Citigroup Says 'Buy General Motors and Mobileye', Cites Mobileye Potential & GM's Overlooked Innovation Position

Shares Mobileye are up ~1.5% in Tuesday premarket trading following comments from Citigroup citing advances in machine vision/deep learning increases allowing for mono cameras to perform basic automation tasks such as assisting in traffic jams and adaptive cruise control.
Shares of General Motors are down ~0.30% after Citigroup lists 4 ways GM could gain share value:

1. A subscription-based model could be additive to LT profits,
2. GM could have an early-lead + superior offering to peers, at least for some time,
3. Each 1pt of U.S. share = $~0.50 EPS;
4. OnStar could be ascribed rea value in GM’s SoP (we’ve previously valued OnStar at $7-9 billion).

As for why GM was signled out in a sector where any automaker could shine Citi says:

"...we single GM out in this exercise is because of GM’s early-lead and experience with embedded connectivity through OnStar LTE".