Why does everyone want to buy $AMBA?
We’ve heard reports linking both $NXPI and $QCOM to a potential acquisition.
Neither has announced a deal though.
So whether it happens or not, let’s think through why AMBA could be attractive.
Both potential buyers already have
Gaetano@Gaetano2026I think Physical AI could create investment opportunities across a very wide set of companies
$OUST $AMBA $QCOM $INOD $RRX $AGCO etc.
I’ve broken the trade into 11 layers to figure out where the money goes
Bookmark this!
1 - Training & Model Development: teaching machines
