My thesis for a while is that Mobileye (MBLY) isn't spending enough on R&D to capture the self-driving market in 2020 and beyond. The company has signed up several new autonomous driving programs for the next few years, but the competition is quickly bypassing Mobileye. Famous short Citron Research has gone even further to proclaim that the insider sales at Mobileye are alarming. Not sure the comparison to R&D spend is a good analysis, but the insider sales of $250 million is a sure sign that the stock price already bakes in the expected growth over the next few years. Check out my research on the alarmingly low plans for R&D spend. https://twitter.com/CitronResearch/status/835146888248643585/photo/1?ref_src=twsrc%5Etfw!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+"://platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs");Interesting that Citron took the dip in Nvidia (NVDA) to roll more into a bigger short on Mobileye. Probably a wise move after Nvidia had dipped some $25 from the highs.Disclosure: No position