Mobileye Global: Calm Before The Autonomous Driving Storm

Michael M. Santiago/Getty Images News Investment Thesis The growth rate of Mobileye (NASDAQ:MBLY) seems to have cooled a bit down in the last year. However, this is arguably because it is the calm before the storm with regards to the adoption of next-gen (partly) autonomous driving systems. These have a price of between 1 and 2 orders of magnitude larger than legacy ADAS solutions. As such, the potential for Mobileye to literally grow 10x in revenue over time remains very real. Background In my previous ...