"Tencent Invests in https://t.co/PhFuIjp4Qw with Mikheil Lomtadze and U.S. Investors" - The Astana Times
The entry of Tencent alongside https://t.co/PhFuIjp4Qw serves as a powerful validation of the enterprise.
PadrinhosPartnership's Substack
#KSPI#Kaspi#Investing#Fintech
10-year growth case: Continued ADAS leadership + content increases per vehicle, plus physical AI expansion. Revenue CAGR estimates around 18% annually with a strong $24B+ pipeline.
Positioned for multi-year compounding if execution holds.
$MBLY at ~3.3 price-to-sales. Down sharply from its $47 ATH.
Fresh Berenberg Buy initiation highlights their dominant position in camera-based ADAS. Solid pipeline and tech moat intact.
Worth watching on this dip. 📉➡️
$MBLY's Mentee acquisition positions them in physical AI / humanoid robotics.
Leveraging EyeQ tech for context-aware, safe robots alongside their ADAS leadership. Early days, but broadens the addressable market meaningfully.