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# ![@jwat_5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::990119382.png) @jwat_5 Jared

Jared posts on X about $mbly, lyft, $8002t, investment the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::990119382/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:interactions.svg)

- X Week XXXXXX +94%
- X Month XXXXXX +161%
- X Months XXXXXXX +947%
- X Year XXXXXXX +1,126%

### Mentions: XX [#](/creator/twitter::990119382/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +146%
- X Months XXX +581%
- X Year XXX +2,989%

### Followers: XXX [#](/creator/twitter::990119382/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:followers.svg)

- X Week XXX +2%
- X Month XXX +6.90%
- X Months XXX +36%
- X Year XXX +40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::990119382/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::990119382/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXX%

**Social topic influence**
[$mbly](/topic/$mbly) 24.32%, [lyft](/topic/lyft) 18.92%, [$8002t](/topic/$8002t) #1, [investment](/topic/investment) 5.41%, [$uber](/topic/$uber) 5.41%, [$tm](/topic/$tm) 5.41%, [$lyft](/topic/$lyft) 5.41%, [volkswagen](/topic/volkswagen) 2.7%, [momentum](/topic/momentum) 2.7%, [tesla](/topic/tesla) XXX%

**Top accounts mentioned or mentioned by**
[@woody141008](/creator/undefined) [@simvestor](/creator/undefined) [@ppkarppi](/creator/undefined) [@mojo_flyin](/creator/undefined) [@planert41](/creator/undefined) [@1ytzytz](/creator/undefined) [@mojoflyin](/creator/undefined) [@lyonhoe](/creator/undefined)

**Top assets mentioned**
[Mobileye Global Inc. Class A Common Stock (MBLY)](/topic/$mbly) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Toyota Motor Corporation (TM)](/topic/$tm) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Tesla, Inc. (TSLA)](/topic/tesla) [Metadium (META)](/topic/$meta) [Portugal National Team Fan Token (POR)](/topic/$por) [General Electric Company (GE)](/topic/$ge) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Intel Corporation (INTC)](/topic/$intc)
### Top Social Posts [#](/creator/twitter::990119382/posts)
---
Top posts by engagements in the last XX hours

"Mobileye Investment Thesis: The Robotaxi Leader by 2030 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"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1945297778667872436) 2025-07-16 01:41:46 UTC XXX followers, 2972 engagements


"@Woody141008 A minority investment just aligns interests Lyft wont care if Mobileye has a seat at ADMT board meetings"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948950717898662011) 2025-07-26 03:37:15 UTC XXX followers, XX 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"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948838322052497667) 2025-07-25 20:10:38 UTC XXX followers, XXX 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"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948085033756921871) 2025-07-23 18:17:20 UTC XXX followers, 3696 engagements


"$MBLY rev/EPS double beat and raised full year 2025 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"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948343011328323790) 2025-07-24 11:22:27 UTC XXX followers, 2337 engagements


"NEW: Mobileye Mobility-as-a-Service (MaaS) Video $MBLY"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1946027215990190536) 2025-07-18 02:00:18 UTC XXX followers, 1407 engagements


"@Simvestor MOIA/ADMT as an AV developer owner and operator has minimal overlap with the Moovit app imho. I do completely agree with buybacks. Hoping we continue to buy shares back from Intel"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948842756765331737) 2025-07-25 20:28:15 UTC XXX followers, XX engagements


"@1YTZYTZ which ironically may be exactly how Intel is thinking about their shares"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948484481054376122) 2025-07-24 20:44:36 UTC XXX followers, XX engagements


"For context Benteler is headquartered in Austria but will be manufacturing the shuttles in the United States $MBLY $LYFT"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948759737652142255) 2025-07-25 14:58:22 UTC XXX followers, XXX engagements


"AV Technology Integration: We intend to deploy HOLON urban autonomous shuttles on the Lyft platform with the goal of starting in the U.S. in late 2026. We initially plan to deploy these shuttles in partnership with airports and cities with the opportunity to expand to thousands of vehicles as we bring this service to more geographies around the globe. Riders will be able to book a ride on one of these autonomous shuttles directly through the Lyft platform. These vehicles will be equipped with Mobileye autonomous technology furthering our relationship and demonstrating additional potential"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948756415738212706) 2025-07-25 14:45:10 UTC XXX followers, XXX engagements


"Financial inflection point from advanced programs wont kick in until 2027 so this is a slow burn. Short term the Lyft/Marubeni OEM announcement could give us some juice likely X or more large Japanese OEMs as part of that deal. I expect an announcement in the next month if not during Lyfts earnings early August. Medium term design wins for SADAS SuperVision and Chauffeur would be a boost but those could happen anytime over the next XX months"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948430645589352471) 2025-07-24 17:10:40 UTC XXX followers, XXX 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 2026 in Dallas with Marubeni just icing on the cake"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948756043632120067) 2025-07-25 14:43:41 UTC XXX followers, 1394 engagements


"Starting to nibble again ahead of earnings this week $MBLY 🐡"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1947300600032489512) 2025-07-21 14:20:16 UTC XXX followers, XXX engagements


"$MBLY mentioned multiple times in Intel's earnings presentation. We'll see if they discuss further in the call"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948477239143612523) 2025-07-24 20:15:49 UTC XXX followers, 1119 engagements


"Started a position in $POR this morning Portland General Electric (PGE) Low beta play that hasnt caught up with other utilities that have surged in response to rising AI and tech demand for energy. PGE is in a major tech area with companies like $LRCX $META and $INTC demanding more (clean) power and former Intel President/current Ampere Computing CEO Renee James just joined the BOD. They are also have a positive relationship with regulators and residents operating in the area since 1888"  
![@jwat_5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990119382.png) [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1942225323203964950) 2025-07-07 14:12:56 UTC XXX followers, XXX engagements