@jwat_5 Avatar @jwat_5 Jared

Jared posts on X about $mbly, lyft, $lyft, $iren the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 77.78% finance 36.3% technology brands 21.48% automotive brands 9.63% cryptocurrencies 6.67% countries 4.44% travel destinations 3.7% exchanges 1.48% financial services 1.48% celebrities 0.74%

Social topic influence $mbly #5, lyft #106, $lyft #14, $iren #140, in the 8.15%, $bkkt #3, ceo 6.67%, bullish 5.93%, investment 5.93%, company #3061

Top accounts mentioned or mentioned by @wonderosakatrip @rajeevsura @arm @armjpn @armsoftwaredev @softbankgroup @marketcomacc @mikealfred @joincommonstock @boxlongs @doryehezkek @deepvaue_adv @humbleandh @tzero @mobileye @bakkt @ondofinance @bloomberg @iandebode @swyftbull

Top assets mentioned Mobileye Global Inc. (MBLY) Lyft, Inc. Class A Common Stock (LYFT) Iris Energy Limited (IREN) Bakkt Holdings, Inc. (BKKT) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Klarna Group plc (KLAR) Lam Research Corporation (LRCX) Rivian Automotive, Inc. (RIVN) Upstart Holdings, Inc. (UPST) Morgan Stanley (MS) Intel Corporation (INTC) Toyota Motor Corporation (TM) Weyerhaeuser Co (WY) Arm Holdings plc (ARM) Altria Group Inc (MO) Taiwan Semiconductor (TSM) Cipher Mining Inc. Common Stock (CIFR) Deutsche Bank Aktiengesellschaft (DB) Rayonier Inc. (RYN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Keeping my eye on $WY and $RYN as we enter [----]. These timberland REITs trade below NAV and are extremely leveraged to lumber prices which have been depressed for a long time due to extended softness in new housing and repair/remodel. I dont think the administration will stop at lowering mortgage rates the other key to avoiding a housing crisis is encouraging new builds. Buying the lumber fear dip on $WY New housing construction and repair/remodel in the US and Canada has been in an unexpected and prolonged down cycle. But as with all cyclical industries it's a matter of when not if it will"
X Link 2026-01-09T18:19Z [---] followers, [---] engagements

"Is this enabled by $BKKT or tZERO 🤔 NYSE parent company ICE has invested in and partnered with Bakkt and tZERO and both advertise institutional tokenization and trading Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will"
X Link 2026-01-20T03:29Z [---] followers, [----] engagements

"Looks like tZEROs CEO confirmed its not them just that tZERO can benefit from the move after the fact. Could be $BKKT @HumbleandH Our strategic investor ICE/NYSEs steps supporting public exchange tokenization is another positive step for the industry. Converged 24/7 issuance/trading/custody of tokenized assets is smth that we at @tZERO do already and is a part of our strategic roadmap since reset and our @HumbleandH Our strategic investor ICE/NYSEs steps supporting public exchange tokenization is another positive step for the industry. Converged 24/7 issuance/trading/custody of tokenized"
X Link 2026-01-20T03:58Z [---] followers, [---] engagements

"$MBLY No Lyft/Marubeni update (or question asked) on the call today. Emailed @Mobileye IR for an update. Last we heard Dallas deployment was scheduled for end of [--] but could get pushed back to [--] since the OEM hasnt made a vehicle decision yet"
X Link 2026-01-22T17:45Z [---] followers, [---] engagements

"$MBLY Mentee Robotics customer success story from Nvidias website Mentee Robotics is demonstrating measurable gains in task-execution speed manipulation accuracy and adaptability This positions Mentee Robotics at the forefront of embodied AI innovation"
X Link 2026-01-25T05:06Z [---] followers, [----] engagements

"@Bakkt @OndoFinance @Bloomberg @iandebode 👀"
X Link 2026-01-26T16:11Z [---] followers, [---] engagements

"Getting the same giddy feeling diving into $KLAR today that I had when I first found $LRCX in [----] $IREN in [----] and $LYFT in 2025"
X Link 2026-01-31T23:55Z [---] followers, [---] engagements

"I'm seeing on the $KLAR IR website that the institutional/executive share lock-up expires on March [--] [----]. If that's true I'll be setting an alert to buy in mid-March"
X Link 2026-02-01T01:04Z [---] followers, [---] engagements

"I missed this NEWS: Freenow by $LYFT and Hamburg to pioneer public-private framework for integrating autonomous taxis into German cities The partnership will pilot AV testing in Altona-West Hamburg North and Bergedorf. The testing phase will begin in areas where in parallel Freenow by Lyft has received approval from Hamburgs Authority for Transport and Mobility Transition to establish a first- and last-mile on-demand service to improve access to public transport hubs. The initial focus on these areas marks the ideal starting point to both assess the benefits of autonomous taxis as an addition"
X Link 2026-02-02T03:27Z [---] followers, [---] engagements

"$LYFT long-term thesis in a nutshell @Swyftbull Basically a hybrid ridehail network can: - lower prices for riders by having the ideal mix of AVs and drivers to handle the peaks and valleys - increase rider demand by lowering prices - increase pay and reduce deadhead miles for human drivers by increasing riders on the @Swyftbull Basically a hybrid ridehail network can: - lower prices for riders by having the ideal mix of AVs and drivers to handle the peaks and valleys - increase rider demand by lowering prices - increase pay and reduce deadhead miles for human drivers by increasing riders on"
X Link 2026-02-02T18:52Z [---] followers, [---] engagements

"@wonderosakatrip literally what are you talking about"
X Link 2026-02-04T13:44Z [---] followers, [--] engagements

"@wonderosakatrip @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Have some conviction or just sell and buy index funds"
X Link 2026-02-05T03:42Z [---] followers, [--] engagements

"@wonderosakatrip @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Im on it"
X Link 2026-02-05T13:56Z [---] followers, [--] engagements

"@MARKETCOMACC $10.09 since I keep tax loss harvesting when it drops. As a result its back to only 1% of the portfolio. Sold some this morning to add to Bakkt"
X Link 2026-02-05T17:19Z [---] followers, [---] engagements

"$LYFT Waymo on track for February in Nashville Plan is to start on the Waymo app and then cars be available on both Waymo and Lyft. Lyft will be managing the fleet via Flexdrive from the jump. Chief Drake & members of MNPD leadership today received an orientation on Waymo vehicles which are expected to begin operating autonomously in parts of Nashville later this month. They will be available to rideshare customers on certain routes. https://t.co/rqnLEIGc9M Chief Drake & members of MNPD leadership today received an orientation on Waymo vehicles which are expected to begin operating"
X Link 2026-02-06T14:06Z [---] followers, [---] engagements

"@TheAlucardofX @mikealfred @midascabal Ask yourself why he hasnt invested in Bitfarms/Keel if hes so knowledgeable about the space"
X Link 2026-02-06T23:17Z [---] followers, [---] engagements

