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Ambarella Inc (AMBA US)
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15
Analysis
Information Technology
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United States
Ambarella, Inc. manufactures high definition video compression and image processing semiconductors. The Company products are used in digital still cameras, camcorders, and video-enabled mobile phones.
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bullish
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S&P 500 INDEX
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23 Jan 2020 09:45
U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
Vermilion Research
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404 Views
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bullish
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S&P 500 INDEX
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15 Jan 2020 08:31
U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
Vermilion Research
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372 Views
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bullish
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S&P 500 INDEX
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18 Nov 2019 08:51
U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
Vermilion Research
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273 Views
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bullish
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Applied Materials
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22 Mar 2019 05:19
Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
Vermilion Research
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495 Views
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bullish
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S&P 500 INDEX
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12 Mar 2019 03:39
Opportunities in U.S. Technology Sector
Technology is our favorite Sector within the U.S. equity landscape, and remains leadership – 73% of our Tech Groups are in the top 33% in terms of...
Vermilion Research
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