Aug. 25 at 7:32 AM
$TUYA In trouble? Revenue +16%, PaaS +16.9%, Smart Home & Robotics +23.2%, profit +48%, operating margin 1.4% → 10%, ~
$976M in cash. The margin decline and slower AI revenue growth are fair concerns, but this is hardly a ‘failing business.’ TUYA looks more like an undervalued company with strong long-term potential in AI + IoT + robotics.