Mobileye just plummeted 14% in a chaotic trading session following its latest quarterly update. Wall Street panicked over soft Q3 guidance and the sudden departure of founder and 27-year CEO Amnon Shashua—completely brushing aside a Q2 profit beat that was secretly fueled by a $93 million tax credit. Despite the executive shakeup and delivery delays from legacy automakers, Mobileye is sitting on $1.4 billion in cash and fresh off a major multi-year deal with Stellantis.

In this episode of Implied, we break down whether Wall Street is dramatically overreacting to short-term guidance noise or if glacial car production cycles signal real trouble ahead. Tune in for the full story behind one of autonomous tech's most turbulent days.