Reddit Posts
(Humanoid) Robotic's companies suppliers and part producers, i.e. robotics "goldshovels"
The Nervous System of Chips: How Arteris ($AIP) Is Powering the Chiplet Era
Under my Ambarella (rella rella hey hey) - Why I Think Ambarella (AMBA) could be the undervalued AI security play
The S&P 500 ended Tuesday’s session near the flatline after President Donald Trump offered no exceptions to his Aug. 1 tariff start date.
22 year old, look for long term plays preferably in clean energy and AI
#afterhours #watchlist 11/30 $OP -OceanPal Inc. Announces Commencement of Trading on the Nasdaq Capital Market , $KTCC-Key Tronic Corporation Awarded New Contract With One of the World’s Leading Power Equipment Companies, $AMBA - earnings.. Any trading ideas? Welcome in comments! Also check my app!
Trade Like a Professional, Part 2: Episodic Pivots and Post-Earnings-Announcement Drift
$AMBArella, the quiet computer vision company
$AMBArella, the quiet computer vision company
$AMBArella, the quiet computer vision company
Biggest expected moves this week after earnings
Mentions
Ambarella is quietly becoming one of the most important edge AI semiconductor companies. Its low-power AI vision chips power autonomous vehicles, robotics, security cameras, industrial automation, and smart infrastructure. Unlike many AI companies chasing data centers, Ambarella focuses on real-time AI at the edge—where decisions must be made instantly. With CV3 automotive chips, growing OEM partnerships, and exposure to the autonomous driving revolution, AMBA offers a compelling asymmetric opportunity for investors seeking long-term AI growth beyond the usual mega-cap names.
market collapsing while im sitting pretty with META and AMBA
AMBA ran up quite a bit since then, reported earnings yesterday and down 20% on the daily - what’s your thesis now? with all the hype of the physical AI being the next growth theme
Go look at AMBA if you want to see a semi that hasn't move in a decade lmao
Some I had on my watchlist in no particular order: VICR, AMBA, VPG, SYNA, TER, OUST
$AMBA earnings thoughts from the worlds most renown degens?
I like $AMBA but lots of competition from the likes of $QCOM, $INTC and $TI.
Thoughts on AMBA ?
They are a 210M MC, with FY2026 guidance for 130M, signing physical AI infrastructure contracts with Nokia and others along the way with a focus on clients in Pacific Asia, with plans to slowly expand to North America. Their playbook is undervalued, plain and simple. This has been attacked by short sellers for fraud allegations, but then you look at the attacks that they have previously placed on other companies and their stocks have soared. They are one among others who have first-mover advantage with making AI relevant at the physical edge rather than confined to massive datacenters. AI Inference Market in 2030: I believe that IF they can capture at least 2% of the MASSIVE (not trying to strike an undertone) $300B-$1T + opportunity here. That would put them at $45-100/SH. and that’s after adding 250-400 million shares. Comparable numbers to show you how massively undervalued BZAI is: Everspin MRAM trading at $33.33, 790 MC FY2026 revenue ~$70.6M Ambarella AMBA trading at $86.86, 3.84 MC FY2026 revenue -$200-300M (market rewards Edge AI companies with revenues as winners) - - essentially Year 2 for BZAI, if this year you consider year 1 - -
I don’t think robotics has even gotten started yet… $OUST $AMBA $VPG
semis nobody is talking about with huge growth potential first it was SIMO now its PI next AMBA
There are a couple of interesting robotics and space stocks that aren't necessarily just meme stocks. In robotics, CGNX and AMBA grew revenue 18%/31% Q YoY. They're priced like growth stocks. Only CGNX has earnings. For space stocks, RDW and SATL have interesting revenue growth (51%/29%). There are a few others too - you decide which look appealing. Full list + analysis: [https://www.sharestep.co/pub?tid=ts\_p8zm7xp2](https://www.sharestep.co/pub?tid=ts_p8zm7xp2)
I’ll put some tickers on here that not many are mentioning: PATH, SG, AMBA, SKYT, FRPT, and AMKR. Good luck.
AMBA is a solid background AI play. "Edge AI," of which AMBA is an example, is worth looking into as it is being overlooked even though it's in like the first inning or two compared to AI, which is much further along.
