Ambarella. Every tracked FinTwit mention of $AMBA, newest first. 38 mentions since the first on Jan 19, 2026. See the price chart.
June 2026 · 5 mentions
Jun 2
Wolf Capital — @saso_capital Very detailed thanks for the post, I was definitely interested in $AMBA.↗
Jun 1
Gaetano — Well, today is a good day
$NOK $AMBA $AAOI↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
CK Capital — NVIDIA just announced the Isaac GROOT reference humanoid robot. The humanoid sector is arriving faster than almost anyone is prepared for.
Look at what Jensen just put on stage.…↗
May 2026 · 27 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 30
Gaetano — Thank you for the low 70’s $amba
Hard to imagine this not being a good spot to be in for the next few years
Time will tell↗
May 29
Gaetano — $AMBA Earnings today
FY2027 Is a bridge year
The proof is getting stronger
> $800m In potential rev from Hanwa over 10 years
> 15-plus robotic design wins
> More than 30 custome…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…
April 2026 · 4 mentions
Apr 19
InvestmentGuru — $AMBA — Ambarella
The vision bottleneck. When a robot drops a glass, it can’t wait for a signal to go to the cloud and back to catch it. Ambarella makes low-power AI chips that pro…↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
CK Capital — $AMBA just reported Q1 and the numbers are quietly telling a very bullish story.
Double beat and a new partnership and this stock is down???
Revenue came in at $100.4 million. Up…↗
May 28
CK Capital — Tristan Thompson in $AMBA too.
Let’s ride lmao.↗
May 28
Dillon Valdez — The first AI trade was mostly digital: models, chips, cloud, data centers.
The next layer is physical and distributed.
A robot, drone, factory camera, or AI app near the user can…↗
May 27
CK Capital — The humanoid robot market is going from $1.8 billion today to $38 billion by 2035 and Goldman Sachs had to revise that number sixfold because the growth is happening faster than an…↗
May 27
CK Capital — Humanoid robots are going to be the largest wealth creation event of the next decade. Here is how I am playing it before everyone else figures it out.
Most people are waiting for…↗
May 26
Cobra — $AMBA up 172% OMG 🐍🚨 https://t.co/UiAczfRnl8↗
Gaetano — $SIVE I want to see the total revenue opportunity increase meaningfully
$SMTC I want to see the revenue acceleration
$P I want to hear about NAND implications
$MRVL I want to h…↗
May 26
Gaetano — We are still very early
On Edge AI
And Physical AI
$AMBA is one of my preferred ways to gain exposure
Bookmark + read this when you can!↗
May 25
Gaetano — Big Week For Earnings!
We've got:
$SMTC on Tues
$MRVL on Weds
$P on Weds
$AMBA on Thurs
$SIVE on Fri
Lots of excitement in store↗
May 25
CK Capital — Everyone wants humanoid robot exposure right now. Most people are waiting for Figure or Boston Dynamics to IPO at $30 to $50 billion valuations.
There is a better way to play it t…↗
May 25
Michael Sikand 🦑 — @JonahLupton what are you tracking for it, been thinking of setting up a thematic fund for it on Autopilot.
have my eye on $Amba and think QCOM wins there too (powering figure cha…↗
May 22
InvestmentGuru — Physical AI is the next wave.
The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world.
Here’s the complete P…↗
May 21
Black Panther Capital — The clearest sign you can get 😳
“Physical AI is the next wave.”
— Jensen Huang.
Here’s the complete Physical AI list - save it:
$NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 21
Gaetano — Yeah $AMBA is in a good spot
Physical AI is going to be a massive massive market↗
May 20
Vulture trades 🦅 — $AMBA UP 40% AT 1.25 FROM 0.90
ANOTHER BANGER TODAY. https://t.co/20sDuSxB7c↗
InvestmentGuru — THE CPU RENAISSANCE THESIS
The Structural Shift Nobody Priced In
This isn’t cyclical. It’s architectural.
The AI compute stack is undergoing a fundamental transition. Training wo…↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
— Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…