#  @jwat_5 Jared Jared posts on X about $mbly, lyft, $lyft, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::990119382/interactions)  - [--] Week [---------] +28,444% - [--] Month [---------] +25,258% - [--] Months [---------] +4,705% - [--] Year [---------] +15,122% ### Mentions: [--] [#](/creator/twitter::990119382/posts_active)  - [--] Week [--] -85% - [--] Month [---] +15% - [--] Months [---] +18% - [--] Year [---] +677% ### Followers: [---] [#](/creator/twitter::990119382/followers)  - [--] Week [---] +0.85% - [--] Month [---] +4.40% - [--] Months [---] +14% - [--] Year [---] +53% ### CreatorRank: [---------] [#](/creator/twitter::990119382/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [luxury brands](/list/luxury-brands) [celebrities](/list/celebrities) **Social topic influence** [$mbly](/topic/$mbly), [lyft](/topic/lyft) #119, [$lyft](/topic/$lyft) #23, [$uber](/topic/$uber), [$iren](/topic/$iren), [$bkkt](/topic/$bkkt) #8, [$lrcx](/topic/$lrcx), [bitcoin](/topic/bitcoin), [investment](/topic/investment), [$schw](/topic/$schw) **Top accounts mentioned or mentioned by** [@boxlongs](/creator/undefined) [@maverick98776](/creator/undefined) [@yehoshzl](/creator/undefined) [@mikealfred](/creator/undefined) [@10009nyny](/creator/undefined) [@bakkt](/creator/undefined) [@mobileye](/creator/undefined) [@simvestor](/creator/undefined) [@peterbs](/creator/undefined) [@rajeevsura](/creator/undefined) [@jcmarkets21](/creator/undefined) [@jeremybird](/creator/undefined) [@swyftbull](/creator/undefined) [@wonderosakatrip](/creator/undefined) [@planert41](/creator/undefined) [@pathofgiving](/creator/undefined) [@macaronicapital](/creator/undefined) [@akshaynaheta](/creator/undefined) [@monkeypesky](/creator/undefined) [@deepvaueadv](/creator/undefined) **Top assets mentioned** [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Iris Energy Limited (IREN)](/topic/$iren) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Bitcoin (BTC)](/topic/bitcoin) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/tesla) [Arm Holdings plc (ARM)](/topic/$arm) [Snowflake Inc. (SNOW)](/topic/$snow) [Intel Corporation (INTC)](/topic/$intc) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Remitly Global, Inc. (RELY)](/topic/$rely) [CATHEDRA BITCOIN SUB VTG (CBTTF)](/topic/$cbttf) [Toyota Motor Corporation (TM)](/topic/$tm) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Weyerhaeuser Co (WY)](/topic/$wy) [Asset Entities Inc. (ASST)](/topic/$asst) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Target Corporation (TGT)](/topic/$tgt) [DoorDash Inc. (DASH)](/topic/doordash) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "Roper $ROP would like a word" [X Link](https://x.com/jwat_5/status/1660339354735378433) 2023-05-21T17:38Z [---] followers, [---] engagements "Not considering buying confirmed buying $SNOW https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/ $SNOW is considering buying Neeva a startup to help them implement LLMs for enterprises. Notice that now that AI and LLMs are taking off $SNOW has to acquire to even have a CHANCE at being relevant $PLTR just releases their own product because theyve spent years developing https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/ $SNOW is considering buying Neeva a startup" [X Link](https://x.com/jwat_5/status/1661508616019476480) 2023-05-24T23:04Z [---] followers, [---] engagements "This is a misinformed take IMO. Designers like $NVDA and manufacturers like $TSM are important but leading edge equip. manufacturers like $LRCX and $ASML are the ones enabling innovation in both areas. They are equally if not more critical to Moores Law. @Invesquotes I find myself hesitating to invest into the industry Some firms like $TXN are very stable but others like $KLA or $ASML are more a part of a super-organization than independent firms and if anything hits say $TSM or Samsung they will suffer massively. Conc. risk is real here @Invesquotes I find myself hesitating to invest into" [X Link](https://x.com/jwat_5/status/1661838063314542621) 2023-05-25T20:54Z [---] followers, [---] engagements "@Stock_Opine @StackInvesting Both $DT and $DDOG have relatively rich valuations considering the observability TAM. The question to me is confidence in company execution to expand into adjacent markets like security that they can bundle and upsell" [X Link](https://x.com/jwat_5/status/1671531902266748932) 2023-06-21T15:05Z [---] followers, [---] engagements "@mhk32220167 Market doubts or isnt aware of the companys chances to win the RFQs" [X Link](https://x.com/jwat_5/status/1703219629835903377) 2023-09-17T01:29Z [---] followers, [--] engagements "@randomultimate2 @mhk32220167 A big reason Im confident is Continental (essentially their customer/partner) affirming their strategy and product on the Q1 earnings call" [X Link](https://x.com/jwat_5/status/1703392511325049272) 2023-09-17T12:56Z [---] followers, [--] engagements "@jaredwaters21 was he your next top choice" [X Link](https://x.com/jwat_5/status/1752776999846756800) 2024-01-31T19:32Z [---] followers, [--] engagements "February Portfolio Update YTD Performance: +4.8% Cash: 7.6% $LRCX $SNOW $SCHW $IREN $MBLY $UPST $HYLN $EXPR" [X Link](https://x.com/jwat_5/status/1758221574178521508) 2024-02-15T20:07Z [---] followers, [---] engagements "$IREN [----] [--] EH/s fully funded Other highlights: - commencing quarterly reporting immediately - $301m cash no debt - [---] $NVDA GPUs commissioned and being tested - [--] EH/s currently operating https://finance.yahoo.com/news/20-eh-expansion-fully-funded-110200788.html https://finance.yahoo.com/news/20-eh-expansion-fully-funded-110200788.html" [X Link](https://x.com/jwat_5/status/1774765249259860210) 2024-04-01T11:46Z [---] followers, [----] engagements "$IREN March Investor Update 📣 @irisenergyco ✅ [---] #bitcoin mined (+14% MoM) ✅ $23.7m ⛏ revenue (+56%) ✅ $20343 ⚡ cost/bitcoin (flat) ✅ [--] EH/s in [----] fully funded https://www.globenewswire.com/news-release/2024/04/04/2857697/0/en/IREN-Announces-Monthly-Investor-Update-for-March-2024.html https://www.globenewswire.com/news-release/2024/04/04/2857697/0/en/IREN-Announces-Monthly-Investor-Update-for-March-2024.html" [X Link](https://x.com/jwat_5/status/1775870551002689861) 2024-04-04T12:58Z [---] followers, [----] engagements "@Umbisam You hear Dan Roberts talk about #5 on the last space he was on He said theyre open to it but see no benefits since all of the funds hes talked to are allowed to buy if domiciled in US or majority of operations are in US which is now clearly true with Childress ramp" [X Link](https://x.com/jwat_5/status/1791140149679497575) 2024-05-16T16:14Z [---] followers, [---] engagements "$PLTR why are Palantir bulls so delusional and critical of $SNOW across the board. Theyre not even competitors. $SNOW Q1 buyback = $516mn Purchasing multiples = 14x Sales; 140x FCF. Does it make sense https://t.co/hau7iIRPAe $SNOW Q1 buyback = $516mn Purchasing multiples = 14x Sales; 140x FCF. Does it make sense https://t.co/hau7iIRPAe" [X Link](https://x.com/jwat_5/status/1793453473062679028) 2024-05-23T01:26Z [---] followers, [---] engagements "Interesting I wasnt sold. The only competitive advantages he mentioned were (1) experience bitcoin mining translating to success in AI and (2) being an Ethereum proxy. Im curious how he will finance the touted vertical integration for AI with the current power bottleneck. @jwat_5 @Charge_Stack @sebastian_ski Listened to second half and impressed with Sams responses. @jwat_5 @Charge_Stack @sebastian_ski Listened to second half and impressed with Sams responses" [X Link](https://x.com/jwat_5/status/1793479400434155935) 2024-05-23T03:09Z [---] followers, [---] engagements "@MRBullMktEver @Banana3Stocks I think those are Intel's voting shares of $MBLY. I don't believe they would sell/convert in this scenario" [X Link](https://x.com/jwat_5/status/1798848038124892216) 2024-06-06T22:42Z [---] followers, [---] engagements "@RaulSokolova @Banana3Stocks $TSM historically but has plans to use future Intel nodes if theyre ready in time. $MBLY is also working with $INTC on next-gen radar and lidar systems" [X Link](https://x.com/jwat_5/status/1801184715090628621) 2024-06-13T09:27Z [---] followers, [---] engagements "@SilentAlert1 I don't know anything about Flexnode specifically but there is unlimited VC funding right now for AI-related endeavors so there are financing options out there for Flexnode to purchase Karnos - especially if they have contracts signed for their data centers" [X Link](https://x.com/jwat_5/status/1820512924063940870) 2024-08-05T17:31Z [---] followers, [--] engagements "@yehoshzl Why is that a negative I like Pat but in my opinion the Intel majority control/ownership will always be a headwind. I think $MBLY has gotten everything they can from the $INTC incubation and would love if they were a fully independent company" [X Link](https://x.com/jwat_5/status/1863979220826825202) 2024-12-03T16:10Z [---] followers, [---] engagements "@yehoshzl I think that investors (retail but more so institutional) dont like the governance aspect of a company being fully controlled voting-wise by a single entity. $ARM has been able to overcome it but it was a huge overhang on VMware when they were controlled by $DELL" [X Link](https://x.com/jwat_5/status/1865147053036208299) 2024-12-06T21:31Z [---] followers, [---] engagements "Quick Hitter Series Episode 2: Mobileye $MBLY Welcome back to the series where I'll highlight each of my holdings with a short business background followed by my investment thesis condensed down to three easy to understand sections. This one is a bit longer so stick with me" [X Link](https://x.com/jwat_5/status/1866682871571685534) 2024-12-11T03:14Z [---] followers, [---] engagements "Background: Mobileye is the global leader in core Advanced Driver Assistance System (ADAS) technology which includes camera-enabled safety features like blind spot monitoring adaptive cruise control and forward collision prevention. In addition to core ADAS the company also has a hands-on eyes-off system called SuperVision in production since [----] with Polestar and Zeekr; as well as a product roadmap validated by design wins with Volkswagen Group that includes a hands-off eyes-off system called Chauffeur and a Robotaxi system called Drive" [X Link](https://x.com/jwat_5/status/1866682873014628686) 2024-12-11T03:14Z [---] followers, [--] engagements "Investment Thesis: The Android of Robotaxis If you think that Robotaxi is a winner-take-all market that will be only won by Waymo or Tesla then Mobileye is not the investment for you. However if you think there will be multiple winners in the future that will be booked on platforms like Uber or Lyft then hear me out. Lyft and Mobileye announced a partnership in November to connect Mobileye Drive equipped vehicles with Lyft riders. As the headline implies Mobileye Drive is OEM agnostic. They already have partnerships with Volkswagen on the platform along with implementers like Schaeffler" [X Link](https://x.com/jwat_5/status/1866682874713252099) 2024-12-11T03:14Z [---] 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](https://x.com/jwat_5/status/1866682876437336176) 2024-12-11T03:14Z [---] followers, [--] engagements "Predictable profitable cash flow from ADAS Mobileye is a profitable company despite dedicating 75% of their [----] research and development budget to advanced products. They have $1.3B on the balance sheet virtually zero debt ($53mm) and trade at [----] NTM P/E [---] NTM EV/Sales and [----] NTM EV/EBITDA; which is reasonable for a company expected to grow revenue above 20% next year with gross margins 50%. Mobileyes revenue growth is also outpacing top [--] OEM production growth and already has 250m units booked out to 2030+ with 80-90m incremental units in advanced RFQ discussions. To visualize" [X Link](https://x.com/jwat_5/status/1866682878198784271) 2024-12-11T03:14Z [---] followers, [---] engagements "That's it thanks for reading Let me know what you think if you made it this far and if you're interested in Episode [--] which was a much briefer post on $IREN" [X Link](https://x.com/jwat_5/status/1866682879796785566) 2024-12-11T03:14Z [---] followers, [---] engagements "Many others to come 👀 $MBLY This is with great honour we are happy to finally announce our important agreement with $MBLY for their Drive Platform which was already selected by several great customers to use our Long and Short range lidars across multiple applications and types of vehicles including VW This is with great honour we are happy to finally announce our important agreement with $MBLY for their Drive Platform which was already selected by several great customers to use our Long and Short range lidars across multiple applications and types of vehicles including VW" [X Link](https://x.com/jwat_5/status/1866862887534465156) 2024-12-11T15:09Z [---] followers, [---] engagements "Memory remains under-appreciated as AI proliferation continues $LRCX $LRCX Named Best [----] Idea by TD Cowen; 'The "Game Theory" of NAND to Drive Two Years of Healthy Growth' PT $100 $LRCX Named Best [----] Idea by TD Cowen; 'The "Game Theory" of NAND to Drive Two Years of Healthy Growth' PT $100" [X Link](https://x.com/jwat_5/status/1866863452704120966) 2024-12-11T15:11Z [---] followers, [---] engagements "@yehoshzl You see the news today about Intel planning to sell shares of $MBLY Market seemed to like it" [X Link](https://x.com/jwat_5/status/1867325563494707233) 2024-12-12T21:48Z [---] followers, [---] engagements "SuperVision/Chauffeur announcement before EOY 👀 $MBLY $MBLY #MBLY I have no idea what triggers this move but I do know that it will likely be extremely aggressive and be quite "face ripping" based on this volume gap above. https://t.co/ZzAmjSGIDV $MBLY #MBLY I have no idea what triggers this move but I do know that it will likely be extremely aggressive and be quite "face ripping" based on this volume gap above. https://t.co/ZzAmjSGIDV" [X Link](https://x.com/jwat_5/status/1868485687634493651) 2024-12-16T02:37Z [---] followers, [---] engagements "These slides are from the $MBLY investor day last week - see the Japanese OEM between the last two phases which the second slide shows as a 2-3 month period. Their CEO and CCO have been saying in earnings calls and conferences that while timing is ultimately out of their control they do expect wins before EOY" [X Link](https://x.com/jwat_5/status/1868696295247905027) 2024-12-16T16:34Z [---] followers, [---] engagements "Quick Hitter Series Episode 3: Upstart $UPST 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. If that guy from CNBC is still out there this one's for you buddy. 🧵 1/6" [X Link](https://x.com/jwat_5/status/1871246735529689408) 2024-12-23T17:29Z [---] followers, [---] engagements "4/ Expanding access to credit for all Did you know that four in five Americans have never defaulted on a loan yet less than half have access to traditional prime credit CEO and Co-Founder of Upstart Dave Girouard is on a mission to change that statistic. Money is a fundamental ingredient of life and unless youre one of the few percent of Americans with significant wealth the price and difficulty of borrowing affects you every day. Throughout history affordable credit has been central to unlocking mobility and opportunity. - Dave Girouard In [----] the Upstart model approved 116% more Black" [X Link](https://x.com/jwat_5/status/1871246740893946267) 2024-12-23T17:29Z [---] followers, [--] engagements "5/ Battle-tested and ready for a comeback After growing revenue over 350% in [----] Upstart witnessed the fastest Federal Reserve tightening cycle in four decades resulting in the federal funds target rate increasing [---] basis points from [----] to [----]. That period tested this founder-led management team who saw the companys revenue decrease and margins compress rapidly. The company fought through those hard times to return to positive revenue growth and adjusted EBITDA this last quarter (FY2024 Q3) all while seeing minimal tailwinds from the still volatile macroeconomy. The return to growth was" [X Link](https://x.com/jwat_5/status/1871246742911619179) 2024-12-23T17:29Z [---] followers, [---] engagements "Good video. To me its so obvious when listening to the Lyft CEO Innoviz CEO and Mobileye management speak that they know something significant is cooking that they just cant reveal yet. I didnt know about the terms of the Honda/Cruise investment just spitballing now but I wonder if Honda would purchase shares from Intel in a private placement. Seems like a move that lines up with the Intel CFOs comments and align incentives for both sides" [X Link](https://x.com/jwat_5/status/1871318801859629449) 2024-12-23T22:15Z [---] followers, [---] engagements "@VincentTheDude Heads up the buzzsprout link in your tweets is broken at least on mobile" [X Link](https://x.com/jwat_5/status/1872417181151158463) 2024-12-26T23:00Z [---] followers, [--] engagements "Positive momentum $MBLY Introducing the Mobileye ECU seriesbuilt with the future in mind and scalability by design. Three configurations create a modular framework that powers the full spectrum of our premium ADAS and autonomous driving solutions: Mobileye SuperVision Chauffeur and Drive. Delivering https://t.co/28OB3alsQq Introducing the Mobileye ECU seriesbuilt with the future in mind and scalability by design. Three configurations create a modular framework that powers the full spectrum of our premium ADAS and autonomous driving solutions: Mobileye SuperVision Chauffeur and Drive." [X Link](https://x.com/jwat_5/status/1874865356042588332) 2025-01-02T17:08Z [---] followers, [---] engagements "Investment thesis on Altria $MO coming out later this week Thought it would be brief but its turning into my longest one yet" [X Link](https://x.com/jwat_5/status/1876117489274462588) 2025-01-06T04:04Z [---] 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](https://x.com/jwat_5/status/1876381877667332401) 2025-01-06T21:34Z [---] followers, [----] engagements "2/ Company Background Altria is the parent company of Philip Morris USA the manufacturer of the top-selling cigarette brand in the US Marlboro. Altrias fully-owned holdings also include Black & Mild Copenhagen Skoal and NJOY the only FDA authorized menthol e-vapor product. Significant public equity investments include stakes in Anheuser-Busch $BUD and Cronos Group $CRON" [X Link](https://x.com/jwat_5/status/1876381879886373299) 2025-01-06T21:34Z [---] followers, [---] engagements "3/ Enviable pure-play market position in the US Altria is a pure-play for tobacco exposure in the US where cigarette volumes declined 6% per year from [----] to [----] faster than the global markets 1% annual loss according to Euromonitor. However despite these demand challenges relative to the global market the US boasts several significant advantages for Altria. Altrias Marlboro brand remains the undisputed leader in the US with a commanding 40%+ market share far above the 15% share held by the next largest competitor; and a 59.3% share in the highly profitable premium cigarette segment which" [X