Saul,
What are you thoughts on Ambarella’s earnings report? Do you think that the stock is going on sale (relatively) after a good report in which they beat on the top and bottom lines? Or was the small selloff warranted based on the recent run-up in price and somewhat (according to the analysts, whatever their views are worth!) lackluster forward guidance?
It is a fairly large position of mine (top 5), but I might find myself being tempted to add a little bit if it falls much further…I missed out on my opportunity to add during the last dip and don’t want to make the same mistake again!!