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"So the first one is Amberella. Ticker symbol is AMBA and they are part of the brains market, the AI chip market. What"s really cool about their company is they create something called a fabulous semiconductor. This is what"s known as the edge AI market. Now, Nvidia could eat them up, but I actually think what"s going to happen is Nvidia will look to acquire this company at some point. I think they"re going to become huge."
Keith highlights Amberella (AMBA) as a compelling small-cap play within the AI chip and edge computing arena. He notes that despite the risk from larger competitors like Nvidia, Amberella is a prime acquisition candidate, suggesting significant upside if a takeover occurs.
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