ARM
Arm Holdings plc American Depositary Shares
Mentions (24Hr)
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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
CES 2024 Unveils Qualcomm and Bosch’s Cockpit and ADAS Integration
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
>Western monopolies only exist in little niche industries, like ASML or ARM. Both of which are European and not American.
You live in a world 20 years ago. China now competes with GPUs made in their homeland, wheras the top manifacturer sits in Taiwan. There are plenty of other companies in China: * AVIC (Aviation Industry Corporation of China): Develops advanced military aircraft like the J-20 stealth fighter, and UAVs like Wing Loong II, which are exported globally. * NORINCO: Produces tanks, artillery, and armored vehicles (e.g., VT-4 MBT) used by multiple foreign militaries. * CETC (China Electronics Technology Group): Develops advanced radar systems, electronic warfare systems, and AI-driven surveillance tech. * Huawei & ZTE: Leaders in 5G infrastructure, AI, and telecom—not military per se, but clearly global high-tech competitors. (Thanks ChatGPT) Theres also India. Western monopolies only exist in little niche industries, like ASML or ARM.
Guyzzz.. Found free money machine. Sell ARM 190 kawl.. use the money to get NVDA kawl. Pretty much impossible that ARM has a rally and NVDA languishing, right? 🌹
Intel and Apple are my only positions. I have 47k shares of Intel, and 1,000 of Apple. I believe Intel is going to double this year at a minimum. Within 2-3 years it's a 5x. Here's why. The company trades below book value, and everyone hates the stock. But this isn't just a contrarian trade. Intel invested $100B in state-of-the-art manufacturing capacity the past 4 years. They've invested $200B in the last 10 years. Yet their market cap is $100B? Plus, that $200B in spending resulted in $50B in debt. In other words, they have paid off 75% of it. This capacity is coming online. AI is exploding, Demand is 10x supply. And here comes Intel, with loads of capacity nobody else has. Intel is not even relevant in the AI market today, but that is a HUGE opportunity. They can compete on price with so much excess capacity, and they have a massive untapped market to go after. Intel is focusing on AI at the edge, and that is the next super growth area. Intel is right back in it. They will get a big piece of that. They also have new products coming out that are going to be highly competitive with AMD. Power efficiency is really good with these products, and that also is a defense against ARM's push into CPUs. Why go through all the effort to switch to ARM from x86 when the benefits are just not there? Intel's products are coming back strong, combined with the foundry capacity, this stock is going to rock. They get one large foundry customer at it doubles. But even without it, they are coming back strong.
The Big Short is a story of how several fund managers realized the fundamentals were fucked, got in early, and only just squeaked out (ultimately large) profits because the market was irrational for almost longer than they could hold out. The moment strippers were buying their second homes on ARM mortgages the market should’ve pretty much collapsed. It took until the 5th home and a condo each with multiple mortgages.
ARM better go up another 8% this week
What do you think about the options I just bought: ARM puts 150 July 11th NVDA puts 150 July 11th
And yet here we are all using ARM chips and paying their licensing fees instead of using RISC-V
God damn ARM, give me one last win
I’m banking on GOOGL AMD ARM MS
AMD has done an amazing job at low TDP CPU chips for desktops. Intel is still running high temp, high wattage, high TDP CPUs to get similar performance. Most of the cost in running a data center is power and cooling. If AMD could take the approach they've taken with desktop CPUs to GPUs with low thermal dissipation needs, low power consumption, and their version of CUDA, they'd be a massive threat to Nvidia. ARM and, as much as I hate their products, Apple's silicon chips, are showing that we have likely hit a plateau on raw compute needed for most things, and now the future will likely trend towards efficiency, low power and thermal needs, and better use of specialized circuitry for different processing tasks. CPUs for general purpose, GPUs for massive matrix calculations repeated over and over, and some still u figured out NPU design which is optimized for relational type of calculations used by LLMs. The human brain uses 20W of power and destroys even the best LLM at advanced logical tasks that are completely unique. That alone says high power is not the answer to better LLM style models.
apple is a sleeper in the AI space I think. nothing in the PC/linux universe comes close to the performance per watt for AI inference for their hardware (eg. the M series ARM chips with integrated gpu memory), other than TPUs (afaik). for consumer hardware it is unbeaten. it is just a matter of UX and delivery, which to be fair they have botched so far. ¯\_(ツ)_/¯
Out of these I think I would split it equally between AMD and AMZN due to high growth potential. AMD is well positioned to reach Nvidia levels profit further down in the future as it's biggest competitor in the GPU/AI space and it has the very best server and consumer x86 chips. Amazon can hit it big with ARM server chips and AWS is huge with potential to grow even larger.
