$MBLY mention timeline

Mobileye Global. Every tracked FinTwit mention of $MBLY, newest first. 27 mentions since the first on Dec 20, 2025. See the price chart.

July 2026 · 2 mentions

Jul 9
InvestmentGuru — buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE…↗
Jul 4
InvestmentGuru — Physical AI is the next major area to focus on. Ignore the short-term noise and volatility. The real shift is still unfolding, and early positioning matters more than daily price…↗

Jun 30
InvestmentGuru — $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 rob…↗
Jun 30
InvestmentGuru — Physical AI is emerging as the next major sector to watch. $OUST $AMBA $CCXI $MBLY $TSLA $AEVA $VPG $SYNA $CGNX↗
Jun 30
InvestmentGuru — My Top 7 Physical AI Plays $NVDA — The Simulator Every robot that exists today learned to walk, grasp, and navigate inside an NVIDIA simulation before touching the real world. Co…↗
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here. Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…

May 30
InvestmentGuru — Portfolio Update — May 30, 2026 $PLTR +842.76% $CLS +596.56% $ONDS +572.16% $NBIS +501.63% $RKLB +386.43% $IONQ +273.92% $HIMS +241.05% $RDW +228.77% $OKLO +188.78% $MU +172.90% $…↗
May 22
InvestmentGuru — Physical AI is the next wave. The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world. Here’s the complete P…↗
May 21
Black Panther Capital — The clearest sign you can get 😳 “Physical AI is the next wave.” — Jensen Huang. Here’s the complete Physical AI list - save it: $NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 17
InvestmentGuru

Apr 20
Black Panther Capital — The autonomous defense platform problem isn't compute. It isn't communication. It isn't even power, though $AMPX is solving that too. It's PERCEPTION. You cannot put an autonomo…↗

Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED: 1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions. 2. $GOOGL, $MSFT & $…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗

Jan 28
InvestmentGuru — Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid plat…↗
Jan 23
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now. So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”. My goal for this portfolio is to conv…↗
Jan 21
Shay Boloor — THE HUMANOID ROBOT LANDSCAPE IN 2026 1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…↗
Jan 5
The Future Investors

Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀 Robotics is a full stack — these stocks stand to benefit 👇 🥇𝗧…↗