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...
483 Views
Mobileye Goes All-In On Robotaxis — Can A 2027 U.S. Launch Deliver?
Mobileye N.V. reported second quarter 2026 results characterized by stable revenues and improved profitability, supported by a combination of...
124 Views
Booking.Com Of Robotaxi
TL;DR: After $30B+ burned in the first AV wave, end-to-end neural networks have made autonomous driving viable again with vertically integrated...
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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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