Don’t forget, Andrew Left is being generous here, so don’t forget him in your nightly prayers.
Here are their main talking points.
The Company has tacitly admitted that their corporate strategy for
penetrating autonomous driving has been inadequate all along (Wall Street
has completely ignored this major blunder.)2. Clear evidence has emerged that the ADAS competitive landscape is rapidly
succumbing to commoditization.3. Insider selling has reached a level that has gone from abusive to obscene
4. The analyst community has lowered forecasts, and the company admits no
visibility in its business model after 2019.Mobileye is meeting with institutional investors this week. The company is doing
their best imitation of a college kid at a bar at 2:00 AM: They say whatever they
have to do to get into bed, regardless of the truth.
I really couldn’t care less about MBLY. I do have a bias against Israeli based companies (some of my best friends are jewish), since many of them are Chinese styled scams. Nevertheless, you be the judge and jury and executioner if it should come to that.
Fuck Mobile’d Eye.
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Andrew also threw out a bogus short piece about Tesla to escape, IMHO, a losing short position.
there are 100s of code heads in silicon valley right now who are hungrier and more desperate than MBLY to crack to autonomous code
$MBLY to $11
You should short companies that create vaccines! You know, since they cause autism and stuff. looool.
Sia
I think you have autism.
i think it’s worth 0….once elon penetrates.