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![jwat_5 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::990119382.png) Jared [@jwat_5](/creator/twitter/jwat_5) on x XXX followers
Created: 2025-07-23 18:17:20 UTC

Very quiet heading into $MBLY earnings tomorrow before market open.

I'm personally most excited for updates on:
- the Lyft & Marubeni OEM — Toyota?
- SV/CH pipeline — design wins imminent? EVP Nimrod Nehushtan said last earnings call that "many things can happen in the next weeks" and "we are reaching convergence with a couple of opportunities"
- Intel's plan to divest shares moving forward — may need to wait until Intel's earnings after market close


XXXXX engagements

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**Related Topics**
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[$tm](/topic/$tm)
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[Post Link](https://x.com/jwat_5/status/1948085033756921871)