I bought CRWV, after IPO, below the IPO price (avg at $37.5) holding long ! Same way ARM stock. Recently, trying CRCL (many dislike here, but I want to buy whenever it goes down) and COIN (holding few since $211). Some BRK/B.
If my analysis is correct, why do I need to look for banks investment? Recently bought CRWV at $37.5 after IPO, still holding now! Reddit was IPO allotted, holding. ARM just after IPO, holding. Now CRCL, bought at $195, let us see holding. I bought NVDA at $55 (pre split) and TSLA $41 ( pre split) sold them after doubling my money ( biggest mistake ) ! Same way, 10 bitcoin was $1, but did not buy. You see the values now?
ARM They are a functional monopoly, and SoftBank is throwing everything they have at it. They have strong pricing power in the current climate. Companies want to stay lean these days with “ai workforces” so no one is going to invest to develop their own chip architecture. While their deal with Apple put them on the map, less than 5% of total revenue comes from Apple.
I have 2027 calls AMD and ARM. I think they are gonna super cycle like nvda
I don’t have MU but I got AMD ARM and SMCI leaps. Let’s gooooo
I bought June 2027 ARM $130 calls for $45/contract. They are now worth $69/each. And I have almost two years until expiry 🫡
Yeah but I can break my ARM and get it fixed for free and goverment will pay me 2,5k$ on insurance for my missed work. AWEFUL right ?
You are young and have fresh eyes. You aren't going to get good advice here on /stocks where it is mostly older people (as you can tell from the comments) that will tell you to VOO and chill. They aren't wrong, but neither are you. I've done a lot more risky plays (options, penny stocks) at that your age and made then lost, then made, then lost $10-$50k daily swings until I eventually got so scared I left the market 3 years until 2021. Last few years now settled on picking up a little bit from everywhere while still heavy in the heavy in AI names I love (NVDA, PLTR), but constantly adding every month and saving \~10% in cash (SGOV) to buy the dips like the big one we had in April where I bought HOOD, RDDT, ARM, COIN and am up +50% on them. I would say the most important thing is to stay invested and not get blinded, BUY fear and uncertainty and don't fill your mind with what 100 other people/analysts/influencers are saying in the media or social media. Find 1-2 people that have a proven track records of being right and tune out the rest of the noise and listen to your intuition. Your youth is both your strongest gift (can see clearly) and also biggest vulnerability (lack of experience) now.
Qualcomm. ARM based CPUs are the future
They're essentially two chip manufacturers for mobile. Intel + ARM. Their chip is used in Apple products and just bypassed the other manufacturer on being the most powerful chip. They did that right as they were doing IPO. For who they are and what they do it was a big name to be just starting to do IPO. The companies that already have a big name whenever they go to IPO are the ones to watch. Of course it could have done something like Hood and dropped for 18 months which is typical of IPOs. So nothing's a guarantee but it's definitely something you want to have on your watch list in those first 3 or 4 weeks
IPO for Databricks will be a fun ride. Developers love it and big corporations are adopting it. I typically don't mess with IPOs because 99% are garbage but every once in a while you get something like an ARM that's an obvious buy.
It may not even be outright refinancing he wants to accomplish. It’s very common (or I should say it was, 20 years ago when I was in mortgage banking) for commercial real estate loans to be structured as a 5 year ARM; so he may simply have an eye on a whole bunch of rate resets.
Fixed rate mortgages vs. ARM’s Totally different
i made calls on ARM thats why its tanking smh
I’d still say it’s good for AMD, as there has been speculation about Microsoft either going with NVIDIA or even ARM. This calms down those speculations. It might even help them get their chips into more computers, besides the official Xbox from Microsoft, because the implication could be that more manufacturers will be making Xbox-compatible devices.
Because vertical integration means reduced costs, higher profit margins, and the ability to offer unique features as a result of tighter control over the full product. iPhones and Macs are more power efficient than their Android and Windows counterparts, a lot of which can be attributed to the fact that they can customize their software to fully take advantage of their hardware. This trend is going to continue as they rollout their C1 modem (RF is very power hungry) onto more of their phones, instead of having to rely on Qualcomm. They were able to migrate to their ARM architecture much faster as they were in full control of both the software and hardware roadmap, whereas Windows ARM laptops have been much slower to rollout as Microsoft has to rely on Qualcomm to develop ARM processors while continuing to support x64 architecture from Intel. The strength of Apple has always been their ecosystem and their integration, and with how much they've invested into ASIC development this is only going to accelerate. I feel like Apple hasn't really won any of the big splashy battles with AI recently, but anyone paying attention to the silicon design space in the last decade has seen the massive strides Apple has made in their hardware under the hood.
