TSLA
Tesla
-- 292.980 MSTR
Strategy
-- 255.430 NVDA
NVIDIA
-- 124.920 MARA
MARA Holdings
-- 13.920 COIN
Coinbase
-- 215.620 
$Mobileye Global (MBLY.US)$ P/S < 7, P/E ~ 40, gross margin ...
$Mobileye Global (MBLY.US)$ P/S < 7, P/E ~ 40, gross margin ~ 70%, operating margin ~20%, a lot of opex used to support future projects (Surround ADAS, Supervision, Robtaxi etc), net cash > $1B without debt. Company de-risked China in 2024. It’s not cheap, but not overly expensive. Hold or sell upside call, let time work it out.
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Tonyco :