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 

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 

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 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 

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 

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 

Smart Eye is worth at least 150 SEK and as much as 180 SEK because a profitable driver-monitoring leader growing 40% trades at about 10x FY2027 EV/EBITDA versus 12-18x for quality vision-AI peers. An EU law going live July 7 makes its tech mandatory in new cars. Q1 royalties rose 200%, gross margin hit 91.3%, and 386 design wins back SEK 8.85B of lifetime orders. Affectiva's 15M-face dataset gives a free option on emotion and gaze sensing for embodied AI. x.com  x.com  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 

Palantir is irreplaceable even if it is probably overvalued on traditional metrics at $150. Its government contract moats, new defense AI deals and one of the most defensible software positions in enterprise AI support the stock. Overvalued and irreplaceable are not mutually exclusive. x.com