Mobileye Global Stock Discussion

$Mobileye Global (MBLY.US)$ This chart has reversed from bearish to bullish. The reason: another technical fallback to near 13 could create a strong buying opportunity.
The trend hasn't reversed yet --- 14.5-16.5 is the critical area that separates a bull case from a bear case.

$Mobileye Global (MBLY.US)$ AI is commodity. Is AI expertise also commodity these days? Here you have an AI company on automous vehicle and robotics, with CEO and CTO the authorities in the field. With 1.7-2 billion revenue run rate, chip gross margin at ~60%, and 1 billion of net cash, the market cap is only about 5 times the annual sale. Since this public company is so despised, what’s the point of funding all the new AI startups? The most absurd thing is that some EV startups want to develop t...

$Mobileye Global (MBLY.US)$ tariffs only impact sales volume, no margin issue, if i understand correctly. so the fair value adjustment should be about 10% at most, excluding potential recession impact like most other companies.

$Mobileye Global (MBLY.US)$Mobileye Selects Valens Semiconductor's VA7000 MIPI A-PHY Chipsets for Automated and Autonomous Driving Projects $Valens Semiconductor (VLN.US)$ 👀

The Nasdaq Composite Index, S&P 500 and Dow industrials all rose slightly Tuesday amid what's become a rarity in recent weeks – a session with no tariff-related drama to drive stocks significantly higher or lower.
The $Nasdaq Composite Index (.IXIC.US)$ added 83.26 points (0.5%) to 18,271.86, while the $S&P 500 Index (.SPX.US)$ gained 9.08 ticks (0.2%) to 5,776.65. Meanwhile, the $Dow Jones Industrial Average (.DJI.US)$ inched up 4.18...

$Mobileye Global (MBLY.US)$
$Lyft Inc (LYFT.US)$
ENGINE CAPITAL BUILDS $500M STAKE IN $LYFT, PUSHES FOR STRATEGIC REVIEW
Activist investor Engine Capital has reportedly taken a $500 million position in Lyft and is pushing for a broader review of the company’s direction. The firm is said to have suggested adding multiple directors to Lyft’s board as part of its push for change, according to Bloomberg

$Arbe Robotics (ARBE.US)$ $Mobileye Global (MBLY.US)$
reuters.com/bus..
so the “German OEM” mentiomed by ArBE CEO kobi must not be VW

$Mobileye Global (MBLY.US)$ I had a great plan, which was closing the my covered calls and waiting for it to pop today. But NVDA’s announcement with GM ruined my plan. Otherwise today’s closing price should be close to 16.

$Mobileye Global (MBLY.US)$ NVDA announced they have all these wonderful collaborations with auto OEMs, while this company claimed they had not lost any clients. It’s confusing AF.

$Mobileye Global (MBLY.US)$ If everything goes well, i.e., if you trust the management and with good luck (to win Supervision and surround ADAS deals), this thing can go to 32 by the end of 2025. The way to achieve it is to use P/S~12 of 2026 revenue (>20% revenue growth and gross margin of 60-70%). On the other hand, in a bear case, it may revisit the low made in last September.