Ambarella, Inc. (AMBA)

[ed2000]

Looking good, yes many things to come, more drones, more security cameras etc etc. This is a bargain at this P/E level, and most investors know it. If not, there will be a massive short covering. Either way it's a win win for longs.

I believe it will be a mistake to determine Ambarella's fate to GoPro's fate. Yes they help the balance sheet, but it won't be their only customer. Also, Qualcomm is more expensive stock, just saying.