Whirly lollipop on orange background.

Mobileye (MBLY) had a smashing IPO as investors embraced the story and the stock as a leading provider of the next generation of cars that can drive themselves. The next few years are more about increased safety rather than real self-driving vehicles but the adoption ramp is already steep.  Here are some highlights from the IPO roadshow transcript help illustrate the positioning and story. The slides are also available:

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