"The day before $LYFT earnings Autonomous mode activated now in Nashville. ✨Were going fully autonomousmeaning no human driver at the wheel and one step closer to serving riders. Get updates at https://t.co/FpAUnlDkCm https://t.co/VSG5nHenuW Autonomous mode activated now in Nashville. ✨Were going fully autonomousmeaning no human driver at the wheel and one step closer to serving riders. Get updates at https://t.co/FpAUnlDkCm https://t.co/VSG5nHenuW"
X Link 2026-02-09T18:33Z [---] followers, [---] engagements

"Initiated a small position in $SATA in my taxable account. Comfortable hold with the 12.25% ROC monthly dividend 17+ years of dividend coverage clean balance sheet and cap structure post-Semler debt repayment and share price trading way below par. Will utilize dividends to DCA $IBIT or add to core positions like $IREN $LYFT and $BKKT. https://twitter.com/i/web/status/2021308313808629916 https://twitter.com/i/web/status/2021308313808629916"
X Link 2026-02-10T19:40Z [---] followers, [---] engagements

"$LYFT [----] is the year of the AV"
X Link 2026-02-10T21:48Z [---] followers, [---] engagements

"$LYFT story/thesis intact. May need to put that $1B buyback to work sooner than expected. Anyone who listened to the call notice that David and Erin sounded exhausted Not the usual well thought out and cohesive answers. Worth monitoring. $LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of market cap) - Net income of $2.8B reflects release of tax valuation allowance supporting sustained GAAP profitability - Active Riders growth of 18% year over year - Gross Bookings growth of 19% year $LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of"
X Link 2026-02-11T00:52Z [---] followers, [---] engagements

"David seems normal here. Maybe just a tough day at the office yesterday. https://finance.yahoo.com/video/lyft-stock-plunges-ceo-talks-155304335.htmlcontentType=VIDEO https://finance.yahoo.com/video/lyft-stock-plunges-ceo-talks-155304335.htmlcontentType=VIDEO"
X Link 2026-02-11T17:37Z [---] followers, [--] engagements

"Dont have much experience with preferred shares but it makes sense that investors would rotate from $STRC on Friday (2/14) the ex-dividend date to $SATA which is trading way below par value of $100 to capture price appreciation plus the ROC dividend. Worth monitoring"
X Link 2026-02-12T02:00Z [---] followers, [---] engagements

"$LYFT Im really impressed with the Lyft platform. Every time I log on theres a new feature for riders or something interesting like this to encourage tipping and increase pay transparency"
X Link 2026-02-09T16:22Z [---] followers, [----] engagements

"$RIVN highlights from Rivian's 4Q25 Shareholder Letter Technology Leadership Announced Rivians third generation autonomy platform to be included in R2 in late [----] Multi-modal sensor suite includes [--] cameras (65 megapixels) [--] radars and [--] LiDAR Rivians third generation autonomy computer includes two RAP1 chips capable of processing [--] billion pixels per second Released Universal Hands-Free expanding assisted driving capabilities to over [---] million miles across the US and Canada for the companys second generation R1 vehicles Announced Rivian Assistant a next-generation voice interface using"
X Link 2026-02-15T18:31Z [---] followers, [---] engagements

"Finally getting the chance to catch up on 4Q25 for $UPST. First blush on the leadership "evolution" before getting to the Q&A is that it makes a lot of sense. Having Dave at the ripe age of [--] focus on overall company vision and board leadership plays to his strengths. Paul has been groomed for this position for a long time and there's no better moment for him to take over with the core product at an inflection point (ramping in secured consumer credit) also a rare opportunity to pass the reigns to a young hungry co-founder. I like that he bought [------] shares last year in November."
X Link 2026-02-15T21:01Z [---] followers, [----] engagements

"Nearly a month out from the $BKKT investor day where [----] KPIs will be revealed its worth revisiting and considering these quotes from Colleen Brown Mike Alfred and Akshay Naheta"
X Link 2026-02-15T23:43Z [---] followers, [---] engagements

"$RIVN highlights from the 4Q25 earnings call - R2 and overall automotive gross profit will be positive exiting [----] - RJ is bullish on licensing the SDV architecture over the next few years but dodged the analyst's question about licensing the in-house autonomy platform supports my belief that Rivian doesn't have the Tier [--] chops in the short to medium-term to pull it off same reason that Tesla hasn't been successful licensing FSD - North Star for the Normal Illinois plant is getting production and deliveries up to about [----] units per week - Many "outcomes" or licensing deals that Rivian"
X Link 2026-02-15T19:18Z [---] followers, [---] engagements

"I cant say enough how much I enjoy listening to this guy talk. Rene plays coy about Meta/in-house CPU and device collab with Jony Ive/OpenAI obviously but lots of insight into SoftBank Stargate and semiconductors as a whole. https://youtu.be/mpEnhLkwGrUsi=RGe9DpwpPVCz_sDj https://youtu.be/mpEnhLkwGrUsi=RGe9DpwpPVCz_sDj"
X Link 2026-02-16T02:55Z [---] followers, [---] engagements

"Working from home here in Myrtle is giving me too much dopamine someone make it stop"
X Link 2021-04-26T16:32Z [---] followers, [--] engagements

"Check out this post about $SNOW for the @JoinCommonstock #buythedip competition https://commonstock.com/post/8fdcd103-661e-44f9-b01b-75d2d40af3d1 https://commonstock.com/post/8fdcd103-661e-44f9-b01b-75d2d40af3d1"
X Link 2022-07-18T21:04Z [---] followers, [--] engagements

"$MBLY NEWS: Beep launches the first-ever autonomous shuttle service in a U.S. National Park. They operated the HOLON Urban made in the USA and equipped with Mobileye's self-driving technology on two routes at Yellowstone National Park during peak season"
X Link 2025-05-21T21:06Z [---] followers, [----] engagements

"Stay tuned Ill be updating this graphic mid-June with the latest wins projections and analysis $MBLY $MBLY Investment Case & Projected [----] Timeline With price and sentiment at all time lows I thought it would be a perfect time to collect all of my Mobileye research and condense it into a single post that serves as not only an investment case but also a rubric to score the https://t.co/lJLjz6fSXV $MBLY Investment Case & Projected [----] Timeline With price and sentiment at all time lows I thought it would be a perfect time to collect all of my Mobileye research and condense it into a single"
X Link 2025-06-03T17:33Z [---] followers, [---] engagements

"First blush: $IREN only does this if they have a client secured for the expanded Horizon [--]. This is the least dilutive way to finance the buildout while maintaining control of the economics (i.e. not bringing in a JV or finance partner). $IREN $450 million convertible notes offering: https://t.co/C7Dj2oPfgp https://t.co/tLO62GagPG $IREN $450 million convertible notes offering: https://t.co/C7Dj2oPfgp https://t.co/tLO62GagPG"
X Link 2025-06-10T21:22Z [---] followers, [---] engagements

"@KeilafOmer @bitcoinfetish Thanks @KeilafOmer I appreciate you and youre always more than welcome to chime in on my posts. To be clear I dont think $MBLY success is possible without $INVZ lidar. Looking forward to many more joint design wins between the two companies"
X Link 2025-07-05T13:24Z [---] followers, [---] engagements

