Mobileye faces formidable autonomous-driving competition from Tesla and Waymo, which is a fundamental turn-off despite the hype and good market timing. Technically it formed a bottom and broke its downtrend, but a horizontal level risks flipping from support to resistance. It gets interesting again only if it reclaims $11 and, more importantly, proves sustainable demand. x.com 

Mobileye's prospects are weak despite a near-floor valuation, because it is entering the robotaxi race late and has not even hired a new CEO. Piper Sandler upgraded it to Overweight with a $12 target, citing the floor valuation and its move to deploy its own humanoids and robotaxis after CEO Amnon Shashua's sudden resignation. x.com 

Mobileye has massive reversal potential after a first quarter that was materially better than feared. Revenue rose 27.4% to $558 million, EyeQ revenue 28.9% to $535 million and systems shipped 27.1% to 10.8 million, on significant post-earnings volume. Guidance was modestly raised, it authorized up to $250 million of buybacks it clearly has the cash for, robotaxi optionality remains alive, and the consensus median price target is $13. x.com 

Ambarella's turn toward AI chips comes too late, and Nvidia, Qualcomm, AMD and Intel's Mobileye should steamroll it with vertical integration and LLM-style chip design expertise. Once GoPro's main chip supplier, it sat for five years without accomplishing much. It has a history of underperformance and lackluster revenue growth, and co-founder and chief chip designer Leslie Kohn stepped down as part-time CTO. Its 22% jump, which @StockSavvyShay ties to edge AI, came on no news. x.com 

Tesla's stock already prices in much of its long-term AI and autonomous driving potential, while its core auto business still faces declining deliveries and margin pressure. Most analysts rate it a Moderate Buy, but that tension limits the upside. x.com 

Mobileye's heavily shorted stock could squeeze if it gets tagged as a humanoid play alongside Unitree's IPO. It paid $900M for MenteeBot, a humanoid with a production model due Q1 2027. Valuing the ADAS core at 12x plus $1.4B cash leaves roughly nothing for the robot in a $7.6B market cap; the market doesn't care after a Q3 guide-down, a $3.8B writedown and the founder-CEO's exit. If Unitree opens near $25B and humanoids rip this week, short covering could drive a 20-30% chase. x.com 

Tesla's car business is ex-growth and in decline, and its financial numbers are dire. Per the Q3 earnings breakdown quoted in the post, total revenue was flat, automotive revenue fell 3% year over year, net income fell 43% and free cash flow fell 62%. x.com  x.com 

Uber's network could unravel as riders go straight to Waymo and Tesla Robotaxi apps and driver earnings collapse. Uber lobbies against autonomy while telling investors it will win it, and its flagship Waymo partnership has soured. Robotaxi apps are becoming the interface to the car, which a generic broker app cannot replicate. At about 17x earnings, Uber looks overvalued when it may not exist in its current form in 17 years; 5-10x trailing earnings is the most it deserves. x.com  x.com  x.com  … Show more

Mobileye, the leader in autonomous-driving chips, has multi-fold upside by 2028 as self-driving penetration accelerates. Its EyeQ lineup keeps improving, with commercial orders projected to grow explosively in 2026-2027. x.com 

Aptiv's spinoff of its low-margin wiring business left a higher-margin connectors, sensors and ADAS company the market has not repriced. At $61.88 it trades at about 10.5x the $5.90 midpoint of 2026 EPS guidance, versus 12-15x for auto suppliers and 18-25x for auto tech, with EBITDA margin guided up to 18.6%. Q1 bookings of $4.6B included about $900M non-auto, an early sign of robotics optionality. Risks: Q1 margin compression and negative free cash flow. Base case $85-90. x.com