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$MBLY — The Most Overlooked AI + Autonomy Play Right Now Mobileye isn’t a startup betting on self-driving. They’ve been shipping ADAS technology since 1999. 230 million vehicles on the road today run their EyeQ chips. That’s the moat most investors are sleeping on. But here’s where it gets interesting. THE PRODUCT LADDER → Base EyeQ ADAS — 230M+ vehicles, cash flow engine → Surround ADAS — hands-free highway, 19M+ units committed by OEMs → SuperVision — full route assisted driving, $1,000+ content per vehicle vs ~$75 for base ADAS → Chauffeur — eyes-off L4 consumer autonomy → Drive — robotaxi fleet platform, already deploying in Oslo with VW’s MOIA The revenue per vehicle inflection is the entire thesis. Every SuperVision win is worth 10–15x a base EyeQ unit. THE NUMBERS → Q1 2026: $558M revenue, +27% YoY — beat estimates → FY2026 outlook raised to ~$1.98B → $1.7B cash on balance sheet → $250M share buyback announced → 2027 flagged by management as the P&L inflection year RECENT WINS → Porsche — SuperVision production launch confirmed → Mahindra — SuperVision + Surround across 6+ models, India 2027 → VW MOIA + Holo — Mobileye Drive robotaxi live in Oslo → Major US automaker — 19M+ EyeQ6H Surround units committed THE WILDCARD In early 2026, Mobileye acquired Mentee Robotics — an AI-first humanoid robotics company. CEO Amnon Shashua is now positioning $MBLY as a Physical AI platform, not just an automotive supplier. The TAM just got a lot bigger. THE RISKS → NVIDIA + Qualcomm pushing open-platform alternatives — OEMs want software control → China market erosion from domestic rivals → Intel majority ownership overhang → Near-term losses expected through 2026 before the inflection $MBLY trades like a legacy auto supplier. It’s actually a data + AI + autonomy company with 25 years of OEM relationships, 8M+ active REM mapping vehicles, and a product roadmap that scales revenue per vehicle 10–15x as autonomy levels increase. 2027 is the year the market will re-rate this story. Not financial advice.

Physical AI play Silicon / Compute (The Brain) $NVDA — Owns the full AI stack $ARM — Royalties on every advanced chip $AMBA — Edge vision processing $QCOM — Low-power AI decision chips $NXPI — Control + sensor fusion backbone Sensing / Memory (Real-Time Awareness) $ADI — Converts physical signals into data $MU — High-speed memory for instant decisions $OUST — Affordable LiDAR enabling scale Materials (The Constraint) $MP — Rare earth monopoly = motor supply control Simulation (Build Before Reality) $CDNS — Every robot is simulated before deployment Proven Monetization $ISRG — Physical AI already generating recurring revenue Deployment Layer (Real-World Execution) $ONDS — Drone + defense infrastructure $SERV — Autonomous delivery at scale Software / Interface (Control Layer) $PATH — Orchestrating humans + AI + robots $SOUN — Voice + vision interface for machines

figure : our robot just worked for 48 hours with zero down time and sorted 63,000 packages. the chinese:

Our humanoid robots have now crossed 100,000 packages! As a reminder, this is happening fully autonomous. The robots are networked together to run 24/7 operations

Nobody is paying enough attention to what is happening at Figure AI right now. Its humanoid robots are now working 70 hours straight livestream, sorting packages at around 2.6 seconds each. That is reportedly FASTER than the average human worker (3secs). They have now sorted over 88,000 packages with no human assistance, no teleoperation, and no cloud. The company says it will NOT STOP the stream until a robot physically breaks. The labor market is about to be redefined.

🇺🇸 Figure says its robots have now sorted more than 100K packages while working 80+ hour shifts in “nonstop autonomous ops.” Built different. Literally.

Elon Musk has been banging on the table about Robotics, Jensen Huang views robotics as the next massive growth Frontier after Ai, which will integrate into every industry. Jenson recent said "billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories." "Everything that moves will be robotic someday, and it will be soon." Musk has repeatedly called Optimus (and humanoid robotics) potentially "the biggest product ever," bigger than Tesla's vehicle business. There a three companies right now that are barely being discussed (We're only talking about the less known, obviously Tesla is one). $MBLY - Left for dead chip stock, current partnership and support from $INTC. Solely focused on Robotics, Humanoid Robotics and Autonomous Driving. Recently beat earnings, issued a share buyback and has sold over 200m chips. $OUST - Lidar laser company, incredible advancements with huge contract wins. $ARBE - Risky nano cap, but the best in Radar tech and strong contracts like Hyundai, Weifu and Hirain Tech (state owned Chinese automaker). Names like $AMD and $QCOM are not focused on the "eyes" of robotics, more so the "brains". As Robotics begin to pick up we'll likely see huge contracts emerging and these names becoming leaders of the next theme. Physical Ai. All the charts are setup In nice daily patterns with their first leg away from lows. Call options are cheap, the potential R/R here on what is said to be a larger TAM than Ai/LLM is a no brainer fat pitch. Worth a position IMO.