Buy MBLY by Jul 25, 2027.

**Investment Note** **Ticker:** MBLY (Nasdaq) Current Thesis: Neutral to Long-Term Bull Core Focus: Structural transition from a Tier-2 hardware/software supplier to a vertically integrated, direct-to-consumer Autonomous Vehicle (AV) network operator. Executive Summary: The Structural Pivot Mobileye Global is undergoing a massive, high-stakes operational pivot. Historically known as the undisputed king of vision-based driver assistance software (ADAS)—powering over 70% of the world's automotive safety tech—the company is aggressively expanding beyond software licensing. By 2027, Mobileye will launch its own **independent Robotaxi …