"$MBLY $LYFT this is cool and explains why Amnon mentioned multiple Lyft OEMs on the call yesterday. To be clear this is not the imminent OEM announcement launching [----] in Dallas with Marubeni just icing on the cake. Autonomous shuttles are planned for the Lyft platform in [----] Today we announced our plans to partner with leading mobility-as-a-service provider BENTELER Mobility to expand Lyft's autonomous footprint. Learn more here: https://t.co/ObD93qEC08 Autonomous shuttles are planned for the Lyft platform in [----] Today we announced our plans to partner with leading mobility-as-a-service"
X Link 2025-07-25T14:43Z [---] followers, [----] engagements

"$BKKT Akshays choice of words here really makes me think of the $ICE NYSE announcement"
X Link 2026-01-20T18:53Z [---] followers, [----] engagements

"Im a simple man. I see $BKKT share price start with $10 I buy more"
X Link 2026-02-05T15:20Z [---] followers, [---] engagements

"Really hoping this price action holds tomorrow morning for $IREN Because if it does I'm loading up on OTM calls"
X Link 2026-02-05T21:42Z [---] followers, [----] engagements

"Im a simple man. I see $BKKT share price start with $10 I buy more. Im a simple man. I see $BKKT share price start with $10 I buy more"
X Link 2026-02-06T16:10Z [---] followers, [---] engagements

"Update: I did end up buying the 50C exp 3/27/26 when $IREN dipped at market open. Less than 0.5% of the portfolio"
X Link 2026-02-08T16:18Z [---] followers, [---] engagements

"This was like a three minute ride lmao"
X Link 2026-02-09T18:51Z [---] followers, [--] engagements

"$LYFT relevant guidance and commentary for Q4 earnings tomorrow"
X Link 2026-02-09T22:28Z [---] followers, [----] engagements

"Youve been warned Dont be surprised when organic GB accelerates + full Q of FreeNow + small contribution from TBR"
X Link 2026-02-09T23:10Z [---] followers, [---] engagements

"Potentially selling off because revenue missed analyst estimates which was addressed in the report by "Revenue of $1.6 billion up 3% year over year which includes a $168 million impact from certain legal tax and regulatory reserve changes and settlements. Without this item revenue would have been $1.8 billion." Clean beat on revenue and EPS without the impact listed above"
X Link 2026-02-10T21:31Z [---] followers, [---] engagements

"$BKKT Satoshi is literally on Bitcoin Japan Corp's Board of Directors"
X Link 2026-02-11T23:21Z [---] followers, [---] engagements

"$BKKT circling back on the $300m ATM offering announced on January [--] [----] I've seen speculation that Bakkt won't hit the ATM until share price appreciates presumably after partnerships are announced but I want to play devil's advocate here for a second. Bakkt specifically called out the following use cases for the ATM: (1) expanding distribution of Bakkt Agent (2) scaling Zaira stablecoin payments and (3) accelerating Bakkt Global in Japan India and other markets (e.g. Korea). Simply put these efforts require more cash than Bakkt has on hand the company reported $26-28m on the balance sheet"
X Link 2026-02-12T05:22Z [---] followers, [---] engagements

"@DeepVaue_Adv @RajeevSura @BoxLongs @mikealfred Agreed Just trying to level set shareholder expectations based on the governance Ive seen over the years with $IREN"
X Link 2026-02-12T17:48Z [---] followers, [---] engagements

"Infrastructure expansion #few Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"
X Link 2026-02-12T19:59Z [---] followers, [---] engagements

"@sadandlonely_69 @jake_ayes New York City https://toddwschneider.com/dashboards/nyc-taxi-ridehailing-uber-lyft-data/ https://toddwschneider.com/dashboards/nyc-taxi-ridehailing-uber-lyft-data/"
X Link 2026-02-15T04:02Z [---] followers, [--] engagements

"January Portfolio Update 🧵 Performance: 12% YTD 46% 1Y 98% 2Y vs Benchmark $SPY: 1% 16% 45%"
X Link 2026-02-01T05:27Z [---] followers, [---] engagements

"NEWS: Ubers VW Robotaxi Makes Space For Cyclists And Pedestrians While Waymo And Tesla Lag $MBLY $INVZ $UBER"
X Link 2025-07-01T11:57Z [---] followers, [----] engagements

"Travis have you listened to the call yet Im surprised and disappointed you wrote all of these responses out without listening first. $2B coming this year from VW (mix of equity and debt) DOE loan on track and why wouldnt it be Its exactly what the Trump Administration wants. American manufacturing for an American company along with sustainable local jobs. And dunking on the software and services revenue from the VW JV is just silly. If anything theres significant long-term upside to it when you understand how superior their zonal architecture and SDV software is."
X Link 2026-02-15T22:31Z [---] followers, [--] engagements

"$LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of market cap) - Net income of $2.8B reflects release of tax valuation allowance supporting sustained GAAP profitability - Active Riders growth of 18% year over year - Gross Bookings growth of 19% year over year - Adjusted EBITDA growth of 37% year over year - TTM FCF of $1.12 billion - Confirmed [----] AV deployments in Dallas London Nashville and more - Strong results from taxi integration pilots in LA and SF - On track with Waymo in Nashville for full operational readiness - Lyft ads up 100% YoY above $100m run rate"
X Link 2026-02-10T21:24Z [---] followers, [----] engagements

"$KLAR everyone is using Klarna"
X Link 2026-02-15T15:20Z [---] followers, [---] engagements

"Morgan Stanley and IBKR are building their crypto offerings on zerohash. Could Schwab or another large brokerage firm partner with $BKKT to support their platform 🔥MORGAN STANLEY PUSHES CRYPTO TO RETAIL Morgan Stanley is making crypto a core wealth business. Spot Bitcoin Ethereum and Solana trading is launching on E*Trade via Zero Hash. The bank is also building a wallet and filing for branded spot ETFs. Unlike JPMorgan Chase and https://t.co/fStT08ReM6 🔥MORGAN STANLEY PUSHES CRYPTO TO RETAIL Morgan Stanley is making crypto a core wealth business. Spot Bitcoin Ethereum and Solana trading is"
X Link 2026-02-15T19:26Z [---] followers, [---] engagements

"Ive had a lot of time to catch up on actionable research this weekend. So much I want to add to but I think on Tuesday Ill be adding to $UPST $RIVN $BKKT and $ARM. Ill likely accomplish this by selling out of swing plays like $UUUU and trimming $IREN ever so slightly off the top. https://twitter.com/i/web/status/2023230961756852272 https://twitter.com/i/web/status/2023230961756852272"
X Link 2026-02-16T03:00Z [---] followers, [---] engagements

"Transparent pipeline of design wins Very rarely in equity research do you have visibility into a growth pipeline that could change the landscape of an entire industry for a company that is not adequately researched or appreciated by the broad market. In Mobileyes Capital Markets day presentation on December [--] the company released their entire growth pipeline from Interest all the way through to Nominated (Awarded). The pipeline is impressive but not too surprising if youve been following the company since they have been communicating advanced pre-design win engagements with [--] of the top 10"
X Link 2024-12-11T03:14Z [---] followers, [----] engagements