Link](https://x.com/jwat_5/status/1876381882658484447) 2025-01-06T21:34Z [---] followers, [---] engagements "4/ Tailwinds from incoming Trump Administration and NJOY ramp Altria has an admittedly poor track record of acquisitions and partnerships investing $1.8B into Canadian cannabis company Cronos at its peak and $12.8B into Juul Labs which was eventually exchanged for IP and written down to $250 million. At [--] forward P/E near the bottom of the companys five-year annual average range of 8-16 the market is understandably valuing Altrias other bets at zero based on its M&A track record putting the company in prove it mode before assigning any value to non-core business lines. As a result by" [X Link](https://x.com/jwat_5/status/1876381885087265067) 2025-01-06T21:34Z [---] followers, [---] engagements "5/ Secure shareholder distributions with a safe dividend payout ratio Altria is a Dividend Aristocrat (25+ years of consecutive dividend increases) and Dividend King (50+ years) recently increasing its quarterly dividend by 4.1%. The company also has a [--] year dividend CAGR of 3.71%. Even without the upside from the non-core cigarette business (e.g. NJOY) Altria is expected to grow EPS over the next few years to continue to grow the dividend. Analysts project an average EPS growth of 4.26% in FY [----] and 3.39% in FY [----]. The current 7.8% dividend yield is safe with a conservative payout ratio" [X Link](https://x.com/jwat_5/status/1876381887704473623) 2025-01-06T21:34Z [---] followers, [---] engagements "@Patrick70776507 @garyblack00 Heads up that Grok is hallucinating here based on speculation neither Honda or Mobileye have presented yet at CES so it's not even possible. Unless Grok knows the future 👀" [X Link](https://x.com/jwat_5/status/1876662300557598836) 2025-01-07T16:08Z [---] 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](https://x.com/jwat_5/status/1876732777665601626) 2025-01-07T20:48Z [---] followers, [----] engagements "I went back and re-listened to the nearly [--] hour $MBLY Capital Markets Day presentation from December [--] and picked up on a few interesting tidbits that I havent seen talked about on X that Ill share here. ✅ Very very interesting prospect with a very big OEM for Mobileye Drive - Executive VP of Business Development Nimrod Nehushtan In light of recent events Ill avoid serious speculation but just taking this at face value implies that the Japanese OEM in Due Diligence with Drive (Robotaxi) is on par with Volkswagen ADMTs program which is already a significant collaboration. Again based on" [X Link](https://x.com/jwat_5/status/1877027613866110991) 2025-01-08T16:20Z [---] followers, [---] engagements "Not at all. To be expected. Every major OEM is looking into building their own self-driving capabilities which means developing in-house software on either the Nvidia or Qualcomm platform. A bet on Mobileye is a bet on (1) a self-driving market with multiple winners e.g. Tesla Waymo OEMs and (2) Mobileye winning against OEM in-house software teams like they did with VW where the OEM realizes that there are diminishing marginal returns once you try to get to L3/L4 autonomy that only companies who have been working on this for a long time (25+ years for Mobileye) can solve economically" [X Link](https://x.com/jwat_5/status/1877032463471370342) 2025-01-08T16:39Z [---] followers, [--] engagements "$19.87. Been in it for more than a year and averaged down. NFA but nothing has changed about the fundamentals so unless youre a purely technicals trader Id be patient and see what happens the next few months. This isnt a penny stock its a cash flow positive company with zero debt that has business booked out into the 2030s. So there is a level of downside protection" [X Link](https://x.com/jwat_5/status/1877190612258001239) 2025-01-09T03:08Z [---] followers, [--] engagements "@GjonbalajPajtim Sounds like you should be in bonds or an index fund" [X Link](https://x.com/jwat_5/status/1877220393850740874) 2025-01-09T05:06Z [---] followers, [--] engagements "🤐 $TSLA $MBLY $GOOGL https://electrek.co/2025/01/13/elon-musk-misrepresents-data-that-shows-tesla-is-still-years-away-from-unsupervised-self-driving/ https://electrek.co/2025/01/13/elon-musk-misrepresents-data-that-shows-tesla-is-still-years-away-from-unsupervised-self-driving/" [X Link](https://x.com/jwat_5/status/1879009246668640442) 2025-01-14T03:34Z [---] followers, [---] engagements "$MBLY Mobileye price target raised to $17 from $14 at UBS UBS analyst Joseph Spak raised the firms price target on Mobileye (MBLY) to $17 from $14 and keeps a Neutral rating on the shares. Industry challenges are well documented but the firm sees the case for the first time in over a year for positive North America production revisions at some point the analyst tells investors in a research note. While still a mixed picture globally a stronger U.S. market can lead to home bias on U.S. auto stocks the firm says" [X Link](https://x.com/jwat_5/status/1880308649102627215) 2025-01-17T17:38Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1884296322854895765) 2025-01-28T17:43Z [---] followers, [----] engagements "@10009nyny Agreed. $MBLY has released some impressive inference numbers for their new EyeQ6H chip like in the slide below but eventually that has to translate to design wins and operating results" [X Link](https://x.com/jwat_5/status/1884316374631321757) 2025-01-28T19:03Z [---] followers, [---] engagements "I've been tracking $LRCX earnings since [----] and just wrapped up listening to today's call. Here are my quick observations: 💵 Record Q4 gross margin of 48.2% the highest since Lam merged with Novellus in 2013; and operating margin expansion of [---] bps in CY24 despite growing R&D spend YoY 📦 Gate all around (GAA) and advanced packaging starting to significantly hit the top and bottom lines reaching $1B in CY24 and expected to get to $3B in CY25 🤖 Dextro Cobot (collaborative robot) shipped to third memory customer as part of a multi-year services agreement paving the way to autonomous fabs" [X Link](https://x.com/jwat_5/status/1884762393479451134) 2025-01-30T00:35Z [---] followers, [---] engagements "More information on Lam Research's Dextro Cobot announced last month: https://www.lamresearch.com/zh-hans/product/dextro/ https://www.lamresearch.com/zh-hans/product/dextro/" [X Link](https://x.com/jwat_5/status/1884762857792844161) 2025-01-30T00:37Z [---] followers, [---] engagements "I'll be honest I'm equally confused why you didn't find the earnings press release disappointing. My investment thesis in $MBLY is based on: (1) Future design wins for Surround ADAS SV Chauffeur Drive (2) Current AV partner progress (VW Verne Holon Schaeffler Lyft) (3) Next-gen products (EyeQ6 EyeQ7 imaging radar) and their potential impact Mobileye announced ZERO new information related to these endeavors in the quarterly report so we clearly must have a different thesis. That said check out my other more recent tweets because I was pleased to hear progress on points [--] and [--] after the" [X Link](https://x.com/jwat_5/status/1885009022396620979) 2025-01-30T16:55Z [---] followers, [---] engagements "@ZaStocks @CapArtichoke What fintech tickers have been awful Nearly every fintech stock Im tracking has been crushing the last [--] months. $UPST $RELY $HOOD $TOST $SHOP" [X Link](https://x.com/jwat_5/status/1887703419814592937) 2025-02-07T03:22Z [---] followers, [---] engagements "@jaredyhp @Umbisam Difficult to compare PE since EQIX is a REIT. Gotta use FFO/AFFO" [X Link](https://x.com/jwat_5/status/1887876835070865759) 2025-02-07T14:51Z [---] 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](https://x.com/jwat_5/status/1887974067375939808) 2025-02-07T21:17Z [---] 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 - $MO Quick summary of January's trades: - Sold out of Google after Uber's earnings call now feeling more confident that Uber will be a winner in AV. - Sold out of Altria after NJOY lost in court against Juul. They'll appeal but I'm not as attracted to Altria without the NJOY upside. - Small adds to IREN MBLY and LRCX. Feeling really good about IREN heading into earnings and [----] in general; as a play on the scarcest short-term resource in AI power. - Bought" [X Link](https://x.com/jwat_5/status/1887974190285996358) 2025-02-07T21:18Z [---] followers, [---] engagements "$MBLY for those not intimately aware of Mobileye's AV engagements this initial [----] deployment in Dallas TX will 100% be the VW platform. Bullish proof point for Mobileye's EyeQ6H SoC Mobileye's imaging radar and the $INVZ lidar; all featured on the fully autonomous This news shouldn't come as too much of a surprise to investors since VW and Mobileye have been testing in Austin TX since [----]. As I've mentioned in my previous DD if Mobileye's technology works there is a clear path to being the "Android" of AV as their self-driving stack is innately OEM agnostic and lends itself to connecting" [X Link](https://x.com/jwat_5/status/1888971887490805914) 2025-02-10T15:22Z [---] followers, [----] engagements "@abrahamdrummond Toyota is tied up with May Mobility on the Sienna platform so I have my doubts the mysterious OEM is Toyota. Do you think it's them Honda Nissan or Subaru" [X Link](https://x.com/jwat_5/status/1889035262501568946) 2025-02-10T19:34Z [---] followers, [--] engagements "Bullish setup on the daily cloud going into earnings for $IREN H/T the ☁king @CarpeNoctom https://x.com/carpenoctom/status/1889071005416759391s=46&t=2hT-ude3Uk77R784GHIIoQ Macro Monday: Getting Ready for Volatility Sponsored by @krakenpro Timestamps 00:00 Global Crypto ETP Flows 03:47 Kraken Pro - BTC TA 07:40 Rates Inflation Yields 12:09 Legacy Indices - $SPY $QQQ $XLU $IGV 15:20 Mag7 19:10 Crypto Equities - $WGMI $IREN $MSTR $BITU https://t.co/o3e6Noumb3 https://x.com/carpenoctom/status/1889071005416759391s=46&t=2hT-ude3Uk77R784GHIIoQ Macro Monday: Getting Ready for Volatility Sponsored by" [X Link](https://x.com/jwat_5/status/1889156489828270286) 2025-02-11T03:36Z [---] followers, [----] engagements "I would say Tesla is the one that will need to prove out their ability to scale in this scenario. To your point these companies have vehicles on the road testing today while Tesla has zero. Tesla will be going against international OEMs like Hyundai and Geely (Waymo) Toyota (May Mobility) and VW (Mobileye) just to name a few who are already working with fleet operators (see recent Uber or Mobileye/Lyft PR) to perfect the fleet management process - which is crucial to scalability" [X Link](https://x.com/jwat_5/status/1889338319219175491) 2025-02-11T15:38Z [---] followers, [--] engagements "🎯 Although the HOLON Mover seems more like a public transit shuttle and starting in Dallas would contradict their PR yesterday about launching in Jacksonville. Right now I'm at 95% VW 5% stealth Japanese OEM. I feel like the platform will be as commoditized as cars are today. Price will play a big factor but consumer preferences will still matter to some degree" [X Link](https://x.com/jwat_5/status/1889688751950999880) 2025-02-12T14:51Z [---] followers, [--] engagements "🎯 $UBER $LYFT $TSLA $MBLY 5/ https://t.co/agqikaqkjO 5/ https://t.co/agqikaqkjO" [X Link](https://x.com/jwat_5/status/1889692379508060250) 2025-02-12T15:05Z [---] 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](https://x.com/jwat_5/status/1889780080060010637) 2025-02-12T20:54Z [---] followers, [----] engagements "Positive EPS: $8.8c vs $.02 street consensus US domicile to TX US domestic issuer status confirmed to be adopted from H2 [----] $1B ATM usage Growth funding via convertible note proceeds ATM facility reinvesting operating cashflows along with continued evaluation of additional funding structures Prioritizing acceleration of new strategic growth initiatives and deferring consideration of potential investor distributions Childress liquid cooling Horizon [--] 75MW Liquid-Cooled Childress Data Center - 75MW gross (50MW IT load) - Direct-to-chip liquid cooling power redundancy - Designed to support" [X Link](https://x.com/jwat_5/status/1889791083149926928) 2025-02-12T21:37Z [---] 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 $IREN won't sacrifice bitcoin mining unless the price is right" [X Link](https://x.com/jwat_5/status/1889792113690161307) 2025-02-12T21:42Z [---] followers, [----] engagements "From the slides "Site sale process with Morgan Stanley terminated." Need some color on this as well" [X Link](https://x.com/jwat_5/status/1889792726696149260) 2025-02-12T21:44Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1889808658470453485) 2025-02-12T22:47Z [---] 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](https://x.com/jwat_5/status/1891972779571880006) 2025-02-18T22:07Z [---] followers, [----] engagements "This is a $MBLY EyeQ5 system by the way. Product of the BMW/Mobileye L3 collaboration. https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort" [X Link](https://x.com/jwat_5/status/1892676578477228259) 2025-02-20T20:43Z [---] followers, [----] engagements "$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](https://x.com/jwat_5/status/1894775281006846125) 2025-02-26T15:43Z [---] followers, [----] engagements "@placidmaker4 @TradingsuckerX @KeilafOmer It probably wont numb the $INVZ pain but from the Mobileye side it does seem like everyone involved is confident in the Drive platform. VW Lyft HOLON have all commented publicly that its on track and performing extremely well" [X Link](https://x.com/jwat_5/status/1894787748973945037) 2025-02-26T16:32Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1894856579008319897) 2025-02-26T21:06Z [---] followers, [----] engagements "Truflation at 1.44% ➕ Q1 GDP at -2.8% = ✅ Rate cuts and DXY dropping inbound US ATLANTA FED GDPNOW Q1: -2.8% (PREV -1.5%) US ATLANTA FED GDPNOW Q1: -2.8% (PREV -1.5%)" [X Link](https://x.com/jwat_5/status/1896601578238574906) 2025-03-03T16:40Z [---] followers, [---] engagements "Last domino to fall is unemployment but thats a given with DOGE + big tech still making cuts (e.g. Meta 5% layoffs Salesforce hiring freeze)" [X Link](https://x.com/jwat_5/status/1896603244119695424) 2025-03-03T16:47Z [---] followers, [--] engagements "🚘 Mobileye $MBLY will be at the Raymond James Annual Institutional Investors Conference tomorrow @ 9:50am EST Not expecting any news but I'll be covering the highlights as always 🤓 Stay tuned" [X Link](https://x.com/jwat_5/status/1896731060387680719) 2025-03-04T01:14Z [---] followers, [----] engagements "$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](https://x.com/jwat_5/status/1896974721243365866) 2025-03-04T17:23Z [---] followers, [----] engagements "Nibbles in pre-market this morning 🐠 $IREN $MBLY" [X Link](https://x.com/jwat_5/status/1897013339764711507) 2025-03-04T19:56Z [---] followers, [---] engagements "Thought I'd share some takeaways I found interesting as I was analyzing Net New Assets (NNA) and Total Client Assets for Schwab $SCHW vs Robinhood $HOOD since I don't think many investors realize the scale that Robinhood is going up against. Schwab is the largest self-directed brokerage in the US with $10.33T in total client assets as of January [--] [----]. For the same time period Robinhood has total client assets of $204B. For my visual learners the scale of that comparison is shown below in this chart I put together quickly in Google Sheets. But Robinhood is a disruptor right So Schwab is" [X Link](https://x.com/jwat_5/status/1897317442080170054) 2025-03-05T16:05Z [---] followers, [---] engagements "Nice to see $MBLY decoupled from $INTC today 📈📉" [X Link](https://x.com/jwat_5/status/1897367106691432800) 2025-03-05T19:22Z [---] followers, [---] engagements "@BayInstitute Definitely. Got even moatier with the AMTD acquisition" [X Link](https://x.com/jwat_5/status/1897395745223008379) 2025-03-05T21:16Z [---] followers, [--] engagements "@WolfOfCentreSt I think theyve been clear about being heads down on execution and uplisting as their priorities to drive long-term value instead of marketing. That can create a disconnect between share price and intrinsic value if youre sharp enough as an investor to capitalize" [X Link](https://x.com/jwat_5/status/1897403964804796635) 2025-03-05T21:48Z [---] followers, [---] engagements "Steve Cohen owner of the Mets and founder of Point72 Asset Management just announced a 5% stake in $MBLY 🤯 So what does that actually mean - Cohen through his hedge fund Point72 owns [-------] shares of Mobileye common stock including [------] 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 issuer." - Which" [X Link](https://x.com/jwat_5/status/1897785987230502934) 2025-03-06T23:06Z [---] followers, [--] engagements "Steve Cohen owner of the Mets and founder of Point72 Asset Management just announced a 5% stake in $MBLY 🤯 So what does that actually mean - 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 issuer." -" [X Link](https://x.com/jwat_5/status/1897790800530227693) 2025-03-06T23:26Z [---] 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 $75M - The 13G filing specifically calls Point72 a passive investor: "The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the" [X Link](https://x.com/jwat_5/status/1897791249186218352) 2025-03-06T23:27Z [---] followers, [----] engagements "@VividCapMan What are your top picks" [X Link](https://x.com/jwat_5/status/1897864121091039712) 2025-03-07T04:17Z [---] followers, [--] engagements "@JCMarkets21 Im here for it" [X Link](https://x.com/jwat_5/status/1898129069402710175) 2025-03-07T21:50Z [---] followers, [--] engagements "$MBLY (SV52 on the Zeekr 001) https://youtu.be/R9oK0IZrrzYsi=uG5OGyC3eZpPCMXj https://youtu.be/R9oK0IZrrzYsi=uG5OGyC3eZpPCMXj" [X Link](https://x.com/jwat_5/status/1898746725101093317) 2025-03-09T14:44Z [---] followers, [---] engagements "Bought more $MBLY today 🐠 Nibbled on $LRCX and $SCHW too Just nibbling 🐠 $MBLY https://t.co/fuEGm8IvZT Just nibbling 🐠 $MBLY https://t.co/fuEGm8IvZT" [X Link](https://x.com/jwat_5/status/1899536755071791135) 2025-03-11T19:03Z [---] followers, [---] engagements "$MBLY MOIA video featuring ID Buzz testing in Oslo https://x.com/jonathan_ben_94/status/1897619727477805267s=46&t=2hT-ude3Uk77R784GHIIoQ $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 https://x.com/jonathan_ben_94/status/1897619727477805267s=46&t=2hT-ude3Uk77R784GHIIoQ $MBLY ID Buzz AV updates Fully autonomous rides planned for [----] in Hamburg 🎉 I went ahead and translated the" [X Link](https://x.com/jwat_5/status/1899668208040153088) 2025-03-12T03:46Z [---] followers, [---] engagements "$SCHW CEO Rick Wurster talking [----] goals AMTD integration crypto etc. Offering spot crypto is hopefully a [----] event with the new banking regulations. https://finance.yahoo.com/video/charles-schwab-ceo-talks-market-150244103.htmlcontentType=VIDEO https://finance.yahoo.com/video/charles-schwab-ceo-talks-market-150244103.htmlcontentType=VIDEO" [X Link](https://x.com/jwat_5/status/1900166100488163548) 2025-03-13T12:44Z [---] followers, [---] engagements "Schwab's $SCHW February Activity Report just dropped. Highlights: ☑ Net new assets (NNA) of $48B up 44% YoY ☑ Total client assets of $10.28T up 16% YoY ☑ New brokerage accounts of [------] 15th consecutive month of at least [------] new accounts ☑ Average daily trades of [----] million up 1% MoM ☑ Sweep cash increased by $4.7B My Take: Blue skies ahead for Schwab 🌤 There's a major disconnect between the vocal minority of dissatisfied Ameritrade users online and the actual majority of Ameritrade users that continue to bring over net new assets. New brokerage accounts and sweep cash trends are" [X Link](https://x.com/jwat_5/status/1900557983081254947) 2025-03-14T14:41Z [---] 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](https://x.com/jwat_5/status/1901313733143765375) 2025-03-16T16:44Z [---] followers, [----] engagements "@JCMarkets21 Totally agree. Itll also be interesting to see how Rivian working with VW group on software defined architecture fits into all of this long-term" [X Link](https://x.com/jwat_5/status/1901330561412546856) 2025-03-16T17:51Z [---] followers, [---] engagements "Mobileye's long-term strategic objective: Capitalize on leadership position in Driverless Everywhere technology. 