AMBA Bombed. Anyone Buying?


#1

Good results not so good forecast.
Price declined by more than 10%.
Shorted 5 puts.
Waiting for price to stabilize to short another 5.


#2

AMBA is the right stock to buy now.Last week reviewed AMBA, finally decided not to look at AMBA any further.No hope from that.


#3

Who are the customers of AMBA? I am still mostly downbeat on hardware companies, even with the recent resurgence of GPU companies. Using GPU to do AI compute is a hack. Google’s TPU shows chips designed for AI specifically have magnitudes better performance.


#4

SMH keeps making new ATHs.


#5

You mean “VanEck Vectors Semiconductor ETF”? Just reviewed, excellent run.

Top holdings are Taiwan Semiconductor , Intel, Nvdia, Qcom,Amat and Broadcom.


#6

How many bought BABA?

Just verified, holding one BABA share at Robinhood ! Hooraaaay !!!

I did not buy except holding a retirement Mutual fund RERGX and HACAX, both holds BABA.


#7

Mr @wuqijun is a fan of $BABA.


#8

I’m a hoarder of BABA!!! hooray!!!