----] followers, [----] engagements


"🔥 NVIDIA approached BlackBerry QNX with a challenge: "Can you run multiple OS securely on a single chip" QNX Hypervisor [--] is the answer. Purpose-built to meet NVIDIA's real-time high-performance demands. This is deep tech $nvda $bb"  
[X Link](https://x.com/anyuser/status/1943439773886271731)  2025-07-10T22:38Z [----] followers, [----] engagements


"1/8 $BB Blackberry 🚘 Chinas smart cockpit revolution is accelerating and BlackBerry QNX is quietly becoming its operating core. A major [--------] report just confirmed QNX as a foundational layer in the next-gen automotive software stack. Here's what you need to know: 🧵"  
[X Link](https://x.com/perspez/status/1947288402975510889)  2025-07-21T13:31Z [----] followers, [----] engagements


"$BB For all newcomers who missed BlackBerry's Q1 [----] earnings call I strongly recommend reading the highlights below. 🏆 Top [--] Investor-Relevant Quotes from BlackBerrys Q1 FY2026 Earnings Call $BB 🏆 Top [--] Investor-Relevant Quotes from BlackBerrys Q1 FY2026 Earnings Call $BB"  
[X Link](https://x.com/anyuser/status/1947948766683635907)  2025-07-23T09:15Z [----] followers, [----] engagements


"🧵1/ 🚗 Big win for #QNX: Indian Tier-1 Minda Corporation partners with Qualcomm to build next-gen smart cockpits based on Snapdragon Cockpit Platform. Target: India's fast-growing automotive market. #BlackBerry $BB https://www.businessupturn.com/business/corporates/minda-corporation-partners-with-qualcomm-to-develop-next-gen-smart-cockpit-solutions-for-indian-automotive-market/ https://www.businessupturn.com/business/corporates/minda-corporation-partners-with-qualcomm-to-develop-next-gen-smart-cockpit-solutions-for-indian-automotive-market/"  
[X Link](https://x.com/anyuser/status/1947970587608989948)  2025-07-23T10:42Z [----] followers, [----] engagements


"$BB BlackBerry Becomes Only MDM Vendor with Dual NIAP & CSfC Certification A Game-Changer for Secure Mobility https://www.linkedin.com/posts/simonbilek_niap-csfc-blackberry-activity-7353727264225689601-1sxUutm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4 https://www.linkedin.com/posts/simonbilek_niap-csfc-blackberry-activity-7353727264225689601-1sxUutm_source=share&utm_medium=member_android&rcm=ACoAABoIvEgBvNrWq5bTZ8_g58groCi80ts0Eb4"  
[X Link](https://x.com/anyuser/status/1947978254054261049)  2025-07-23T11:13Z [----] followers, [----] engagements


"🧵 BlackBerry QNX is now embedded inside NVIDIA Thor and powering WeRides first mass-produced L4 Robotaxi. This isnt theory. Its production. Lets break down what this means for $BB. 👇 $nvda $WRD Excited to see @WeRide_ai's next-gen GXR robotaxi built on the HPC [---] platform co-developed with @Lenovo and accelerated by NVIDIA DRIVE AGX Thor and DriveOS. With up to [----] TOPS of AI compute it's helping pave the way for safe scalable robotaxis on city streets. Excited to see @WeRide_ai's next-gen GXR robotaxi built on the HPC [---] platform co-developed with @Lenovo and accelerated by NVIDIA DRIVE"  
[X Link](https://x.com/anyuser/status/1948098792152027316)  2025-07-23T19:12Z [----] followers, [----] engagements


"$BB NVIDIA explicitly calls out Linux and/or QNX + ISO [-----] in its robotics hiring. In practice: AI and perception on Linux while anything that must be deterministic and certifiable runs on QNX. As robotics scales safety scales & QNXs footprint beyond automotive grows"  
[X Link](https://x.com/perspez/status/1953803175355469983)  2025-08-08T12:59Z [----] followers, [----] engagements


"$BB QNX SDP [---] built at NVIDIAs request supports up to [--] cores and is always part of the safety layer in the NVIDIA DRIVE ecosystem. NVIDIA uses QNX OS + QNX Hypervisor. Tensor unveiled the world's first personal Robocar accelerated by NVIDIA. Tensors Robocar is built on NVIDIAs cloud-to-car AV platform trained with NVIDIA datacenter GPUs and running on eight DRIVE AGX Thor SoCs with Blackwell GPU architecture delivering [----] TOPS of AI https://t.co/pmnDmO8xGr Tensor unveiled the world's first personal Robocar accelerated by NVIDIA. Tensors Robocar is built on NVIDIAs cloud-to-car AV"  
[X Link](https://x.com/perspez/status/1955786430627856786)  2025-08-14T00:19Z [----] followers, [----] engagements


"$BB 21832% Surge: Marshall Wace Signals Big Conviction in BlackBerry"  
[X Link](https://x.com/perspez/status/1955790856725913865)  2025-08-14T00:37Z [----] followers, [----] engagements


