I believe Ambarella, Inc. (NASDAQ: AMBA ) is well positioned to deliver strong growth over the next 12–24 months. The company has become an "edge AI semiconductor" leader, as evidenced by record AI-driven revenue in 4Q FY2025. As the CEO, Fermi Wang, noted on theAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives ...