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'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 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'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 

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 

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 

Uber looks cheap, and insiders who know the company best are buying, a point @SteurJonas69716 raises. The stock is a solid buy as long as robotaxis do not kill the business, which is doubtful. x.com  x.com 

Uber cannot be owned until its robotaxi strategy and economics are clearer, including whether it stays asset-light or pivots to asset-heavy. Calling it 10 times 2027 free cash flow may be unfair if an asset-heavy pivot sends that cash into capex. Google puts global ridesharing at $150-180 billion in gross bookings a year, reaching $200 billion by decade's end, likely not big enough for Waymo, Tesla and Uber to all win while each spends tens of billions on fleets. x.com  x.com  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 

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