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 

Mobileye's AI talent, incredible mathematicians and professors in AI, makes it worth scooping up as a long-term holding at this price, the same thesis that worked for Palantir after it fell from $32 to $8. Steve Cohen bought 5% of the company, so it will have its day in the sun. @Stonefoxcapital notes Mobileye trades at $7 today. x.com 

Mobileye has been dead money, down 35% over the past year, and an autonomous-driving future is not a reason to own it. x.com  x.com 

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 

Physical AI is the natural progression of the AI trade, and Ouster is likely to lead it. Micropolis is an under-the-radar robotics stock praised by Nvidia and collaborating with Ouster and Siemens. Ainos, a $15 million microcap whose AI scent technology drew Wall Street Journal coverage and is in early deployment in semiconductor fabs per @kingtutcap, is a speculative play that looks like ASTI in December, when the space trade began. Mobileye and Serve Robotics are also part of the theme. x.com  … Show more

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 

Tesla's 200x earnings multiple asks too much of weak current results and speculative future products. Third-quarter revenue fell 0.4% year over year and EBIT missed estimates by 25%, despite gross-margin and cash-flow beats. Robotaxis, humanoids and other future plans may have appeal, but impressive parts of the business do not make the stock worth its current price. x.com  x.com  x.com 

Robotics stocks may follow memory's path, a gradual build into an aggressive rally. Micron, which likely knows where compute demand is heading, launched a $250M fund for the next-gen AI stack, including physical AI. Unitree's China IPO, possibly next Monday at $9B and above $40B on pre-IPO perps, might spark a rally in less-run US-listed names; humanoid robotics still looks bullish on higher timeframes. This year's IPOs, such as Cerebras and SpaceX, weighed on proxies after, so expect swings. … Show more

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 

Agility Robotics could go parabolic as the only US-listed humanoid pure play, valued at about $2.5B against an expected ~$40B opening for China's Unitree. Unitree's IPO was oversubscribed about 8,000 times, showing how badly retail wants humanoid exposure, and closing that valuation gap would be welcome. With the US-China rivalry, the US will not want to lose this race, which should bring capital into North American robotics. The SPAC merger carries higher risk and higher reward. x.com