AMBA | StableBread's Newsletter

Ambarella (NASDAQ: AMBA)

Earnings Update

Sep 9, 2026

Two Channels Worth $1B on Paper

Ambarella is a $2.82B edge AI chipmaker trading at 5.8x the FY2027 revenue guide, down from 8.4x in May. Two new distribution channels are sized at ~$500M each over seven years and X7 is its first standalone AI accelerator.

UUUU

Aug 2, 2026

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

Robotics

May 29, 2026

Pure-Play Below NVIDIA

Ambarella owns the edge AI layer NVIDIA doesn't touch and just turned profitable. The new $800M Hanwha LTA and 15+ robotics design wins (including humanoids) are still ahead