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Updates: MBLY - Will The Downturn Be Short-Lived?
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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
27 min read 11 Jan 2024
Convequity MSU: Qualcomm - Jan 2023
QCOM
14 min read 05 Jan 2024

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.
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Arm Holdings
21 min read 05 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

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