"Quick Hitter Series Episode 4: Altria Group $MO Welcome back to the series where I'll highlight each of my holdings with a short business background followed by my investment thesis condensed into three easy-to-understand sections. 🧵 1/6"
X Link 2025-01-06T21:34Z [---] followers, [----] engagements

"Amidst the rampant debatably irresponsible $MBLY speculation and understandable disappointment at no major news announced at CES today let me be the first to remind you that nothing has changed about the fundamentals. Mobileyes roadmap is still fully intact with: ✅ a Japanese OEM deal for Supervision/Chauffeur expected in the next two months (likely Mazda or Subaru now) ✅ a Japanese OEM deal for Drive expected in the next year (could still be Honda unless I missed that in their presentation) ✅ inked Robotaxi car deals with Volkswagen and Verne ✅ inked Robotaxi bus deals with Benteler Holon"
X Link 2025-01-07T20:48Z [---] followers, [----] engagements

"$MBLY CEO Shashua on the stock price sliding today - Investors were expecting announcements and this was a natural response to that. We will have major announcements throughout the year. https://youtu.be/1tGiUVj2WFw https://youtu.be/1tGiUVj2WFw"
X Link 2025-01-09T00:47Z [---] followers, 163.2K engagements

"Id personally like to see the insider buys continue from Amnon and others if the confidence level is that high. Fun fact you can buy for cheaper than the CEO did on the open market right now in post-market"
X Link 2025-01-09T00:50Z [---] followers, [----] engagements

"DeepSeek as a proof point for Mobileyes approach 🐋 👀 $MBLY Baird on $MBLY (Outperform; PT $25): "Amid DeepSeek-related headline impacts across the Street MBLY is slightly underperforming (-3% vs. S&P [---] -2%) despite key facets of DeepSeeks breakthrough which we believe should be viewed positively relative to MBLYs approach (vs. a Baird on $MBLY (Outperform; PT $25): "Amid DeepSeek-related headline impacts across the Street MBLY is slightly underperforming (-3% vs. S&P [---] -2%) despite key facets of DeepSeeks breakthrough which we believe should be viewed positively relative to MBLYs"
X Link 2025-01-28T14:14Z [---] followers, [----] engagements

"$MBLY stock has been searching for a catalyst and I have a sneaking suspicion that sell-side will run with the DeepSeek narrative as a reason to re-rate after Mobileye management inevitably compares similarities in their AI training approaches on Thursday's earnings call. 🍿 Then add in the embedded call option of deals being announced for the SuperVision/Chauffeur Japanese OEM or Surround ADAS (hands-off eyes-on) EU OEM which were in the pre-nomination phase on December [--] [----]. DeepSeek as a proof point for Mobileyes approach 🐋 👀 $MBLY DeepSeek as a proof point for Mobileyes approach 🐋"
X Link 2025-01-28T17:43Z [---] followers, [----] engagements

"There's the DeepSeek question. Expected (bullish) response from Shashua regarding the parallels in efficient training and speaking to the novel transformer architecture for EyeQ6 that is superior to anything in the market"
X Link 2025-01-30T13:34Z [---] followers, [----] engagements

"$MBLY when asked about $TSLA FSD v13.2: We have strong conviction that our EyeQ6H platform will greatly exceed the experience with FSD v13. The best systems like FSD v13 have MTBF of around [--] hours. Tens of thousands of hours is the holy grail and we believe we can reach this with our EyeQ6 platform. - Mobileye CEO Amnon Shashua There's the DeepSeek question. Expected (bullish) response from Shashua regarding the parallels in efficient training and speaking to the novel transformer architecture for EyeQ6 that is superior to anything in the market. There's the DeepSeek question. Expected"
X Link 2025-01-30T13:55Z [---] followers, [----] engagements

"January Portfolio Update: 1Y +39.06% YTD +5.15% vs S&P500 +24.48% +3.52% New: - $UBER Added to: - $IREN - $MBLY - $LRCX Sold: - $GOOG - $MO Quick summary of January's trades: - Sold out of Google after Uber's earnings call now feeling more confident that Uber will be a winner in AV. - Sold out of Altria after NJOY lost in court against Juul. They'll appeal but I'm not as attracted to Altria without the NJOY upside. - Small adds to IREN MBLY and LRCX. Feeling really good about IREN heading into earnings and [----] in general; as a play on the scarcest short-term resource in AI power. - Bought"
X Link 2025-02-07T21:18Z [---] followers, [----] engagements

"$MBLY callouts and insights from the $LYFT Q424 earnings call today. See below the quote for my take on the action. CEO John Risher: Marubeni will be the first to use Mobileye our partner's Lyft-ready AV technology with the goal of deploying their fleet to thousands of vehicles on the Lyft platform over time starting in Dallas as early as [----] with other cities to follow. Mobileye is as you know and maybe we mentioned this last time around one of the world's leader in sort of driver assist technology. And they've been an early innovator in AV tech and they're trying to get to Level [--] [--] and"
X Link 2025-02-12T04:08Z [---] followers, [----] engagements

"Im ready for $IREN earnings after the bell Earnings report after market close conference call at 5pm ET. Ill use this thread to capture my thoughts 🧐📘"
X Link 2025-02-12T20:54Z [---] followers, [----] engagements

"The most interesting tidbit to me is the EH growth target decreasing from [--] to [--] EH/s. Expecting questions and commentary on the call. Assuming this is bullish for AI/HPC since I know $IREN won't sacrifice bitcoin mining unless the price is right"
X Link 2025-02-12T21:42Z [---] followers, [----] engagements

"$IREN On the Sweetwater Data Center Hub and related termination with Morgan Stanley: "We're now working with a range of different advisors brokers and partners on a broader range of opportunities where almost all of those opportunities now involve us retaining long-term ownership of the site. Given the scale of the site and the market backdrop of hyperscalers chasing [--] GW+ single-site campuses we are prioritizing Sweetwater [--] as well as the emerging Sweetwater Data Center Hub for a whole site of single-site single-tenant colocation opportunity. Sweetwater [--] and the potential creation of this"
X Link 2025-02-12T22:47Z [---] followers, [----] engagements

"Love Dan's rapid fire Q&A from X/Twitter. To put a bow on MS: "They were terminated by Iren.""
X Link 2025-02-12T23:03Z [---] followers, [----] engagements

"Really excellent Q&A with the the $UPST CFO @HenryInvests keep it up. I've been in Upstart since late [----] and have always been curious how they think about credit cards and crypto so it was nice to hear a candid reply from Sanjay on both. If you're a current $UPST investor or curious about becoming one I highly recommend Henry's quick interview linked below. My Take: To me it's becoming abundantly clear that Upstart is the market leader and first-mover with their AI approach to credit which in itself I believe is a game changer for the company capital providers and under-served borrowers."
X Link 2025-02-17T14:59Z [---] followers, [----] engagements

