Delta Investments Podcast

Let's Talk about Blackberry's ($BB) Transformation

You thought they were gone. You thought the "Crackberry" era ended when the keyboards fell silent. You were wrong.BlackBerry ($BB) has just completed one of the most radical architectural shifts in tech history. No longer a phone company, they have transformed into a high-margin, structurally profitable software titan, serving as the hidden "nervous system" for the world's most mission-critical operations.In this deep dive, we unpack the BlackBerry Renaissance:🚀 The QNX Royalty Engine: While the world looked away, BlackBerry’s QNX software became the industry standard for safety-certified embedded systems. It is now embedded in more than 275 million vehicles worldwide, powering everything from digital cockpits to advanced autonomous driving systems for the top global automakers.🤖 The "Brainstem" of Physical AI: Beyond the road, BlackBerry is moving into the "Physical AI" space. Through a deepening partnership with NVIDIA, BlackBerry is integrating its QNX OS for Safety with the NVIDIA IGX Thor platform. This isn't just about cars anymore—it’s about the software layer governing autonomous surgical robots, smart manufacturing, and medical imaging where failure is not an option. 🛡️ Digital Sovereignty: As global tensions rise, BlackBerry’s Secure Communications division is seeing an accelerating "digital sovereignty" tailwind. Trusted by 17 of the G20 governments, they provide the military-grade encryption and critical event management that nations rely on when security is a matter of national defense.💰 The Financial Inflection Point: For the first time in years, the "company in transition" narrative is dead. BlackBerry has reported its eighth consecutive quarter of improving GAAP profitability as of April 2026. With a massive $950 million royalty backlog providing multi-year visibility, the "royalty engine" is just starting to compound. Is BlackBerry the most undervalued AI play in the market today? We explore the $950M "coiled spring" backlog, the NVIDIA partnership, and the roadmap to 2027.For more deep dives into the technologies redefining our world, subscribe and hit the bell icon. Get full access to Delta Investments at (https://deltainvestments.substack.com [https://deltainvestments.substack.com])#BB #ai #PhysicalAI #nvidia #Earnings #Autonomy #SmartInfrastructure #ai Get full access to Delta Investments at deltainvestments.substack.com/subscribe [https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

Can Oscar Health Transform the way we look at Healthcare?

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Polymer Power: Lightwave Logic's AI Play

In this episode, we dive into the massive momentum building behind Lightwave Logic (LWLG). Following a fresh 52-week stock high and a major update to their capital strategy, we explore why electro-optic polymers are moving from "experimental tech" to the backbone of the AI data center. We break down the technical breakthroughs of the Perkinamine® platform and what investors should watch for as we head toward the May shareholder meeting. Key Discussion Points: Breaking the 1-Volt Barrier: Why the industry is buzzing about Lightwave’s ability to run high-speed modulators at ultra-low voltage and how this solves the "power wall" in AI infrastructure. Foundry Milestones: A look at the strategic integration with Tower Semiconductor and GlobalFoundries. We discuss how these partnerships move the tech from the lab to the fab. The Road to 1.6T: How Lightwave’s polymers are positioning the company to dominate the transition to 1.6 Terabit networking speeds required by next-gen AI clusters. Featured Headlines “Lightwave Logic Sets New 52-Week High as AI Demand Surges” “Silicon Photonics Integration: The Tower Semiconductor Deal Explained” Get full access to Delta Investments at deltainvestments.substack.com/subscribe [https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

From Seabed Mapping to Mine Countermeasures: Kraken Robotics ($KRKNF) Is Changing the Game!

In this episode, recorded on April 1st, 2026, we dive into how Kraken Robotics is evolving from a specialized component manufacturer into a dominant tier-one subsea technology prime following its transformative $615 million acquisition of the Covelya Group. We explore the strategic impact of this deal, which integrates Kraken’s industry-leading sensors and power systems with Covelya’s world-class navigation, positioning, and underwater communication technologies.The discussion covers the powerful macro drivers fueling Kraken's growth, including geopolitical tensions accelerating naval modernization and the urgent need to protect critical underwater infrastructure like pipelines and fiber-optic cables. We also take a close look at Kraken's core technological innovations, such as the KATFISH™ high-speed towed vehicle for ultra-high-resolution seabed mapping and SeaPower™ pressure-tolerant batteries that enable deep-sea operations up to 6,000 meters.Finally, we analyze Kraken’s record-breaking financial trajectory, highlighted by 60% revenue growth in Q3 2025 and an expected combined 2025 revenue of approximately $365 million. With a robust sales pipeline exceeding $2 billion, we examine whether Kraken can successfully integrate its global operations to capitalize on the multi-year "Seabed Warfare" cycle.For more deep dives into the technologies redefining our world, subscribe and hit the bell icon. Get full access to Delta Investments at (https://deltainvestments.substack.com [https://deltainvestments.substack.com])#kraken  #Lidar #PhysicalAI #KRKNF #Earnings #Autonomy #Robotics #SmartInfrastructure #ai Get full access to Delta Investments at deltainvestments.substack.com/subscribe [https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

Ericsson's ($ERIC) AI-Native Pivot - A Risky Gamble?

In this episode we dive deep into Ericsson's ($ERIC) 2025 performance and its strategic roadmap for an AI-powered future. Following a transformative period of restructuring, Ericsson reports a significant surge in profitability and a clear shift from being a hardware vendor to a software-defined platform company. Key Highlights from 2025:Financial Surge: Ericsson delivered 6% organic sales growth in Q4 2025, with adjusted EBITA margins expanding for the ninth consecutive quarter to reach 18.3%. Fortress Balance Sheet: The company ended the year with a robust net cash position of SEK 61.2 billion, a 62% increase year-over-year. Record Shareholder Returns: Reflecting management's confidence, the Board has proposed a SEK 15 billion share buyback program and an increased dividend of SEK 3.00 per share, totaling a distribution of approximately SEK 25 billion.AI-Native Leadership: Ericsson is leading the industry's transition to AI-native, autonomous mobile networks, with its technology now carrying roughly 50% of all mobile 5G traffic outside of China. Strategic Growth Areas for 2026 and Beyond:Network APIs: Through its $6.2 billion acquisition of Vonage and the Aduna joint venture, Ericsson is monetizing network capabilities by exposing them to global developers. Mission-Critical & Defense: While the global RAN market is expected to remain "flattish," Ericsson is increasing R&D investments in defense and mission-critical networks to capture new high-growth sectors. Operational Efficiency: To maintain margins in a flat market, the company continues to optimize its cost base, including a proposed reduction of 1,600 positions in Sweden following a global headcount reduction of 5,000 in 2025. Join us as we analyze how this 150-year-old pioneer is positioning itself at the center of the hyper-connectivity era, leveraging a portfolio of over 60,000 patents to drive the next wave of 5G and 6G innovation. Get full access to Delta Investments at deltainvestments.substack.com/subscribe [https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]