🚘 Growth drivers include: [--]. Scaling Eyes Off & Driverless Products [--]. Surround ADAS as standard fit for volume cars in developed countries. $MBLY" [X Link](https://x.com/jwat_5/status/1901670424989036595) 2025-03-17T16:22Z [---] followers, [---] engagements "I initiated a position in Target $TGT today 🎯 Shares are down 36.6% over the last year trading below the 10-year average PE of [--] and way below the 5-year average of [--] PE. I'm a value investor at heart and the margin of safety at [----] PE / [----] Forward PE is too juicy to pass up. The estimated NTM 4.1% dividend yield is safe with a .50 payout ratio and I expect Target to accelerate the active share repurchase plan which had $8.8B remaining at the end of 4Q25. I think the market appreciates Walmart being more of a Consumer Defensive play than Target which among other things is propping up" [X Link](https://x.com/jwat_5/status/1901817178573168692) 2025-03-18T02:05Z [---] followers, [---] engagements "Couldnt help myself bought some more $IREN after-hours. WGMI/BTC will bounce its just a matter of when" [X Link](https://x.com/jwat_5/status/1902114224974733785) 2025-03-18T21:45Z [---] followers, [----] engagements "$MBLY technicals setting up for a major move one way or another $MBLY is probably one of the cleanest charts on the market right now. Who knows what will happen here but it is sexy https://t.co/xszHKl3fXd $MBLY is probably one of the cleanest charts on the market right now. Who knows what will happen here but it is sexy https://t.co/xszHKl3fXd" [X Link](https://x.com/jwat_5/status/1904184928075407733) 2025-03-24T14:53Z [---] 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](https://x.com/jwat_5/status/1904240515685507534) 2025-03-24T18:34Z [---] followers, [----] engagements "Youre right that their historical expenses have been 99% data center infrastructure and bitcoin mining ASICs but Im saying youre missing the ASICs being needed to bootstrap the buildout of the heavy duty data centers. Youre not appreciating the optionality that they now have at Childress for example with 750MW to divert towards AI cloud or colo which Im sure you agree is a more profitable endeavor than mining long-term if youre a Nebius bull. I agree that the exact $/MW or however you want to quantify it is unknown until IREN secures a deal which is where the alpha comes in if you know that" [X Link](https://x.com/jwat_5/status/1904247812788990243) 2025-03-24T19:03Z [---] followers, [---] engagements "RBC Capital Markets on $SNOW: Outperform and PT of $225 I like to hear that 35% of sales reps are focused on new logos which wasnt split out or differentiated before" [X Link](https://x.com/jwat_5/status/1904277972565254490) 2025-03-24T21:03Z [---] 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](https://x.com/jwat_5/status/1904375342401233210) 2025-03-25T03:30Z [---] followers, [----] engagements "@JCMarkets21 @Mobileye @VWGroup @Valeo_Group News Lets see if this pre market pump holds" [X Link](https://x.com/jwat_5/status/1904500480568439039) 2025-03-25T11:47Z [---] followers, [--] engagements "@JCMarkets21 @Mobileye @VWGroup @Valeo_Group Yep Seems like $MBLY will be on every VW Group car for the foreseeable future. Dor did some good analysis on what the volume could look like. MQB is the platform (loose definition) that VW wants all of their cars to eventually be on: https://www.topgear.com/car-news/insider/explained-vw-groups-mqb-platform This morning I conducted an analysis to estimate the size of this contract. The press release states that the Surround ADAS system will be installed on vehicles built on Volkswagen Groups MQB platform. I checked which models are based on this" [X Link](https://x.com/jwat_5/status/1904508018152128819) 2025-03-25T12:17Z [---] followers, [---] engagements "@JCMarkets21 @Mobileye @VWGroup @Valeo_Group 🎯" [X Link](https://x.com/jwat_5/status/1904516356227117485) 2025-03-25T12:50Z [---] followers, [--] engagements "The real ones remember Circle from the SPAC days $CND (RIP) 🚨 Circle Files for IPO $1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%) https://t.co/qHldPakfRr 🚨 Circle Files for IPO $1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%) https://t.co/qHldPakfRr" [X Link](https://x.com/jwat_5/status/1907257400211431613) 2025-04-02T02:22Z [---] followers, [---] engagements "Good questions I think I have few answers for you. My understanding is that their staff is primarily at HQ in Israel but fairly spread out across the US Japan and Germany. I know Intel has a presence in Israel but I also know for a fact that Mobileye doesnt produce any chips there. As far as manufacturing Intel doesnt actually manufacture for Mobileye despite the publicized intent to back in [----]. They used to use TSMC but switched some or all chip production to Samsung a few years back. I think thats good news since I believe Taiwan Europe Japan and South Korea are exempt from the" [X Link](https://x.com/jwat_5/status/1908211709870805437) 2025-04-04T17:34Z [---] followers, [--] engagements "Definitely looking forward to the commentary on the earnings call. I am worried about the potential tariff impact to Lyft scaling Robotaxis with Mobileye in Dallas and beyond because the ID Buzz is for sure manufactured in the EU and if its an unnamed partner like Honda then Id be surprised if they initially planned to build in the US" [X Link](https://x.com/jwat_5/status/1908242784034971840) 2025-04-04T19:38Z [---] followers, [--] engagements "Mar Portfolio Update: 1Y -2.09% YTD -20.72% vs S&P [---] -1.18% -13.42% My Moves: ➕ Initiated $TGT 🟢 Added to $IREN 🟢 Added to $ARM 🟢 Added to $MBLY 🟢 Added to $SCHW 🟢 Added to $CBTTF ✂ Trimmed $SWPPX Portfolio Commentary: March was a relatively quiet trading period for me as I added slightly to my highest conviction picks and sold some index funds to initiate a position in $TGT. See my quick and dirty thesis for $TGT here: On the macro side I'm watching the 10Y DXY and Truflation and all signs are pointing to the Fed needing to cut interest rates more rapidly than the market (see CME" [X Link](https://x.com/jwat_5/status/1909057668989559084) 2025-04-07T01:36Z [---] followers, [---] engagements "I'm a buyer of $ARM and $SCHW here both earnings compounders approaching deep value territory at these prices. Arm has a forward P/E of [--] with a projected EPS CAGR of 51.1% over the next [--] years. Schwab has a forward P/E of [--] with a projected EPS CAGR of 26.0% over the next [--] years" [X Link](https://x.com/jwat_5/status/1909243646185980186) 2025-04-07T13:55Z [---] followers, [---] engagements "Big bounce this morning for semi equipment names. $KLAC and $LRCX both up over 5%" [X Link](https://x.com/jwat_5/status/1909248093352083897) 2025-04-07T14:13Z [---] followers, [---] engagements "Nice relative strength by $MBLY today. Reached a daily high of +11.40% and is currently hovering around +5%" [X Link](https://x.com/jwat_5/status/1909330246119440509) 2025-04-07T19:39Z [---] followers, [---] engagements "$MBLY high probability that this Nissan announcement is a SuperVision/Chauffeur design loss to Wayve since its clearly next-gen/aspirational using AI and LiDAR. Mobileye had [--] on the highly scrutinized SuperVision/Chauffeur roadmap and management confirmed that the one closest to nomination was involved in the Nissan & Honda merger talks. Could it still be Honda I do think its possible since Honda has publicly stated that they are actively seeking collaboration to achieve its autonomous self driving goals. As a more global OEM than Nissan Honda would be able to take advantage of Mobileyes" [X Link](https://x.com/jwat_5/status/1910316251689209963) 2025-04-10T12:57Z [---] followers, [----] engagements "$MBLY The autonomous ID Buzz featuring Mobileye Drive technology was featured at Austin's second annual AV stakeholder meeting; which gathered city state and federal transportation officials AV companies first responders transit organizations mobility and accessibility advocates and university researchers. The focus was on discussing the current state of AV deployments in Austin and planning future steps to improve safety within the city's mobility ecosystem. The Volkswagen ADMT ID Buzz was featured alongside vehicles from Tesla Waymo and Zoox" [X Link](https://x.com/jwat_5/status/1911844235017408744) 2025-04-14T18:09Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1911956262260002877) 2025-04-15T01:34Z [---] followers, [----] engagements "2/ To start let's set the scene by recapping the Mobileye developments that have already taken place so far in [----]. February 2025: Lyft & Mobileye enable autonomous mobility at scale Lyft CEO David Risher said that "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 already has a design win with VW Group for their L4 robotaxi platform called Drive which I'll talk about more in-depth later but" [X Link](https://x.com/jwat_5/status/1911956264424194126) 2025-04-15T01:34Z [---] followers, [---] engagements "3/ March 2025: Volkswagen Group cooperates with Valeo and Mobileye to enhance driver assistance in future MQB vehicles This is the first of what should be many potential Surround ADAS wins over the next two years extending Mobileyes collaboration with VW Group. Surround ADAS was only listed as an extension of base ADAS in the companys presentation in December [----] but has been a primary focus of the companys PR and marketing efforts in [----] likely as a result of BYD's Gods Eye driving demand. Similar to the Gods Eye product Mobileyes Surround ADAS offers hands-free driving in a limited" [X Link](https://x.com/jwat_5/status/1911956266835935733) 2025-04-15T01:34Z [---] followers, [---] engagements "4/ May 2025: Hyundai announces collaboration with Mobileye for L3 self-driving on the Genesis and Kia brands In the December [----] Capital Markets Day (CMD) presentation the South Korean flag for SuperVision/Chauffeur was at the beginning of the Negotiations & Decision Making column of the business development (BD) roadmap which according to a previous slide takes 2-3 months to progress before nomination. At the Barclays conference in June nearly [--] months after the CMD Chief Communications Officer Dan Galves said that "nothing has really changed" strongly implying that deals are still on track" [X Link](https://x.com/jwat_5/status/1911956269461832005) 2025-04-15T01:34Z [---] followers, [---] engagements "5/ May 2025: Polestar delivers first Mobileye SuperVision-equipped cars to customers in the United States Ive corresponded with Galves personally on this and he did confirm that all Polestar [--] vehicles come equipped out-of-the-box with SuperVision technology. Keep in mind that this is the first iteration of SuperVision known as SuperVision52 which is already on the roads in China on Zeekr vehicles. Due to not having the latest EyeQ6H SOC it doesnt have the same next-gen capabilities that the SuperVision62 (e.g. Porsche collaboration) will but it is the same technology that surprised testers" [X Link](https://x.com/jwat_5/status/1911956272363995157) 2025-04-15T01:34Z [---] followers, [---] engagements "6/ June 2025: Honda announces L4 collaboration with Mobileye Marubeni to purchase 1000+ vehicles for United States deployment At the Raymond James Institutional Investors Conference on March [--] [----] Galves opined on the Lyft partnership confirming that Lyft is the demand aggregator Mobileye is the technology provider Marubeni is the fleet owner/operator and that the OEM is still to be announced. I believe that at this point there's a 60% chance of the mysterious OEM being Honda and a 40% chance of it being VW Group. At one point I was at 99% VW Group but at this point I don't understand why" [X Link](https://x.com/jwat_5/status/1911956275027411185) 2025-04-15T01:34Z [---] followers, [---] engagements "7/ July 2025: Stellantis announces high-volume L2+ collaboration with Mobileye across [--] brands for [----] deployment Ill be honest I am not confident that the American flag on the BD roadmap for Surround ADAS is Stellantis but I think they are the most likely candidate from their peer group that includes Ford Tesla Rivian and GM. Ford has publicly stated that they are working on L2+ through their subsidiary Latitude AI signalling a move away from Mobileye. Tesla is Tesla. Rivian despite using Mobileye for all of their current self-driving capabilities is publicly all-in on internal development" [X Link](https://x.com/jwat_5/status/1911956277451686246) 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](https://x.com/jwat_5/status/1912206773844402186) 2025-04-15T18:09Z [---] followers, [----] engagements "@10009nyny @StevenACohen2 Would they have to file an amended 13G if they sold out though" [X Link](https://x.com/jwat_5/status/1912505160749694994) 2025-04-16T13:55Z [---] followers, [--] engagements "@apbyak Hey good question. For this generation of EyeQ6H-based vehicles Mobileye plans to use Innoviz LiDAR on the Chauffeur (eyes off hands off) and Drive (robotaxi) platforms. See below for more info" [X Link](https://x.com/jwat_5/status/1912918579093135504) 2025-04-17T17:18Z [---] followers, [--] engagements "@apbyak In [----] Mobileye & Polestar said they would use Luminar LiDAR for Chauffeur on the Polestar [--] but I don't know if that's still accurate" [X Link](https://x.com/jwat_5/status/1912919120548446343) 2025-04-17T17:20Z [---] followers, [--] engagements "I appreciate the thoughts and feedback but I do think you have some facts wrong that are influencing your opinion. Barclays analyst Dan Levy just put out a Mobileye note on April [--] saying that he expects a Surround ADAS win with GM and a SuperVision win with Hyundai/Kia so I would be surprised/impressed if you're more connected than Barclays and know that those OEMs are off the table. I think that you are conflating OEM announcements with Nvidia and Qualcomm as precluding these companies from working with Mobileye at scale. GM for example is in a terrible position for L2+. They were always" [X Link](https://x.com/jwat_5/status/1915071556025307345) 2025-04-23T15:53Z [---] followers, [--] engagements "Earnings season is upon us. Coverage starting today for $LRCX after market close and $MBLY tomorrow before market open. For $MBLY Ill likely be posting reactions throughout the day tomorrow and full analysis at night once Ive been able to sit down and digest the report/call" [X Link](https://x.com/jwat_5/status/1915081286281990537) 2025-04-23T16:32Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1915471069437452361) 2025-04-24T18:21Z [---] followers, [---] engagements "I dont see a specific mention of $MBLY in the $INTC earnings call interesting" [X Link](https://x.com/jwat_5/status/1915591861835624934) 2025-04-25T02:21Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1915940310359662797) 2025-04-26T01:25Z [---] followers, [----] engagements "5/ Imaging Radar Deal Imminent with European OEM I didn't expect this at all. If anything on first blush my question is why would they adopt the imaging radar for an in-house L3 solution but not Chauffeur However I think that the optimistic take here is a realistic one. Just like we've seen in China there's pressure to develop your own solution in-house both for pride and to justify sunk costs. As we've seen with VW companies can allocate all the resources in the world and still come around to the fact that they need to pivot and outsource. Either way whether cynical or optimistic this" [X Link](https://x.com/jwat_5/status/1915940317838164263) 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](https://x.com/jwat_5/status/1915940319595819427) 2025-04-26T01:25Z [---] followers, [---] engagements "@kirk3gaard @Mobileye @VW @MOIAmobility @Uber @TechCrunch Should be soon. They talked on the last earnings call about expecting to be the first self-driving fleet in Europe" [X Link](https://x.com/jwat_5/status/1916844622665416919) 2025-04-28T13:19Z [---] followers, [--] engagements "In China Mobileye definitely ceded market share in ADAS due to getting priced out in a race to the bottom (with no/fewer safety standards) and not being willing to participate. From the last earnings call their share is stable at 20-30%. And on next-gen in China there's definitely pressure from OEMs to develop in-house which is cited as the reason for getting de-scoped with Zeekr. Big focus for Mobileye will be supporting Porsche and Audi roll out in China in 2026/27. Yep Mercedes uses Nvidia. DYOR but this is a relevant slide from Mobileye that reflects their value prop with respect to" [X Link](https://x.com/jwat_5/status/1916948370108911865) 2025-04-28T20:11Z [---] followers, [--] engagements "Woah Were pleased to announce that together with @ToyotaMotorCorp we're exploring a new autonomous vehicle platform and how to leverage our technology for their personally owned vehicles. More here: https://t.co/KZ65z4d9x8 https://t.co/afj4m14WCW Were pleased to announce that together with @ToyotaMotorCorp we're exploring a new autonomous vehicle platform and how to leverage our technology for their personally owned vehicles. More here: https://t.co/KZ65z4d9x8 https://t.co/afj4m14WCW" [X Link](https://x.com/jwat_5/status/1917398714680791123) 2025-04-30T02:00Z [---] followers, [---] engagements "$MBLY takeaway pressure is on for Honda Mazda and Mitsubishi" [X Link](https://x.com/jwat_5/status/1917402236130381879) 2025-04-30T02:14Z [---] followers, [---] engagements "Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W high because 20%+ of their products are made in China. Seven of their brands including Hydro Flask Osprey and OXO hold number one or number two positions in their respective categories" [X Link](https://x.com/jwat_5/status/1917617336703435049) 2025-04-30T16:29Z [---] followers, [----] engagements "Bought more $UBER today. Lots of catalysts to talk about in their earnings call this week including bringing (1) $MBLY and May Mobility onto the platform and (2) $AUR taking out the safety driver for their Dallas/Houston route reminder that Uber has a 27% stake per