MBLY - Mobileye: My Top Idea For The Decade

Summary

• Although I have long been bullish about Mobileye, as one of the top leaders in AVs, like competitors the investment opportunity was locked as a subsidiary of a Big Tech company.
• The Mobileye IPO brings the valuation to a more palpable ~$20B, making it the only pure play AV company in the stock market.
• It is currently the quiet before the storm for autonomous driving, which could tangibly change civilization over the next decade and beyond.
• On the heels of the IPO, a new (unrelated) development is further launching Mobileye into pole position for world robotaxi domination, as Ford and Volkswagen's Argo AI was abandoned.

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