COMPANY
Mobileye
MBLY:US
Primary coverage by Pierre Ferragu
Research
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Bible 2Q24 – Autos: Semis at the trough of the cycle, while end demand slowsSeptember 5, 2024 — Pierre Ferragu
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AMD share gains, Intel downgrade, Cloud capex, Autos and Industrials, and more. The Tech Weekly Wrap-upAugust 5, 2024 — Pierre Ferragu
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Mobileye 2Q24: Turbulences in China don’t affect our thesis. Buy, Target Price $36August 2, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Bible 1Q24 – Autos: Semi cycle hits. Time to buy the stocks.June 18, 2024 — Pierre Ferragu
Events
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Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Dec
06TechnologyDecember 6, 2022Hosted by Pierre FerraguWatch Replay -
Oct
24TechnologyOctober 24, 2022Hosted by Pierre FerraguWatch Replay