Fintel and an exclusive partnership for their Premier Autonomy/Uber Freight program" [X Link](https://x.com/jwat_5/status/1919438110615535982) 2025-05-05T17:04Z [---] followers, [---] engagements "May Mobility is now the second AV partner working with both $LYFT and $UBER. I see them as the closest competitor to $MBLY not in a bad way since this isn't likely to be a winner-take-all market. May Mobility just raised $150m in a Series E and I've heard positive feedback from people who have ridden in their autonomous hybrid Toyota Sienna. Definitely an interesting and now well-capitalized company to continue to monitor. I do think that the takeaway for $MBLY is an increased urgency for Honda to partner and rollout with $LYFT/Marubeni ASAP. Expecting that news within the next two months." [X Link](https://x.com/jwat_5/status/1919442088728346902) 2025-05-05T17:20Z [---] followers, [---] engagements "Aaaaaand the CEO just resigned. CFO promoted to interim CEO while engaging with an executive search firm. I don't think this is in deep value territory yet but I am continuing to monitor $HELE Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W high because 20%+ of their products are made in China. Seven of their brands including Hydro Flask Osprey and OXO hold number one or number two positions in their https://t.co/piYGUBkC7O Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W" [X Link](https://x.com/jwat_5/status/1919453064685101484) 2025-05-05T18:04Z [---] followers, [---] engagements "I'd be interested in this if Ackman wasn't still getting cute and capturing a 1.5% management fee for his hedge fund $HHH Hope it works out though Today we announced that @PershingSquare has invested $900M in Howard Hughes Holdings (HHH). This investment will enable $HHH to become a diversified holding company by acquiring controlling stakes in high-quality durable growth public and private operating companies while Today we announced that @PershingSquare has invested $900M in Howard Hughes Holdings (HHH). This investment will enable $HHH to become a diversified holding company by acquiring" [X Link](https://x.com/jwat_5/status/1919453913796747760) 2025-05-05T18:07Z [---] followers, [---] engagements "Listening to @jason (did you know he was an early $UBER investor) hype up the VW/Uber deal as a game-changer and he doesn't even realize that the self-driving is powered by $MBLY. He says "I think it's exclusive" with Uber and mentions WeRide and Zoox as the primary competitors for Waymo and Tesla. We're still so early" [X Link](https://x.com/jwat_5/status/1919481288937120242) 2025-05-05T19:56Z [---] followers, [---] engagements "Id love to do a deeper dive of the financials. When I skimmed the balance sheet and read the last quarterly call I agree with you I thought they could make it through the year without a debt raise. Didnt think they were an immediate bankruptcy risk or anything. In my experience CEO resigning out of the blue never precedes immediate price appreciation of the stock so just from that perspective my plan was to monitor and see if the stock does start to price in true bankruptcy" [X Link](https://x.com/jwat_5/status/1919505871412834714) 2025-05-05T21:33Z [---] followers, [--] engagements "@fateyeighty1 Did I mishear I watched the Ackman interview this morning on CNBC and heard him say Pershing Square receives 1.5% of any capital appreciation of the stock from todays price" [X Link](https://x.com/jwat_5/status/1919537249273753909) 2025-05-05T23:38Z [---] followers, [--] engagements "NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or discussed in the call but was noted in the $UBER CEOs prepared remarks" [X Link](https://x.com/jwat_5/status/1920106629317451790) 2025-05-07T13:21Z [---] followers, [----] engagements "Excited for $LYFT earnings tomorrow. The pressure is on to announce progress with $MBLY and Marubeni after $UBER announced five AV partnerships in the last week. My projection is a 99% chance of a significant update on progress and a 25% chance of official PR with the OEM confirmed. NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or discussed in the call but was noted in the $UBER CEOs prepared remarks https://t.co/seeJCIsUIh NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or" [X Link](https://x.com/jwat_5/status/1920116500016312334) 2025-05-07T14:00Z [---] followers, [----] engagements "In on OTM $LYFT calls at the $14 strike expiring 5/30/2025. IV is down after $UBER earnings this morning and I think an unexpected AV announcement + technicals (bullish TK cross on the daily with a potential E2E cloud move) + dovish Powell + beat on profitability could send it higher in the coming weeks" [X Link](https://x.com/jwat_5/status/1920131070248337813) 2025-05-07T14:58Z [---] followers, [---] engagements "$MBLY callouts from the Q125 $LYFT earnings call So this is why I think our Mobileye partnership is so important. Again Mobileye they're the driver assistance technology that's in [---] different car models right now. So they have very good relationships with OEMs but it's level two kind of lane assist and so forth. But they have a very clear strategy and a very clear roadmap. And again we're dependent on that roadmap as we roll out in Texas with them to get to level four and level five. The idea there is that that technology won't just be in bespoke cars you know one or two OEMs or even one or" [X Link](https://x.com/jwat_5/status/1920930067707797968) 2025-05-09T19:53Z [---] followers, [----] engagements "$MBLY Short Interest Update Up to 32.95% according to Yahoo Finance (as of 4/30/2025)" [X Link](https://x.com/jwat_5/status/1922086152015671386) 2025-05-13T00:27Z [---] followers, [----] engagements "Acceleration of VW's ID Buzz AD rollout in [----] 👀 Innoviz CEO loves to drop hints. Should be a good earnings call to listen to tomorrow $MBLY "Hundreds of ID. Buzz AD shuttles will be equipped with a newly designed suite of Innoviz LiDARs in [----] ahead of [----] fleet deployment" At [--] lidars a vehicle that's a significant uplift to my [----] revenue forecast. Depending on the ASP this could be anywhere from $2m - $7.2m. "Hundreds of ID. Buzz AD shuttles will be equipped with a newly designed suite of Innoviz LiDARs in [----] ahead of [----] fleet deployment" At [--] lidars a vehicle that's a" [X Link](https://x.com/jwat_5/status/1922440891043557430) 2025-05-13T23:56Z [---] followers, [---] engagements "$SCHW Highlights from Schwabs April Monthly Activity Report: - Core NNA of $2.7B (impacted by taxes/seasonality) - Client assets of $9.89T (+12% YoY) - [------] new brokerage accounts (+22% YoY) - Sweep cash down" [X Link](https://x.com/jwat_5/status/1922659233142648865) 2025-05-14T14:24Z [---] followers, [--] engagements "$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](https://x.com/jwat_5/status/1925297176713793721) 2025-05-21T21:06Z [---] followers, [----] engagements "Im liking the $SNOW after hours price movement but havent been able to dig into the results or listen to the call. Looking forward to doing a deeper dive. As usual the haters will call out SBC but its overblown with Snowflake effectively cancelling it out with buybacks. The same haters will end up buying it at $300+ when SBC starts to tail off as a % of revenue" [X Link](https://x.com/jwat_5/status/1925321572031885328) 2025-05-21T22:43Z [---] followers, [---] engagements "Guiding a 25% FCF margin next quarter" [X Link](https://x.com/jwat_5/status/1925349724539810006) 2025-05-22T00:35Z [---] followers, [--] engagements "Strongest quarter for new logos. Seeing results from an effort started last year to break out an acquisition team exclusively focused on new logos" [X Link](https://x.com/jwat_5/status/1925350145488535882) 2025-05-22T00:37Z [---] followers, [--] engagements "$MBLY has clear head start in the EU with HOLON VW and NIO all transporting passengers autonomously using Mobileye-driven vehicles TODAY. Germany has a high bar for vehicle safety which is likely why other AV players havent prioritized it for testing. I think once the safety driver is removed in Germany well see other EU countries adopt the technology with Mobileye as a first-mover. 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 https://t.co/nwLiz762pb NEWS: Project KIRA" [X Link](https://x.com/jwat_5/status/1927468016675020834) 2025-05-27T20:52Z [---] 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 $130k which would time up" [X Link](https://x.com/jwat_5/status/1927766054698115362) 2025-05-28T16:36Z [---] followers, [----] engagements "$CIFR 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 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" [X Link](https://x.com/jwat_5/status/1927771358743691673) 2025-05-28T16:58Z [---] followers, [---] engagements "@icnewer Mercedes JLR and Volvo plan to use Hyperion so far although Mercedes just selected Mobileyes imaging radar for their [----] model(s). BMW is Mobileye/Qualcomm. Dont think theyve used Nvidia processors in cars for a while" [X Link](https://x.com/jwat_5/status/1928226521740673164) 2025-05-29T23:06Z [---] followers, [--] engagements "April Portfolio Update: 1Y 22.33% YTD 0.65% vs S&P [---] 13.52% 1.06% My Moves - Initiated $RIVN - Added to $MBLY - Added to $SCHW - Added to $IBIT - Closed $CBTTF - Closed $TGT - Closed $SWPPX Portfolio Commentary - I closed out $SWPPX and $TGT to add to $MBLY $SCHW and $IBIT. When I rolled money from a 401(k) to my IRA I kept some of the money in an S&P500 fund and this is the culmination of slowly trimming it down. $TGT I bought the dip on expecting to hold for a few years but I listened to their most recent earnings call and their management team kept saying "targt" unironically. Sold out" [X Link](https://x.com/jwat_5/status/1929537634948280517) 2025-06-02T13:56Z [---] followers, [---] engagements "May Portfolio Update: 1Y 22.33% YTD 0.65% vs S&P [---] 13.52% 1.06% My Moves - Initiated $RIVN - Added to $MBLY - Added to $SCHW - Added to $IBIT - Closed $CBTTF - Closed $TGT - Closed $SWPPX Portfolio Commentary - I closed out $SWPPX and $TGT to add to $MBLY $SCHW and $IBIT. When I rolled money from a 401(k) to my IRA I kept some of the money in an S&P500 fund and this is the culmination of slowly trimming it down. $TGT I bought the dip on expecting to hold for a few years but I listened to their most recent earnings call and their management team kept saying "targt" unironically. Sold out the" [X Link](https://x.com/jwat_5/status/1929558330688655863) 2025-06-02T15:18Z [---] 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](https://x.com/jwat_5/status/1929908045645054250) 2025-06-03T14:28Z [---] 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](https://x.com/jwat_5/status/1929954592525066511) 2025-06-03T17:33Z [---] followers, [---] engagements "Great video from @theMiningPod on the $CIFR story and current operations https://youtu.be/kv8NHmBra4Usi=3bVHDhYqSmNra3Ob https://youtu.be/kv8NHmBra4Usi=3bVHDhYqSmNra3Ob" [X Link](https://x.com/jwat_5/status/1930323018703876534) 2025-06-04T17:57Z [---] followers, [---] engagements "On a related note averaged down on those $CIFR calls on the dip this morning and were already in the green" [X Link](https://x.com/jwat_5/status/1930323218696704017) 2025-06-04T17:58Z [---] followers, [--] engagements "@Theretweetguy7 @Agrippa_Inv In what way is time running out For whom" [X Link](https://x.com/jwat_5/status/1930337060281299036) 2025-06-04T18:53Z [---] followers, [---] engagements "Youre welcome Ill link the tweet below that describes what I was hoping for when $INTC acquisition rumors were swirling. Its a really good question. When Gelsinger was outed Zinsner (current CFO former co-CEO) said that they would continue to opportunistically sell $MBLY shares on the open market while keeping shareholder interests in mind. Since then Intel and Lip-Bu Tan have not mentioned Mobileye when pressed on divestment of non-core assets despite being forward about selling Altera and NEX to raise capital. It seems intentional. So at this point Intel either considers Mobileye a core" [X Link](https://x.com/jwat_5/status/1931735601352683850) 2025-06-08T15:30Z [---] followers, [---] engagements "Interested to see how $SCHW is playing this. Founder/Chairman Schwab is buddies with Trump so Id assume hes on top of it but $HOOD is moving fast: https://x.com/vladtenev/status/1932164762265174206s=46&t=2hT-ude3Uk77R784GHIIoQ @GS_VCactivist The Treasury Dept will administer (set up) but they will designate qualified providers (eg Fidelity Schwab Robin Hood etc) that will agree to operate the accts according to rules. Each child / family will have the account on their phone. Nothing to manage accept depositing https://t.co/5ncSFmtOWW" [X Link](https://x.com/jwat_5/status/1932262769077915934) 2025-06-10T02:25Z [---] followers, [---] engagements "$MBLY and $INVZ have a great relationship winning billions of dollars of deals in the automotive space. Could they also be partnering to bid on robotics and aerial projects together https://x.com/jwat_5/status/1915940319595819427 Get SMART $INVZ https://t.co/r4XZyUfXkf https://x.com/jwat_5/status/1915940319595819427 Get SMART $INVZ https://t.co/r4XZyUfXkf" [X Link](https://x.com/jwat_5/status/1932448320372220172) 2025-06-10T14:42Z [---] followers, [----] engagements "$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](https://x.com/jwat_5/status/1932539905512722563) 2025-06-10T20:46Z [---] 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 $450 million convertible notes offering: https://t.co/C7Dj2oPfgp https://t.co/tLO62GagPG" [X Link](https://x.com/jwat_5/status/1932548948377436453) 2025-06-10T21:22Z [---] followers, [---] engagements "$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](https://x.com/jwat_5/status/1933302470794506325) 2025-06-12T23:16Z [---] followers, [----] engagements "$SCHW May Activity Report Total client assets over $10T record NNA for May sweep cash down 🎉" [X Link](https://x.com/jwat_5/status/1933529769187987567) 2025-06-13T14:19Z [---] 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](https://x.com/jwat_5/status/1934810858317611136) 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](https://x.com/jwat_5/status/1935153726769054173) 2025-06-18T01:52Z [---] followers, [---] engagements "In LA testing will start this year with expected commercial launch in [----] with safety drivers. California has more regulatory hurdles (4-step permitting process) than Texas so the [----] date speaks to when VW expects to be able to scale to thousands of actually autonomous vehicles. [----] you can expect them to scale up throughout the year as milestones and permits are achieved. In the next few months we should get an announcement of the OEM that is part of the Lyft/Mobileye/Marubeni partnership targeted for commercial launch in Dallas in [----] which is obviously relevant for $MBLY and $INVZ" [X Link](https://x.com/jwat_5/status/1935342088939270655) 2025-06-18T14:21Z [---] followers, [--] engagements "I know the ASP for Mobileye is $10000 up front and then each of the [--] Innoviz lidars is $600-800. For VWs overall cost the only thing Ive heard its comparable to Waymo. Im not sure its too relevant at this point since MOIA & VW Financial will be owning and operating the initial fleets" [X Link](https://x.com/jwat_5/status/1935372242919018959) 2025-06-18T16:21Z [---] followers, [--] engagements "I think this slide from Mobileye is relevant for the discussion. Waymo and Mobileye are spending the money for higher precision then planning to expand the ODD and scale costs down over time. Tesla and Chinese companies like Pony are starting with lower precision and hoping they can get there with AI computing power etc" [X Link](https://x.com/jwat_5/status/1935457508404903940) 2025-06-18T22:00Z [---] followers, [--] engagements "Interesting price action for $MBLY on the day after Teslas Robotaxi launch" [X Link](https://x.com/jwat_5/status/1937163800983097537) 2025-06-23T15:00Z [---] followers, [----] engagements "Update: $MBLY closes at $16.42 up 11.55% on the day. Sympathy play with $TSLA or are institutional investors catching up on last weeks news about the ID Buzz AD" [X Link](https://x.com/jwat_5/status/1937240114167505252) 2025-06-23T20:03Z [---] followers, [---] engagements "$MBLY has decoupled from Tesla today up over 9%. Chinese AV players $WRD and $PONY also surging" [X Link](https://x.com/jwat_5/status/1937521332868251783) 2025-06-24T14:40Z [---] followers, [----] engagements "@SkyTheLim1t Welcome to DC Luka But yeah I think well definitely look to trade or buyout those contracts" [X Link](https://x.com/jwat_5/status/1937599009130185013) 2025-06-24T19:49Z [---] followers, [--] engagements "I love when a stock runs up 50% YTD and still has a shockingly low valuation. Long and strong on $UBER trading at a P/E of [--] and P/FCF of [--]. 