8/26/24 - $amba - More things that go hrmm @ $50
8/26/24 :: VROCKSTAR :: 
AMBA
More things that go hrmm @ $50
- sales are going in reverse. maybe this changes but idk if it's all that relevant in a ST valuation context. they aren't getting any traction with this product, apparently
- they pay out 3-4x their "FCF" generated in stock comp - this is an example where employees are incentivized to take it and dump. this is
SNOW's problem (among other tech stonks going in reverse).
- i genuinely dunno if i'm going to short this or just stay clear. it's nothing i'd feel comfortable holding outside of earnings, if i did play the flip, i'd dump it. if it missed/ dumped there's a 0% chance i'd want to dip buy it.
- really question how this is still worth $2 bn.
- seems like a toxic asset. things that go hrmm.
V
AMBAMore things that go hrmm @ $50
- sales are going in reverse. maybe this changes but idk if it's all that relevant in a ST valuation context. they aren't getting any traction with this product, apparently
- they pay out 3-4x their "FCF" generated in stock comp - this is an example where employees are incentivized to take it and dump. this is
SNOW's problem (among other tech stonks going in reverse).- i genuinely dunno if i'm going to short this or just stay clear. it's nothing i'd feel comfortable holding outside of earnings, if i did play the flip, i'd dump it. if it missed/ dumped there's a 0% chance i'd want to dip buy it.
- really question how this is still worth $2 bn.
- seems like a toxic asset. things that go hrmm.
V
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إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.