ARM
Arm Holdings plc American Depositary Shares
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This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Strangely the US wants to Intel to succeed but their price does not look that way
TSM - I was right, kind of, and i think there's still more value here.
Can someone help contextualize ARM versus AMD, NVDA, INTC, or other semiconductor companies
**BioLargo: The Rising Star in CleanTech with Blockbuster Success POOPH, Exciting Subsidiaries, and Game-Changing Developments**
Arm Holdings: Setting Our Sights High with a $110 Price
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ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD
Remember to Withdraw 7K and Max Out your Roth January 1st
Intel Corporation: INTC’s Latest Strides and Challenges
Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance
$ARM and All my Dividend Stocks Holding Up My Portfolio Today Against the Mag 7
$ARM=All this stupid talk that Softbank is gonna dump is WRONG. This is softbanks Sees Candies/WarrenBuffetStyle. PT 65-70+ coming, why?....
Wall Street is telling you to sell NVDA
How important are the "normal" cores in an AI workload? Do AI-specific chips like Microsoft's actually threaten Nvidia's business?
Why is currency arbitrage not prevalent in mortgages?
$ARM down 6%; Semiconductors drop amid weak Arm outlook
What do you guys think of CHINA names?
My Portfolio is down 8.4% should I pannick
10/10/2023 - Put options to sell with highest return sorted by %OTM ($50-$100, DTE<14)
Waiting for the carpet tug on this amazing “AI” stock (ARM)
What should i do with the ARM shares bought at IPO 🤔
New rule allows faster listing of options after IPO / ARM Holdings options listed today
Question regarding ARM holding fees
Can't believe I am holding Masayoshi Son's ARM bags
WSB members demanding options for ARM this week
Instacart Seeks a $10B Valuation After ARM’s Successful IPO
when does options trading open for ARM
Forgot to confirm my ARM IPO order for 10K, now its up 25%
Mentions
Big push into ARM based computers (ex. QCOM Snapdragon now the processor for Microsoft Surface). NVDA working on releasing a new ARM laptop. ARM is the future.
Si Intel Will be manufacturing ARM chips. Interesting
GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward. Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.
They still have limited AI upside, no major fab contracts, limited fab capacity, late nodes that aren’t better than peers and a design business that is being challenged by both AMD and ARM.
AMD CPUs will be killed by QCOM ARM Snapdragon. Puts on AMD, Calls on ARM.
A few years, when Apple started moving away from Intel and used the ARM architecture for its CPUs, Intel's CEO brushed it off, and publicly said Apple would quickly realize their "mistake". This is just one example, out of many, that illustrates how disconnected from the market Intel has become.
NFLX, INTC both shit earnings. Next week is the same, META probably ok, MSFT will tank, AAPL flat or slightly up, and then GOOGL and AMZN will get slaughtered the week after. I'm bullish as fuck on ARM
ARM should rip today and next week. CPU shortage is real and intel is still a mess. Higher.
ARM to 160... Lets go... 🚀 🚀
Agreed. Intel either has the worst timing in the world or they have a big skill issue for constantly missing out on big secular trends. To elaborate a few: - Missed out on adopting EUV at the right time and then lost the lead to TSMC - Sold off their memory business because it was low margin, but now look at how much money memory is making - Didn’t treat GPU seriously and missed out on the AI accelerator market - Didn’t adopt chiplets until many years after their competitors did and they’ve lost big server marketshare to AMD - Didn’t take Apple seriously when they could’ve made Atom processors for phones, and thus completely ceded the phone market to ARM.
ARM to $160 before earnings 🚀🚀🚀🚀 let's go
#In 2 days ARM is up 13% LMAO🤌
ARM to $160 before earnings 🚀🚀🚀🚀 let's go
ARM could be at $160+ before February earnings date. It does this each quarter and then tanks after earnings... Climb to $150+ should start from tomorrow. This is clock work... Check out the historicals.
I dont have ARM but I do like it
I think ARM is going to go up on earnings
Be me See ASTS peak up from purchase tuesday. Decide eh feels right by noon, throw in to SMR Sees blackrock throw in sees SMR go big. wonders if BlackRock sees me (They dont) feels wonderful ARM lit up. day is good Fuck Tesla.
My picks that are overvalued: INTC, AMD, RLKB, undervalued: META, ARM
Yeah, I think publically traded is only 10% of total outstanding with SB owning 90%? Must keep it higher. I'm looking at it, but want to see how NVDA ARM chips do.
How was ARM trading at $175? It's way off Its high and still over 60 forward PE.
