We came across a bullish thesis on Mobileye Global Inc. on The Reservist’s Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls’ thesis on MBLY. Mobileye Global Inc.’s share was trading at $13.93 as of August 1st. MBLY’s forward P/E was 39.22 according to Yahoo Finance.

A driverless vehicle navigating city traffic, equipped with ADAS and safety features.
Mobileye delivered a strong quarter in its legacy ADAS business, exceeding expectations on sales...