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 https://t.co/1PIfAp1K0r 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" [X Link](https://x.com/jwat_5/status/1937921965232447748) 2025-06-25T17:12Z [---] followers, [---] engagements "I dont. I think folks underestimate Ubers lead in fleet management supply/demand algorithms customer support and general global scale in a rideshare TAM thats still in its infancy. Under the assumption that there are multiple AV players worldwide its a no brainer to plug into Ubers network for instant maximum utilization. If only Tesla and Waymo solve AV for example Uber is probably toast" [X Link](https://x.com/jwat_5/status/1937924304903225776) 2025-06-25T17:22Z [---] followers, [--] engagements "@Encryption68 Autonomous Vehicle" [X Link](https://x.com/jwat_5/status/1937933362921963847) 2025-06-25T17:58Z [---] followers, [--] engagements "@Encryption68 I think Mobileye figures it out and then pick a few from Tesla Zoox Pony Baidu May Mobility etc. that scale up in the next few years before a consolidation period" [X Link](https://x.com/jwat_5/status/1937933877680738735) 2025-06-25T18:00Z [---] followers, [--] engagements "Prime example of how sentiment follows price. Re-rating in progress. $IREN $CIFR I cant always be right. And I have to admit that I was wrong about $IREN. I have to do a proper deep dive on it. But this is far from just some Bitcoin miner. Will post the deep dive on here once I finish. I cant always be right. And I have to admit that I was wrong about $IREN. I have to do a proper deep dive on it. But this is far from just some Bitcoin miner. Will post the deep dive on here once I finish" [X Link](https://x.com/jwat_5/status/1938634038480109857) 2025-06-27T16:22Z [---] followers, [---] engagements "@longoption Totally fair I think you witnessed the sentiment shift yourself which creates the snowball. Lot of public research and bull cases about $IREN on X dating back to early [----] and even earlier in the case of @mikealfred" [X Link](https://x.com/jwat_5/status/1938637222455960061) 2025-06-27T16:35Z [---] followers, [--] engagements "$MBLY @muzja999 There are more than two sides to this story. It is only my personal opinion but while Waymo is further ahead of any player I see @Mobileye Drive platform as a very promising solution. It is based on low cost and elastic platform design that can fit almost any vehicle a very @muzja999 There are more than two sides to this story. It is only my personal opinion but while Waymo is further ahead of any player I see @Mobileye Drive platform as a very promising solution. It is based on low cost and elastic platform design that can fit almost any vehicle a very" [X Link](https://x.com/jwat_5/status/1939165181340196987) 2025-06-29T03:33Z [---] followers, [---] engagements "Listening to a podcast that dropped today with @jeremybird EVP of Driver Experience at $LYFT. Will document $MBLY takeaways here 🧵" [X Link](https://x.com/jwat_5/status/1939460076814667802) 2025-06-29T23:04Z [---] followers, [----] engagements "Rational nuanced and respectable takes on Teslas robotaxi launch during the opening discussion. Acknowledging the progress while calling out the passenger seat safety monitor and high number of critical engagements for just a few days. Podcast gets a follow just for that" [X Link](https://x.com/jwat_5/status/1939460720804180331) 2025-06-29T23:07Z [---] followers, [---] engagements "Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've been talking to them. We haven't announced it yet but I think we're very close" [X Link](https://x.com/jwat_5/status/1939467811547460005) 2025-06-29T23:35Z [---] followers, [----] engagements "@Simvestor Ha I love Polestar that would be amazing. My research which includes talking to folks from Japan says that its likely its a Japanese OEM because of Marubenis involvement. My guess is Honda theyve been vocal about searching for a robotaxi partner after Cruise imploded" [X Link](https://x.com/jwat_5/status/1939474896561610942) 2025-06-30T00:03Z [---] followers, [---] engagements "Imagine if you buy your car Lyft ready it comes off the lot it's an autonomous vehicle and part of that package is you can either pay it down faster or make X amount of money by putting it on the network X amount of hours that next year that's really attractive. That makes it almost like a way to get a huge subsidy. Because we'll have the fleet management capabilities you don't want to put your personally owned autonomous vehicle on a network and have it come back dirty or not charged. So put it on the network and then we'll clean it charge it and return it back to you so that you can really" [X Link](https://x.com/jwat_5/status/1939488401750630451) 2025-06-30T00:57Z [---] followers, [---] engagements "Biggest $MBLY takeaway from the podcast. Per $LYFT OEM announcement for the Marubeni collab is imminent. Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've been talking to them. We haven't announced it yet Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've" [X Link](https://x.com/jwat_5/status/1939741229211603178) 2025-06-30T17:42Z [---] followers, [---] engagements "Sold 1/4 of my $CIFR contracts at 100% profit today. Have a sell order out for another 1/4 of them at 250%. Still holding all of my shares with zero plans to sell anytime soon. 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. 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" [X Link](https://x.com/jwat_5/status/1939845039871422900) 2025-07-01T00:34Z [---] followers, [---] engagements "Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong net cash position at $436m - Closes on the FreeNow acquisition in 2H25 at a bargain price of $197m for more than $1B of bookings across [--] European countries - Aggressively buys back $750m of shares with $700m of that planned to be used before May [----] - Reaches GAAP profitability and rapidly grows FCF - Launches autonomous" [X Link](https://x.com/jwat_5/status/1939889776112419150) 2025-07-01T03:32Z [---] followers, [----] engagements "NEWS: Ubers VW Robotaxi Makes Space For Cyclists And Pedestrians While Waymo And Tesla Lag $MBLY $INVZ $UBER" [X Link](https://x.com/jwat_5/status/1940016912227848629) 2025-07-01T11:57Z [---] followers, [----] engagements "In at $15.83 $LYFT Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong" [X Link](https://x.com/jwat_5/status/1940049714340040876) 2025-07-01T14:07Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jwat_5 Jared
Jared posts on X about $mbly, lyft, $lyft, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] +28,444%
- [--] Month [---------] +25,258%
- [--] Months [---------] +4,705%
- [--] Year [---------] +15,122%
Mentions: [--] #
- [--] Week [--] -85%
- [--] Month [---] +15%
- [--] Months [---] +18%
- [--] Year [---] +677%
Followers: [---] #
- [--] Week [---] +0.85%
- [--] Month [---] +4.40%
- [--] Months [---] +14%
- [--] Year [---] +53%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance automotive brands cryptocurrencies countries travel destinations exchanges luxury brands celebrities
Social topic influence $mbly, lyft #119, $lyft #23, $uber, $iren, $bkkt #8, $lrcx, bitcoin, investment, $schw
Top accounts mentioned or mentioned by @boxlongs @maverick98776 @yehoshzl @mikealfred @10009nyny @bakkt @mobileye @simvestor @peterbs @rajeevsura @jcmarkets21 @jeremybird @swyftbull @wonderosakatrip @planert41 @pathofgiving @macaronicapital @akshaynaheta @monkeypesky @deepvaueadv
Top assets mentioned Mobileye Global Inc. (MBLY) Lyft, Inc. Class A Common Stock (LYFT) Uber Technologies, Inc. (UBER) Iris Energy Limited (IREN) Bakkt Holdings, Inc. (BKKT) Lam Research Corporation (LRCX) Bitcoin (BTC) Charles Schwab Corporation (SCHW) Cipher Mining Inc. Common Stock (CIFR) Tesla, Inc. (TSLA) Arm Holdings plc (ARM) Snowflake Inc. (SNOW) Intel Corporation (INTC) Rivian Automotive, Inc. (RIVN) Upstart Holdings, Inc. (UPST) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Remitly Global, Inc. (RELY) CATHEDRA BITCOIN SUB VTG (CBTTF) Toyota Motor Corporation (TM) iShares BTC Trust (IBIT) SPDR S&P [---] ETF Trust (SPY) Weyerhaeuser Co (WY) Asset Entities Inc. (ASST) Robinhood Markets, Inc. (HOOD) Target Corporation (TGT) DoorDash Inc. (DASH) Palantir Technologies Inc. (PLTR) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Roper $ROP would like a word"
X Link 2023-05-21T17:38Z [---] followers, [---] engagements
"Not considering buying confirmed buying $SNOW https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/ $SNOW is considering buying Neeva a startup to help them implement LLMs for enterprises. Notice that now that AI and LLMs are taking off $SNOW has to acquire to even have a CHANCE at being relevant $PLTR just releases their own product because theyve spent years developing https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/ $SNOW is considering buying Neeva a startup"
X Link 2023-05-24T23:04Z [---] followers, [---] engagements
"This is a misinformed take IMO. Designers like $NVDA and manufacturers like $TSM are important but leading edge equip. manufacturers like $LRCX and $ASML are the ones enabling innovation in both areas. They are equally if not more critical to Moores Law. @Invesquotes I find myself hesitating to invest into the industry Some firms like $TXN are very stable but others like $KLA or $ASML are more a part of a super-organization than independent firms and if anything hits say $TSM or Samsung they will suffer massively. Conc. risk is real here @Invesquotes I find myself hesitating to invest into"
X Link 2023-05-25T20:54Z [---] followers, [---] engagements
"@Stock_Opine @StackInvesting Both $DT and $DDOG have relatively rich valuations considering the observability TAM. The question to me is confidence in company execution to expand into adjacent markets like security that they can bundle and upsell"
X Link 2023-06-21T15:05Z [---] followers, [---] engagements
"@mhk32220167 Market doubts or isnt aware of the companys chances to win the RFQs"
X Link 2023-09-17T01:29Z [---] followers, [--] engagements
"@randomultimate2 @mhk32220167 A big reason Im confident is Continental (essentially their customer/partner) affirming their strategy and product on the Q1 earnings call"
X Link 2023-09-17T12:56Z [---] followers, [--] engagements
"@jaredwaters21 was he your next top choice"
X Link 2024-01-31T19:32Z [---] followers, [--] engagements
"February Portfolio Update YTD Performance: +4.8% Cash: 7.6% $LRCX $SNOW $SCHW $IREN $MBLY $UPST $HYLN $EXPR"
X Link 2024-02-15T20:07Z [---] followers, [---] engagements
"$IREN [----] [--] EH/s fully funded Other highlights: - commencing quarterly reporting immediately - $301m cash no debt - [---] $NVDA GPUs commissioned and being tested - [--] EH/s currently operating https://finance.yahoo.com/news/20-eh-expansion-fully-funded-110200788.html https://finance.yahoo.com/news/20-eh-expansion-fully-funded-110200788.html"
X Link 2024-04-01T11:46Z [---] followers, [----] engagements
"$IREN March Investor Update 📣 @irisenergyco ✅ [---] #bitcoin mined (+14% MoM) ✅ $23.7m ⛏ revenue (+56%) ✅ $20343 ⚡ cost/bitcoin (flat) ✅ [--] EH/s in [----] fully funded https://www.globenewswire.com/news-release/2024/04/04/2857697/0/en/IREN-Announces-Monthly-Investor-Update-for-March-2024.html https://www.globenewswire.com/news-release/2024/04/04/2857697/0/en/IREN-Announces-Monthly-Investor-Update-for-March-2024.html"
X Link 2024-04-04T12:58Z [---] followers, [----] engagements
"@Umbisam You hear Dan Roberts talk about #5 on the last space he was on He said theyre open to it but see no benefits since all of the funds hes talked to are allowed to buy if domiciled in US or majority of operations are in US which is now clearly true with Childress ramp"
X Link 2024-05-16T16:14Z [---] followers, [---] engagements
"$PLTR why are Palantir bulls so delusional and critical of $SNOW across the board. Theyre not even competitors. $SNOW Q1 buyback = $516mn Purchasing multiples = 14x Sales; 140x FCF. Does it make sense https://t.co/hau7iIRPAe $SNOW Q1 buyback = $516mn Purchasing multiples = 14x Sales; 140x FCF. Does it make sense https://t.co/hau7iIRPAe"
X Link 2024-05-23T01:26Z [---] followers, [---] engagements
"Interesting I wasnt sold. The only competitive advantages he mentioned were (1) experience bitcoin mining translating to success in AI and (2) being an Ethereum proxy. Im curious how he will finance the touted vertical integration for AI with the current power bottleneck. @jwat_5 @Charge_Stack @sebastian_ski Listened to second half and impressed with Sams responses. @jwat_5 @Charge_Stack @sebastian_ski Listened to second half and impressed with Sams responses"
X Link 2024-05-23T03:09Z [---] followers, [---] engagements
"@MRBullMktEver @Banana3Stocks I think those are Intel's voting shares of $MBLY. I don't believe they would sell/convert in this scenario"
X Link 2024-06-06T22:42Z [---] followers, [---] engagements
"@RaulSokolova @Banana3Stocks $TSM historically but has plans to use future Intel nodes if theyre ready in time. $MBLY is also working with $INTC on next-gen radar and lidar systems"
X Link 2024-06-13T09:27Z [---] followers, [---] engagements
"@SilentAlert1 I don't know anything about Flexnode specifically but there is unlimited VC funding right now for AI-related endeavors so there are financing options out there for Flexnode to purchase Karnos - especially if they have contracts signed for their data centers"
X Link 2024-08-05T17:31Z [---] followers, [--] engagements
"@yehoshzl Why is that a negative I like Pat but in my opinion the Intel majority control/ownership will always be a headwind. I think $MBLY has gotten everything they can from the $INTC incubation and would love if they were a fully independent company"
X Link 2024-12-03T16:10Z [---] followers, [---] engagements
"@yehoshzl I think that investors (retail but more so institutional) dont like the governance aspect of a company being fully controlled voting-wise by a single entity. $ARM has been able to overcome it but it was a huge overhang on VMware when they were controlled by $DELL"
X Link 2024-12-06T21:31Z [---] followers, [---] engagements
"Quick Hitter Series Episode 2: Mobileye $MBLY Welcome back to the series where I'll highlight each of my holdings with a short business background followed by my investment thesis condensed down to three easy to understand sections. This one is a bit longer so stick with me"
X Link 2024-12-11T03:14Z [---] followers, [---] engagements
"Background: Mobileye is the global leader in core Advanced Driver Assistance System (ADAS) technology which includes camera-enabled safety features like blind spot monitoring adaptive cruise control and forward collision prevention. In addition to core ADAS the company also has a hands-on eyes-off system called SuperVision in production since [----] with Polestar and Zeekr; as well as a product roadmap validated by design wins with Volkswagen Group that includes a hands-off eyes-off system called Chauffeur and a Robotaxi system called Drive"
X Link 2024-12-11T03:14Z [---] followers, [--] engagements
"Investment Thesis: The Android of Robotaxis If you think that Robotaxi is a winner-take-all market that will be only won by Waymo or Tesla then Mobileye is not the investment for you. However if you think there will be multiple winners in the future that will be booked on platforms like Uber or Lyft then hear me out. Lyft and Mobileye announced a partnership in November to connect Mobileye Drive equipped vehicles with Lyft riders. As the headline implies Mobileye Drive is OEM agnostic. They already have partnerships with Volkswagen on the platform along with implementers like Schaeffler"
X Link 2024-12-11T03:14Z [---] 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
"Predictable profitable cash flow from ADAS Mobileye is a profitable company despite dedicating 75% of their [----] research and development budget to advanced products. They have $1.3B on the balance sheet virtually zero debt ($53mm) and trade at [----] NTM P/E [---] NTM EV/Sales and [----] NTM EV/EBITDA; which is reasonable for a company expected to grow revenue above 20% next year with gross margins 50%. Mobileyes revenue growth is also outpacing top [--] OEM production growth and already has 250m units booked out to 2030+ with 80-90m incremental units in advanced RFQ discussions. To visualize"
X Link 2024-12-11T03:14Z [---] followers, [---] engagements
"That's it thanks for reading Let me know what you think if you made it this far and if you're interested in Episode [--] which was a much briefer post on $IREN"
X Link 2024-12-11T03:14Z [---] followers, [---] engagements
"Many others to come 👀 $MBLY This is with great honour we are happy to finally announce our important agreement with $MBLY for their Drive Platform which was already selected by several great customers to use our Long and Short range lidars across multiple applications and types of vehicles including VW This is with great honour we are happy to finally announce our important agreement with $MBLY for their Drive Platform which was already selected by several great customers to use our Long and Short range lidars across multiple applications and types of vehicles including VW"
X Link 2024-12-11T15:09Z [---] followers, [---] engagements
"Memory remains under-appreciated as AI proliferation continues $LRCX $LRCX Named Best [----] Idea by TD Cowen; 'The "Game Theory" of NAND to Drive Two Years of Healthy Growth' PT $100 $LRCX Named Best [----] Idea by TD Cowen; 'The "Game Theory" of NAND to Drive Two Years of Healthy Growth' PT $100"
X Link 2024-12-11T15:11Z [---] followers, [---] engagements
"@yehoshzl You see the news today about Intel planning to sell shares of $MBLY Market seemed to like it"
X Link 2024-12-12T21:48Z [---] followers, [---] engagements
"SuperVision/Chauffeur announcement before EOY 👀 $MBLY $MBLY #MBLY I have no idea what triggers this move but I do know that it will likely be extremely aggressive and be quite "face ripping" based on this volume gap above. https://t.co/ZzAmjSGIDV $MBLY #MBLY I have no idea what triggers this move but I do know that it will likely be extremely aggressive and be quite "face ripping" based on this volume gap above. https://t.co/ZzAmjSGIDV"
X Link 2024-12-16T02:37Z [---] followers, [---] engagements
"These slides are from the $MBLY investor day last week - see the Japanese OEM between the last two phases which the second slide shows as a 2-3 month period. Their CEO and CCO have been saying in earnings calls and conferences that while timing is ultimately out of their control they do expect wins before EOY"
X Link 2024-12-16T16:34Z [---] followers, [---] engagements
"Quick Hitter Series Episode 3: Upstart $UPST 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. If that guy from CNBC is still out there this one's for you buddy. 🧵 1/6"
X Link 2024-12-23T17:29Z [---] followers, [---] engagements
"4/ Expanding access to credit for all Did you know that four in five Americans have never defaulted on a loan yet less than half have access to traditional prime credit CEO and Co-Founder of Upstart Dave Girouard is on a mission to change that statistic. Money is a fundamental ingredient of life and unless youre one of the few percent of Americans with significant wealth the price and difficulty of borrowing affects you every day. Throughout history affordable credit has been central to unlocking mobility and opportunity. - Dave Girouard In [----] the Upstart model approved 116% more Black"
X Link 2024-12-23T17:29Z [---] followers, [--] engagements
"5/ Battle-tested and ready for a comeback After growing revenue over 350% in [----] Upstart witnessed the fastest Federal Reserve tightening cycle in four decades resulting in the federal funds target rate increasing [---] basis points from [----] to [----]. That period tested this founder-led management team who saw the companys revenue decrease and margins compress rapidly. The company fought through those hard times to return to positive revenue growth and adjusted EBITDA this last quarter (FY2024 Q3) all while seeing minimal tailwinds from the still volatile macroeconomy. The return to growth was"
X Link 2024-12-23T17:29Z [---] followers, [---] engagements
"Good video. To me its so obvious when listening to the Lyft CEO Innoviz CEO and Mobileye management speak that they know something significant is cooking that they just cant reveal yet. I didnt know about the terms of the Honda/Cruise investment just spitballing now but I wonder if Honda would purchase shares from Intel in a private placement. Seems like a move that lines up with the Intel CFOs comments and align incentives for both sides"
X Link 2024-12-23T22:15Z [---] followers, [---] engagements
"@VincentTheDude Heads up the buzzsprout link in your tweets is broken at least on mobile"
X Link 2024-12-26T23:00Z [---] followers, [--] engagements
"Positive momentum $MBLY Introducing the Mobileye ECU seriesbuilt with the future in mind and scalability by design. Three configurations create a modular framework that powers the full spectrum of our premium ADAS and autonomous driving solutions: Mobileye SuperVision Chauffeur and Drive. Delivering https://t.co/28OB3alsQq Introducing the Mobileye ECU seriesbuilt with the future in mind and scalability by design. Three configurations create a modular framework that powers the full spectrum of our premium ADAS and autonomous driving solutions: Mobileye SuperVision Chauffeur and Drive."
