Mobileye’s Next Big Leap: Inside the Race to Launch Eyes-Off Cars by 2027!
Mobileye's earnings call for the third quarter of 2025 presents a nuanced picture of the company's current state and future prospects. The company...
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CiDi IPO Trading - Subdued Insti Demand
CiDi Inc. raised around US$183m in its Hong Kong IPO. In this note, we will talk about the IPO and demand and trading dynamics.
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Mobileye Secures Robotaxi Dominance with Powerhouse Partnerships & German Backing!
Mobileye's second quarter 2025 financial results reveal a blend of strategic growth and tactical challenges. Revenue increased by 15%...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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