AAPL, MSFT, TSLA, MBLY & HOOD Under Pressure
All of Apple's hardware segments are in decline.
P/E ratio 35x!
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Does price matter?
This is Microsoft's return from 1999 to 2014.
This is a reminder that multiple expansion is a tailwind and multiple compression is a headwind.
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Robotaxis coming in June.
245 miles between critical disengagements today means FSD only needs to improve about 1,000x in the next 3 months.
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4. $Mobileye Global Inc.(MBLY)$
One of the reasons I like Mobileye is the clear opportunity to 10x revenue.
They could go from $50-$100 in revenue per vehicle to $2,500+ before the end of the decade.
Even if volume declines, Mobileye will grow.
Robinhood is the epitome of operating leverage right now.
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