"1/4 $BB BlackBerry: Applied Intuition is actively using QNX in their Vehicle Platform Firmware team. 🚗💻 They confirm it themselves: We work using Linux/QNX operating system on Qualcomm/Nvidia chipset to power Android and our in-house autonomy solution"  
[X Link](https://x.com/perspez/status/1958127568118325358)  2025-08-20T11:22Z [----] followers, [----] engagements


"1/8 $BB Back in [----] BlackBerry = phones. In [----] BlackBerry = QNX a real-time OS youve probably never seen but its running in 255M cars robots medtech industrial systems and defense platforms. @ericjackson this might surprise you I have had at least [--] other people tell me to look at BB QNX basically I havent had time i still have PTSD from Torsten Heins or whatever his name was I have had at least [--] other people tell me to look at BB QNX basically I havent had time i still have PTSD from Torsten Heins or whatever his name was"  
[X Link](https://x.com/perspez/status/1959304897184092512)  2025-08-23T17:21Z [----] followers, [----] engagements


"$BB QOS [---] launched this week NVIDIA already using it 1/ BlackBerry QNX just released QNX OS for Safety (QOS) [---] a pre-certified hard real-time OS for safety-critical systems in automotive robotics medtech industrial & defense. $Nvda https://jobtensor.com/job/Senior-Software-Engineer-AVOS-DRIVE-OS-and-BSP-Automotive-2a01f5c105eb https://jobtensor.com/job/Senior-Software-Engineer-AVOS-DRIVE-OS-and-BSP-Automotive-2a01f5c105eb"  
[X Link](https://x.com/perspez/status/1959639019228143954)  2025-08-24T15:28Z [----] followers, [----] engagements


"$BB BlackBerry: IVY x AWS ( $AMZN) is scaling. Real design wins. Real Tier 1s. Real edge AI. From stealth in [----] to cockpit platforms in [----]. 🧵 Timeline milestones & integration proof: https://www.reddit.com/r/BB_Stock/comments/1mz9zy5/the_blackberry_ivy_x_aws_journey_from_concept_to/ https://www.reddit.com/r/BB_Stock/comments/1mz9zy5/the_blackberry_ivy_x_aws_journey_from_concept_to/"  
[X Link](https://x.com/perspez/status/1959843808742457378)  2025-08-25T05:02Z [----] followers, [----] engagements


"I flagged this a few days ago 👀 Now its official: $BB QNX OS for Safety [--] is integrated in NVIDIAs DRIVE AGX Thor dev kit ✅ - [----] FP4 AI + [----] INT8 TFLOPS - Pre-certified ASIL-D & ISO [-----] - Faster prototype production Backlog revenue 🚀 $BB QOS [---] launched this week NVIDIA already using it 1/ BlackBerry QNX just released QNX OS for Safety (QOS) [---] a pre-certified hard real-time OS for safety-critical systems in automotive robotics medtech industrial & defense. https://t.co/yRwxVu0FR3 $Nvda https://t.co/Kn5HN5qIJd $BB QOS [---] launched this week NVIDIA already using it 1/ BlackBerry QNX"  
[X Link](https://x.com/perspez/status/1960678486852432334)  2025-08-27T12:19Z [----] followers, [----] engagements


"$BB QNX Osaka Embedded Day = not just autos anymore. Robotics industrial medical backed by NVIDIA Thor + Advantech. CRA/IEC [-----] = compliance $$$. 👉 Deep dive: #blackberry $nvda $Advantech https://www.reddit.com/r/BB_Stock/comments/1n2o3mv/qnx_embedded_day_2025_september_osaka_japan/ https://www.reddit.com/r/BB_Stock/comments/1n2o3mv/qnx_embedded_day_2025_september_osaka_japan/"  
[X Link](https://x.com/perspez/status/1961388564006228351)  2025-08-29T11:20Z [----] followers, [----] engagements


"$BB BlackBerry: NVIDIA DRIVE AGX Thor + QNX OS = foundation for next-gen automotive. Safety security and nearly [--] years of NVIDIABlackBerry QNX collaboration. Ali Kani VP Automotive @NVIDIADRIVE $NVDA https://blackberry.qnx.com/en/partners/blackberry-qnx-partners/nvidia I flagged this a few days ago 👀 Now its official: $BB QNX OS for Safety [--] is integrated in NVIDIAs DRIVE AGX Thor dev kit ✅ - [----] FP4 AI + [----] INT8 TFLOPS - Pre-certified ASIL-D & ISO [-----] - Faster prototype production Backlog revenue 🚀 https://t.co/pLoWge3bEa"  
[X Link](https://x.com/perspez/status/1962258362415952023)  2025-08-31T20:57Z [----] followers, [----] engagements


