Took a HTF position in AMBA as an AI adjacent/Edge AI trade. Will double the position if it goes to $58-62. Thesis is simple. @Ambarella_Inc sells low-power vision AI SoCs (System on Chip) that sit inside cameras, drones, robots, vehicles, security systems, & industrial devices. In 2027, all US cars are mandate to have driver monitoring increasing TAM from the US market. International revenues comes from mid tier Chinese auto manufacturers and clients like @DJIGlobal AMBA has a fortress balance sheet w/ ZERO debt. Management are sharp and explicitly targeting the “largest long-term growth opportunities in the robotics, automotive and edge infrastructure markets.” As always, full DD in research discord.🍌(CryptoCondom)