Averting down in: Meta, ARM, apple, NET, BTC Keeping eye on: JPM
I see ARM dumping today. SoftBank took a 23 billion loan for Stargate, using 8 billion of his ARm stake. The LTV is unknown, but he is beyond margin call to 33 banks and entities at the moment. Given the stock only has a 10% float, I don’t see those 33 entities waiting and can see a rapid rush to dump. ARM is what 54% of Softbank’s NAV? I think today may be the day ARM, SoftBank, Oracle and OpenAi go pop.
Fuck it, some ARM calls for no reason
ARM could be at $150+ before February earnings date. It does this each quarter and then tanks... Climb to $150+ should start from tomorrow. This is clock work... Check out the historicals.
They can certainly buy Chinese hardware to spite the US. You also have to realize that ASML is a European company, so is ARM, and most of the world's fabs are not in the US.
No one is using ARM chips for data centers, are you f'ing stupid?
You’re right, Pharma is here and must be doing ok. ARM are US listed and possibly wrongly I don’t think of banks as doing anything useful. I wish we had a different industry to focus on other than finance.
That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.
It's true, but we have ARM, ASML. Even working with South Korea directly to fabricate our own ARM chips would be an improvement. Linux is open source and the main OS now for infra. Yes, we're way behind, but we have to start somewhere and try to wrest some control back. I'm not saying it will be easy or quick.
problem is that's where all the fun companies IPO. TSX has Aritzia and Shopify, the LSE has Astrazeneca and Uniliver, the DAX has Siemens and Airbus. NASDAQ and the NYSE got ARM, RDDT, Micron, and soon SpaceX, OpenAI, and Discord.
Europe already has 10% global market share and is aiming for 20% by 2030. They're leading the silicon carbide fields and 99% of the ARM patents are in UK hands. It's already a global leader in semiconductor R&D (Fraunhofer, CEA-Leti, imec), though it currently lags behind North America and Asia in translating that research into large-scale commercial manufacturing.
meta certainly doesn’t contribute anything that’s irreplaceable. neither does amazon, online storefronts and cloud computing are commodities. microsoft makes oses that nobody really likes and that are becoming increasingly irrelevant (if everything is a web app, what difference does the OS make?). ARM is a UK technology and the vast majority of the internet runs on linux. therefore, the only thing that’s usa based that will be really difficult to replace will be mobile (it’s an android/ios duopoly).
MediaTek, Samsung, Qualcomm (I know they're USA based but they use British ARM designs, at least) x86 is holding everybody back anyway. That's why Apple left and is now killing it with performance per watt and able to make such slim powerful machines. If they cared about games, they would crush there too.
”They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM” Who do you think makes these chips exactly? TSMC and Samsung both very much rely on the US. That wouldn’t go very well. Also, almost all professional software is on x86 and does not run on ARM. That wouldn’t instantly kill their (already) dying industry and few tech firms they have. Unless you want the european economy to be solely held up by luxury fashion brands, you might want to think again.
EU based hosted solutions. Linux. Just deleting Facebook and Instagram is positive without a replacement. ARM based devices and servers.
Getting off AWS and Azure would be pretty straightforward. That's where they make all their money. They could ban Facebook and Instagram tomorrow and be much better off. The faster they get of x86, the better. They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM. Windows has become spyware. They should get all their government and defense off of it anyway. The USA can't be trusted. All their shit is probably full of back doors.
Let’s see I have $800 in call swings - RIVN and ARM - and $260 in IWM puts. Totally dumb but might be ok 😂
Yes, the usual fee is like 10% or rent in the US. I previously managed my own properties but used a lot of resources and a lawyer to make sure my leases were airtight. It wound up being worth it, but I also got lucky because of market timing (buying in late 2010s with ultra low interest rate then selling in early 2020s), now live in my forever home. My 4 tenants across 3 units were all stable through COVID, no lost rent, nothing. Just a broken AC (it was 32 years old) and a few windows needed to be replaced. Likely because I bought solid B class properties (wasn't trying to be a slumlord) in good neighborhoods and good school districts. Cut my cost of living to almost nothing snd my houses went up 50% on average after 3.5ish years. I targeted houses that were under-rented and as soon as I purchased and bought them both off market, I straight up told my tenants: this place is way under market rent, so each year, I am going to increase it by 100-150 dollars. I wanted them to know right away. I didn't lose a single tenant that whole time, but it was streasful. Then I will move to another state in 4 or 5 years (I had a 5/1 ARM). Even though it wasnt a large multifamily where cap rate came into play, increasing rent and doing several updates to the units (modtly paint and carpet plus landscaping type stuff) is what provided me to have such large appreciation. Glad I did it but wouldnt do it again now that I am older and making more money.
Time to start buying ARM. First order in for 10 shares at 105.60. Looking for total investment of $20k.