"$MBLY catching a bid today on the $INTC news that Silver Lake is in exclusive negotiations to purchase Altera which Intel bought for $17B back [----]. My Take: I think Altera will fetch a similar price today and the sale tracks with divestment/IPO comments from Intel management. Itll be a nice cash infusion for the much maligned former blue chip. Both new and old $INTC management have expressed the desire to gradually sell off $MBLY shares which I do think has been putting sell pressure on the stock recently. See below for the co-CEOs comments from December: We do want to hold a reasonable"
X Link 2025-02-18T22:07Z [---] followers, [----] engagements

"After pondering it I think this is my ideal realistic scenario for $MBLY if Intel is eventually acquired by Broadcom/TSMC (or others): Buyers of $INTC retain a minority stake (10%) in the company which I could see as possible for $TSM since Mobileye is a proven existing customer/partner. The other 80% currently held privately by Intel is sold in a secondary offering to a wide mix of institutional investors including a consortium lead by CEO Amnon Shashua with a lockup agreement or staggered release. I realize these types of agreements are typically not for secondary offerings since the"
X Link 2025-02-19T01:33Z [---] followers, [----] engagements

"Highlights from $MBLY CCO Dan Galves at the @Barclays Industrial Select conference today. Japanese OEM for SuperVision/Chauffeur CONFIRMED to be Nissan or Honda (likely Nissan) Analyst: I think a lot of people have keyed in on the Japanese flag which a lot of people are assuming is Nissan that youre close to on SuperVision/Chauffeur. Mobileye: Specific company youre talking about was involved with consolidation talks and in one way it didnt really matter since this is a [----] platform But in another way when you have noise like that it can lead to a little bit of paralysis of decision making."
X Link 2025-02-20T17:51Z [---] followers, [----] engagements

"Initiated a new position in Cathedra Bitcoin today $CBTTF $CBIT 🥳 Since my only Bitcoin and Bitcoin-adjacent plays have been $IREN and spot $BTC I've been in the market for another Bitcoin-related company that meets my governance and operations criteria (e.g. a competent board and non-egregious management compensation). Quick investment thesis: 1/ Cathedra is relatively small compared to other public miners with [--] data centers that include 95MW of power under management and 45MW of owned power capacity. But despite their relative size I like how theyve structured their hosting agreements to"
X Link 2025-02-26T04:34Z [---] followers, [----] engagements

"$MBLY callouts and insights from the $INVZ earnings call this morning. Transcript is auto-generated so its not perfect a bit of context is needed to place some typos. Takeaways: - Mobileye Drive volumes expected to be very significant for Innoviz hundreds of thousands of LiDARs per year (9 LiDARs per vehicle) - ID Buzz planned for operation in NA Europe and Middle East; confirmed testing right now in Austin Hamburg and Hanover - ID Buzz expected SOP mid-2026 - HOLON Mover planned for operation in NA Europe Middle East and Asia; expected SOP in [----] - Schaeffler shuttle bus expected to start"
X Link 2025-02-26T15:43Z [---] followers, [----] engagements

"$MBLY Ill save everyone the [--] minutes nothing new in todays conference appearance. Disappointed about the lack of questions for Mobileye Drive but fortunately we got the $INVZ earnings call which revealed all. Ill link my analysis of that in the replies. Minor takeaways: - Still very confident about SuperVision wins this year. Remain the only viable player in SV/Chauffeur customer discussions right now that can execute (compared to startups that may have intriguing technology). - BYDs Gods Eye is extremely similar to Mobileyes Surround ADAS product (adaptive cruise on highway automatic lane"
X Link 2025-02-26T21:06Z [---] followers, [----] engagements

"🚘 Mobileye $MBLY will be at the Raymond James Annual Institutional Investors Conference tomorrow @ 9:50am EST Not expecting any news but I'll be covering the highlights as always 🤓 Stay tuned"
X Link 2025-03-04T01:14Z [---] followers, [----] engagements

"$MBLY CCO Dan Galves at the Raymond James Institutional Investors Conference 🪙 Takeaways: - Reiterated 10x improvement in inference performance of the EyeQ6 vs EyeQ5 at the same price for customers - Vast training data for AI (50 OEMs and 1200+ car models on the road with Mobileye tech integrated) and HD maps remain a real advantage - For Surround ADAS Mobileye has "a lot of RFQs out that involve 30% of the OEMs future volume" and BYD's God's Eye product continues to drive interest and urgency from customers Hoping to announce a number of Surround ADAS deals in the near-term that would"
X Link 2025-03-04T17:23Z [---] followers, [----] engagements

"$MBLY ID Buzz AV updates Fully autonomous rides planned for [----] in Hamburg 🎉 I went ahead and translated the article from German to English so Ill paste the highlights below. The VW subsidiary Moia has reached another milestone in the testing of fully autonomous vehicles: The ID. Buzz AD has been tested under winter conditions in Oslo since the beginning of the year. In addition to Austin Munich and Hamburg the specialist in autonomous driving is thus expanding the range of applications of the autonomous technology to include extreme climatic conditions. The tests focus on the behavior of"
X Link 2025-03-06T22:13Z [---] followers, [----] engagements

"Steve Cohen owner of the Mets and founder of Point72 Asset Management just announced a 5% stake in $MBLY 🤯 So what does this actually mean for Mobileye - Cohen through his hedge fund Point72 owns [-------] shares of Mobileye common stock including [------] shares if call options are fully exercised - The value of those shares based on today's closing price comes out to about $75M - The 13G filing specifically calls Point72 a passive investor: "The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the"
X Link 2025-03-06T23:27Z [---] followers, [----] engagements

"Couldnt help myself bought some more $IREN after-hours. WGMI/BTC will bounce its just a matter of when"
X Link 2025-03-18T21:45Z [---] followers, [----] engagements

"Posts like the one linked below show how early we are with $IREN. Even intelligent investors like Daniel who is turbo-bullish on the $NBIS market opportunity in AI cloud services and data center colocation doesn't realize that $IREN has been building data centers purpose-built for power-dense compute since the company's inception. Daniel points to $IREN being 90% #Bitcoin miner without realizing that $IREN management has been transparent about bootstrapping their high-quality infrastructure buildout with #Bitcoin mining since day one. And Daniel definitely doesn't realize that $IREN is years"
X Link 2025-03-24T18:34Z [---] followers, [----] engagements

"Yep happy to engage in a productive conversation. Listen I like Nebius Im a fan of Avride and I think the company will be successful; but youre showing your ignorance of $IREN Bitcoin and mining dynamics when you say that Childress could bankrupt them. IREN mines Bitcoin at an average cost of $30000 all-in is profitable on a GAAP basis likely has a positive net cash position right now and their only debt is the favorably priced convertible note. Since IREN mines Bitcoin at the lowest cost of any public miner if Bitcoin drops to $30000 they would be one of the last companies in the world to"
X Link 2025-03-25T03:30Z [---] followers, [----] engagements