AMBA - This is a stock I have been buying the past few months. They are a chipmaker that is quietly powering the eyes of AI. Their entire business is edge AI SoCs: chips that let cameras, drones, and robots process what they see and make decisions on the spot, without requiring any connection. That covers things like real-time facial recognition, license plate scanning, anomaly detection, even vision-language models running directly on a device. Applications stretch across private security and surveillance, autonomous machines, and defense. They’ve been rolling out new products rapidly, including next-gen chips that can run generative AI and reasoning models locally. Financially, momentum is picking up: last quarter revenue was up nearly 50% year-over-year, gross margins were close to 60%, and they raised full-year guidance to more than 30% growth. The stock jumped on those numbers, but at this size it’s still tiny.
$AMBA Vision tech for: AI / Robotics / Security / Drones / Autonomous Long-term play *Down 19% in past week despite sales beat, EPS beat, and upping Q4 forecast.*
$AMBA Vision technology for AI / Robotics / Security / Drones / Autonomous
Thoughts on $AMBA? Down 17.4% today
Firstly, nice work on AMBA. Secondly, you made profit with the biggest names in the market during a truly regarded bullmarket....... meh
I hold $IREN and had $AMBA calls AND I'M STILL FUCKING RED TODAY
AFRM AMBA ADSK rocketing
I was checking out AMBA but chickened out
I think AMBA had best numbers. Little Pull back and run tomorrow?
So we all slept on AMBA huh
sleeper pick: $AMBA
If you look at the stocks technological strengths, strategic partnerships, growth rate and burgeoning potential jn AI and Automotive with its conservative price target from analysts of $94 versus where it’s trading today… it seems somewhat inevitable to me. Look at Intel’s acquisition of Mobileye for $15b 8 years ago and tell me $AMBA with a market cap of $2.3b won’t be an attractive acquisition.
USAR **shh don’t tell anyone** there’s so many, but the five off top of my head: APLD, SEI, MRVI, INOD, AMBA(right now). So many more. Biggest wins have been GOGO, INZY were on there until the skyrocketed and we got out. Those were insane.
Yeah, because there aren't any names that aren't pennies that move far more often and more significantly LMFAO  NTAP, PATH, ESTC, PD, AMBA, MRVL, AEO, ULTA, ZS, etc. https://preview.redd.it/2ll26rsvbx3f1.png?width=495&format=png&auto=webp&s=180b56205e500bab6ad7bd85cef4231c0a33cfdc
Anybody considering AMBA calls?
J J J J J AMBA JUICEd to the tits
Not to cloudy up the waters but my own overall thesis has been that AI was 99.975% snake oil for two years now. Seems to have worked out well so far 62% of my Put trades this year result in gains over 100% and I basically slept trough January Looking forward & having sold the Put Cupboard almost bare on Friday; well every non-profit\\barely&recently profitable FinTech is now fair game. Especially the ones who had seriously bet the farm on AI. Ye Olde Growthe Storie is OVA now over for ALL of them and you can take THAT to the bank. So this is where we go now on top of huge scores on TEAM KD ESTC AI AMBA U CRDO AFRM UPST TTD PSTG the festering corpse of FSLY (a gift that always pays out more than the share price move would have indicated & home of my first ever Ten Bagger inside of two weeks. Research is pretty easy when you shorted the same Hype Trash at strike prices 30% lower just last fall. Otherwise the first thing I look at with Fresh Meat is the 52 week low and how far it is from there up to the end of Zero Bid put premium territory. If they are on my list then Upside Surprise is not on the menu, period. Usually inside of five weeks and as short as five days out if I want a piece bad enough. That approach will work for another four months max. *Because the very best thing about the last two weeks was that nobody on my hit list had "earnings" to announce until early May. That made buying them up like a vacuum cleaner much more easy.*
# **TLDR** --- **Ticker:** URBN, LULU, AMBA (and others shown in image) **Direction:** OP is questioning why clothing brands aren't tanking in a potential recession. The image shows mixed results across several brands. **Prognosis:** OP is suspicious, and is not making a prediction. **Additional Note:** Image shows SPY (S&P 500) is also down slightly. **Additional Note 2:** OP needs to learn to use the tools available to help determine whether a recession is even coming, before making questionable assumptions and posting.
