AMBA Ambarella, Inc. Ordinary Shares Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:53
01 сен
01 сен
Robotics names in top niches list
Listed under robotics with EVs in a top-five investment niche list; no explicit directional position or individual catalyst disclosed.
Сред.
14:26
22 авг
22 авг
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
17:15
21 авг
21 авг
Author outlines 10 controversial bullish predictions for 2025.
Author outlines 10 controversial bullish predictions for 2025, explicitly stating positions in both MSTR and MU, with all listed tickers framed as high-conviction forward calls.
11:59
17 авг
17 авг
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
Низ.
19:41
16 авг
16 авг
Notes AMBA is significantly underpriced
Notes AMBA is significantly underpriced, but lacks the explicit position disclosure required by the speaker's guidelines for a directional trade idea.
Низ.
01:24
16 авг
16 авг
AMBA flagged as physical AI beneficiary
Author flags AMBA as a strong name in the humanoid/physical AI re-rate theme; bullish endorsement in the context of physical AI acceleration, though without explicit position language.
Сред.
14:07
15 авг
15 авг
Humanoid robotics component beneficiary map; no explicit author ownership, buy/hold.
Сред.
18:31
14 авг
14 авг
Author long AMBA in Physical AI basket
Author discloses an active long position in AMBA as part of a Physical AI portfolio, citing a multi-year thematic opportunity in physical AI and optics where individual names can outperform.
Сред.
14:47
14 авг
14 авг
AI infrastructure stack enablers listed
Author lists these tickers as enablers across the AI infrastructure stack, tracking where scarcity migrates next.
Низ.
03:57
14 авг
14 авг
AMBA named in Physical AI portfolio
Author discloses AMBA as a current holding in a 14-position Physical AI portfolio being actively built, no individual thesis provided.
Сред.
10:18
13 авг
13 авг
Author is building a long-term Physical AI portfolio with 14 positions and plans to add more.
Author is building a long-term Physical AI portfolio with 14 positions and plans to add more, but frames it as a learning/research project rather than a trade signal, so tickers are watch.
Низ.
15:36
11 авг
11 авг
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
17:56
06 авг
06 авг
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
Низ.
16:08
06 авг
06 авг
Notes standout chart without taking a position
Notes the stock as a standout chart on the watchlist, observing price action without taking a position.
Низ.
23:58
03 авг
03 авг
Humanoid IPO watchlist names
Names these six stocks in a top-15 Robinhood watchlist ahead of a major humanoid IPO in seven days; flags them as watch candidates, no explicit long/short stance.
Сред.
16:45
03 авг
03 авг
Robotics component names in author's 2026 portfolio
Author includes these robotics component names in a self-described "full portfolio for 2026" robotics bucket — framed as component suppliers whose demand rises regardless of humanoid adoption pace.
Сред.
20:00
01 авг
01 авг
Named as a preferred robotics supplier/enabler play over humanoid-focused companies.
Named as a preferred robotics supplier/enabler play over humanoid-focused companies; author favors suppliers and non-humanoid robotics over humanoid hype.
Низ.
02:09
01 авг
01 авг
Buy AMBA; author holds a large existing position and the stock is up ~20% on NXP acquisition.
Buy AMBA; author holds a large existing position and the stock is up ~20% on NXP acquisition talks, with author hoping for an all-cash deal above $100/share as a Physical AI M&A catalyst.
Сред.
22:02
31 июл
31 июл
NXP reportedly in acquisition talks for Ambarella at ~$3.3B; AMBA surged ~19% on the M&A report.
NXP reportedly in acquisition talks for Ambarella at ~$3.3B; AMBA surged ~19% on the M&A report. No directional view from speaker.
Сред.
21:35
31 июл
31 июл
Author holds AMBA as a core Physical AI position; the NXP buyout rumor supports his expectation of at least a $105-$110 all-cash takeout, well above his $71 average.
Выс.
17:01
31 июл
31 июл
Author highlights AMBA's acquisition multiple as a valuation benchmark and INDI's.
Author highlights AMBA's acquisition multiple as a valuation benchmark and INDI's margin/revenue re-rate potential, but frames it as pending execution rather than an explicit position.
Низ.
16:57
31 июл
31 июл
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A.
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A activity, but frames it as analysis rather than an explicit position or forward call.
16:54
31 июл
31 июл
Notes the companies accepted buyouts, suggesting board pressure and short-termism.
Notes the companies accepted buyouts, suggesting board pressure and short-termism in the physical AI sector.
Сред.
16:45
31 июл
31 июл
Author celebrates AMBA's move and congratulates shareholders.
Author celebrates AMBA's move and congratulates shareholders, but does not state a current position or forward call, so it is watch.
Низ.
16:38
31 июл
31 июл
Watch AMBA as a potential acquisition target; reported NXP talks could produce a takeover.
Watch AMBA as a potential acquisition target; reported NXP talks could produce a takeover premium, but the post only relays the headline and carries no author position.
Сред.
16:37
31 июл
31 июл
Notes reported M&A talks regarding Ambarella being acquired by NXP Semiconductor.
Низ.
13:35
30 июл
30 июл
Named as robotics supplier in author's buying basket.
Named as robotics supplier in author's buying basket; thesis is humanoid robot supply chain benefits over direct humanoid plays.
Сред.
18:51
29 июл
29 июл
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
Низ.
19:59
28 июл
28 июл
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
Низ.
15:01
28 июл
28 июл
Speaker favors AMBA over TSLA in humanoid robotics theme; comparative directional mention.
Speaker favors AMBA over TSLA in humanoid robotics theme; comparative directional mention, no explicit position language.
Низ.
Об аналитическом покрытии AMBA
Buzzberg отслеживает AMBA (Ambarella, Inc. Ordinary Shares) в 20 источниках. Бычьих сигналов: 48, медвежьих: 0, от 20 аналитиков. Сентимент преимущественно бычий (34%). Всего отслеживаются 143 торговые идеи. За последние 7 дней: наблюдение: 1. Последние спикеры: __con_, thematictrader, rosannainvests.