X Link 2025-01-02T17:08Z [---] followers, [---] engagements
"Investment thesis on Altria $MO coming out later this week Thought it would be brief but its turning into my longest one yet"
X Link 2025-01-06T04:04Z [---] 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
"2/ Company Background Altria is the parent company of Philip Morris USA the manufacturer of the top-selling cigarette brand in the US Marlboro. Altrias fully-owned holdings also include Black & Mild Copenhagen Skoal and NJOY the only FDA authorized menthol e-vapor product. Significant public equity investments include stakes in Anheuser-Busch $BUD and Cronos Group $CRON"
X Link 2025-01-06T21:34Z [---] followers, [---] engagements
"3/ Enviable pure-play market position in the US Altria is a pure-play for tobacco exposure in the US where cigarette volumes declined 6% per year from [----] to [----] faster than the global markets 1% annual loss according to Euromonitor. However despite these demand challenges relative to the global market the US boasts several significant advantages for Altria. Altrias Marlboro brand remains the undisputed leader in the US with a commanding 40%+ market share far above the 15% share held by the next largest competitor; and a 59.3% share in the highly profitable premium cigarette segment which"
X Link 2025-01-06T21:34Z [---] followers, [---] engagements
"4/ Tailwinds from incoming Trump Administration and NJOY ramp Altria has an admittedly poor track record of acquisitions and partnerships investing $1.8B into Canadian cannabis company Cronos at its peak and $12.8B into Juul Labs which was eventually exchanged for IP and written down to $250 million. At [--] forward P/E near the bottom of the companys five-year annual average range of 8-16 the market is understandably valuing Altrias other bets at zero based on its M&A track record putting the company in prove it mode before assigning any value to non-core business lines. As a result by"
X Link 2025-01-06T21:34Z [---] followers, [---] engagements
"5/ Secure shareholder distributions with a safe dividend payout ratio Altria is a Dividend Aristocrat (25+ years of consecutive dividend increases) and Dividend King (50+ years) recently increasing its quarterly dividend by 4.1%. The company also has a [--] year dividend CAGR of 3.71%. Even without the upside from the non-core cigarette business (e.g. NJOY) Altria is expected to grow EPS over the next few years to continue to grow the dividend. Analysts project an average EPS growth of 4.26% in FY [----] and 3.39% in FY [----]. The current 7.8% dividend yield is safe with a conservative payout ratio"
X Link 2025-01-06T21:34Z [---] followers, [---] engagements
"@Patrick70776507 @garyblack00 Heads up that Grok is hallucinating here based on speculation neither Honda or Mobileye have presented yet at CES so it's not even possible. Unless Grok knows the future 👀"
X Link 2025-01-07T16:08Z [---] 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
"I went back and re-listened to the nearly [--] hour $MBLY Capital Markets Day presentation from December [--] and picked up on a few interesting tidbits that I havent seen talked about on X that Ill share here. ✅ Very very interesting prospect with a very big OEM for Mobileye Drive - Executive VP of Business Development Nimrod Nehushtan In light of recent events Ill avoid serious speculation but just taking this at face value implies that the Japanese OEM in Due Diligence with Drive (Robotaxi) is on par with Volkswagen ADMTs program which is already a significant collaboration. Again based on"
X Link 2025-01-08T16:20Z [---] followers, [---] engagements
"Not at all. To be expected. Every major OEM is looking into building their own self-driving capabilities which means developing in-house software on either the Nvidia or Qualcomm platform. A bet on Mobileye is a bet on (1) a self-driving market with multiple winners e.g. Tesla Waymo OEMs and (2) Mobileye winning against OEM in-house software teams like they did with VW where the OEM realizes that there are diminishing marginal returns once you try to get to L3/L4 autonomy that only companies who have been working on this for a long time (25+ years for Mobileye) can solve economically"
X Link 2025-01-08T16:39Z [---] followers, [--] engagements
"$19.87. Been in it for more than a year and averaged down. NFA but nothing has changed about the fundamentals so unless youre a purely technicals trader Id be patient and see what happens the next few months. This isnt a penny stock its a cash flow positive company with zero debt that has business booked out into the 2030s. So there is a level of downside protection"
X Link 2025-01-09T03:08Z [---] followers, [--] engagements
"@GjonbalajPajtim Sounds like you should be in bonds or an index fund"
X Link 2025-01-09T05:06Z [---] followers, [--] engagements
"🤐 $TSLA $MBLY $GOOGL https://electrek.co/2025/01/13/elon-musk-misrepresents-data-that-shows-tesla-is-still-years-away-from-unsupervised-self-driving/ https://electrek.co/2025/01/13/elon-musk-misrepresents-data-that-shows-tesla-is-still-years-away-from-unsupervised-self-driving/"
X Link 2025-01-14T03:34Z [---] followers, [---] engagements
"$MBLY Mobileye price target raised to $17 from $14 at UBS UBS analyst Joseph Spak raised the firms price target on Mobileye (MBLY) to $17 from $14 and keeps a Neutral rating on the shares. Industry challenges are well documented but the firm sees the case for the first time in over a year for positive North America production revisions at some point the analyst tells investors in a research note. While still a mixed picture globally a stronger U.S. market can lead to home bias on U.S. auto stocks the firm says"
X Link 2025-01-17T17:38Z [---] followers, [---] engagements
"$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
"@10009nyny Agreed. $MBLY has released some impressive inference numbers for their new EyeQ6H chip like in the slide below but eventually that has to translate to design wins and operating results"
X Link 2025-01-28T19:03Z [---] followers, [---] engagements
"I've been tracking $LRCX earnings since [----] and just wrapped up listening to today's call. Here are my quick observations: 💵 Record Q4 gross margin of 48.2% the highest since Lam merged with Novellus in 2013; and operating margin expansion of [---] bps in CY24 despite growing R&D spend YoY 📦 Gate all around (GAA) and advanced packaging starting to significantly hit the top and bottom lines reaching $1B in CY24 and expected to get to $3B in CY25 🤖 Dextro Cobot (collaborative robot) shipped to third memory customer as part of a multi-year services agreement paving the way to autonomous fabs"
X Link 2025-01-30T00:35Z [---] followers, [---] engagements
"More information on Lam Research's Dextro Cobot announced last month: https://www.lamresearch.com/zh-hans/product/dextro/ https://www.lamresearch.com/zh-hans/product/dextro/"
X Link 2025-01-30T00:37Z [---] followers, [---] engagements
"I'll be honest I'm equally confused why you didn't find the earnings press release disappointing. My investment thesis in $MBLY is based on: (1) Future design wins for Surround ADAS SV Chauffeur Drive (2) Current AV partner progress (VW Verne Holon Schaeffler Lyft) (3) Next-gen products (EyeQ6 EyeQ7 imaging radar) and their potential impact Mobileye announced ZERO new information related to these endeavors in the quarterly report so we clearly must have a different thesis. That said check out my other more recent tweets because I was pleased to hear progress on points [--] and [--] after the"
X Link 2025-01-30T16:55Z [---] followers, [---] engagements
"@ZaStocks @CapArtichoke What fintech tickers have been awful Nearly every fintech stock Im tracking has been crushing the last [--] months. $UPST $RELY $HOOD $TOST $SHOP"
X Link 2025-02-07T03:22Z [---] followers, [---] engagements
"@jaredyhp @Umbisam Difficult to compare PE since EQIX is a REIT. Gotta use FFO/AFFO"
X Link 2025-02-07T14:51Z [---] 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 2025-02-07T21:17Z [---] 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 for those not intimately aware of Mobileye's AV engagements this initial [----] deployment in Dallas TX will 100% be the VW platform. Bullish proof point for Mobileye's EyeQ6H SoC Mobileye's imaging radar and the $INVZ lidar; all featured on the fully autonomous This news shouldn't come as too much of a surprise to investors since VW and Mobileye have been testing in Austin TX since [----]. As I've mentioned in my previous DD if Mobileye's technology works there is a clear path to being the "Android" of AV as their self-driving stack is innately OEM agnostic and lends itself to connecting"
X Link 2025-02-10T15:22Z [---] followers, [----] engagements
"@abrahamdrummond Toyota is tied up with May Mobility on the Sienna platform so I have my doubts the mysterious OEM is Toyota. Do you think it's them Honda Nissan or Subaru"
X Link 2025-02-10T19:34Z [---] followers, [--] engagements
"Bullish setup on the daily cloud going into earnings for $IREN H/T the ☁king @CarpeNoctom https://x.com/carpenoctom/status/1889071005416759391s=46&t=2hT-ude3Uk77R784GHIIoQ Macro Monday: Getting Ready for Volatility Sponsored by @krakenpro Timestamps 00:00 Global Crypto ETP Flows 03:47 Kraken Pro - BTC TA 07:40 Rates Inflation Yields 12:09 Legacy Indices - $SPY $QQQ $XLU $IGV 15:20 Mag7 19:10 Crypto Equities - $WGMI $IREN $MSTR $BITU https://t.co/o3e6Noumb3 https://x.com/carpenoctom/status/1889071005416759391s=46&t=2hT-ude3Uk77R784GHIIoQ Macro Monday: Getting Ready for Volatility Sponsored by"
X Link 2025-02-11T03:36Z [---] followers, [----] engagements
"I would say Tesla is the one that will need to prove out their ability to scale in this scenario. To your point these companies have vehicles on the road testing today while Tesla has zero. Tesla will be going against international OEMs like Hyundai and Geely (Waymo) Toyota (May Mobility) and VW (Mobileye) just to name a few who are already working with fleet operators (see recent Uber or Mobileye/Lyft PR) to perfect the fleet management process - which is crucial to scalability"
X Link 2025-02-11T15:38Z [---] followers, [--] engagements
"🎯 Although the HOLON Mover seems more like a public transit shuttle and starting in Dallas would contradict their PR yesterday about launching in Jacksonville. Right now I'm at 95% VW 5% stealth Japanese OEM. I feel like the platform will be as commoditized as cars are today. Price will play a big factor but consumer preferences will still matter to some degree"
X Link 2025-02-12T14:51Z [---] followers, [--] engagements
"🎯 $UBER $LYFT $TSLA $MBLY 5/ https://t.co/agqikaqkjO 5/ https://t.co/agqikaqkjO"
X Link 2025-02-12T15:05Z [---] 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
"Positive EPS: $8.8c vs $.02 street consensus US domicile to TX US domestic issuer status confirmed to be adopted from H2 [----] $1B ATM usage Growth funding via convertible note proceeds ATM facility reinvesting operating cashflows along with continued evaluation of additional funding structures Prioritizing acceleration of new strategic growth initiatives and deferring consideration of potential investor distributions Childress liquid cooling Horizon [--] 75MW Liquid-Cooled Childress Data Center - 75MW gross (50MW IT load) - Direct-to-chip liquid cooling power redundancy - Designed to support"
X Link 2025-02-12T21:37Z [---] 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 $IREN won't sacrifice bitcoin mining unless the price is right"
X Link 2025-02-12T21:42Z [---] followers, [----] engagements
"From the slides "Site sale process with Morgan Stanley terminated." Need some color on this as well"
X Link 2025-02-12T21:44Z [---] followers, [---] engagements
"$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
"$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
"This is a $MBLY EyeQ5 system by the way. Product of the BMW/Mobileye L3 collaboration. https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort https://www.stellantis.com/en/news/press-releases/2025/february/stellantis-unveils-stla-autodrive-hands-free-and-eyes-off-autonomous-technology-for-a-new-era-of-driving-comfort"
X Link 2025-02-20T20:43Z [---] followers, [----] engagements
"$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
"@placidmaker4 @TradingsuckerX @KeilafOmer It probably wont numb the $INVZ pain but from the Mobileye side it does seem like everyone involved is confident in the Drive platform. VW Lyft HOLON have all commented publicly that its on track and performing extremely well"
X Link 2025-02-26T16:32Z [---] followers, [---] engagements
"$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
"Truflation at 1.44% ➕ Q1 GDP at -2.8% = ✅ Rate cuts and DXY dropping inbound US ATLANTA FED GDPNOW Q1: -2.8% (PREV -1.5%) US ATLANTA FED GDPNOW Q1: -2.8% (PREV -1.5%)"
X Link 2025-03-03T16:40Z [---] followers, [---] engagements
"Last domino to fall is unemployment but thats a given with DOGE + big tech still making cuts (e.g. Meta 5% layoffs Salesforce hiring freeze)"
X Link 2025-03-03T16:47Z [---] 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
"Nibbles in pre-market this morning 🐠 $IREN $MBLY"
X Link 2025-03-04T19:56Z [---] followers, [---] engagements
"Thought I'd share some takeaways I found interesting as I was analyzing Net New Assets (NNA) and Total Client Assets for Schwab $SCHW vs Robinhood $HOOD since I don't think many investors realize the scale that Robinhood is going up against. Schwab is the largest self-directed brokerage in the US with $10.33T in total client assets as of January [--] [----]. For the same time period Robinhood has total client assets of $204B. For my visual learners the scale of that comparison is shown below in this chart I put together quickly in Google Sheets. But Robinhood is a disruptor right So Schwab is"
X Link 2025-03-05T16:05Z [---] followers, [---] engagements
"Nice to see $MBLY decoupled from $INTC today 📈📉"
X Link 2025-03-05T19:22Z [---] followers, [---] engagements
"@BayInstitute Definitely. Got even moatier with the AMTD acquisition"
X Link 2025-03-05T21:16Z [---] followers, [--] engagements
"@WolfOfCentreSt I think theyve been clear about being heads down on execution and uplisting as their priorities to drive long-term value instead of marketing. That can create a disconnect between share price and intrinsic value if youre sharp enough as an investor to capitalize"
X Link 2025-03-05T21:48Z [---] followers, [---] engagements
"Steve Cohen owner of the Mets and founder of Point72 Asset Management just announced a 5% stake in $MBLY 🤯 So what does that actually mean - Cohen through his hedge fund Point72 owns [-------] shares of Mobileye common stock including [------] 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 issuer." - Which"
X Link 2025-03-06T23:06Z [---] followers, [--] engagements
"Steve Cohen owner of the Mets and founder of Point72 Asset Management just announced a 5% stake in $MBLY 🤯 So what does that actually mean - 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 issuer." -"
X Link 2025-03-06T23:26Z [---] 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 $75M - The 13G filing specifically calls Point72 a passive investor: "The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the"
X Link 2025-03-06T23:27Z [---] followers, [----] engagements
"@VividCapMan What are your top picks"
X Link 2025-03-07T04:17Z [---] followers, [--] engagements
"@JCMarkets21 Im here for it"
X Link 2025-03-07T21:50Z [---] followers, [--] engagements
"$MBLY (SV52 on the Zeekr 001) https://youtu.be/R9oK0IZrrzYsi=uG5OGyC3eZpPCMXj https://youtu.be/R9oK0IZrrzYsi=uG5OGyC3eZpPCMXj"
X Link 2025-03-09T14:44Z [---] followers, [---] engagements
"Bought more $MBLY today 🐠 Nibbled on $LRCX and $SCHW too Just nibbling 🐠 $MBLY https://t.co/fuEGm8IvZT Just nibbling 🐠 $MBLY https://t.co/fuEGm8IvZT"
X Link 2025-03-11T19:03Z [---] followers, [---] engagements
"$MBLY MOIA video featuring ID Buzz testing in Oslo https://x.com/jonathan_ben_94/status/1897619727477805267s=46&t=2hT-ude3Uk77R784GHIIoQ $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 https://x.com/jonathan_ben_94/status/1897619727477805267s=46&t=2hT-ude3Uk77R784GHIIoQ $MBLY ID Buzz AV updates Fully autonomous rides planned for [----] in Hamburg 🎉 I went ahead and translated the"
X Link 2025-03-12T03:46Z [---] followers, [---] engagements
"$SCHW CEO Rick Wurster talking [----] goals AMTD integration crypto etc. Offering spot crypto is hopefully a [----] event with the new banking regulations. https://finance.yahoo.com/video/charles-schwab-ceo-talks-market-150244103.htmlcontentType=VIDEO https://finance.yahoo.com/video/charles-schwab-ceo-talks-market-150244103.htmlcontentType=VIDEO"
X Link 2025-03-13T12:44Z [---] followers, [---] engagements
