IS THE FREEWAY IN SIGHT?
Oil and Gas Investments
FEBRUARY 15, 2025
SUPPLY CHAINS ARE NOT YOUR FRIEND Mobileye identified they had an inventory problem in late-2023. We still believe that 2027 is really the right timing for introduction of these systems. Yet, new deals could set the stage for 2027-28 growth and that might be enough for the market. Thats a hefty P/E.
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