MBLY MOBILEYE GLOBAL INC

$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 these mother fucker lowered PT to 5 one week before earning…they are just scoping shares

$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 everything ive read online suggests that intels large institutional ownership effectively provides a fortress for shorts that completely insulates them from violent short squeeze reversals. Fuck this.

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

$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.

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

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 I am down so much on my options 80% actually that I can’t sell this I have until January 2028 for it to get back $15+ to make this trade win or $10+ to break even. Come on: - New Chinese chip tech CEO please - Robotics revenue - robotic taxi launch

$MBLY Wishing all holders good luck for tomorrow's ER. Hoping for a double beat and a positive outlook for Q4 and beyond. Lots to get excited about from robotaxis to humanoid robotics to a new CEO! 🍀🤞

$MBLY Looks like the scumbag shorters are never satisfied. One day this will go up and stay up! ⬆️ CITI say it's worth $11 so why the constant drop?! We need a good ER and this takes off but the management have been too silent and allowed the shorters to take advantage.

$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.

$MBLY don’t sell the downgrade bs- no debt - 2 billion rev- waiting on a new CEO and then the 200mil share buyback program begins. Should be a quick run back to double digits $INTC $TSLA $UBER $ARKQ

$MBLY Citi analyst Michael Ward initiated coverage of Mobileye Global with a Buy rating and an $11 price target, implying a 48% upside from the previous day's close, • Safety as the Primary Driver: Citi notes that the global auto industry continues to prioritize vehicle safety enhancements, putting autonomous and driver-assist technologies at the center of innovation for the next decade. • Unrivaled Scalability: Mobileye has been an industry leader for 25 years. Its EyeQ system-on-chip technology is already embedded in more than 230 million vehicles across 1,400 models worldwide. • Next-Gen Tech Adoption: The firm stands to benefit significantly as automakers increasingly adopt advanced system configurations integrating 360-degree vision and lidar. • Product Pipeline: Mobileye is on track to launch more sophisticated driver-assist systems with global auto manufacturers by 2028

$MBLY nice green candle on a triple Bottom. Look for the follow through tomorrow. 7.40 target $ARK $ARKQ $ARKK $INTC