Mobileye: How Volkswagen, MOIA, And Europe’s Tough Regulations Could Strengthen Its Robotaxi Moat!
Mobileye delivered a solid first quarter in 2026 with revenue increasing 27% year-over-year to $558 million, driven by higher volumes and expanded...
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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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ARM IPO Breakdown
ARM prices this Wednesday and trades on Thursday. I have a lot of thoughts. This will be a great post if you want to learn about ARM. So, without...
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Pony AI IPO Lockup - US$4.3bn Lockup Release with Stock at 69x EV/Sales
Pony AI (PONY US)Â raised around US$260m in its upsized US ADR listing in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
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