"$BB IVY (QNX Cabin) is a [------] play. Per WardsAuto (Jun 23) serious traction comes when OEMs roll out next-gen SoCs from Qualcomm NXP & $NVDA (Thor BYD 2025). Edge processing cuts cloud reliance & costs. 🔗 https://www.wardsauto.com/industry/blackberry-adds-upstream-security-to-ivy-ecosystem $BB BlackBerry: NVIDIA DRIVE AGX Thor + QNX OS = foundation for next-gen automotive. Safety security and nearly [--] years of NVIDIABlackBerry QNX collaboration. Ali Kani VP Automotive @NVIDIADRIVE https://t.co/W8JriykK7T $NVDA https://t.co/8i30Pntafo"  
[X Link](https://x.com/anyuser/status/1962634861853708681)  2025-09-01T21:53Z [----] followers, [----] engagements


"$BB BlackBerry: From [--] Canadian engineers (1980) to QNX everywhere (2025): powering 255M+ vehicles today. Fault-isolating microkernel + [----] [---] launches set the bar for Industry [---] / edge-AI safety across auto robotics industrial defense & aerospace. @QNX_News"  
[X Link](https://x.com/perspez/status/1963352898592788669)  2025-09-03T21:26Z [----] followers, [----] engagements


"Congrats $BB BlackBerry 👏 QNX Sound just won the Oscars of Sound in Berlin 🏆 From powering 255M+ vehicles to redefining embedded audio QNX keeps proving why its trusted at the core of innovation. 🎉 We're thrilled to share that QNX Sound has won the Product category at the @SoundAwards often called the Oscars of Sound in Berlin QNX Sound is the only native audio framework available on a Real Time OS enabling seamless and deterministic audio processing on https://t.co/aAUPYBILO5 🎉 We're thrilled to share that QNX Sound has won the Product category at the @SoundAwards often called the Oscars"  
[X Link](https://x.com/anyuser/status/1964120711473086465)  2025-09-06T00:17Z [----] followers, [----] engagements


"$BB BlackBerry: ANSI/A3 publish R15.06-2025 the new U.S. robot safety standard. Cybersecurity now mandatory + 30+ safety functions. Cobot collaborative application. Clear tailwind for QNX built for certified safety across industries. https://www.automate.org/industry-insights/ansi-a3-publish-revised-r15-06-industrial-robot-safety-standard 🚀 Happening tomorrow Join QNX @Advantech_USA and @nvidia for an exclusive webinar "Reliable Robotics Platforms for Real-Time Applications". 💡 Explore the synergy between industrial-grade hardware deterministic real-time operating systems and robust"  
[X Link](https://x.com/perspez/status/1966088733976908226)  2025-09-11T10:37Z [----] followers, [----] engagements


"1/4 $BB 🚨 Takeaways from todays QNX (BlackBerry) NVIDIAAdvantech event Advantech confirmed: theyre working on QNX integration in Advantech hardware powered by NVIDIA Jetson Orin/Thor. This is separate from NVIDIA DRIVE (auto) where QNX is already officially integrated. $BB BlackBerry: ANSI/A3 publish R15.06-2025 the new U.S. robot safety standard. Cybersecurity now mandatory + 30+ safety functions. Cobot collaborative application. Clear tailwind for QNX built for certified safety across industries. https://t.co/GZpL4xfJLj https://t.co/uGyZrUPqA2 $BB BlackBerry: ANSI/A3 publish R15.06-2025"  
[X Link](https://x.com/perspez/status/1966231248701120996)  2025-09-11T20:03Z [----] followers, 25.5K engagements


"$BB BlackBerry 🚨 Q1 [----] lobbying filings: AtHoc explicitly tied to DoD procurement Not policy procurement. Near-term contract signal ✅ Full DD (incl. QNX regulatory moat): 🔗 https://www.reddit.com/r/BB_Stock/comments/1nelu7p/dd_blackberrys_us_lobbying_20202025_athoc_qnx_and/ https://www.reddit.com/r/BB_Stock/comments/1nelu7p/dd_blackberrys_us_lobbying_20202025_athoc_qnx_and/"  
[X Link](https://x.com/anyuser/status/1966276481341870169)  2025-09-11T23:03Z [----] followers, [----] engagements


"#Blackberry : People keep wondering where $BB QNX growth will come from. Its actually pretty simple regulation. [------] rules (EU AI Act NIS2 CMMC FDA US connected vehicle bans) make secure-by-design mandatory. QNX = moat. Full DD: https://www.reddit.com/r/BB_Stock/comments/1nezvpc/where_is_the_growth_look_at_regulation_from_us/ https://www.reddit.com/r/BB_Stock/comments/1nezvpc/where_is_the_growth_look_at_regulation_from_us/"  
[X Link](https://x.com/perspez/status/1966985880553554022)  2025-09-13T22:02Z [----] followers, [----] engagements