AMBA is not convincing to get into long term investment since it isn't up by 20% for the last 3 years compared to 100 other stocks I invested into.
What do you mean "based on AMBA on what?" Sorry, not understanding.
You based AMBA on what? I have been investing in it for almost 3 years, and it isn't popping yet.
I bought AMBA calls.Shame I didn’t buy more
AMBA pumped AH on earnings
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
Un FREAKING believable, fidelity didn’t fill my last minute AMBA calls!!! You SOB MFER
I was looking at AMBA but never pulled the trigger 
Holy AMBA
I got: PUTS: CRWD, DELL, AMBA CALLS: GOGL,URBN gl
AMBA?Who is playing?
this week alone had multiple 5-10x baggers, PDD on Monday, AMBA, Best Buy, Dollar tree, SMCI etc.
I saw you comment on the ER sub and did PDD and TCOM, but instead of S, ANF and JWN, went with AMBA. Kind of been a good week. Thanks for the nudge. 
WTF IS AMBA 
Anyone on AMBA calls printing rn
Congrats to those regards who played PDD and AMBA earnings this week. 20x+ baggers each. 
AMBA is up 20% and no one mentioned them lmao
AMBA Q2 Earnings EPS +32% $ -0.13 (vs -0.19) REV +3% $ 63.72M (vs 62.06m) Stonk up 17%
Going hard on blackberry coming back would be so funny. AMBA sounds like they are into manufacturing. Thanks Leo!
here are some more, and these are public: 1. **Ambarella Inc. (AMBA):** Ambarella produces semiconductor solutions for video processing, including applications in automotive AI and computer vision, which could be relevant for dashcam technologies. 2. **BlackBerry Limited (BB):** BlackBerry has been involved in providing software solutions for connected cars and autonomous driving, which might include applications related to dashcam functionalities.
AMBA always seemed so unnecessary. What’s the difference between this and other LiDAR mfgs that are in the toilet like Luminar or Ouster?
I sold an AMBA put for 10/27. It was in the money, for buyer, and got assigned last night. Wonder if that means someone things it's going up. It's a semiconductor company.
So AMBA puts were the play of the week.
So AMBA puts were the play of the week huh…
Sick about not getting AMBA puts. Coulda made my year!
This AMBA crash is hurting me so bad. I had my finger in the trigger and did not press it. I’d be up $4000 this morning 
AMBA puts could have made my month. I just was not confident to pull the trigger after a massive bullish day. I guess its CRWD and OKTA puts 
Yeah that AMBA dump will trigger a sell off on non AI chips stocks. I reckon all but NVDA chip stocks will sell off a bit.
Did AMBA drop the hard J word?
My AMBA puts are going to print tomorrow
I see you hiding those AMBA calls hope you sold.
AI “hype” rug pulls today: AVGO, AMBA, HPQ
AMBA piece of shit company. Warning to all Ai bullshit companies.
$AMBA thanks for the pump all day confirmation bias on the puts junk company
AMBA earnings have been shirinking bro
AI fail via AMBA - ouch lol
Got AMBA calls. Read the word semioncuductor and nothing else
AMBA earnings 2 mins
Anyone playing AMBA? Semi+AI play potential
AI, AMBA, TSLA, AVGO, S DO not like your puts on S
AMBA CRM CRWD ZS AVGO… im gonna miss out like an idiot and watch them all rocket?
AMBA and LULU is gonna be my bread and butters
BREAKING: Many companies have exposure to the now collapsed Silicon Valley Bank. For example: - BlockFi: $247M - $ROKU: 487M in cash equivalents - $SMGO: $34M - $AMBA: $17M - Circle $USDC - $RKLB, $LC, $COHU, $DNA, and many more
Apparently, cops are looking for AMBA because she's a murder suspect.
AMBA (not Turd) up 8% today. Calls printing.
AMBA i stg if u fuck me
AMBA will miss earnings
Ambarella Inc AMBA semi conductor next monday pre market earnings, price looks good