CryptoCondom — sniff.trade

CryptoCondom

11 episodes · 14 trades · 1 speakers

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TRACKED TRADES

@crypto_condom

4w

Wow. People actually entertaining the idea of us maybe “at the start of another memecoi…

IDEAS · 1

WIFWIFSHORTMemecoin cycle narrative is a trader trap; WIF and high-beta memecoins fall as hype fades$0.14+21.50%›

@crypto_condom

4w

Sunday night accord right bf markets open. We know this drill https://t.co/Lig3QcOE9Q

IDEAS · 2

BREBRENTSHORTUS-Iran ceasefire removes Strait of Hormuz risk premium from Brent crude at market open$91.90-131.99%›BTCBTCLONGUS-Iran de-escalation triggers a Sunday-night risk-on pop in Bitcoin before equities open$62,920.50+4.71%›

@crypto_condom

4w

This is 100% $BB QNX. Deterministic rather than probabilistic with the ability to main…

IDEAS · 1

BBBBLONGQNX's deterministic RTOS is becoming the standard safety OS for physical AI, making BB the core infrastructure long.$8.38-26.48%›

@crypto_condom

4w

On the Q1 @blackberry $BB earnings call yesterday, the team stated: “In GEM, we continu…

IDEAS · 1

BBBBLONGBlackBerry's QNX wins a major semiconductor equipment royalty deal, expanding a record $950M backlog and accelerating GEM revenue$8.38-25.93%›

@crypto_condom

1mo

errrr. This is the same drivel as last week. It sounds like he is going to buy more $BT…

IDEAS · 2

BTCBTCLONGSaylor's telegraphed BTC buying binge = fresh demand pressure pushing Bitcoin price higher.$62,920.50+4.87%›MSTMSTRSHORTMSTR shareholders get torched by Saylor's serial capital raises to fund BTC buys, diluting equity value.$91.76-9.66%›

@crypto_condom

1mo

BlackBerry Just Beat Every Estimate. The Market Still Doesn’t Know What It Actually Owns.

IDEAS · 1

BBBBLONGAnalysts price BB as a static royalty business; the real platform spans 17 revenue streams, is now cash-flow positive, and is wildly mispriced$8.38-25.65%›

@crypto_condom

1mo

BlackBerry tops revenue estimates, raises fiscal year 2027 outlook – BNN Bloomberg

IDEAS · 1

BBBBLONGBB just beat every estimate and Wall Street still prices only 2 of 17 revenue streams — QNX re-rating to $40-$60 by end of 2027.$8.38-27.60%›

@crypto_condom

1mo

Coinbase bitcoin:native selling was so bad today I briefly entertained the idea @saylor…

IDEAS · 2

BTCBTCSHORTAccelerating Bitcoin ETF outflows ($469m in one day) signal institutional distribution; BTC heads to $48-52k.$62,920.50-4.87%›STRSTRCSHORTSTRC preferred stock is bleeding as BTC falls, its variable dividend yield becomes unattractive, and Strategy's treasury is under pressure.$89.52-18.25%›

@crypto_condom

1mo

During today's @BlackBerry $BB earnings call, the team explicitly mentioned: "In this q…

IDEAS · 1

BBBBLONGBlackBerry's SDP8 tools deal with a major SDV software supplier signals expanding QNX ecosystem revenue and long-term recurring growth in software-defined vehicles.$8.38-26.73%›

@crypto_condom

1mo

People still think @BlackBerry is a phone company or a meme stock. This will create as…

IDEAS · 1

BBBBLONGBlackBerry is mispriced as a phone relic; its QNX physical-AI and quantum-secure comms businesses are scaling fast with elite US government clients.$8.38-25.57%›

@crypto_condom

1mo

The amount of alpha shared in the @BlackBerry call was incredible. Prior to AI, it was …

IDEAS · 1

BBBBLONGBB's Q1 FY2027 earnings call reveals multiple undisclosed automotive, robotics, and semiconductor wins that the market hasn't fully priced into future revenue growth.$8.38-26.40%›