"So if you've been looking at this take it slow. Don't blow out an entire portfolio position on this in one go. Maybe be a bit patient, maybe you do something like, um, a short-term DCA over the course of the next six months maybe over the course of the next year and build a position a bit more gradually and see what's gonna happen, what's gonna shake out with the company."
The speaker advises a cautious, gradual dollar-cost averaging approach for investing in Ubiquiti (UI) following recent volatility, citing cyclical revenue slowdowns and rising inventories as factors to watch. The recommendation is to build exposure over time rather than taking a large position immediately.
Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space
Chip Stock Investor
November 15, 2025
Company Opinion