"$BB BlackBerry AI at the edge = safety first. 🚗⚡ QNX (not Linux) is powering cockpit + ADAS with NVIDIA Orin & Qualcomm [----]. ASIL-D certified 90% hypervisor share in China. 👉 Full 4-part DD: @QNX_News https://www.reddit.com/r/BB_Stock/comments/1niove8/dd_qnx_at_the_2025_future_automotive_ai_computing/ https://www.reddit.com/r/BB_Stock/comments/1niove8/dd_qnx_at_the_2025_future_automotive_ai_computing/"  
[X Link](https://x.com/perspez/status/1968031136996819438)  2025-09-16T19:16Z [----] followers, [----] engagements


"$BB is more than IoT & security its an AI edge play. QNX powers automotive & critical systems with real-time certified infrastructure enabling AI where reliability is non-negotiable. 📌 DD: https://www.reddit.com/r/BB_Stock/comments/1niove8/dd_qnx_at_the_2025_future_automotive_ai_computing/ Dont forget $BB is also an AI play. BlackBerry's AI initiatives are embedded across its main business segments: IoT (via QNX) cybersecurity (formerly Cylance now divested but influential) and secure communications. BlackBerry offers indirect but substantive AI exposure"  
[X Link](https://x.com/perspez/status/1968211946580349266)  2025-09-17T07:14Z [----] followers, [----] engagements


"$BB The market sees BlackBerry as legacy software. The slides show QNX is the backbone of critical infrastructure. DD 👇 🔗 https://www.reddit.com/r/BB_Stock/comments/1njn34j/qnx_everywhere_the_quiet_revolution_in_embedded/ https://www.reddit.com/r/BB_Stock/comments/1njn34j/qnx_everywhere_the_quiet_revolution_in_embedded/"  
[X Link](https://x.com/perspez/status/1968403765683196280)  2025-09-17T19:56Z [----] followers, [----] engagements


"$BB BlackBerry QNX x NVIDIA 👀 In the Business Ninjas interview QNXs Nikhil Rai highlights partnerships with Siemens Autodesk & NVIDIA all pushing into next-gen factories & industrial automation. https://www.reddit.com/r/BB_Stock/comments/1nk45t7/qnx_business_ninja_interview_from_automotive/ https://www.reddit.com/r/BB_Stock/comments/1nk45t7/qnx_business_ninja_interview_from_automotive/"  
[X Link](https://x.com/perspez/status/1968620182105948376)  2025-09-18T10:16Z [----] followers, [----] engagements


"🚆 $BB BlackBerry QNX enters Indias rail sector Chosen to power Medhas CBTC safety system for metro & monorail 🚦 ✅ EN50128 SIL4 compliance ✅ Millions of daily riders 🌍 Already in Korea & Portugal rail networks QNX = trusted beyond automotive. https://www.businessupturn.com/business/blackberry-division-qnx-chosen-to-power-advanced-safety-system-for-indias-urban-rail-network/ https://www.businessupturn.com/business/blackberry-division-qnx-chosen-to-power-advanced-safety-system-for-indias-urban-rail-network/"  
[X Link](https://x.com/perspez/status/1968629193920421956)  2025-09-18T10:52Z [----] followers, [----] engagements


"Dont forget $BB QNX just got official news in Indias rail 🚆 but QNX is already deployed in Portugals national rail and South Koreas KORAIL Metro . This is global rail scale QNX proving its trusted beyond automotive. #BlackBerry 🚆 $BB BlackBerry QNX enters Indias rail sector Chosen to power Medhas CBTC safety system for metro & monorail 🚦 ✅ EN50128 SIL4 compliance ✅ Millions of daily riders 🌍 Already in Korea & Portugal rail networks QNX = trusted beyond automotive. https://t.co/R5yjyuAHy7 https://t.co/zBYMgYRRtt 🚆 $BB BlackBerry QNX enters Indias rail sector Chosen to power Medhas CBTC"  
[X Link](https://x.com/anyuser/status/1968726489882362133)  2025-09-18T17:19Z [----] followers, [----] engagements


"$BB From Wells Fargo Conf. [--] QNX Pr. M. Eriksson said: SDP [--] built over 3.5y on NVIDIA requirements Scales linearly with multicore silicon unique in the industry Well without a doubt be hearing more on QNX/NVIDIA ahead 👀 Their collab is deeper than the market realizes $BB BlackBerry QNX x NVIDIA 👀 In the Business Ninjas interview QNXs Nikhil Rai highlights partnerships with Siemens Autodesk & NVIDIA all pushing into next-gen factories & industrial automation. https://t.co/IPBB9JFVKZ https://t.co/SmHqpTIAWi $BB BlackBerry QNX x NVIDIA 👀 In the Business Ninjas interview QNXs Nikhil Rai"  
[X Link](https://x.com/perspez/status/1968761411883979191)  2025-09-18T19:37Z [----] followers, [----] engagements


"$BB QNX ecosystem expanding🌏 14/08: QNX + Toradex safety-certified Industry [---] platforms Now: SiBrain (India) joins QNX Partner. Toradex Solutions Partner shipping AAOS on i.MX8. Hardware (Toradex)+Safety OS (QNX) +Integration (SiBrain) = faster deployments & royalties 📣 Were excited to welcome @SibrainPvt to the QNX Channel Partner Program to accelerate innovation in embedded systems. 💡SiBrain will now offer advanced software services and solutions built around QNX technologies including the QNX Software Development Platform (SDP) [---] https://t.co/OnUTQMQ8dO 📣 Were excited to welcome"  
[X Link](https://x.com/perspez/status/1970127556033573027)  2025-09-22T14:06Z [----] followers, [----] engagements