I don't care, was answering about how 'special' it is. Google also make custom ARM chips and Custom AI chips. Just cause they ain't shipped to customers doesn't change that fact
Loads of companies make custom ARM chips
they released the ARM chips in that timeframe, pretty bold to call that „no innovation“
The third stringers trying to hold up the Nasdaq: AMD, MU and ARM. Not exactly highlight reel worthy.
ARM 150B market cap based on farts
ARM giving me that third arm *insert big green man*
> ARM ARM is the most nutty stock there is on the same vein as PLTR. Their Revenue the last few years has been flat, they sued their largest customer Qualcomm. Even by some miracle they make some product, there is not a chance they get the profit margins to justify their current valuation. The only reason they are up as far as they are is because they have only 10% of their stock floated. It only costs 14 billion to basically double their price, and the only reason that is the case is because 90% of the stock is owned by Softbank who use it for their own valuation. Financial engineering at it's finest, not an AI stock.
Data centres is where the sustainable expansion is. I’m in on GEV, STX,ARM and CLS
So far I think I’ve handled it well. Sold NVO overnight between 81-80. Bought ARM 133-134. Sold 137. DAR popped overnight sold for $3k profit. Now using all this money to buy dips
Didn’t even have to sell NVO overnight. Damn. Spent half the money on ARM
Managed to sell my NVO somewhere around $80 in AH. Have $$ for tomorrow dip buy. Did buy some ARM dip overnight
Intel’s manufacturing division is competing with TSMC, but you can still argue that design wise Intel is competing with ARM architecture. If companies switch to Arm then Intel has one fewer leg to stand on.
They have some amazing tech, but AMD put most of their eggs in the x86 basket, which is a stagnant (and arguably shrinking) market, esp. with the insane PC ARM silicon and software layer coming this XMas. Everyone expected AMD to make inroads with consumer GPU's this generation, yet NVDA's market share *jumped* to [92% of new retail GPU sales as of Jan 2025](https://finance.yahoo.com/news/nvidia-secures-92-gpu-market-150444612.html). I'm no AMD hater - I've been buying their stuff since the ATI days - but I'm def. not about to put retirement money behind them.
Note that intel is not competing with ARM. Intel is competing with TSMC, in a sense that it has it's own foundries.
$ARM CEO RENE HAAS: UK, EUROPE DOESN'T HAVE THE ENERGY TO SCALE AI Europoors doing their best to stay poor
Purchased our house exactly 1 year ago for $1.255m with a 10-year ARM. Current estimates are around $1.5m, though those are just estimates. Nobody in the circles I run in—which is primarily upper middle class—is really struggling. A neighbor decided to move back to the midwest after having a baby so they could be by family and in a LCOL area. They had purchased their house last year at the exact same time, and their house just sold in a week. They didn't make any money, but they also didn't lose anything.
ASTS ACHR HIMS SMCI RIOT MARA CLSK IBIT ARM DEO adding in small quantities of red
"Apple Silicon" is just a marketing term. They license ARM cores and have someone design a chip to their specifications that someone else makes. Exactly the same thing as what companies like Snapdragon do. "The newest Mac Mini has 5x more GPU memory for AI than similar priced Nvidia PC. The iPhone can run on edge AI models." And what's the memory bandwidth comparison? What's the clock speed?
ASTS ACHR HIMS SMCI RIOT MARA CLSK IBIT ARM DEO adding in small quantities of red
Wait until AMD and NVIDIA introduce thier own Arm cpu next year. (For Nvidia case , they have cooperate with mediatek already) so Apple silicon won't go easy for long too. PS. Nvidia likely to throw enough cash push thing around including MSFT to handle thier Windows for ARM for better in which apple end up in lot of competitors like old days anyway. (Other can't do or say most things because MSFT - QCOM arm exclusive deal which QCOM fk up in the big way.) In case of economic recession or depression things can be worse, Ofc they can sell thier product but thier high end product likely to get less sales than before.
They don’t do much designing it’s all based on ARM architecture
I am not saying that Intel can be called a GPU company. But Intel is capable of making competitive GPU. Their CPU+GPU+ASIC (e.g. NPU in Core Ultra gen 2 for low power, Gaudi 3 for high power) whole spectrum line up is not bad. Lunar lake has already shown a power efficiency that is as good as ARM in the PC space.
Intel is not a GPU company. They have a few GPU models but they’re not known for that. Claiming that they make GPUs is a bit dishonest to shareholders. I haven’t heard of NPU but I know that AMD has APU so I think it’s a bit of fusion. I also don’t know what you mean by AMD’s “LEGO approach” Intel may have improved wattage usage in x86 but nobody is going back to that if ARM is superior in power draw and overall efficiency.
