[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@jwat_5](/creator/twitter/jwat_5) "4/ Strategic Partnership: Uber & VW Mobileye Drive is integrated directly into VW's AD (Autonomous Driving) factory line bypassing costly retrofitting and enabling VW to produce more than 10000 of the robotaxis per year. Their contract with Uber includes tens of thousands of AD vehicles this decade with discussions ongoing to scale to six figures. To put that contracted volume into perspective Goldman Sachs projects Waymo to have around 35000 autonomous vehicles operating commercially in the US in 2030. Testing of the AD is in progress in Oslo Munich Hamburg in Europe; and Austin and Lake"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1945297786951376910) 2025-07-16 01:41:48 UTC XXX followers, XXX engagements "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](/creator/x/jwat_5) on [X](/post/tweet/1945297778667872436) 2025-07-16 01:41:46 UTC XXX followers, 2925 engagements "Ended up just adding to shares. Dont want to manage $LYFT and $IBIT calls at the same time"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1947669174785872062) 2025-07-22 14:44:51 UTC XXX followers, XXX engagements "@Woody141008 A minority investment just aligns interests Lyft wont care if Mobileye has a seat at ADMT board meetings"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948950717898662011) 2025-07-26 03:37:15 UTC XXX followers, XX engagements "$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](/creator/x/jwat_5) on [X](/post/tweet/1948838322052497667) 2025-07-25 20:10:38 UTC XXX followers, XXX engagements "Very quiet heading into $MBLY earnings tomorrow before market open. I'm personally most excited for updates on: - the Lyft & Marubeni OEM Toyota - SV/CH pipeline design wins imminent EVP Nimrod Nehushtan said last earnings call that "many things can happen in the next weeks" and "we are reaching convergence with a couple of opportunities" - Intel's plan to divest shares moving forward may need to wait until Intel's earnings after market close"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948085033756921871) 2025-07-23 18:17:20 UTC XXX followers, 3648 engagements "$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](/creator/x/jwat_5) on [X](/post/tweet/1948343011328323790) 2025-07-24 11:22:27 UTC XXX followers, 2327 engagements "Relevant for $ARM and $ORCL too Itll be interesting to see if its refuted in the near future definitely a lot of incentive to get deals done"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1947422548360368163) 2025-07-21 22:24:51 UTC XXX followers, XXX engagements "NEW: Mobileye Mobility-as-a-Service (MaaS) Video $MBLY"  [@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](/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](/creator/x/jwat_5) on [X](/post/tweet/1948484481054376122) 2025-07-24 20:44:36 UTC XXX followers, XX engagements "@Mojo_flyin Japan is an opportunity too depending on the Marubeni OEM"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948193908464206215) 2025-07-24 01:29:58 UTC XXX followers, XX engagements "For context Benteler is headquartered in Austria but will be manufacturing the shuttles in the United States $MBLY $LYFT"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948759737652142255) 2025-07-25 14:58:22 UTC XXX followers, XXX engagements "AV Technology Integration: We intend to deploy HOLON urban autonomous shuttles on the Lyft platform with the goal of starting in the U.S. in late 2026. We initially plan to deploy these shuttles in partnership with airports and cities with the opportunity to expand to thousands of vehicles as we bring this service to more geographies around the globe. Riders will be able to book a ride on one of these autonomous shuttles directly through the Lyft platform. These vehicles will be equipped with Mobileye autonomous technology furthering our relationship and demonstrating additional potential"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948756415738212706) 2025-07-25 14:45:10 UTC XXX followers, XXX engagements "Financial inflection point from advanced programs wont kick in until 2027 so this is a slow burn. Short term the Lyft/Marubeni OEM announcement could give us some juice likely X or more large Japanese OEMs as part of that deal. I expect an announcement in the next month if not during Lyfts earnings early August. Medium term design wins for SADAS SuperVision and Chauffeur would be a boost but those could happen anytime over the next XX months"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948430645589352471) 2025-07-24 17:10:40 UTC XXX followers, XXX engagements "$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](/creator/x/jwat_5) on [X](/post/tweet/1948756043632120067) 2025-07-25 14:43:41 UTC XXX followers, 1294 engagements "Starting to nibble again ahead of earnings this week $MBLY 🐡"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1947300600032489512) 2025-07-21 14:20:16 UTC XXX followers, XXX engagements "For recent followers interested in the $MBLY story or anyone looking for a refresher heading into Q2 earnings I recommend taking a look at this post for how Im thinking about it. Since then Ive also become even more bullish on the imminent Lyft/Marubeni deal which their EVP of Driver Experience described just a week and a half ago as very close with volume expected to be hundreds of thousands through the partnership"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1943346683691307213) 2025-07-10 16:28:49 UTC XXX followers, XXX engagements "Adding a bit to $ARM this morning. The fact that (1) theyre the CPU in Nvidias Grace Blackwell and (2) their fully designed CPU that Meta will use at launch will also be the CPU of choice for Stargate seems to not be understood by XXXX% of the market"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1947642842735677771) 2025-07-22 13:00:13 UTC XXX followers, XXX engagements "5/ Strategic Partnership: Lyft & Marubeni Similarly Lyft is anchoring its AV ambitions on Mobileye's technology. Their partnership leveraging Mobileye's AV stack and Lyft's demand network of 24m active riders also includes Marubeni a Japanese conglomerate bringing significant capital and fleet management expertise. While the automaker has yet to be announced Lyft officially expects to launch fully autonomous robotaxis from this partnership "as early as 2026" in Dallas TX. In a podcast appearance on June XX Lyft's EVP of Customer Experience Jeremy Bird said that "we'll be putting hopefully"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1945297790432944354) 2025-07-16 01:41:49 UTC XXX followers, XXX engagements "$MBLY mentioned multiple times in Intel's earnings presentation. We'll see if they discuss further in the call"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1948477239143612523) 2025-07-24 20:15:49 UTC XXX followers, 1084 engagements "Ive been adding to $LYFT the last few trading sessions. Technicals look great after a multi-year consolidation FreeNow acquisition (which was cheap accretive and literally doubles TAM) closes in 2H25 and robotaxi announcement with $MBLY and Marubeni is imminent per Lyfts EVP"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1942580974019104884) 2025-07-08 13:46:10 UTC XXX followers, XXX engagements "Heres how Im thinking about it: $UBER has started to be valued based on their financial performance but not on being a mobility platform of the future including for AVs. $LYFT isnt valued for either. So I think $LYFT is a catchup play while also having enough of their own unique quirks (LYFT Silver DoorDash partnership FREENOW) to gain market share. Ride share is still only X% of US and global miles driven so both have a ton of room to expand over the next few decades imo. As far as the OEM even if Marubeni would work with VW (unlikely) why wouldnt they have announced it already Im very"  [@jwat_5](/creator/x/jwat_5) on [X](/post/tweet/1940034941556838692) 2025-07-01 13:09:08 UTC XXX followers, XXX 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](/creator/x/jwat_5) on [X](/post/tweet/1942225323203964950) 2025-07-07 14:12:56 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jwat_5
"4/ Strategic Partnership: Uber & VW Mobileye Drive is integrated directly into VW's AD (Autonomous Driving) factory line bypassing costly retrofitting and enabling VW to produce more than 10000 of the robotaxis per year. Their contract with Uber includes tens of thousands of AD vehicles this decade with discussions ongoing to scale to six figures. To put that contracted volume into perspective Goldman Sachs projects Waymo to have around 35000 autonomous vehicles operating commercially in the US in 2030. Testing of the AD is in progress in Oslo Munich Hamburg in Europe; and Austin and Lake"
@jwat_5 on X 2025-07-16 01:41:48 UTC XXX followers, XXX engagements
"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 on X 2025-07-16 01:41:46 UTC XXX followers, 2925 engagements
"Ended up just adding to shares. Dont want to manage $LYFT and $IBIT calls at the same time" @jwat_5 on X 2025-07-22 14:44:51 UTC XXX followers, XXX engagements
"@Woody141008 A minority investment just aligns interests Lyft wont care if Mobileye has a seat at ADMT board meetings" @jwat_5 on X 2025-07-26 03:37:15 UTC XXX followers, XX engagements
"$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 on X 2025-07-25 20:10:38 UTC XXX followers, XXX engagements
"Very quiet heading into $MBLY earnings tomorrow before market open. I'm personally most excited for updates on: - the Lyft & Marubeni OEM Toyota - SV/CH pipeline design wins imminent EVP Nimrod Nehushtan said last earnings call that "many things can happen in the next weeks" and "we are reaching convergence with a couple of opportunities" - Intel's plan to divest shares moving forward may need to wait until Intel's earnings after market close" @jwat_5 on X 2025-07-23 18:17:20 UTC XXX followers, 3648 engagements
"$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 on X 2025-07-24 11:22:27 UTC XXX followers, 2327 engagements