"$BB 🚨 BlackBerry is now at the EU table officially a partner at Cyber for EU: Stronger Together (Brussels Sept 30). Fresh BSI cert + NATO-accredited comms + AtHoc EU hosting = timing couldnt be better. 👉 Full DD here: https://www.reddit.com/r/BB_Stock/comments/1nnppt1/blackberry_officially_joins_cyber_for_eu_stronger/ https://www.reddit.com/r/BB_Stock/comments/1nnppt1/blackberry_officially_joins_cyber_for_eu_stronger/"  
[X Link](https://x.com/perspez/status/1970150632591180165)  2025-09-22T15:38Z [----] followers, [----] engagements


"🚀 $BB QNX just got space-grade 🌌 ⚠NASA Goddard adds QNX SDP [---] to its core Flight System (cFS) alongside Linux RTEMS & VxWorks. Already powering 40+ missions (incl. Roman Space Telescope) now QNX is officially mission-critical for space. 🌍➡🚀 https://etd.gsfc.nasa.gov/capabilities/core-flight-system/news/nasas-cfs-expands-operating-system-support-with-addition-of-qnx/ https://etd.gsfc.nasa.gov/capabilities/core-flight-system/news/nasas-cfs-expands-operating-system-support-with-addition-of-qnx/"  
[X Link](https://x.com/perspez/status/1970580914368360701)  2025-09-23T20:07Z [----] followers, [----] engagements


"$BB BlackBerry Q2 FY2026: Beat both guidance & Street consensus QNX hit Rule of [--] Secure Comms stabilized GAAP profitable $20M buybacks and FY26 guidance raised.📊🚀 https://www.reddit.com/r/BB_Stock/comments/1nq3w8w/blackberry_q2_fy2026_earnings_qnx_hits_rule_of_40/ https://www.reddit.com/r/BB_Stock/comments/1nq3w8w/blackberry_q2_fy2026_earnings_qnx_hits_rule_of_40/"  
[X Link](https://x.com/anyuser/status/1971173259703091470)  2025-09-25T11:21Z [----] followers, [----] engagements


"$BB 🚨 Q2 FY2026 Earnings Call deep dive 🚨 BlackBerry QNX just delivered a Rule of [--] quarter (+15% growth / 32% margin) landed a mid-8 figure China ADAS win and even broke into humanoid robotics 🤖 I put together the full QNX breakdown here 👉 https://www.reddit.com/r/BB_Stock/comments/1nqgdjs/inside_the_earnings_call_qnx_growth_china_adas/ https://www.reddit.com/r/BB_Stock/comments/1nqgdjs/inside_the_earnings_call_qnx_growth_china_adas/"  
[X Link](https://x.com/perspez/status/1971302786622160963)  2025-09-25T19:56Z [----] followers, 21.3K engagements


"Everyone talks $BB QNX. Few notice Secure Comms: ARR up churn down gov deals stacking ( + ). An underappreciated pillar of the turnaround. More info here: https://www.reddit.com/r/BB_Stock/comments/1nqtgua/inside_the_earnings_call_secure_comms_momentum/ $BB 🚨 Q2 FY2026 Earnings Call deep dive 🚨 BlackBerry QNX just delivered a Rule of [--] quarter (+15% growth / 32% margin) landed a mid-8 figure China ADAS win and even broke into humanoid robotics 🤖 I put together the full QNX breakdown here 👉 https://t.co/SUAltUEq3o https://t.co/083xjsFsch"  
[X Link](https://x.com/anyuser/status/1971538334754504926)  2025-09-26T11:32Z [----] followers, [----] engagements


"$BB BlackBerry just crushed it: 🚀 QNX Rule of [--] (47) 📈 Secure Comms stabilized & raised outlook 💰 Cash flow positive + buybacks 📊 Guidance raised across the board Full 4-part breakdown here 👇 https://www.reddit.com/r/BB_Stock/comments/1ns4sr3/blackberrys_turnaround_in_motion_4part_earnings/ https://www.reddit.com/r/BB_Stock/comments/1ns4sr3/blackberrys_turnaround_in_motion_4part_earnings/"  
[X Link](https://x.com/perspez/status/1972030889501823434)  2025-09-27T20:09Z [----] followers, [----] engagements


"QNX lands major North American robotics deal From $BB Q2 Earnings Call 🚨 During this past quarter we secured a significant win with a leading camera & vision module supplier for QNX to be used globally in automated mobile robots & subsequently in humanoid robotics"  
[X Link](https://x.com/perspez/status/1972620632086204510)  2025-09-29T11:13Z [----] followers, [----] engagements


