Calls
1
u/RefrigeratorTasty912
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 04
$1.20
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The author states Arbe won a Top 10 OEM in July 2024 with revenue beginning in 2026, a direct chipset sale considered substantial and expandable to multiple models. Arbe's 48x48 radar uses 7 chips versus Mobileye's 18-chip cascaded solution, offering comparable or better performance with lower complexity, cooling, and power consumption. The author notes Arbe can charge a price similar to NXP's basic 96-channel radars.
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u/RefrigeratorTasty912 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026.
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