Aug. 18 at 8:36 PM
$VLN My guess, and only a guess, is that the Seeking Alpha sell article is in aid of shorts — cover or otherwise. However, while that article may scare off the typical Seeking Alpha retail reader, most intelligent investors will see that the author doesn’t even discuss auto wins at all and of course fully ignores the Mobileye relationship. Hard to imagine ignoring any of that if the goal is to truly provide sound analysis. Sad to see Seeking Alpha publish that stuff but it’s the reality and enables cheap adds.