Jan. 6 at 5:33 AM
$MBLY $REE from most recent SEC filing, item (b) is the partner to be named, who Woody believes is Mobileye. The two companies are indeed an hour apart on Israeli highways … just don’t try to drive it during rush hour!
Do you invest in Mobileye or REE or both? REE is highly speculative, and faces serious risk of failure and eventual liquidation. Both companies are part of a larger network of technology companies (some private) situated near Highway 1 which are potential plays for EVs and autonomous driving.
For REE this would be a major catalyst, likely moving the stock up 3X-5X. MBLY is undervalued too, but is a much safer investment and has many potential catalysts besides this one. MBLY and REE both went public by SPAC during the 2020-2022 wave of optimism for EVs and autonomous driving.
This is not financial advice, so do your own research. 
https://www.sec.gov/ix?doc=/Archives/edgar/data/1843588/000162828025059065/ree-20250630_d2.htm#i96fb0f938bea44c3a310411feb3e547d_31