Lost my life savings on $ARM and $SNOW calls, fuck this market
Tell me why, ain’t nothing but a heartache Tell me why, ARM calls were a mistake!!
hmmm.. that massive green 🕯️ on ARM just now!
WHERE THE FK YOUR OTHER ARM AT? You lose it in the fryer? I TOLD YOU NOT TO GRAB THAT EARING LET IT GO
ah.. and what % market share is that vs ARM?
I'm really curious about ARM. Everyone is using ARM but I guess since they only do the architecture its not going to be as big as the players who actually make the chips
ARM is getting gutted by SoftBank selling
You guys are all parrots who just say the same dumb shit somebody said before, this same argument was made for $ARM and I think it doubled possibly tripled in price during it. You want to know the outstanding shares for $FIG? 495M... guess what % "insiders" hold of that? \~3-4%... so yeah those 3-4% are surely going to dump it to $15
It's design is still being licensed for mobile and low power architecture. I don't see any competitors in that field since alot are focusing in AI chip design still. Although overvalued, it's nothing new to the stock market, nothing ever makes sense (i.e. TSLA). It's basically tanking because of valuation concerns and slowing of smartphone demand. It IPO'd about 60s and it's been hovering above 100s for some time now. It should bottom soon since people need to realize ARM's design is actually applicable to AI as well, ARM has begun investing across multiple layers of AI from CLOUD and PHYSICAL AI (i.e. robotics).
I’m curious to your thoughts on ARM, it seems like they have been sliding a lot recently. Whats your conviction that it will go back up?
Seems like people are just naming any stock. If you want to buy a true dip, UNH, ARM and NFLX. Insurance will never go away, and will always increase. ARM has its royalties and with technology continuing to update, there's really no way around it. NFLX, people will continue to cut the cord and stream. I think people are overreacting with their proposal to buy Warner. Only Youtube is ahead of the game in streaming.
Would you buy these at current prices: META, ADSK, ARM, MELI, NOW
ARM seems kinda cheap now in comparison to the rest of the the chip names that have ran. Although it’s British, and they struggle to contribute to society, so yeah my bad. Probably a short.
Seems ARM is too beaten down. How low can it go?
Hopefully I get assigned ARM 118 this Friday. Looks like it's bottoming out.
I always win… and by win, I mean just about breakeven on my ARM calls for the day
If there was any magical filter that consistently gave alpha, pretty soon it'll be copied/ discovered by whales and algos and it'll lose its edge. Valuation wise: RKLB, ASTS, ONDS will easily be filtered out as "expensive" stocks. Technical movement wise: you run the risk of catching falling knife like ARM, NFLX. So, I gave up on filters long ago. But once there's a vibe watchlist in place, technical moves can help with a good entry/ exit point however.
ARM just dumps on every opening Whole portfolio of green, and then there’s just ARM down 1%. It’s an oppressive stock to own
#Is there a shittier stock in this world than ARM? LMAO🤌
Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META
The UK and Europe have slept walked into this crisis. - We have let the US build military bases with abandon for 50 years or more on our soil, despite when if their citizens kill our own citizens (see the case of Ann Secoolas) we let them get away with it, - We let US companies come into our markets and steal our best companies (like ARM), when the opposite would never be reciprocated. The US says it wants “free” markets, but actually all it wants is what’s best for the US. - Even our nuclear deterrent is anything but, as the US builds and maintains the UK’s nuclear submarines. In summary, even if we wanted to decouple from America we couldn’t (without enduring a lot of economic pain). However, we need to do it. We should bury the hatchet with China. A far more reasonable, pragmatic and predictable economic partner.
It's levered on a single stock, ARM...
SoftBank pledged ARM stock to fund $23B loan to Sammy. The deal went through last week - if public short term memory still remembers it. Pledged stock was circulating in market, kind of acting like dilution. $23B is almost 20% of the market cap of ARM. Now it's getting reabsorbed by all a syndicate of banks, so a short term upswing is very likely.
The issue is ARM is a very fractured development environment. Raspberry Pi succeeds despite never having *the best" machines because it has the momentum of being what all the software is already developed for and consumers trust the brandname.
Anyone else adding AMD, AVGO, and ARM here? AMD is definitely oversold.