"$BB BlackBerry QNX just went from invisible OS to the backbone of safe autonomy across cars robots & aerospace. 🚀 More information here: https://www.reddit.com/r/BB_Stock/comments/1nthdmj/defining_safety_in_the_age_of_ai_qnxs_strategic/ https://www.reddit.com/r/BB_Stock/comments/1nthdmj/defining_safety_in_the_age_of_ai_qnxs_strategic/"  
[X Link](https://x.com/perspez/status/1972723373210832899)  2025-09-29T18:01Z [----] followers, [----] engagements


"BlackBerry ( $BB) closed today at $5. The signal: QNX keeps gaining share in auto/robotics/medtech/industrial automation/space etc. with expanding margins and a growing pipeline. The infrastructure thesis for Physical AI and software-defined vehicles remains intact"  
[X Link](https://x.com/anyuser/status/1972756140334473590)  2025-09-29T20:11Z [----] followers, [----] engagements


"$BB Jim Hirsch (VP Sales @ BlackBerry QNX) just posted: QNX is competing & winning in Satellite/Defense/Space with scalable multicore solutions that are second to none. QNX appears to be gaining more market share in these verticals with more news likely coming in Q3Q4"  
[X Link](https://x.com/perspez/status/1973082054972629111)  2025-09-30T17:46Z [----] followers, [----] engagements


"$BB BLACKBERRY: Asked About QNX Growth The Answer Was Bullish Period https://www.reddit.com/r/BB_Stock/comments/1nvepd4/analyst_asked_about_qnx_growth_the_answer_was/ https://www.reddit.com/r/BB_Stock/comments/1nvepd4/analyst_asked_about_qnx_growth_the_answer_was/"  
[X Link](https://x.com/perspez/status/1973443474486862092)  2025-10-01T17:42Z [----] followers, [----] engagements


"🚀 $BB BlackBerry longs: were still early"  
[X Link](https://x.com/anyuser/status/1973469074522046820)  2025-10-01T19:24Z [----] followers, [----] engagements


"$BB BlackBerry Isnt Building the Hype Its Building the Infrastructure That Makes the Hype Possible: The Misunderstood Physical AI Company Powering Robots Autonomous Vehicles and Safety-Critical Systems https://www.reddit.com/r/BB_Stock/comments/1nxrh9f/blackberry_isnt_building_the_hypeits_building_the/ https://www.reddit.com/r/BB_Stock/comments/1nxrh9f/blackberry_isnt_building_the_hypeits_building_the/"  
[X Link](https://x.com/perspez/status/1974439606365118701)  2025-10-04T11:41Z [----] followers, [----] engagements


"@StockSavvyShay You forgot $BB (BlackBerry QNX) 👇 The safety-critical RTOS + hypervisor that makes all those chips sensors & AI stacks actually deployable. QNX is the invisible backbone for cars UAVs surgical robots & industrial automation. Without it none of this scales safely"  
[X Link](https://x.com/anyuser/status/1974507025351712842)  2025-10-04T16:08Z [----] followers, [----] engagements


"$BB BlackBerrys division-level Change-of-Control (filed May [--] 2025): the quiet setup for a QNX carve-out + minority stake (speculation) https://www.reddit.com/r/BB_Stock/comments/1ny8k8v/blackberrys_divisionlevel_changeofcontrol_filed/ https://www.reddit.com/r/BB_Stock/comments/1ny8k8v/blackberrys_divisionlevel_changeofcontrol_filed/"  
[X Link](https://x.com/perspez/status/1974784301498773700)  2025-10-05T10:30Z [----] followers, [----] engagements


"$SES SES AI The first U.S. battery company to reach breakeven and much sooner than anyone expects. Qichao Hu CEO Most still see SES AI as just a battery maker but its far more than that. The company has built whats essentially a ChatGPT/Grok for materials research Molecular Universe (MU-1) an AI engine that can design and predict new materials end-to-end (Ask Map/Search Formulate Predict) trained on real battery data and directly connected to manufacturing. This model blends software + materials + systems: Enterprise subscriptions (MU-1) Electrolyte sales discovered by MU Batteries/ESS for"  
[X Link](https://x.com/perspez/status/1976253960236273707)  2025-10-09T11:50Z [----] followers, [----] engagements


"$SES AI If you havent seen this yet you really should. This video gives a great overview of what SES AI is building and how their AI models are revolutionizing the energy transition. Molecular Universe isnt just another AI tool its a scientific engine that accelerates material discovery and enables breakthroughs that used to take years now in minutes. The team combines AI specialists from Genentech and ByteDance with world-leading battery pioneers from MIT and SESs own R&D labs led by Dr. Qichao Hu the founder and CEO of SES AI. He originally spun the company out of MIT and has driven its"  
[X Link](https://x.com/perspez/status/1977152342140367317)  2025-10-11T23:20Z [----] followers, 14K engagements


