Who mentions $MBLY most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $MBLY most — 15 mentions in the past 12 months.

When was $MBLY first mentioned on Surfaced?

The earliest tracked mention of $MBLY in the Surfaced archive was on Dec 20, 2025.

How many voices track $MBLY?

7 FinTwit voices have mentioned $MBLY 27 times in the past 12 months.

What kind of voices mention $MBLY most?

$MBLY is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$MBLY

Mobileye Global Inc - Class A

$MBLY

Mobileye Global Inc - Class A

Past 12mo:27mentions7voices

All voices5 calls since Jan 2026show all

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About this stock

Over the past 12 months, $MBLY has been mentioned 27 times by 7 distinct FinTwit voices, with @investmentguru_ (InvestmentGuru) dominating the discussion at 15 mentions, followed by @blackpanthercap (Black Panther Capital), @ftr_investors (The Future Investors), and @stocksavvyshay (Shay Boloor), each with 3 mentions. The first mention in the archive dates to December 20, 2025, while the most recent post occurred on July 9, 2026. Long research content represents the primary category of discussion around Mobileye Global Inc.

AI-generated from tracked posts · updated Jul 14, 2026

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5 calls

@investmentguru_Jun 30, 2026 · 11:43 PM

$MBLY most overlooked physical AI play Mobileye’s Robotaxi Pivot Puts a LiDAR Supplier on the Map Mobileye is no longer just an ADAS supplier selling picks and shovels to the robotaxi gold rush — it’s now mining its own claim. The company confirmed plans to launch a self-operated ride-hailing service in the US, starting with a small initial fleet in one major city and scaling aggressively over the following years. The build combines Mobileye Drive, the company’s self-driving stack, with Moovit, its urban mobility and trip-planning subsidiary. Management was careful to note existing supply relationships with customers like Waymo, Zoox, and Tesla remain unchanged, even though Mobileye is now technically competing with some of them on the ground. The LiDAR Angle: Innoviz The more interesting thread for the watchlist is what came a few days later — Innoviz stepped forward to highlight its position as the LiDAR supplier embedded in the Mobileye Drive configuration. Each vehicle reportedly carries multiple InnovizTwo units providing full 360-degree long- and short-range coverage. As the robotaxi fleet scales toward its multi-year target, that translates into a meaningful unit opportunity for Innoviz — a direct, quantifiable beneficiary of Mobileye’s own ambitions, layered on top of whatever existing OEM LiDAR contracts Innoviz already holds elsewhere. Why It Matters for the Thesis This is a clean example of second-order infrastructure exposure: you don’t need conviction on who wins the robotaxi race to like the picks-and-shovels layer underneath it. Mobileye expanding its own ambitions (and recently moving into humanoid robotics through an acquisition) is one more data point for the Physical AI buildout — but the more derisked way to play the announcement may be the sensor supplier capturing unit economics regardless of which robotaxi operator ultimately wins share. Not financial advice.

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@ftr_investorsJun 16, 2026 · 4:47 PM

$MBLY Mobileye plans to launch its own robotaxi service in a major U.S. city in 2027, starting with 100 autonomous vehicles and aiming to scale to 17,000 vehicles within five years 🚖🤖 https://t.co/gulNtEIx4n

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@investmentguru_May 17, 2026 · 3:31 PM

$MBLY — The Most Overlooked AI + Autonomy Play Right Now Mobileye isn’t a startup betting on self-driving. They’ve been shipping ADAS technology since 1999. 230 million vehicles on the road today run their EyeQ chips. That’s the moat most investors are sleeping on. But here’s where it gets interesting. THE PRODUCT LADDER → Base EyeQ ADAS — 230M+ vehicles, cash flow engine → Surround ADAS — hands-free highway, 19M+ units committed by OEMs → SuperVision — full route assisted driving, $1,000+ content per vehicle vs ~$75 for base ADAS → Chauffeur — eyes-off L4 consumer autonomy → Drive — robotaxi fleet platform, already deploying in Oslo with VW’s MOIA The revenue per vehicle inflection is the entire thesis. Every SuperVision win is worth 10–15x a base EyeQ unit. THE NUMBERS → Q1 2026: $558M revenue, +27% YoY — beat estimates → FY2026 outlook raised to ~$1.98B → $1.7B cash on balance sheet → $250M share buyback announced → 2027 flagged by management as the P&L inflection year RECENT WINS → Porsche — SuperVision production launch confirmed → Mahindra — SuperVision + Surround across 6+ models, India 2027 → VW MOIA + Holo — Mobileye Drive robotaxi live in Oslo → Major US automaker — 19M+ EyeQ6H Surround units committed THE WILDCARD In early 2026, Mobileye acquired Mentee Robotics — an AI-first humanoid robotics company. CEO Amnon Shashua is now positioning $MBLY as a Physical AI platform, not just an automotive supplier. The TAM just got a lot bigger. THE RISKS → NVIDIA + Qualcomm pushing open-platform alternatives — OEMs want software control → China market erosion from domestic rivals → Intel majority ownership overhang → Near-term losses expected through 2026 before the inflection $MBLY trades like a legacy auto supplier. It’s actually a data + AI + autonomy company with 25 years of OEM relationships, 8M+ active REM mapping vehicles, and a product roadmap that scales revenue per vehicle 10–15x as autonomy levels increase. 2027 is the year the market will re-rate this story. Not financial advice.

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@investmentguru_May 13, 2026 · 8:00 PM

$MBLY added new position today https://t.co/wplbDLrcQE

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@ftr_investorsJan 5, 2026 · 1:25 PM

$MBLY Mobileye secured a major U.S. automaker as a customer for its next-gen EyeQ6H Surround ADAS system, lifting its production outlook to over 19 million future units 🚗🤖 Is Mobileye a future winner in autonomous driving? 🤔 https://t.co/JJrS2a1vvy

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