AMBA – RiskReversal

MorningWord 9/3/15: Expense Report $GPRO, $CSCO

September 3, 2015 by Dan • Commentary

With Chinese equity markets closed last night and again tonight, let’s talk some US stocks. GoPro (GPRO): Yesterday, shares of GPRO were down as much as 11% and closed down 5.5% on the day. The …

Name That Trade – $AMBA Sauce

August 3, 2015 by Dan • Commentary

It’s hard to find many tech stocks that have performed as admirably in 2015 as Ambarella (AMBA) has with 130% year to date gains. The company makes video compression and image processing semiconductors that go into …

Name That Trade – $AMBA: From Zero to Hero

June 2, 2015 by Dan • Commentary

Shortly after NXPI’s takeover offer for Freescale I took a look at Ambarella (AMBA), the chip supplier to GoPro (GPRO) (read here), and concluded: The stock is not cheap, and its future for the time being is …

Name That Trade – $AMBA Sauce

March 3, 2015 by Dan • Commentary

Event: Ambarella Inc (AMBA), the supplier of chips to mobile cameras like GoPro (GPRO), reports their fiscal Q4 results today after the close. The options market is implying about an 8% one day move which …