Ambarella. Every tracked FinTwit mention of $AMBA, newest first. 103 mentions since the first on Dec 27, 2025. See the price chart.
July 2026 · 13 mentions
Jul 13
Gaetano — Why I am building my Physical AI Portfolio Publicly...
$OUST $AMBA $QCOM $U
I am good at positioning myself early into themes
And building conviction over time with diligence
T…↗
Jul 13
Gaetano — Well, we're probably due for some nice dips
Thanks $KOSPI
Here is some of my watchlist for Physical AI
$AMBA $VPG $OUST $QCOM $CEVA https://t.co/Q7e3epRoHl↗
Jul 11
Shay Boloor — @VanquishTrader I would also include $AMBA and $AMBQ in this list↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 4
InvestmentGuru — Physical AI is the next major area to focus on. Ignore the short-term noise and volatility.
The real shift is still unfolding, and early positioning matters more than daily price…↗
Jul 3
Michael | Hypermarkets — 16 years ago, $TSLA IPO'd at $17.
It returned 445x and transformed the car industry.
Here's 5 robotics companies that will 100x-200x exactly like $TSLA:
1. $OUST — Digital lidar…↗
Jul 2
Wayne Liang — Like Jensen Huang said, robotics is the next frontier of AI.
When humanoids start to scale, who do you think will supply the buildout?
Vishay Precision Group ( $VPG )
Ouster ( $…↗
Jul 1
Gaetano — Physical AI is here. Now.
$OUST $AMBA $CGNX $AEVA $VPG $CCXI
I am still building out my portfolio
There are 5 companies that I am very interested in owning for the long term.…↗
Jul 1
Wayne Liang — Everyone's watching Tesla, Figure, Agility compete to build robots...
But nobody's watching the actual bottleneck in humanoid scale.
Sensors, actuators, harmonic gears, precision…↗
Jul 1
Wayne Liang — Here’s a simple way to think about the humanoid stack...
> $OUST = eyes (LiDAR spatial vision)
> $AMBA = visual cortex (edge AI vision chips)
> $VPG = touch and body awareness (fo…↗
Jul 1
Shay Boloor — $AMBA up more than 45% over the past week 😳 https://t.co/MzZoFVn6UC↗
Jul 1
Michael | Hypermarkets — $OUST — Ouster just locked a 10-year deal with Benchmark Electronics for 100,000+ Rev8 lidar units/year, plus new tie-ups with AIM Intelligent Machines (mining/construction/defense…↗
June 2026 · 42 mentions
Jun 30
Gaetano — Have you ever seen Gaetano and Rosenblatt in the same room?
$AAOI $AMBA↗
Jun 30
InvestmentGuru — Physical AI is emerging as the next major sector to watch.
$OUST
$AMBA
$CCXI
$MBLY
$TSLA
$AEVA
$VPG
$SYNA
$CGNX↗
Jun 30
CK Capital — @JonkooTrades thank you!!
and he’s haha $AMBA was a rough one.↗
Jun 30
Gaetano — The Physical AI Thematic is moving really fast...
$OUST $AMBA $AEVA $SYNA $CGNX $VPG
Over the last few weeks, I put out two layer reports
> A deep dive into the perception layer…↗
May 2026 · 33 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…↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 2
Tradable Astronaut — Top 10 accelerating & decelerating stocks today
Note: this is different from our leaderboard
Top 5 accelerating: $ONDS $RCAT $GCT $VELO $DELL
Top 5 decelerating: $RUN $CRWV $…↗
Serenity — Speaking of other bottlenecks like $AXTI.
I’ve been looking into 4D AI.
Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical A…↗
January 2026 · 5 mentions
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 19
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…↗
Jan 16
Serenity — @garricn Elon cannot build out Optimus supply chain from scratch since it's impossible. Maybe in 15 years.
He is likely talking about vertical integration from design/assembly.…↗
TheValueist — $AMBA Ambarella Strategy, Edge AI Performance Analysis, and Investment Thesis
Ambarella is a fabless semiconductor designer transitioning from a post-pandemic recovery into a high…↗
Dec 27
TheValueist — $AMBA Ambarella Strategy, Edge AI Performance Analysis, and Investment Thesis↗
Jun 30
PhotonBull — Great example of why spending a part of your weekend on X offers great insight into the liuve sentiment in new sectors (for example, a lot of posts and news about robotics)
Since…↗
Shay Boloor — @DeepValueBagger I would be careful judging $AMBA through its old historical lens because the edge AI and Physical AI market didn't really exist at scale yet.. especially since Jen…↗
Jun 30
CK Capital — Humanoid stocks are going on insane runs in the last 2 days.
