Mobileye & Honda Partnership? Massive move ahead!

MOBILEYE - MBLY 🚘

A partnership between HONDA and MOBILEYE could potentially result in a massive $10-30 billion deal over ten years, or even shorter time frames with the same extrapolated value. 🚀

Base Case Added Revenue: 11B/YEAR
Current 2024 Revenue: 1.7B
New Potential Revenue: 2.7B/year minimum with just one partnership!

To put this into perspective, let's consider the old Honda deal with GM's Cruise, which was cut short and is now over six years old.

Technological Advancements
A LOT of advancements in Full-Self Driving (FSD) and Autonomous Vehicle (AV) technology have occurred since then, friends!

In October 2018, Honda partnered with General Motors (GM) and Cruise, agreeing to invest $2.75 billion over 12 years into GM Cruise, starting with an initial $750 million equity investment. This partnership aimed to develop and deploy autonomous vehicle technology on a large scale, though Honda recently ended the agreement.

Conclusion
If my gut, research, and the data at my fingertips are correct, not only will this deal between Honda and Mobileye be monumental, but it will also squeeze shorts to a pulp. Simultaneously, Wall Street will recognize the massive opportunities in FSD/AV technology beyond GOOGL (Waymo) and TSLA. This news could potentially take us to $25 or more in my opinion! And that's before any type of squeeze!

Not financial advice