MBLY
Mobileye Global Inc. Class A Common Stock
stock NASDAQ

then why not just buy MBLY?

I feel like MBLY might actually be worth buying at a 5% portfolio weight
Intc is a 2 trillion dollar stock though but it's over extended right now I expect a fake out before it rockets up harder

MBLY's CEO founded and sold his own company back to MBLY for $1B while the company's revenue is still close to $0. Oh and his son and son in law are also getting a huge payout from this deal.

MBLY

Nice, now put it all into $MBLY Intels robotic division.

Man, MBLY getting Intel backing is actually pretty interesting when you think about it. Intel desperately needs a win after getting their ass kicked in GPU and losing ground to AMD, so throwing weight behind robotics makes sense for them 🤖

I've been watching these robotics plays but the timing feels early still. Like yeah Musk talks big game about Optimus but we're still years away from actual mass deployment. The vision processing angle is smart though - every robot gonna need eyes before it needs fancy compute.

Threw some money at robotics ETFs earlier this year but individual names feel risky right now. Market's been brutal on anything that isn't immediate profit. That 100k bet is bold but WSB gonna WSB I guess 😂

The partnership with Intel could be real catalyst though if they start landing actual contracts instead of just promises. Chip companies love overselling future but MBLY at least has real revenue already.

$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.

Does anybody realise MBLY is managed by INTC and is technically their robotic division.

How nobody is talking about the fact that INTC basically owns MBLY and Mobile Eye will be their robotics division is beyond me.
Elon Musk has been banging on the table about Robotics, Jensen Huang views robotics as the next massive growth Frontier after Ai, which will integrate into every industry.

Jenson recent said "billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories." "Everything that moves will be robotic someday, and it will be soon."

Musk has repeatedly called Optimus (and humanoid robotics) potentially "the biggest product ever," bigger than Tesla's vehicle business.

There a three companies right now that are barely being discussed (We're only talking about the less known, obviously Tesla is one).

[$MBLY](https://x.com/stonkgang/status/2051976985614717358?s=20) Left for dead chip stock, current partnership and support from $INTC Solely focused on Robotics, Humanoid Robotics and Autonomous Driving. Recently beat earnings, issued a share buyback and has sold over 200m chips.

Will just buy shares after it chills out and shows there’s a bid… would sell puts when it dips if options is your game. Related, bought CLF and MBLY recently. Am in both aggressively, like those plays more

There’s always value in the market. One of the worst things you can do is overthink this. Just Forrest Gump the market and over time you’ll do well.
I like buying turn arounds after earnings come out and there’s signs of life. CLF, CRSR, MBLY are recent buys.
Looking to buy ALRM and BOOM this week.