will soon be video survallance systems... For too long home security cameras, business and even many traffic cams have suffered with images that lack detail but with the rise in 4k cameras (and beyond) the time for a massive upgrade cycle is nearly at hand. Ambarella's technology will be in many of these upgraded system... It doesn't take a crystal ball to see the changes coming; in fact, the nightly news often contains grainy images of perps caught in the act.
A better question is, "who is using Ambarella's 4k products for security cameras". If you want the best you need to buy the best but don't necessarily need to pay the most. BTW, pretty soon you'll be able to use drones to monitor your property :)
Short term is meaningless here... This is one of my to-$200-and-beyond stocks and I'd have to say it is the most likely to get there within this decade. They have soooooooo many eyes using their products that they are a marketer's dream. They do extremely smart well-targeted advertising. They continue to grow and add users across multiple platforms and they have worldwide reach.
By the way, this is one of the very few stocks I've selected to put in my son's college fund and by the time he's ready to go to college it may be able to pay for it. Watch Berkshire Hathaway in the early days' they swallowed a number of companies but the share price went up and up for decades. This isn't a Berkshire but it has similar potential for real sustainable long term growth. I wouldn't worry too much about folks mixing it up with Twitter causing a small negative impact on the share price here; there create opportunities for new buyers to get in on great growth at a reasonable price.