AMBA

Ambarella (Nasdaq: AMBA). Edge AI vision chips. First write-up May 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.

by Fajasy

Aug 2, 2026

Deep Dive

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

by Fajasy

May 29, 2026