Thoughts MBLY?


MBLY seems to be outperforming recently. After a bit of digging on reddit/google, I found out that INTC still retains ~94% of the shares and that there is a lockup period until april 24th. So real outstanding shares seem very low considering insiders and institutions. Of course they also have a leadership product and their earnings are very good so far.

But on a fundamental basic, they seem a bit overpriced.

Thinking of starting a small position for ~2 months (before lockup expiry). Do you think the risk/reward is worth it?


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