"$MBLY Investment Case & Projected [----] Timeline With price and sentiment at all time lows I thought it would be a perfect time to collect all of my Mobileye research and condense it into a single post that serves as not only an investment case but also a rubric to score the company as we progress through [----]. I've consistently reiterated that [----] is the critical inflection point for Mobileye with a number of milestones that they need to meet in order to set the company up for top and bottom line success in [----] and beyond. Based on my own extensive personal research I created a projected"
X Link 2025-04-15T01:34Z [---] followers, [----] engagements

"The research for this 🧵 made me so bullish I bought some more $MBLY shares this morning. Also heres the standalone cropped image of the timeline. Feel free to save share etc. Thanks for the support so far. $MBLY Investment Case & Projected [----] Timeline With price and sentiment at all time lows I thought it would be a perfect time to collect all of my Mobileye research and condense it into a single post that serves as not only an investment case but also a rubric to score the https://t.co/lJLjz6fSXV $MBLY Investment Case & Projected [----] Timeline With price and sentiment at all time lows I"
X Link 2025-04-15T18:09Z [---] followers, [----] engagements

"$MBLY heres the list of MQB models that the Surround ADAS deal with VW Group is likely applicable to"
X Link 2025-04-16T16:00Z [---] followers, [----] engagements

"Earnings season is upon us. Coverage starting today for $LRCX after market close and $MBLY tomorrow before market open. For $MBLY Ill likely be posting reactions throughout the day tomorrow and full analysis at night once Ive been able to sit down and digest the report/call"
X Link 2025-04-23T16:32Z [---] followers, [---] engagements

"$MBLY Earnings Preview Street Expectations Revenue: $435.20m Adjusted EPS: [--] cents Median 12mo PT: $17.31 As @doryehezkek alluded to in his post Street expectations were low and have recently been lowered even more. In the last [--] months revenue has been revised down [--] times and up once while EPS has been revised down [--] times and up [--] times. Over the last [--] years MBLY has beaten EPS estimates 88% of the time and beaten revenue estimates 100% of the time. What am I expecting commentary on - Confirmation that Mobileye lost the SV/CH deal for Nissan to Wayve - Other changes to the BD roadmap (new"
X Link 2025-04-24T03:13Z [---] followers, [----] engagements

"$MBLY full thoughts coming later tonight but overall extremely pleased. Everything I was expecting and more. I couldnt help myself and picked up a few extra shares this morning after the call. $MBLY Earnings Preview Street Expectations Revenue: $435.20m Adjusted EPS: [--] cents Median 12mo PT: $17.31 As @doryehezkek alluded to in his post Street expectations were low and have recently been lowered even more. In the last [--] months revenue has been revised down [--] times $MBLY Earnings Preview Street Expectations Revenue: $435.20m Adjusted EPS: [--] cents Median 12mo PT: $17.31 As @doryehezkek alluded"
X Link 2025-04-24T18:21Z [---] followers, [---] engagements

"CFRA upgrades $MBLY from Sell to Buy PT of $17 Our rating is Buy which we are upgrading from Sell as we gain confidence in MBLY's design win pipeline which we think is insulating it from competitive pressures (from deep-pocketed peers like NVDA) while its strong balance sheet and consistently positive cash flow provide stability. The robotaxi opportunity appears to be accelerating with Uber/Lyft partnerships driving material revenue potential by late [--]. While China remains challenging recent results suggest stabilizing demand. We see R&D milestones and additional partnerships as potential"
X Link 2025-04-25T23:08Z [---] followers, [----] engagements

"$MBLY Q1 [----] Earnings Recap TLDR: Mobileye is currently solely valued on their legacy ADAS business with zero respect for the fact that they are already a major player in the mobility platform-shift driven by AI. Honestly it's crazy to have what feels like insider information while the majority of the market is either blissfully unaware or devoting all of their attention to Tesla vs Waymo or Tesla vs Uber in the race to autonomy. I believe that this is a generational investment opportunity and continue to allocate capital accordingly. I'll highlight the takeaways that I thought were"
X Link 2025-04-26T01:25Z [---] followers, [----] engagements

"6/ It's a bird it's a plane it's a. Drone I have no idea if Adam Jonas the analyst from Morgan Stanley had an answer in mind when he asked this question or was just fishing for a sound bite. Jonas: "I'm just curious given so much other activity in other sectors outside of automotive in terms of data capture I think you'd agree with the belief that anythingthat any machine that can be automated will be automated and cars are just one modality of many many thousands potentially of other modalities. I'm justId be interested if Mobileye is allocating or there's any change in allocation even if"
X Link 2025-04-26T01:25Z [---] followers, [---] engagements

"April Portfolio Update: 1Y 19.89% YTD -9.14% vs S&P [---] 12.48% -4.92% My Moves - Added to $MBLY - Added to $ARM - Added to $SCHW - Closed out $WY Portfolio Commentary Performance has been an expected rollercoaster but we're back to comfortably ahead of the S&P over the 1Y. Despite the bumpiness April was a really straightforward trading month for me. I sold out of $WY after the market dropped 10% at the beginning of the month to average down on two of my highest conviction picks: $MBLY and $SCHW. $ARM was also too good of a deal to pass up. My $MBLY thesis: My $MBLY Q1 earnings recap: My"
X Link 2025-05-02T04:38Z [---] followers, [----] engagements

"$MBLY callouts from the Q125 $LYFT earnings call So this is why I think our Mobileye partnership is so important. Again Mobileye they're the driver assistance technology that's in [---] different car models right now. So they have very good relationships with OEMs but it's level two kind of lane assist and so forth. But they have a very clear strategy and a very clear roadmap. And again we're dependent on that roadmap as we roll out in Texas with them to get to level four and level five. The idea there is that that technology won't just be in bespoke cars you know one or two OEMs or even one or"
X Link 2025-05-09T19:53Z [---] followers, [----] engagements

"$MBLY Short Interest Update Up to 32.95% according to Yahoo Finance (as of 4/30/2025)"
X Link 2025-05-13T00:27Z [---] followers, [----] engagements

"NEWS: Project KIRA kicks off as the first L4 passenger carrying service in Germany. Pilot project includes six NIO ES8s equipped with Mobileye technology. $MBLY $NIO NEW: Mobileye Drive hits the road with Deutsche Bahn Mobileyes AV platform has passed a rigorous regulatory approval process for public road use in Germany. Deutsche Bahn's KIRA project is the first to utilize Mobileye Drive for testing public transit in the country https://t.co/BvcRXWuG0s NEW: Mobileye Drive hits the road with Deutsche Bahn Mobileyes AV platform has passed a rigorous regulatory approval process for public road"
X Link 2025-05-27T17:35Z [---] followers, [----] engagements

"Update: Nvidia vs Mobileye Competitive Dynamics Innoviz CEO on Mobileye: Very close relationship with Mobileye both for Level [--] the commercial application on the Drive platform and Level [--] for Chauffeur. On Nvidia: The reason we don't have a project with NVIDIA because they simply didn't win anything. $MBLY $INVZ $NVDA"
X Link 2025-05-28T15:20Z [---] followers, [---] engagements