"Schwab's $SCHW February Activity Report just dropped. Highlights: ☑ Net new assets (NNA) of $48B up 44% YoY ☑ Total client assets of $10.28T up 16% YoY ☑ New brokerage accounts of [------] 15th consecutive month of at least [------] new accounts ☑ Average daily trades of [----] million up 1% MoM ☑ Sweep cash increased by $4.7B My Take: Blue skies ahead for Schwab 🌤 There's a major disconnect between the vocal minority of dissatisfied Ameritrade users online and the actual majority of Ameritrade users that continue to bring over net new assets. New brokerage accounts and sweep cash trends are"
X Link 2025-03-14T14:41Z [---] 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
"@JCMarkets21 Totally agree. Itll also be interesting to see how Rivian working with VW group on software defined architecture fits into all of this long-term"
X Link 2025-03-16T17:51Z [---] followers, [---] engagements
"Mobileye's long-term strategic objective: Capitalize on leadership position in Driverless Everywhere technology. 🚘 Growth drivers include: [--]. Scaling Eyes Off & Driverless Products [--]. Surround ADAS as standard fit for volume cars in developed countries. $MBLY"
X Link 2025-03-17T16:22Z [---] followers, [---] engagements
"I initiated a position in Target $TGT today 🎯 Shares are down 36.6% over the last year trading below the 10-year average PE of [--] and way below the 5-year average of [--] PE. I'm a value investor at heart and the margin of safety at [----] PE / [----] Forward PE is too juicy to pass up. The estimated NTM 4.1% dividend yield is safe with a .50 payout ratio and I expect Target to accelerate the active share repurchase plan which had $8.8B remaining at the end of 4Q25. I think the market appreciates Walmart being more of a Consumer Defensive play than Target which among other things is propping up"
X Link 2025-03-18T02:05Z [---] followers, [---] engagements
"Couldnt help myself bought some more $IREN after-hours. WGMI/BTC will bounce its just a matter of when"
X Link 2025-03-18T21:45Z [---] followers, [----] engagements
"$MBLY technicals setting up for a major move one way or another $MBLY is probably one of the cleanest charts on the market right now. Who knows what will happen here but it is sexy https://t.co/xszHKl3fXd $MBLY is probably one of the cleanest charts on the market right now. Who knows what will happen here but it is sexy https://t.co/xszHKl3fXd"
X Link 2025-03-24T14:53Z [---] 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
"Youre right that their historical expenses have been 99% data center infrastructure and bitcoin mining ASICs but Im saying youre missing the ASICs being needed to bootstrap the buildout of the heavy duty data centers. Youre not appreciating the optionality that they now have at Childress for example with 750MW to divert towards AI cloud or colo which Im sure you agree is a more profitable endeavor than mining long-term if youre a Nebius bull. I agree that the exact $/MW or however you want to quantify it is unknown until IREN secures a deal which is where the alpha comes in if you know that"
X Link 2025-03-24T19:03Z [---] followers, [---] engagements
"RBC Capital Markets on $SNOW: Outperform and PT of $225 I like to hear that 35% of sales reps are focused on new logos which wasnt split out or differentiated before"
X Link 2025-03-24T21:03Z [---] 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
"@JCMarkets21 @Mobileye @VWGroup @Valeo_Group News Lets see if this pre market pump holds"
X Link 2025-03-25T11:47Z [---] followers, [--] engagements
"@JCMarkets21 @Mobileye @VWGroup @Valeo_Group Yep Seems like $MBLY will be on every VW Group car for the foreseeable future. Dor did some good analysis on what the volume could look like. MQB is the platform (loose definition) that VW wants all of their cars to eventually be on: https://www.topgear.com/car-news/insider/explained-vw-groups-mqb-platform This morning I conducted an analysis to estimate the size of this contract. The press release states that the Surround ADAS system will be installed on vehicles built on Volkswagen Groups MQB platform. I checked which models are based on this"
X Link 2025-03-25T12:17Z [---] followers, [---] engagements
"@JCMarkets21 @Mobileye @VWGroup @Valeo_Group 🎯"
X Link 2025-03-25T12:50Z [---] followers, [--] engagements
"The real ones remember Circle from the SPAC days $CND (RIP) 🚨 Circle Files for IPO $1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%) https://t.co/qHldPakfRr 🚨 Circle Files for IPO $1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%) https://t.co/qHldPakfRr"
X Link 2025-04-02T02:22Z [---] followers, [---] engagements
"Good questions I think I have few answers for you. My understanding is that their staff is primarily at HQ in Israel but fairly spread out across the US Japan and Germany. I know Intel has a presence in Israel but I also know for a fact that Mobileye doesnt produce any chips there. As far as manufacturing Intel doesnt actually manufacture for Mobileye despite the publicized intent to back in [----]. They used to use TSMC but switched some or all chip production to Samsung a few years back. I think thats good news since I believe Taiwan Europe Japan and South Korea are exempt from the"
X Link 2025-04-04T17:34Z [---] followers, [--] engagements
"Definitely looking forward to the commentary on the earnings call. I am worried about the potential tariff impact to Lyft scaling Robotaxis with Mobileye in Dallas and beyond because the ID Buzz is for sure manufactured in the EU and if its an unnamed partner like Honda then Id be surprised if they initially planned to build in the US"
X Link 2025-04-04T19:38Z [---] followers, [--] engagements
"Mar Portfolio Update: 1Y -2.09% YTD -20.72% vs S&P [---] -1.18% -13.42% My Moves: ➕ Initiated $TGT 🟢 Added to $IREN 🟢 Added to $ARM 🟢 Added to $MBLY 🟢 Added to $SCHW 🟢 Added to $CBTTF ✂ Trimmed $SWPPX Portfolio Commentary: March was a relatively quiet trading period for me as I added slightly to my highest conviction picks and sold some index funds to initiate a position in $TGT. See my quick and dirty thesis for $TGT here: On the macro side I'm watching the 10Y DXY and Truflation and all signs are pointing to the Fed needing to cut interest rates more rapidly than the market (see CME"
X Link 2025-04-07T01:36Z [---] followers, [---] engagements
"I'm a buyer of $ARM and $SCHW here both earnings compounders approaching deep value territory at these prices. Arm has a forward P/E of [--] with a projected EPS CAGR of 51.1% over the next [--] years. Schwab has a forward P/E of [--] with a projected EPS CAGR of 26.0% over the next [--] years"
X Link 2025-04-07T13:55Z [---] followers, [---] engagements
"Big bounce this morning for semi equipment names. $KLAC and $LRCX both up over 5%"
X Link 2025-04-07T14:13Z [---] followers, [---] engagements
"Nice relative strength by $MBLY today. Reached a daily high of +11.40% and is currently hovering around +5%"
X Link 2025-04-07T19:39Z [---] followers, [---] engagements
"$MBLY high probability that this Nissan announcement is a SuperVision/Chauffeur design loss to Wayve since its clearly next-gen/aspirational using AI and LiDAR. Mobileye had [--] on the highly scrutinized SuperVision/Chauffeur roadmap and management confirmed that the one closest to nomination was involved in the Nissan & Honda merger talks. Could it still be Honda I do think its possible since Honda has publicly stated that they are actively seeking collaboration to achieve its autonomous self driving goals. As a more global OEM than Nissan Honda would be able to take advantage of Mobileyes"
X Link 2025-04-10T12:57Z [---] followers, [----] engagements
"$MBLY The autonomous ID Buzz featuring Mobileye Drive technology was featured at Austin's second annual AV stakeholder meeting; which gathered city state and federal transportation officials AV companies first responders transit organizations mobility and accessibility advocates and university researchers. The focus was on discussing the current state of AV deployments in Austin and planning future steps to improve safety within the city's mobility ecosystem. The Volkswagen ADMT ID Buzz was featured alongside vehicles from Tesla Waymo and Zoox"
X Link 2025-04-14T18:09Z [---] followers, [---] engagements
"$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
"2/ To start let's set the scene by recapping the Mobileye developments that have already taken place so far in [----]. February 2025: Lyft & Mobileye enable autonomous mobility at scale Lyft CEO David Risher said that "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 already has a design win with VW Group for their L4 robotaxi platform called Drive which I'll talk about more in-depth later but"
X Link 2025-04-15T01:34Z [---] followers, [---] engagements
"3/ March 2025: Volkswagen Group cooperates with Valeo and Mobileye to enhance driver assistance in future MQB vehicles This is the first of what should be many potential Surround ADAS wins over the next two years extending Mobileyes collaboration with VW Group. Surround ADAS was only listed as an extension of base ADAS in the companys presentation in December [----] but has been a primary focus of the companys PR and marketing efforts in [----] likely as a result of BYD's Gods Eye driving demand. Similar to the Gods Eye product Mobileyes Surround ADAS offers hands-free driving in a limited"
X Link 2025-04-15T01:34Z [---] followers, [---] engagements
"4/ May 2025: Hyundai announces collaboration with Mobileye for L3 self-driving on the Genesis and Kia brands In the December [----] Capital Markets Day (CMD) presentation the South Korean flag for SuperVision/Chauffeur was at the beginning of the Negotiations & Decision Making column of the business development (BD) roadmap which according to a previous slide takes 2-3 months to progress before nomination. At the Barclays conference in June nearly [--] months after the CMD Chief Communications Officer Dan Galves said that "nothing has really changed" strongly implying that deals are still on track"
X Link 2025-04-15T01:34Z [---] followers, [---] engagements
"5/ May 2025: Polestar delivers first Mobileye SuperVision-equipped cars to customers in the United States Ive corresponded with Galves personally on this and he did confirm that all Polestar [--] vehicles come equipped out-of-the-box with SuperVision technology. Keep in mind that this is the first iteration of SuperVision known as SuperVision52 which is already on the roads in China on Zeekr vehicles. Due to not having the latest EyeQ6H SOC it doesnt have the same next-gen capabilities that the SuperVision62 (e.g. Porsche collaboration) will but it is the same technology that surprised testers"
X Link 2025-04-15T01:34Z [---] followers, [---] engagements
"6/ June 2025: Honda announces L4 collaboration with Mobileye Marubeni to purchase 1000+ vehicles for United States deployment At the Raymond James Institutional Investors Conference on March [--] [----] Galves opined on the Lyft partnership confirming that Lyft is the demand aggregator Mobileye is the technology provider Marubeni is the fleet owner/operator and that the OEM is still to be announced. I believe that at this point there's a 60% chance of the mysterious OEM being Honda and a 40% chance of it being VW Group. At one point I was at 99% VW Group but at this point I don't understand why"
X Link 2025-04-15T01:34Z [---] followers, [---] engagements
"7/ July 2025: Stellantis announces high-volume L2+ collaboration with Mobileye across [--] brands for [----] deployment Ill be honest I am not confident that the American flag on the BD roadmap for Surround ADAS is Stellantis but I think they are the most likely candidate from their peer group that includes Ford Tesla Rivian and GM. Ford has publicly stated that they are working on L2+ through their subsidiary Latitude AI signalling a move away from Mobileye. Tesla is Tesla. Rivian despite using Mobileye for all of their current self-driving capabilities is publicly all-in on internal development"
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
"@10009nyny @StevenACohen2 Would they have to file an amended 13G if they sold out though"
X Link 2025-04-16T13:55Z [---] followers, [--] engagements
"@apbyak Hey good question. For this generation of EyeQ6H-based vehicles Mobileye plans to use Innoviz LiDAR on the Chauffeur (eyes off hands off) and Drive (robotaxi) platforms. See below for more info"
X Link 2025-04-17T17:18Z [---] followers, [--] engagements
"@apbyak In [----] Mobileye & Polestar said they would use Luminar LiDAR for Chauffeur on the Polestar [--] but I don't know if that's still accurate"
X Link 2025-04-17T17:20Z [---] followers, [--] engagements
"I appreciate the thoughts and feedback but I do think you have some facts wrong that are influencing your opinion. Barclays analyst Dan Levy just put out a Mobileye note on April [--] saying that he expects a Surround ADAS win with GM and a SuperVision win with Hyundai/Kia so I would be surprised/impressed if you're more connected than Barclays and know that those OEMs are off the table. I think that you are conflating OEM announcements with Nvidia and Qualcomm as precluding these companies from working with Mobileye at scale. GM for example is in a terrible position for L2+. They were always"
X Link 2025-04-23T15:53Z [---] 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 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
"I dont see a specific mention of $MBLY in the $INTC earnings call interesting"
X Link 2025-04-25T02:21Z [---] followers, [---] engagements
"$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
"5/ Imaging Radar Deal Imminent with European OEM I didn't expect this at all. If anything on first blush my question is why would they adopt the imaging radar for an in-house L3 solution but not Chauffeur However I think that the optimistic take here is a realistic one. Just like we've seen in China there's pressure to develop your own solution in-house both for pride and to justify sunk costs. As we've seen with VW companies can allocate all the resources in the world and still come around to the fact that they need to pivot and outsource. Either way whether cynical or optimistic this"
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
"@kirk3gaard @Mobileye @VW @MOIAmobility @Uber @TechCrunch Should be soon. They talked on the last earnings call about expecting to be the first self-driving fleet in Europe"
X Link 2025-04-28T13:19Z [---] followers, [--] engagements
"In China Mobileye definitely ceded market share in ADAS due to getting priced out in a race to the bottom (with no/fewer safety standards) and not being willing to participate. From the last earnings call their share is stable at 20-30%. And on next-gen in China there's definitely pressure from OEMs to develop in-house which is cited as the reason for getting de-scoped with Zeekr. Big focus for Mobileye will be supporting Porsche and Audi roll out in China in 2026/27. Yep Mercedes uses Nvidia. DYOR but this is a relevant slide from Mobileye that reflects their value prop with respect to"
X Link 2025-04-28T20:11Z [---] followers, [--] engagements
"Woah Were pleased to announce that together with @ToyotaMotorCorp we're exploring a new autonomous vehicle platform and how to leverage our technology for their personally owned vehicles. More here: https://t.co/KZ65z4d9x8 https://t.co/afj4m14WCW Were pleased to announce that together with @ToyotaMotorCorp we're exploring a new autonomous vehicle platform and how to leverage our technology for their personally owned vehicles. More here: https://t.co/KZ65z4d9x8 https://t.co/afj4m14WCW"
X Link 2025-04-30T02:00Z [---] followers, [---] engagements
"$MBLY takeaway pressure is on for Honda Mazda and Mitsubishi"
X Link 2025-04-30T02:14Z [---] followers, [---] engagements
"Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W high because 20%+ of their products are made in China. Seven of their brands including Hydro Flask Osprey and OXO hold number one or number two positions in their respective categories"
X Link 2025-04-30T16:29Z [---] followers, [----] engagements
"Bought more $UBER today. Lots of catalysts to talk about in their earnings call this week including bringing (1) $MBLY and May Mobility onto the platform and (2) $AUR taking out the safety driver for their Dallas/Houston route reminder that Uber has a 27% stake per Fintel and an exclusive partnership for their Premier Autonomy/Uber Freight program"
X Link 2025-05-05T17:04Z [---] followers, [---] engagements
"May Mobility is now the second AV partner working with both $LYFT and $UBER. I see them as the closest competitor to $MBLY not in a bad way since this isn't likely to be a winner-take-all market. May Mobility just raised $150m in a Series E and I've heard positive feedback from people who have ridden in their autonomous hybrid Toyota Sienna. Definitely an interesting and now well-capitalized company to continue to monitor. I do think that the takeaway for $MBLY is an increased urgency for Honda to partner and rollout with $LYFT/Marubeni ASAP. Expecting that news within the next two months."
