MBLY MOBILEYE GLOBAL INC

$MBLY God willing we'll have a green day today. Over $2billion revenue per annum and the market capital is only over $5 billion. It's clearly being mispriced for failure or manipulated more like! Onwards and upwards. 🤞⬆️🍀

$MBLY they authorized their buyback in April and have only used 13%. Since the buyback announcement price is down 38%. If the board believes price is at a deep discount to their intrinsic value then this would be the time to start getting aggressive.

$MBLY looks very similar to the end of the last downswing before reversal was initiated.

$MBLY Something positive from the company to help their shareholders would be good. Are we going to get a new CEO? And what about the buy back?Why not ramp it up at this all time low shareprice. It seems very odd that they aren't! What's happening with the robots? It's been a tough road here but a recovery is very possible given the potential catalysts. 🍀🤞

$MBLY ~50% discount to their intrinsic value. The market is saying their core EyeQ and ADAS business has little durable growth and the rest of their products will fail or not commercialize. Additionally they’re priced as if their balance position is weak and will bleed cash chasing autonomy and robotics. Idk…maybe watch how this reacts in the next coule weeks to establish a clear exit, but this price seems like a no brainer.

$MBLY Even a art student can understand this and will invest without a fear😍 15$ coming soon👍

$MBLY Another day with $MBLY at ATL, another day with no communication on buybacks, another day without a CEO or comment on the status. My take is the market wants confidence to better predict the company’s direction. Tons of deliverables in 27 (robotaxi, MOAI/VW commercial deployment, expansion of ADAS) and the market has lost confidence due to the lack of leadership. The time of maximum pessimism is the best time to buy.

$MBLY let’s go- Good Volume Spike. Stick the green and let’s reverse this beast $TSLA $UBER $INTC needs their investment to rise $NVDA

$MBLY "If you sit by the river long enough, you will see the body of your enemy float by"

$MBLY institutions know that there is enough time before earnings that they can still chill and let the shorts have their play time while they get to accumulate shares for cheap. Wouldnt want to be the last person shorting this one before they decide that play time is over.

$MBLY They did say things would be happening towards the eoy including more on the robotics side. Let's hope whatever it's is stock price enhancing. Could we finally be on a sustainable ascent? I very much hope so!

$MBLY look at the posts. “Under $8 is a gift” “under $7 is a gift” “lOaDiNg ThE bOaT under $6” “give me $5 and I’m all in” Bros this will legit go BK.

$MBLY 2 bn revenue + 1.5 in cash actual Market cap 5bn, 800mln shares…it can’t go lower 4.4$

$MBLY welcome to new all time lows fellow shorts! break & hold $6.48. Target 5.92 then 5.46. Nothingburger ER will accelerate this through the end of the year. NFA.

RBC Capital Markets downgraded Mobileye to Underperform from Sector Perform and cut its price target to $5 from $7, citing structural risks to the autonomous-driving technology provider’s business model. Analyst Tom Narayan warned that Mobileye’s core ADAS technology could face displacement as automakers shift toward centralized computing architectures increasingly supported by rival processors from Nvidia and Qualcomm. RBC also highlighted Mobileye’s heavy reliance on Volkswagen Group for premium-product revenue, raising concerns that the automaker could reduce its dependence on the company. RBC added that expected incremental design wins for Mobileye’s higher-end SuperVision and Chauffeur systems have failed to materialize in recent quarters. This weakens the case for valuing Mobileye as a high-growth autonomous-driving software platform and supports viewing it more as a mature hardware supplier. $MBLY

$MBLY today they shown it can’t go lower…but…it will, from here to earning Jewish will suck your stop loss 🫶🏻

$MBLY custom chip are 6~8 times more power efficient than GPU. it should be bought by Waymo or other bigger player, so that more investment and progress to be made.

$MBLY Just short as much as you can. Create a huge short position. This is the important thing.

$MBLY buybacks - when? Or if you are holding onto the money reversing that, at least say you re going to use it to deploy the Robotaxi fleet 27' ... I am buying more at this level, but my tolerance for poor execution to create shareholder value is decreasing with each Q in which we create no hype DESPITE having "supposedly" an advantage in Edge cases detection and therefore safety for L4 ... Amnon is focused now on Mentee but there is no news on that front either - meanwhile Tesla says it s open season with Optimus deployments to commence asap. Anybody here knows anything that could be reassuring? This is a clearly undervalued asset at this valuation, but without the right catalysts and plan it might just be another trap, Stellantis style...

$MBLY dropped 4%, but the volume is very low. I think there are too many people are holding, and not selling. This is a sign of bottom. Expecting it go up to $10+ by year end.