Sep. 8 at 12:44 PM
$AMBA Edge-AI / computer-vision chips (cameras, drones, autos, robotics).
📍 Levels (GEX):
Gamma flip:
$64 — the pivot
Upside magnet:
$70 (392K +GEX wall)
Invalidation:
$56–60 (-458K -GEX trapdoor at
$60)
Current: ~
$63
📊 Q2 (Sept 3): Rev
$108M (+13% YoY), record edge-AI + auto sales, beat. Raised 5-yr SAM to
$22.9B. Capgemini + Macnica partnerships. Auto inflection eyed 2026.
🎯 Targets: Buy consensus, avg ~
$89–100 (+40% fron current price)
⚠️ Risk: Still unprofitable (~-
$1.36 EPS forecast), ~80x fwd. Memory-cost overhang on margins