"Relevant for $ARM and $ORCL too Itll be interesting to see if its refuted in the near future definitely a lot of incentive to get deals done" @jwat_5 on X 2025-07-21 22:24:51 UTC XXX followers, XXX engagements
"NEW: Mobileye Mobility-as-a-Service (MaaS) Video $MBLY" @jwat_5 on X 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 on X 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 on X 2025-07-24 20:44:36 UTC XXX followers, XX engagements
"@Mojo_flyin Japan is an opportunity too depending on the Marubeni OEM" @jwat_5 on X 2025-07-24 01:29:58 UTC XXX followers, XX engagements
"For context Benteler is headquartered in Austria but will be manufacturing the shuttles in the United States $MBLY $LYFT" @jwat_5 on X 2025-07-25 14:58:22 UTC XXX followers, XXX engagements
"AV Technology Integration: We intend to deploy HOLON urban autonomous shuttles on the Lyft platform with the goal of starting in the U.S. in late 2026. We initially plan to deploy these shuttles in partnership with airports and cities with the opportunity to expand to thousands of vehicles as we bring this service to more geographies around the globe. Riders will be able to book a ride on one of these autonomous shuttles directly through the Lyft platform. These vehicles will be equipped with Mobileye autonomous technology furthering our relationship and demonstrating additional potential" @jwat_5 on X 2025-07-25 14:45:10 UTC XXX followers, XXX engagements
"Financial inflection point from advanced programs wont kick in until 2027 so this is a slow burn. Short term the Lyft/Marubeni OEM announcement could give us some juice likely X or more large Japanese OEMs as part of that deal. I expect an announcement in the next month if not during Lyfts earnings early August. Medium term design wins for SADAS SuperVision and Chauffeur would be a boost but those could happen anytime over the next XX months" @jwat_5 on X 2025-07-24 17:10:40 UTC XXX followers, XXX engagements
"$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 on X 2025-07-25 14:43:41 UTC XXX followers, 1294 engagements
"Starting to nibble again ahead of earnings this week $MBLY 🐡" @jwat_5 on X 2025-07-21 14:20:16 UTC XXX followers, XXX engagements
"For recent followers interested in the $MBLY story or anyone looking for a refresher heading into Q2 earnings I recommend taking a look at this post for how Im thinking about it. Since then Ive also become even more bullish on the imminent Lyft/Marubeni deal which their EVP of Driver Experience described just a week and a half ago as very close with volume expected to be hundreds of thousands through the partnership" @jwat_5 on X 2025-07-10 16:28:49 UTC XXX followers, XXX engagements
"Adding a bit to $ARM this morning. The fact that (1) theyre the CPU in Nvidias Grace Blackwell and (2) their fully designed CPU that Meta will use at launch will also be the CPU of choice for Stargate seems to not be understood by XXXX% of the market" @jwat_5 on X 2025-07-22 13:00:13 UTC XXX followers, XXX engagements
"5/ Strategic Partnership: Lyft & Marubeni Similarly Lyft is anchoring its AV ambitions on Mobileye's technology. Their partnership leveraging Mobileye's AV stack and Lyft's demand network of 24m active riders also includes Marubeni a Japanese conglomerate bringing significant capital and fleet management expertise. While the automaker has yet to be announced Lyft officially expects to launch fully autonomous robotaxis from this partnership "as early as 2026" in Dallas TX. In a podcast appearance on June XX Lyft's EVP of Customer Experience Jeremy Bird said that "we'll be putting hopefully" @jwat_5 on X 2025-07-16 01:41:49 UTC XXX followers, XXX engagements
"$MBLY mentioned multiple times in Intel's earnings presentation. We'll see if they discuss further in the call" @jwat_5 on X 2025-07-24 20:15:49 UTC XXX followers, 1084 engagements
"Ive been adding to $LYFT the last few trading sessions. Technicals look great after a multi-year consolidation FreeNow acquisition (which was cheap accretive and literally doubles TAM) closes in 2H25 and robotaxi announcement with $MBLY and Marubeni is imminent per Lyfts EVP" @jwat_5 on X 2025-07-08 13:46:10 UTC XXX followers, XXX engagements
"Heres how Im thinking about it: $UBER has started to be valued based on their financial performance but not on being a mobility platform of the future including for AVs. $LYFT isnt valued for either. So I think $LYFT is a catchup play while also having enough of their own unique quirks (LYFT Silver DoorDash partnership FREENOW) to gain market share. Ride share is still only X% of US and global miles driven so both have a ton of room to expand over the next few decades imo. As far as the OEM even if Marubeni would work with VW (unlikely) why wouldnt they have announced it already Im very" @jwat_5 on X 2025-07-01 13:09:08 UTC XXX followers, XXX 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 on X 2025-07-07 14:12:56 UTC XXX followers, XXX engagements