"$SES AI💡 few realize who their Chief Scientist is 👇 Dr. Kang Xu is literally one of the worlds top battery chemists and a former U.S. Army Research Laboratory (ARL) Fellow (emeritus) where he served for [--] years. 30+ years in electrolyte & interphase chemistry He has been recognized multiple times by Awards both inside and outside of Department of Defense. 320+ scientific papers 20+ US patents 67000+ citations and h-index [---] 🤯 Recognized in Stanfords Top 2% most influential researchers Author of the textbook Electrolytes Interfaces and Interphases (RSC 2023) He wrote the definitive"  
[X Link](https://x.com/perspez/status/1977420288011751855)  2025-10-12T17:05Z [----] followers, 16.2K engagements


"⚡ $SES AI is now turning AI-discovered molecules into real materials real products and real revenue. On October [--] [----] $SES AI signed a term sheet to form a 90%-owned joint venture with Hisun New Energy Materials (Houston) to mass-produce AI-discovered electrolytes created through its Molecular Universe (MU) platform. This JV provides a new recurring revenue source and lets us stay capex-light by leveraging Hisuns existing manufacturing capacity. Dr. Qichao Hu Founder & CEO This marks a true inflection point the first large-scale commercialization of materials discovered by AI. It takes SES"  
[X Link](https://x.com/perspez/status/1978072075744038934)  2025-10-14T12:15Z [----] followers, [----] engagements


"$SES 🚀 Huge buzz building ahead of SES AIs Molecular Universe [---] (MU-1) launch next week 👀 At the ECS Conference in Chicago one of the worlds top scientific gatherings for battery & electrochemistry innovation SES CTO Dr. Kang Xu said the audience reaction was overwhelming. For context Dr. Xu is one of the most cited electrochemists on the planet former U.S. Army Research Lab Fellow (emeritus) ECS Fellow author of the textbook Electrolytes for Lithium and Lithium-Ion Batteries and often called the father of modern electrolyte chemistry. MU-1.0 introduces cutting-edge AI features: 🔹"  
[X Link](https://x.com/perspez/status/1978384060213817476)  2025-10-15T08:54Z [----] followers, [----] engagements


"$SES Big moves may be closer than people think 🔋 In late [----] CEO Qichao Hu confirmed SES AI was negotiating with one of the Big Six battery giants. Now almost a year later hes back in South Korea meeting major battery players exactly where those talks began. With deep Samsung roots (ex-CTO from Samsung Battery R&D ex-advisor Hans Kim and a [---] bn $150 M investment framework for its Chungju hub) Samsung SDI looks like the most logical partner. The puzzle pieces line up: AI licensing + Li-metal manufacturing + Big Six scale = next phase of SES AIs global strategy. Full story and sources here"  
[X Link](https://x.com/perspez/status/1982922979995472308)  2025-10-27T21:30Z [----] followers, 19.1K engagements


"$SES AI Big Six (Samsung LG SK On) connection just got real ⚡ A SES AI job listing in Korea explicitly mentions SK On Samsung SDI and LG Energy Solution confirming close collaboration with the countrys top battery giants. This aligns perfectly with CEO Qichao Hus statement last year that SES is in talks with one of the Big Six. All signs continue to point toward Samsung SDI as the leading partner candidate Full breakdown here 👉 https://www.reddit.com/r/SESAI/comments/1ohv7da/ses_ai_job_listing_in_korea_mentions_sk_on/ $SES Big moves may be closer than people think 🔋 In late [----] CEO Qichao"  
[X Link](https://x.com/perspez/status/1982971198125338774)  2025-10-28T00:42Z [----] followers, 29.6K engagements


"$SES Ai NVIDIA is pushing deeper into Physical AI where code meets atoms and discovery becomes data. And one company keeps appearing in their ecosystem again and again: $SES AI. Over the past months NVIDIA has featured SES in six official spots including GTC the Developer Blog and their AI Podcast highlighting the GPU-powered platform Molecular Universe. Theyre not talking about language models. Theyre teaching machines how to discover new battery chemistry. Fast-charge design low-temperature optimization electrolyte modeling all accelerated by NVIDIA GPUs. NVIDIA doesnt spotlight theory."  
[X Link](https://x.com/perspez/status/1984950749608988906)  2025-11-02T11:48Z [----] followers, [----] engagements


"$SES AI NVIDIA and Hyundai are shaping the next phase of Physical AI. Hyundai has announced a $3B AI Factory in Korea powered by [-----] NVIDIA Blackwell GPUs to accelerate real-world intelligence for vehicles robotics and energy. SES AI is already part of this ecosystem. The company runs its Molecular Universe (MU-1) platform on NVIDIAs GPU stack using RAPIDS cuML and Alchemi and collaborates with Hyundai and Kia on Li-metal EV battery development at their R&D hub in Korea. In January [----] SES signed up to $10 million in AI-enhanced battery contracts with two major global OEMs likely Hyundai"  
[X Link](https://x.com/perspez/status/1985044867832037665)  2025-11-02T18:02Z [----] followers, 15.2K engagements