"I'm in on $CIFR lotto calls at the $5 strike expiring July [--] [----]. As usual with my option plays I see fundamental catalysts that are not priced in lining up with bullish technicals. Fundamentals: CEO Tyler Page was very clear in their last earnings call that securing a contract for Barber Lake is his #1 priority. SoftBank invested $50M at $4.82 and I think they will be incentivized to close the deal in the next month and a half as hinted at by Page in the screenshot below. If the deal doesn't close by July [--] I think there is also a chance that Bitcoin is above $130k which would time up"
X Link 2025-05-28T16:36Z [---] followers, [----] engagements

"Just added some $CIFR shares too. Were at a critical inflection point for high-quality AI/HPC miners and the company is differentiated enough from $IREN where I dont mind the overlap. I'm in on $CIFR lotto calls at the $5 strike expiring July [--] [----]. As usual with my option plays I see fundamental catalysts that are not priced in lining up with bullish technicals. Fundamentals: CEO Tyler Page was very clear in their last earnings call that securing a https://t.co/nyTSmXeRwL I'm in on $CIFR lotto calls at the $5 strike expiring July [--] [----]. As usual with my option plays I see fundamental"
X Link 2025-06-03T14:28Z [---] followers, [----] engagements

"Interested in $XYZ. Outside of a few analysts on X it feels like most bulls have lost faith in the stock after years of consolidation and fake breakouts. Specifically I like: - embracing open source (Goose Proto etc.) - non-dilutive Bitcoin treasury - new compact PoS device with a deliberate GTM - release of Proto mining in 2H25 ($CORZ as launch partner with 15EH/s) Ill be looking for an entry point in the next few months"
X Link 2025-06-09T15:11Z [---] followers, [---] engagements

"$MBLY MOIA's German ridepooling site has been updated recently. European launch appears imminent. Looking forward to hearing an update on MOIA Lyft and everything else at the Deutsche Banks Global Auto Industry Conference tomorrow @ 3:40pm ET. Stay tuned for my notes and highlights 🎧"
X Link 2025-06-10T20:46Z [---] followers, [----] engagements

"$MBLY at the Deutsche Bank Global Auto Industry Conference w/ Dan Galves Chief Communications Officer Key Takeaways - Mobileye Drive customer conversations have accelerated due to Waymo gaining market share in SF despite typically being more expensive than Uber or Lyft - The Drive hardware/software stack ASP is accretive to gross margin but the revenue potential Mobileye is most excited about is the operating revenue per mile - On track to remove the safety driver by mid-2026 due to hitting all of VW's milestones (for interventions etc.) for the 50-75 test vehicles on the road today -"
X Link 2025-06-12T23:16Z [---] followers, [----] engagements

"NEWS: MOIA will present the production model of the ID Buzz AD and offer test drives at the UITP Summit on June [--] [----]. They will also unveil a simulation study featuring [------] autonomous vehicles which could deliver [--] million rides per day. $MBLY #VW #MOIA"
X Link 2025-06-17T03:10Z [---] followers, [----] engagements

"NEWS: MOIA is expected to launch autonomous on-demand ridepooling in Germany with significantly more than [---] vehicles in [----] but will initially continue to operate with safety drivers until legal clearance is received. A total of several thousand of VWs self-driving electric buses will be operating in Los Angeles bookable via the Uber app once fully autonomous operations begin in [----]. $MBLY $INVZ #VW #MOIA"
X Link 2025-06-18T01:52Z [---] followers, [---] engagements

"Interesting price action for $MBLY on the day after Teslas Robotaxi launch"
X Link 2025-06-23T15:00Z [---] followers, [----] engagements

"$MBLY has decoupled from Tesla today up over 9%. Chinese AV players $WRD and $PONY also surging"
X Link 2025-06-24T14:40Z [---] followers, [----] engagements

"Listening to a podcast that dropped today with @jeremybird EVP of Driver Experience at $LYFT. Will document $MBLY takeaways here 🧵"
X Link 2025-06-29T23:04Z [---] followers, [----] engagements

"UPDATE: MOIA opens up the waitlist to test autonomous ride pooling in Hamburg Featuring the ID Buzz AD driven by Mobileyes self-driving stack. Reminder that testing is scaling up fast with 70+ (and growing quickly) vehicles across Austin Hamburg Munich and Oslo and plans to test in LA this year before commercial launch with Uber in [----]. $MBLY ID Buzz AV updates Fully autonomous rides planned for [----] in Hamburg 🎉 I went ahead and translated the article from German to English so Ill paste the highlights below. The VW subsidiary Moia has reached another milestone in the testing of fully"
X Link 2025-07-03T21:44Z [---] followers, [----] engagements

"$MBLY releases preliminary Q2 results beats consensus estimate by 8% enters partnership with $TSM to manufacture EyeQ chips buys back $100m in shares and gains independence from $INTC"
X Link 2025-07-08T20:43Z [---] followers, [----] engagements

"Mobileye Announces Secondary Offering of Shares of Class A Common Stock Concurrent Repurchase and Conversion Takeaways: - Intel is selling [--] million Class A (normal voting) shares a secondary public offering with an option for underwriters to purchase [----] million more this comes out to about $1B - Mobileye is separately buying back $100m worth of shares from Intel which they can easily fund from their $1.5B balance sheet with no debt - Intel is converting [--] million of their Class B (10:1 voting rights) shares to Class A which they intend to hold - This is important because it implies that"
X Link 2025-07-08T20:53Z [---] followers, [----] engagements

"$MBLY Analyst Upgrades after Strong Preliminary Q2 Results ✅ PT raised to $24 by Loop Capital maintained at Buy ✅ PT raised to $24 by Wells Fargo maintained at Overweight"
X Link 2025-07-09T15:28Z [---] followers, [---] engagements

"I wrote a 550-600 word $MBLY investment thesis yesterday for Yahoo Finance thats currently featured on their web ticker page. Should I make it into a 🧵 to cross-post here"
X Link 2025-07-15T16:55Z [---] followers, [----] engagements

"Mobileye Investment Thesis: The Robotaxi Leader by [----] While Tesla and Waymo often dominate the discussions around self-driving technology a formidable contender is quietly gaining momentum. This post outlines why $MBLY presents a compelling 10x investment opportunity with players like Uber Volkswagen and Lyft betting on its ascent to become the global leader in self-driving. 🧵 1/6"
X Link 2025-07-16T01:41Z [---] followers, [----] engagements

"NEW: Mobileye Mobility-as-a-Service (MaaS) Video $MBLY"
X Link 2025-07-18T02:00Z [---] followers, [----] engagements

"Very quiet heading into $MBLY earnings tomorrow before market open. I'm personally most excited for updates on: - the Lyft & Marubeni OEM Toyota - SV/CH pipeline design wins imminent EVP Nimrod Nehushtan said last earnings call that "many things can happen in the next weeks" and "we are reaching convergence with a couple of opportunities" - Intel's plan to divest shares moving forward may need to wait until Intel's earnings after market close"
X Link 2025-07-23T18:17Z [---] followers, [----] engagements