X Link 2025-05-05T17:20Z [---] followers, [---] engagements
"Aaaaaand the CEO just resigned. CFO promoted to interim CEO while engaging with an executive search firm. I don't think this is in deep value territory yet but I am continuing to monitor $HELE Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W high because 20%+ of their products are made in China. Seven of their brands including Hydro Flask Osprey and OXO hold number one or number two positions in their https://t.co/piYGUBkC7O Intrigued by Helen of Troy $HELE. Planning to listen their 4/24 earnings call later today. Down 75% from 52W"
X Link 2025-05-05T18:04Z [---] followers, [---] engagements
"I'd be interested in this if Ackman wasn't still getting cute and capturing a 1.5% management fee for his hedge fund $HHH Hope it works out though Today we announced that @PershingSquare has invested $900M in Howard Hughes Holdings (HHH). This investment will enable $HHH to become a diversified holding company by acquiring controlling stakes in high-quality durable growth public and private operating companies while Today we announced that @PershingSquare has invested $900M in Howard Hughes Holdings (HHH). This investment will enable $HHH to become a diversified holding company by acquiring"
X Link 2025-05-05T18:07Z [---] followers, [---] engagements
"Listening to @jason (did you know he was an early $UBER investor) hype up the VW/Uber deal as a game-changer and he doesn't even realize that the self-driving is powered by $MBLY. He says "I think it's exclusive" with Uber and mentions WeRide and Zoox as the primary competitors for Waymo and Tesla. We're still so early"
X Link 2025-05-05T19:56Z [---] followers, [---] engagements
"Id love to do a deeper dive of the financials. When I skimmed the balance sheet and read the last quarterly call I agree with you I thought they could make it through the year without a debt raise. Didnt think they were an immediate bankruptcy risk or anything. In my experience CEO resigning out of the blue never precedes immediate price appreciation of the stock so just from that perspective my plan was to monitor and see if the stock does start to price in true bankruptcy"
X Link 2025-05-05T21:33Z [---] followers, [--] engagements
"@fateyeighty1 Did I mishear I watched the Ackman interview this morning on CNBC and heard him say Pershing Square receives 1.5% of any capital appreciation of the stock from todays price"
X Link 2025-05-05T23:38Z [---] followers, [--] engagements
"NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or discussed in the call but was noted in the $UBER CEOs prepared remarks"
X Link 2025-05-07T13:21Z [---] followers, [----] engagements
"Excited for $LYFT earnings tomorrow. The pressure is on to announce progress with $MBLY and Marubeni after $UBER announced five AV partnerships in the last week. My projection is a 99% chance of a significant update on progress and a 25% chance of official PR with the OEM confirmed. NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or discussed in the call but was noted in the $UBER CEOs prepared remarks https://t.co/seeJCIsUIh NEWS: VW ID Buzz AD expected to start testing in LA later this year $MBLY This wasnt actually mentioned or"
X Link 2025-05-07T14:00Z [---] followers, [----] engagements
"In on OTM $LYFT calls at the $14 strike expiring 5/30/2025. IV is down after $UBER earnings this morning and I think an unexpected AV announcement + technicals (bullish TK cross on the daily with a potential E2E cloud move) + dovish Powell + beat on profitability could send it higher in the coming weeks"
X Link 2025-05-07T14:58Z [---] followers, [---] engagements
"$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
"Acceleration of VW's ID Buzz AD rollout in [----] 👀 Innoviz CEO loves to drop hints. Should be a good earnings call to listen to tomorrow $MBLY "Hundreds of ID. Buzz AD shuttles will be equipped with a newly designed suite of Innoviz LiDARs in [----] ahead of [----] fleet deployment" At [--] lidars a vehicle that's a significant uplift to my [----] revenue forecast. Depending on the ASP this could be anywhere from $2m - $7.2m. "Hundreds of ID. Buzz AD shuttles will be equipped with a newly designed suite of Innoviz LiDARs in [----] ahead of [----] fleet deployment" At [--] lidars a vehicle that's a"
X Link 2025-05-13T23:56Z [---] followers, [---] engagements
"$SCHW Highlights from Schwabs April Monthly Activity Report: - Core NNA of $2.7B (impacted by taxes/seasonality) - Client assets of $9.89T (+12% YoY) - [------] new brokerage accounts (+22% YoY) - Sweep cash down"
X Link 2025-05-14T14:24Z [---] followers, [--] engagements
"$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
"Im liking the $SNOW after hours price movement but havent been able to dig into the results or listen to the call. Looking forward to doing a deeper dive. As usual the haters will call out SBC but its overblown with Snowflake effectively cancelling it out with buybacks. The same haters will end up buying it at $300+ when SBC starts to tail off as a % of revenue"
X Link 2025-05-21T22:43Z [---] followers, [---] engagements
"Guiding a 25% FCF margin next quarter"
X Link 2025-05-22T00:35Z [---] followers, [--] engagements
"Strongest quarter for new logos. Seeing results from an effort started last year to break out an acquisition team exclusively focused on new logos"
X Link 2025-05-22T00:37Z [---] followers, [--] engagements
"$MBLY has clear head start in the EU with HOLON VW and NIO all transporting passengers autonomously using Mobileye-driven vehicles TODAY. Germany has a high bar for vehicle safety which is likely why other AV players havent prioritized it for testing. I think once the safety driver is removed in Germany well see other EU countries adopt the technology with Mobileye as a first-mover. 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 https://t.co/nwLiz762pb NEWS: Project KIRA"
X Link 2025-05-27T20:52Z [---] 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 $130k which would time up"
X Link 2025-05-28T16:36Z [---] followers, [----] engagements
"$CIFR 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 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"
X Link 2025-05-28T16:58Z [---] followers, [---] engagements
"@icnewer Mercedes JLR and Volvo plan to use Hyperion so far although Mercedes just selected Mobileyes imaging radar for their [----] model(s). BMW is Mobileye/Qualcomm. Dont think theyve used Nvidia processors in cars for a while"
X Link 2025-05-29T23:06Z [---] followers, [--] engagements
"April Portfolio Update: 1Y 22.33% YTD 0.65% vs S&P [---] 13.52% 1.06% My Moves - Initiated $RIVN - Added to $MBLY - Added to $SCHW - Added to $IBIT - Closed $CBTTF - Closed $TGT - Closed $SWPPX Portfolio Commentary - I closed out $SWPPX and $TGT to add to $MBLY $SCHW and $IBIT. When I rolled money from a 401(k) to my IRA I kept some of the money in an S&P500 fund and this is the culmination of slowly trimming it down. $TGT I bought the dip on expecting to hold for a few years but I listened to their most recent earnings call and their management team kept saying "targt" unironically. Sold out"
X Link 2025-06-02T13:56Z [---] followers, [---] engagements
"May Portfolio Update: 1Y 22.33% YTD 0.65% vs S&P [---] 13.52% 1.06% My Moves - Initiated $RIVN - Added to $MBLY - Added to $SCHW - Added to $IBIT - Closed $CBTTF - Closed $TGT - Closed $SWPPX Portfolio Commentary - I closed out $SWPPX and $TGT to add to $MBLY $SCHW and $IBIT. When I rolled money from a 401(k) to my IRA I kept some of the money in an S&P500 fund and this is the culmination of slowly trimming it down. $TGT I bought the dip on expecting to hold for a few years but I listened to their most recent earnings call and their management team kept saying "targt" unironically. Sold out the"
X Link 2025-06-02T15:18Z [---] 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
"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
"Great video from @theMiningPod on the $CIFR story and current operations https://youtu.be/kv8NHmBra4Usi=3bVHDhYqSmNra3Ob https://youtu.be/kv8NHmBra4Usi=3bVHDhYqSmNra3Ob"
X Link 2025-06-04T17:57Z [---] followers, [---] engagements
"On a related note averaged down on those $CIFR calls on the dip this morning and were already in the green"
X Link 2025-06-04T17:58Z [---] followers, [--] engagements
"@Theretweetguy7 @Agrippa_Inv In what way is time running out For whom"
X Link 2025-06-04T18:53Z [---] followers, [---] engagements
"Youre welcome Ill link the tweet below that describes what I was hoping for when $INTC acquisition rumors were swirling. Its a really good question. When Gelsinger was outed Zinsner (current CFO former co-CEO) said that they would continue to opportunistically sell $MBLY shares on the open market while keeping shareholder interests in mind. Since then Intel and Lip-Bu Tan have not mentioned Mobileye when pressed on divestment of non-core assets despite being forward about selling Altera and NEX to raise capital. It seems intentional. So at this point Intel either considers Mobileye a core"
X Link 2025-06-08T15:30Z [---] followers, [---] engagements
"Interested to see how $SCHW is playing this. Founder/Chairman Schwab is buddies with Trump so Id assume hes on top of it but $HOOD is moving fast: https://x.com/vladtenev/status/1932164762265174206s=46&t=2hT-ude3Uk77R784GHIIoQ @GS_VCactivist The Treasury Dept will administer (set up) but they will designate qualified providers (eg Fidelity Schwab Robin Hood etc) that will agree to operate the accts according to rules. Each child / family will have the account on their phone. Nothing to manage accept depositing https://t.co/5ncSFmtOWW"
X Link 2025-06-10T02:25Z [---] followers, [---] engagements
"$MBLY and $INVZ have a great relationship winning billions of dollars of deals in the automotive space. Could they also be partnering to bid on robotics and aerial projects together https://x.com/jwat_5/status/1915940319595819427 Get SMART $INVZ https://t.co/r4XZyUfXkf https://x.com/jwat_5/status/1915940319595819427 Get SMART $INVZ https://t.co/r4XZyUfXkf"
X Link 2025-06-10T14:42Z [---] followers, [----] engagements
"$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
"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 $450 million convertible notes offering: https://t.co/C7Dj2oPfgp https://t.co/tLO62GagPG"
X Link 2025-06-10T21:22Z [---] followers, [---] engagements
"$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
"$SCHW May Activity Report Total client assets over $10T record NNA for May sweep cash down 🎉"
X Link 2025-06-13T14:19Z [---] 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
"In LA testing will start this year with expected commercial launch in [----] with safety drivers. California has more regulatory hurdles (4-step permitting process) than Texas so the [----] date speaks to when VW expects to be able to scale to thousands of actually autonomous vehicles. [----] you can expect them to scale up throughout the year as milestones and permits are achieved. In the next few months we should get an announcement of the OEM that is part of the Lyft/Mobileye/Marubeni partnership targeted for commercial launch in Dallas in [----] which is obviously relevant for $MBLY and $INVZ"
X Link 2025-06-18T14:21Z [---] followers, [--] engagements
"I know the ASP for Mobileye is $10000 up front and then each of the [--] Innoviz lidars is $600-800. For VWs overall cost the only thing Ive heard its comparable to Waymo. Im not sure its too relevant at this point since MOIA & VW Financial will be owning and operating the initial fleets"
X Link 2025-06-18T16:21Z [---] followers, [--] engagements
"I think this slide from Mobileye is relevant for the discussion. Waymo and Mobileye are spending the money for higher precision then planning to expand the ODD and scale costs down over time. Tesla and Chinese companies like Pony are starting with lower precision and hoping they can get there with AI computing power etc"
X Link 2025-06-18T22:00Z [---] followers, [--] engagements
"Interesting price action for $MBLY on the day after Teslas Robotaxi launch"
X Link 2025-06-23T15:00Z [---] followers, [----] engagements
"Update: $MBLY closes at $16.42 up 11.55% on the day. Sympathy play with $TSLA or are institutional investors catching up on last weeks news about the ID Buzz AD"
X Link 2025-06-23T20:03Z [---] followers, [---] engagements
"$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
"@SkyTheLim1t Welcome to DC Luka But yeah I think well definitely look to trade or buyout those contracts"
X Link 2025-06-24T19:49Z [---] followers, [--] engagements
"I love when a stock runs up 50% YTD and still has a shockingly low valuation. Long and strong on $UBER trading at a P/E of [--] and P/FCF of [--]. 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 https://t.co/1PIfAp1K0r 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"
X Link 2025-06-25T17:12Z [---] followers, [---] engagements
"I dont. I think folks underestimate Ubers lead in fleet management supply/demand algorithms customer support and general global scale in a rideshare TAM thats still in its infancy. Under the assumption that there are multiple AV players worldwide its a no brainer to plug into Ubers network for instant maximum utilization. If only Tesla and Waymo solve AV for example Uber is probably toast"
X Link 2025-06-25T17:22Z [---] followers, [--] engagements
"@Encryption68 Autonomous Vehicle"
X Link 2025-06-25T17:58Z [---] followers, [--] engagements
"@Encryption68 I think Mobileye figures it out and then pick a few from Tesla Zoox Pony Baidu May Mobility etc. that scale up in the next few years before a consolidation period"
X Link 2025-06-25T18:00Z [---] followers, [--] engagements
"Prime example of how sentiment follows price. Re-rating in progress. $IREN $CIFR I cant always be right. And I have to admit that I was wrong about $IREN. I have to do a proper deep dive on it. But this is far from just some Bitcoin miner. Will post the deep dive on here once I finish. I cant always be right. And I have to admit that I was wrong about $IREN. I have to do a proper deep dive on it. But this is far from just some Bitcoin miner. Will post the deep dive on here once I finish"
X Link 2025-06-27T16:22Z [---] followers, [---] engagements
"@longoption Totally fair I think you witnessed the sentiment shift yourself which creates the snowball. Lot of public research and bull cases about $IREN on X dating back to early [----] and even earlier in the case of @mikealfred"
X Link 2025-06-27T16:35Z [---] followers, [--] engagements
"$MBLY @muzja999 There are more than two sides to this story. It is only my personal opinion but while Waymo is further ahead of any player I see @Mobileye Drive platform as a very promising solution. It is based on low cost and elastic platform design that can fit almost any vehicle a very @muzja999 There are more than two sides to this story. It is only my personal opinion but while Waymo is further ahead of any player I see @Mobileye Drive platform as a very promising solution. It is based on low cost and elastic platform design that can fit almost any vehicle a very"
X Link 2025-06-29T03:33Z [---] 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
"Rational nuanced and respectable takes on Teslas robotaxi launch during the opening discussion. Acknowledging the progress while calling out the passenger seat safety monitor and high number of critical engagements for just a few days. Podcast gets a follow just for that"
X Link 2025-06-29T23:07Z [---] followers, [---] engagements
"Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've been talking to them. We haven't announced it yet but I think we're very close"
X Link 2025-06-29T23:35Z [---] followers, [----] engagements
"@Simvestor Ha I love Polestar that would be amazing. My research which includes talking to folks from Japan says that its likely its a Japanese OEM because of Marubenis involvement. My guess is Honda theyve been vocal about searching for a robotaxi partner after Cruise imploded"
X Link 2025-06-30T00:03Z [---] followers, [---] engagements
"Imagine if you buy your car Lyft ready it comes off the lot it's an autonomous vehicle and part of that package is you can either pay it down faster or make X amount of money by putting it on the network X amount of hours that next year that's really attractive. That makes it almost like a way to get a huge subsidy. Because we'll have the fleet management capabilities you don't want to put your personally owned autonomous vehicle on a network and have it come back dirty or not charged. So put it on the network and then we'll clean it charge it and return it back to you so that you can really"
X Link 2025-06-30T00:57Z [---] followers, [---] engagements
"Biggest $MBLY takeaway from the podcast. Per $LYFT OEM announcement for the Marubeni collab is imminent. Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've been talking to them. We haven't announced it yet Q: With the Mobileye work in Dallas have you decided on which carmaker you're going to be deploying with yet Or I can make some guesses there but you obviously have much more informed perspective than I do. A: Yeah we've"
X Link 2025-06-30T17:42Z [---] followers, [---] engagements
"Sold 1/4 of my $CIFR contracts at 100% profit today. Have a sell order out for another 1/4 of them at 250%. Still holding all of my shares with zero plans to sell anytime soon. 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. 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"
X Link 2025-07-01T00:34Z [---] followers, [---] engagements
"Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong net cash position at $436m - Closes on the FreeNow acquisition in 2H25 at a bargain price of $197m for more than $1B of bookings across [--] European countries - Aggressively buys back $750m of shares with $700m of that planned to be used before May [----] - Reaches GAAP profitability and rapidly grows FCF - Launches autonomous"
X Link 2025-07-01T03:32Z [---] 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
"In at $15.83 $LYFT Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong Likely going to buy some $LYFT shares tomorrow morning. The market has left Lyft for dead while the company: - Grows Rides Active Riders and gross bookings all well over 10% YoY - Gains market share in NYC growing 17% YoY in May [----] compared to Uber at -3% - Has a strong"
X Link 2025-07-01T14:07Z [---] followers, [---] engagements
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