Not to worry. If you break your $ARM, $MUM will be there to give you a $HND $JOBY
Sitting with HOOD since a month. No sign of recovering. Don’t see your ARM recovering on near term. Other 2 might give you good return
Why is ARM such a POS, I can't keep avging down
Honestly Apple to me feels like it might be in danger. Phones are just phones now and people don't upgrade as much and don't care much about new features. If you gave someone an iPhone X (granted it no longer supports the latest iOS version), most would be fine with it. That phone is going to be 9 years old this year. Their inhouse silicon for Macs are great, but it feels like the novelty and first move advantage has worn down and Qualcomm, Intel, AMD and soon NVIDIA (according to rumors) are catching up fast. More ARM based like Qualcomm or even Google processors are appearing which might make their pc market share more complicated. Also I think with Google's future changes with ChromeOS and Android on tablets, there will be more competition when it comes to hardware pc. Finally I think that VR/AR is going be Apple's next move, but only when the tech gets good enough (maybe in a year or two), but companies like Meta, Samsung and Google are also building towards that (and probably many more) It seems crowded and I could see revenues having reached a plateau. I mean this is their annuel revenue from 2025 to 2022: 416,161,000/ 391,035,000/383,285,000/394,328,000 This is Google's: 350,018,000/307,394,000/282,836,000/257,637,000 Someone has a faster revenue growth and I might be nickpicking but Apple's profits also seem to have started to slow the growth. They might be unable to grow more imo
Noooo!! I forgot to buy ARM calls at close Damn 😔
Totally, just with ARM it's too expensive for things I like to buy. [https://finviz.com/quote.ashx?t=ARM&p=d](https://finviz.com/quote.ashx?t=ARM&p=d) PEG is 2.3, which isn't the worst, but I try to stick anything under 2. P/S is also really high for any semi names at like 27. Not saying it's a bad buy, just something I find too expensive and worry about if there is any downturn in the market, could see even more of a sale off. Doesn't mean it's a bad company, just not how I like to invest. From what I see with NOW: [https://stockanalysis.com/stocks/now/financials/?p=quarterly](https://stockanalysis.com/stocks/now/financials/?p=quarterly) It's been north of 20% growth QoQ since Dec 2023, so that's two years of solid growth. They've also did a great job of keeping high gross margins and the last few quarters, the operating margins are much higher [https://quickfs.net/company/NOW:US](https://quickfs.net/company/NOW:US) Feels like a lot of the market isn't sure what do with software this year and I have a feeling if we still see great numbers the next quarter or two, mr market might want to buy since it could be over reacting to the AI and software stuff. I could be wrong on that, since I'm not sure how much AI is going to impact some names. MRVL is like a mini AVGO.
ARM was a good pick post-IPO drawdown. NOW is not delivering growth like I thought it would be 2 years ago. Dunno about MRVL as I haven't researched it.
ARM is cool, just too expensive for how I like to invest. Doesn't mean it won't do well, just you give your less room for growth or if there is a down turn in the market, people will probably sell those names first. Price is a risk when trying to buy things, it's idea of "buy low". Now is interesting at these levels, same with MRVL. The only thing is that both are completely different sectors, companies, market caps. So it's kind of like apples to oranges. I think the valuation is a bit better on MRVL, but I would go with one of those two personally. Just depends if you want to own a smaller semi company vs a large cap software. Technically the valuation is a bit better on MRVL, so if you are looking for a better value, MRVL would fit it, but it's going to come down to how you like to invest and what you want to own.
Which stock for the long term between $ARM, $NOW, and $MRVL?
A Zainichi is force-selling his equity in ARM to fund a rapidly bankrupt and fraudulent private hype company.
I understand ARM drives its revenue through licensing its IP and only owns digital assets. Chipmakers, the guys producing the chips, have physical assets. In my view, there are very high barriers to entry to build fabs compared to digital assets, but I don't know enough about ARM to provide a better answer.
ARM is going to remain a major player. I wouldn't have any trouble buying more at a point I feel it's undervalued. I'm still up like 90%, so it's not a bag for me
Personally think AMD is a better player for an investment. ARM could be good for trading around but they have too much competition right now
#ARM's pump completely faded LMAO🤌
Solid watchlist overall. NVDA and MU have strong momentum, and LRCX makes sense as a longer term hold. ARM and SNDK feel more momentum driven so risk management will matter there.
Although it's consumer products - ARM and Qualcomm will be worth watching. ARM is not directly participating, but Qualcomm is. They are likely to share a news update on **Lumex processor** - announced in Sept/October. It's a game changer, letting models run locally on user devices. Takes the computation load off data centers and servers; also gives relief from data privacy and security concerns that some businesses and users have. Sony - Honda partnership will be interesting. But I've more attention on ARM/ Qualcomm. These are laggard stocks of 2025 and ripe for a breakout.
This year hard to find screaming deals. But I can see Meta shedding some of its negativity. It’ll grow more than Disney imo in 2026. Short term ARM is likely going to bounce 30% under 4-6 months.
MU - memory Nvidia - GPUs and now LPUs in the future VRT - cooling ARM - energy efficient cpus Msft, Googl, amzn as the cloud providers. Meta is a bit of a wild card.