"Hyundai $SES AI: from investor to B-sample in Korea and now aligned with Hyundais Physical AI initiative (with NVIDIA). Hyundai has a board-observer seat and Prof. Jang Wook Choi (head of Hyundai-SNU Battery Center) sits on SESs board. The bridge from AI-for-materials AI-for-manufacturing is taking shape. 🔋🤖 👉 Full breakdown on https://www.reddit.com/r/SESAI/comments/1opbcj5/hyundai_ses_ai_the_hidden_bridge_from_boardroom/ $SES AI NVIDIA and Hyundai are shaping the next phase of Physical AI. Hyundai has announced a $3B AI Factory in Korea powered by [-----] NVIDIA Blackwell GPUs to"  
[X Link](https://x.com/perspez/status/1986144056636805203)  2025-11-05T18:50Z [----] followers, [----] engagements


"🔥 $SES AI just delivered a record-breaking Q3 [----] that proves the All-in-on-AI strategy is working. Revenue surged 102% QoQ to $7.1M powered by Molecular Universe [---] now operating inside UZ Energy ESS systems and automotive OEM programs. B-sample line site acceptance testing with a major automaker is complete and the Hisun JV adds [------] tons of industrial electrolyte capacity setting up a capex-light scale-up for [----]. With 45% of revenue from ESS 51% gross margin and $214M cash SES has turned AI discovery into real commercial traction. The AI for batteries story just became AI for"  
[X Link](https://x.com/perspez/status/1986191488443629840)  2025-11-05T21:58Z [----] followers, [----] engagements


"$SES AI 🔥 Double to triple revenue growth. Thats what SES AIs CEO just hinted at during the Q&A it means that in [----] we could see at least revenue jump to around [--] to [--] million dollars. The official guidance will come in Q4 but the tone was clear; momentum is accelerating and theyre just getting started. While QuantumScape ( $QS) and Solid Power ( $Sldp) are still pre-revenue and fully dependent on EV milestones SES AI is already generating real revenue from multiple directions. Theyre growing in electric vehicles energy storage drones robotics consumer materials and industrial chemistry."  
[X Link](https://x.com/perspez/status/1986214507727716751)  2025-11-05T23:30Z [----] followers, 12.9K engagements


"$SES AI During Q3 Vanguard raised its stake in $SES by 21.06% bringing total holdings to 11.08M shares. The timing couldnt be better because SES AI is entering full commercialization scaling Li-metal and ESS production expanding into drones and robotics and preparing for the C-sample start with Hyundai. When long-term institutions buy during execution it usually means the next chapter is already underway. 🌍🔋🤖 https://www.reddit.com/r/SESAI/comments/1ora4lf/vanguard_boosts_its_stake_in_ses_ai_by_2106_smart/"  
[X Link](https://x.com/perspez/status/1986945009069810112)  2025-11-07T23:53Z [----] followers, [----] engagements


"Cool slide but Honda already told us who theyre working with. In their [----] business briefing (Autonews) they split batteries into [--] tracks: - next-gen Li-ion w/ GS Yuasa - semi-solid-state packs with $SES AI (Boston) - and in-house solid-state in Tochigi. No public Honda doc mentions $QS. https://archive.ph/iOnBQ https://twitter.com/i/web/status/1990407957838704769 https://archive.ph/iOnBQ https://twitter.com/i/web/status/1990407957838704769"  
[X Link](https://x.com/perspez/status/1990407957838704769)  2025-11-17T13:13Z [----] followers, [---] engagements


"$SES Thread Part 2: Drones NDAA & why this vertical moves fast If EVs are the long game drones are the near-term revenue engine for SES AI. This isnt speculation. its structure regulation and readiness. [--] Why drones matter (and EVs are slow) EV batteries require: Multi-year OEM qualification Massive capex Platform-level validation cycles Drones are different: Smaller cells Faster qualification Mission-driven buyers (not consumer OEMs) Performance cost sensitivity Thats why drones commercialize first. [--] NDAA compliance = structural advantage SES AI has NDAA-compliant cell production which is"  
[X Link](https://x.com/perspez/status/2015380407378690515)  2026-01-25T11:05Z [----] followers, [----] engagements


"I wrote a post on Reddit about $SES AI and its deep partnership with NVIDIA. The latest SES AI highlight from NVIDIA was in November [----]. Check it out: In that post youll also find a recap of every time NVIDIA highlighted SES AI from Q4 [----] through Q4 [----]. https://www.reddit.com/r/SESAI/comments/1ou8nur/nvidia_just_featured_ses_ai_in_its_new_cudax/ https://www.reddit.com/r/SESAI/comments/1ou8nur/nvidia_just_featured_ses_ai_in_its_new_cudax/ https://www.reddit.com/r/SESAI/comments/1ou8nur/nvidia_just_featured_ses_ai_in_its_new_cudax/"  
[X Link](https://x.com/perspez/status/2016839543169663124)  2026-01-29T11:43Z [----] followers, [---] engagements

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