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Updates: MBLY - Will The Downturn Be Short-Lived?
Summary
* Mobileye stands as a pivotal player in the Advanced Driver Assistance Systems (ADAS) sector, specializing in Level 0 to Level 2 solutions.
* Mobileye faces intensifying competition from emerging startups and established corporations enhancing their ADAS offerings with advanced chip and software technologies.
* Analysts' forecasts are still optimistic, however, the risk-reward has vastly improved since the share price plummet.
https://twitter.com/convequity/status/17435640252613348
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various sectors that Qualcomm operates in, such as Android handsets, auto, PC, server, and XR/VR.
* The "Us" viewpoint tends to be more bullish and forward-looking, particularly in areas like smartphone GenAI, auto, and XR/VR.
* There
Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Summary
* Chiplet technology presents an exciting opportunity for ARM, potentially paving the way for its strategic evolution.
* The high costs of designing cutting-edge chips pose challenges for many players in the semiconductor industry.
* ARM's potential venture into providing pre-designed CPU dies could redefine its position in the semiconductor