Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Bottom-Up

<ul>
<li>Mobileye surprised markets with <a href="https://substack.com/redirect/3fc360ae-f88e-43b3-82aa-f1bfc3fe83c0?j=eyJ1IjoiMmh6Z2Z6In0.muIDtmM5oyqUKBSSZiLNsipOMwhSsKSSacAB3JlN14Y" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://substack.com/redirect/3fc360ae-f88e-43b3-82aa-f1bfc3fe83c0?j%3DeyJ1IjoiMmh6Z2Z6In0.muIDtmM5oyqUKBSSZiLNsipOMwhSsKSSacAB3JlN14Y&amp;source=gmail&amp;ust=1704936787096000&amp;usg=AOvVaw3gN2WPAAz1H7pZBsCshbzm" rel="noopener">an extensive guide down to their results</a>.</li>
<li>Shares reacted poorly, but at first blush, it makes sense given the magnitude of the guide.  Let’s walk through the release.</li>
<li>It starts with inventory, and it’s clear their customers have too much inventory.</li>
</ul>


Mobileye surprised markets with an extensive guide down to their results.
Shares reacted poorly, but at first blush, it makes sense given the magnitude of the guide.  Let’s walk through the release.
It starts with inventory, and it’s clear their customers have too much inventory.


Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell

Mobileye Global

Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell