Jul. 23 at 5:10 PM
$ARBE A classic mistake many make when investing in speculative small caps is assuming what a company claims is the truth and then just basing all their trading thesis on a false premise.
$ARBE ‘might’ have the best radar chipset tech, but is it what these automakers need right now? And assuming they do, how do you really know it’s ready?
Secondly, I hear people constantly (even ‘so called experts’ in their authoritative articles) mistakenly say that
$MBLY is their only competitor, which is just not true. You honestly think
$NXPI (a
$56 billion company) isn’t constantly innovating their radar products? There’s other companies beginning to catch up also.
This might be a good play in 2026, right now not so much.
FWIW, my .01 opinion.