$OUST up 40%
$AMBA up 33%
$VPG up 15%
$BOT up 15%
Just to name a few.↗
Jun 30
PhotonBull — The guy who is known for calling sector rotations is now focused on robotics with $VPG $OUST $CCXI and $AMBA, make sure to check it out🚨↗
Jun 30
Shay Boloor — $AMBA is my largest position in the “Physical AI” basket within my growth portfolio:
https://t.co/pYiZoUIG25↗
Jun 30
Shay Boloor — $AMBA up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras.
Physical AI needs machin…↗
Jun 30
Wayne Liang — When most humanoid makers are private, you know we're early to robotics/physical AI.
(Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.)
Also helps when...
> Software bottlenec…↗
Jun 30
Gaetano — $AMBA Moving today
Thought that post earnings sell was overblown
But it will still take multiple quarters to play out to it's full potential
Great company↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
InvestmentGuru — My Top 7 Physical AI Plays
$NVDA — The Simulator
Every robot that exists today learned to walk, grasp, and navigate inside an NVIDIA simulation before touching the real world. Co…↗
Jun 29
Wayne Liang — Seeing a lot of chatter about robotics (like $OUST / $AMBA), nice to see the sector is gaining momentum again!
Personally buying $VPG as the most direct humanoid play. And it hasn…↗
Jun 28
CK Capital — @optionscjp What’s your favorite play? $AMBA $VPG?↗
Jun 28
Wayne Liang — Went off grid for a day. Good reset for the short but busy week ahead.
Been seeing $OUST / $AMBA gain momentum lately... nice to see robotics, an adjacent vertical to AI, catch at…↗
Jun 28
PhotonBull — Seeing a lot of robotics talk this weekend, probably due to the investments in robotics hitting all time highs
Here are some of my favourite ways to play it, with each pick focusi…↗
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 28
Gaetano — What I am doing with Physical AI...
$OUST $AMBA $CGNX $VPG $SYNA $AEVA
Photonics has been my main coverage universe for ~10 months
I am now adding Physical AI coverage to my Sub…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 27
CK Capital — Robotics VC just hit an all time high at over $16 billion in a single quarter. The smart way to play it is not guessing which robot wins. It is owning the parts that go inside ever…↗
Jun 27
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Gaetano — If you care about Physical AI...
Or companies like
$AMBA $OUST $CEVA $MBLY $CGNX etc.
Bookmark + read this!↗
Jun 24
Gaetano — One of the most investible layers in Physical AI today is Edge Compute
Some companies in this space include:
$QCOM $AMBA $HON $LSCC $OSS $NVDA $BZAI etc.
Some are too big for th…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 15
Gaetano — $OUST and $AMBA
Are going to be some of the larger positions in this portfolio I am building out
I also recently added $INOD
and will be adding a few more this week
I am goi…↗
Jun 9
Gaetano — I am obviously very excited about researching this theme
$OUST $AMBA $CEVA $BOT $VPG etc.
I have written a hand full of pieces on it already
This is what coverage will look like…↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
Gaetano — It is clear to me that I see this theme differently.
When I started positioning into the optical supercycle my focus was on the supply chain.
Raw materials
Susbtrates
Epitaxy
Tes…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 7
Gaetano — If you care about $OUST
or $INOD or $NOK or $AMBA or $OSS
You should bookmark + read this!↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
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.…↗
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…↗
May 17
PhotonBull — My top three stocks in each theme I am tracking right now.
Space:
$ASTS: direct to cell satellite broadband, the only listed pure play on unmodified phone connectivity from orbit…↗
Gaetano — $AMBA Is One of My Newest Positions...
AI is gradually moving into the physical world.
That means more intelligence inside:
security cameras
drones
robots
vehicles
warehouses
$…↗
May 11
Gaetano — Ok, enough celebrating today
We need to continue to find asymmetric plays
I believe I found one in Europe.
I am always looking for companies that have an under appreciated, grow…↗
May 9
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…↗
Gaetano — For my TA gurus out there, what happens next? $AMBA https://t.co/TTZ4e2peIn↗
May 4
Gaetano — My research brought me lots of great companies
Some of my top ones were $CEVA $BZAI $OUST $AMBA
I think there is lots to like about each and they should all do well over time if…↗
— 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…
Serenity — @AkbarInvests $SSYS is basically the frames of humanoids like Boston Dynamics Atlas. Revenue was lower because nobody from Tesla to Figure achieved anything at scale yet.
But mark…↗