"$MBLY mentioned multiple times in Intel's earnings presentation. We'll see if they discuss further in the call"
X Link 2025-07-24T20:15Z [---] followers, [----] engagements

"$MBLY I do think Mobileye eventually ends up taking a minority stake in VWs ADMT unit as Amnon hints at here. He drops the phrase skin in the game three separate times in the earnings call and I think being at the cap table with VW is an excellent use of the rapidly growing $1.7B cash pile on the balance sheet"
X Link 2025-07-25T20:10Z [---] followers, [----] engagements

"Starter position in Remitly $RELY at $17.26 Quick Thesis - Founder Led: CEO Matt Oppenheimer - Rapid Growth: Q1 send volume increased to $16.2 billion up 41% YoY - Rule of 50: 34% top line growth and a 16% EBITDA margin in Q1 - Attractive Valuation: EV/FCF [---] EV/Sales [---] Forward P/E [----] - Massive TAM: Still only scratching the surface at 3% market share of a $2T global remittance market - Best-in-Class UX: TrustPilot [---] Google Play [---] Apple [---] (vs Wise 4.3/4.7/4.7) - Administration Agnostic: Insulated from US immigration policy requiring senders to have a bank account or debit card"
X Link 2025-07-31T02:33Z [---] followers, [---] engagements

"$LYFT institutional ownership 📈 vs stock price 📉"
X Link 2025-08-03T16:51Z [---] followers, [----] engagements

"$MBLY will be presenting at Oppenheimers 28th Annual Technology Internet & Communications Conference this Tuesday @ 1045am ET Ill tune in and post my thoughts ASAP 🎧"
X Link 2025-08-11T03:00Z [---] followers, [----] engagements

"$MBLY really good interview so far I recommend listening if you have the time. Great to hear Dan Galves talk with conviction. I have a busy day today but will work on getting my notes and takeaways out ASAP. $MBLY will be presenting at Oppenheimers 28th Annual Technology Internet & Communications Conference this Tuesday @ 1045am ET Ill tune in and post my thoughts ASAP 🎧 https://t.co/0kJER1KyxE $MBLY will be presenting at Oppenheimers 28th Annual Technology Internet & Communications Conference this Tuesday @ 1045am ET Ill tune in and post my thoughts ASAP 🎧 https://t.co/0kJER1KyxE"
X Link 2025-08-12T17:04Z [---] followers, [----] engagements

"Work has been insane but I finally had some downtime to jot down highlights from the latest $MBLY conference appearance just in time for the next one coming up on September [--]. Representing Mobileye was the always eloquent Chief Communications Officer (CCO) Dan Galves so this thread will include my summary of the relevant context at the top followed by his words. Lets get into it 🧵 1/7"
X Link 2025-08-30T04:48Z [---] followers, [----] engagements

"If you made it all the way congrats youre dedicated to the $MBLY cause and truly a sophisticated investor. Look forward to me posting (ideally timely) updates on Mobileye news and the general mobility space. Let me know if you have any questions"
X Link 2025-08-30T04:48Z [---] followers, [---] engagements

"$LYFT Jeremy Bird EVP of Driver Experience is cooking right now. Theres a reason why dual-app drivers prefer Lyft. Theres also a reason why Lyft has gained 50% market share in the US vs Uber over the last three years. Uber will copy this feature just like they copied Price Lock and Lyft Silver but not before Lyft continues to win more customers brick by brick. New Lyft feature incoming called Smart Accept. https://t.co/2AeLUOjKeh New Lyft feature incoming called Smart Accept. https://t.co/2AeLUOjKeh"
X Link 2025-09-03T14:23Z [---] followers, [---] engagements

"$MBLY bullish To expand on this Porsche will unveil their production SuperVision vehicles (2027 models launching in 2026) at IAA Munich. Audi is Chauffeur and those are [----] models launching [----]. VW will also be there promoting and giving rides in the ID Buzz AD. Deutsche Bank added $MBLY to its short-term Catalyst Call Buy List ahead of next weeks IAA Munich. Analyst Edison Yu (Buy $16 PT) says Mobileye will showcase demo drives of its EyeQ6 High SuperVision system for the first time and could announce a new OEM design win or robotaxi Deutsche Bank added $MBLY to its short-term Catalyst"
X Link 2025-09-04T19:51Z [---] followers, [----] engagements

"Check out my post for @JoinCommonstock where I compare KPIs for current SentinelOne $S and late-2019 CrowdStrike $CRWD. https://commonstock.com/post/c91b447a-9382-4d23-b153-16239d30d276 https://commonstock.com/post/c91b447a-9382-4d23-b153-16239d30d276"
X Link 2022-12-23T16:42Z [---] followers, [----] engagements

"This is a $MBLY EyeQ5 system by the way. Product of the BMW/Mobileye L3 collaboration. https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort"
X Link 2025-02-20T20:43Z [---] followers, [----] engagements

"I went back and listened to the full $INVZ Q4 earnings call to see if I could glean any new insights into $MBLY since theyve been radio silent with news recently and found an interesting nugget on the VW ID Buzz start of production (SOP) timeline. As a reminder the VW ID Buzz is an L4 autonomous driving platform that uses Mobileyes EyeQ6H system on a chip (SOC) software stack and imaging radars along with Innovizs lidars. Volkswagen has been testing the ID Buzz for a while in Austin Oslo Munich and Hamburg; and has recently ramped up said testing efforts. Here is the relevant Q&A from the Q4"
X Link 2025-03-16T16:44Z [---] followers, [----] engagements

"Im not seeing as much discussion online about the deal as Id expect. Seems like the market doesnt trust the report and/or doesnt realize its $CEPO and not $CEP / $CEPT"
X Link 2025-07-16T18:21Z [---] followers, [----] engagements

"$MBLY rev/EPS double beat and raised full year [----] outlook ✅ Updates on next-gen products: - SuperVision and Chauffeur test vehicles are demonstrating better-than-predicted performance in multiple geographies. - We made progress on completing the ecosystem for the Lyft / Marubeni engagement and we continue to see strong interest from mobility providers across Europe for Mobileye Drive. - Increased interest in the Chauffeur solution as a scalable enabler of L3 consumer AV seen as high-value proposition by OEMs. Very quiet heading into $MBLY earnings tomorrow before market open. I'm personally"
X Link 2025-07-24T11:22Z [---] followers, [----] engagements

"$LYFT firing on all cylinders. Marubeni & $MBLY deal for the United States still imminent. My best guess for the OEM right now is Toyota. $LYFT is teaming up with Baidu $BIDU to launch autonomous rides in Europe starting [----]. Initial rollouts will hit Germany and the UK using Baidus Apollo Go AVs with plans to scale across the continent. Lyft runs ops; Baidu supplies the tech. https://t.co/GPjz5e2Qhi $LYFT is teaming up with Baidu $BIDU to launch autonomous rides in Europe starting [----]. Initial rollouts will hit Germany and the UK using Baidus Apollo Go AVs with plans to scale across the"
X Link 2025-08-04T13:30Z [---] followers, [----] engagements

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