Aug. 22 at 3:40 PM
$AMBA $BX $LMND $AEVA $ON Ambarella benefits from edge-AI and computer-vision demand, Blackstone benefits from alternative-asset management, Lemonade benefits from digital insurance adoption, Aeva advances lidar and sensing technologies, and ON Semiconductor benefits from automotive and power-semiconductor demand. I'm watching AI adoption, asset flows, insurance growth, lidar commercialization, and auto demand.