Ambarella: CV5 And CV7 Families To Increase Revenues Significantly

Core Viewpoint - Ambarella, Inc. is positioned for strong growth in the next 12-24 months, becoming a leader in "edge AI semiconductor" technology, as indicated by record AI-driven revenue in Q4 FY2025 [1] Group 1: Company Performance - The company reported record AI-driven revenue in Q4 FY2025, showcasing its leadership in the edge AI semiconductor market [1] Group 2: Management Philosophy - The CEO, Fermi Wang, emphasizes a disciplined and data-driven investment approach, focusing on simplicity and common sense for success [1] - The investment strategy is fully quant-driven, relying on model recommendations without human interference, which aims to eliminate individual bias in stock selection [1]