The Xeons are lackluster compared to AMD’s EPYC lineup. It loses both in terms of performance and density. Intel keeps selling more because small and mid sized companies are reluctant to change vendor. But hyperscalers are deploying AMD chips en mass. Yet both are facing the threat from ARM alternatives in the datacenter market
Everyone is shifting away from x86 in favor of ARM architecture, and intel’s main competitor AMD is eating its remaining x86 lunch. I don’t think people realized how profound the impact of Apple designing its own M-series chips was. Samsung designs its own chips now too. Who needs Intel now other than companies that manufacture notebook laptops like Dell? Not a good time to be a part of Intel. Can they be saved? Probably. Will they be the next AMD or nvidia? Probably not.
Intel's CPU, NPU, GPU are improving faster than rivals. It developed x86 CPUs that are as energy efficient as ARM. The gap in GPU and AI training are big though. In manufacturing, foundry is moving towards 18A and GAA, while developing 14A. It also has good R&D on quantum and photonics. The key challenges include earning client trust in manufacturing and product development efficiency (e.g. compare to AMD's Lego approach). GPU and AI penetration should improve when there is array of good products. I would say Intel's turnaround story has significant chance.
This. Apple didn't make the first cellphone, they made the best one. They didn't make the first ARM-based chip for laptops, they made the best one. The applications of AI at this point are so fecking basic, Apple just needs to time it right. Will they? Dunno. I don't own their stock, but they never cared much about being first.
Wth is Apple Silicon? It’s ARM processors? No one ever mentionned this as their motivation to get an iphone. Nobody in retail knows anything about processors
Oh for sure, but something like that is fixable through software for the most part at least, the important thing is that the hardware is in the same-ish ballpark. I do think ARM is the future for windows laptops as well due to the power efficiency so compatibility should be improving over time in theory, in practice though you are definitely taking a gamble on how long will that take
True, but keep in mind Windows on ARM is absolute 💩 in terms of compatibility whereas MacOS on ARM (m CPUs) is flawless.
Most consumers care when their laptop is faster on battery, cooler, better battery life, and slimmer than their competitors. The ARM chip makes the MacBook from a throttling oven to the best user experience laptop money can buy.
ARM up my ass to the elbow on my call spread sale.
Trump will host a White House event today to promote “Trump accounts,” a program providing $1,000 in federal index fund investments to U.S. citizens born between January 1, 2024, and January 1, 2029. Sources indicate that CEOs from Dell, ARM, ServiceNow, Uber, Goldman Sachs, and Robinhood are expected to attend: Washington post vlad goign to white house
They do great things with their ARM SoC’s. Unfortunately marketing has no clue to translate that into products. Some ideas: - improve Apple TV as a media hub. Not just a store front. - improve iCloud files and photos. - bring back something like the airport WiFi with mesh capabilities, Time Machine support and iCloud integration - the speakers weren’t bad, but too expensive and limited. - add features to services. Library support for movies, movies, photos and custom media that’s easy to manage - don’t make every aspect of services a store front. Let us manage what we want to see - improve AirPlay on local networks.
I'm trying to get out of everything ... I want a pile of cash available for the next sell off which is coming any day ... I'm stuck in ARM trade right now and on the sell off I will buy HOOD and VST and ride them back up which I traded last week and cashed out
recapitalization and QE served complementary roles. The absence of prolonged deflation stemmed from both structural financial pressures and deliberate monetary intervention It was mostly TARP from EU and US that handled it , and even the FED said late tightening in 2010 (which is how long it took could have exacerbated it without TARP. This is what exactly what happened during the Great Depression . I won’t even get into the whole reason 2008 happened was because of the rate hikes from 2002 to 2005 and the aggressive tightening that was way too long. Jumping to almost 6% threw ARM’s up 5x where they were. Sometimes the fat does more harm than good and sometimes you just gotta let the market do its thing . I’ve worked on Wall Street for 28 years at E.F. Hutton and remember it well. We lost 10 times more money in 2008 then the great depression but when you look at inflation, adjusted the story changes dramatically and just goes to show you how bad things are getting with our currency many people in finance believe that the Fed is just kicking the can down the road and is going to make things a lot worse by constantly sticking their fingers on the scales
ARM is gonna make major major moves over next two years
ARM and TEM tomorrow
This CRWV move reminds me of what ARM did last June.
I’ll keep tracking it. I’m going to try to go after the ARM 2027 calls. Some whale has loaded up like $100m of calls already. There’s gotta be a big breakthrough or deal happening
Nah ARM lol. They had a sharp rebound after earnings miss, and with semi conductors set to pop off I can’t see them doing poorly. I think OSCR is a solid buy too though
Trust man, always other opportunities though. Picked up some ARM today
But.. that is a bad thing? Shows that Intel has nowhere to grow to. While companies like ARM have incredible oportunities - including being partly owned by nvidia that tried to buy them out.
Their moat is two-fold: first being the only American-owned company that manufactures cutting-edge chips in the US. They have contracts with the US government for this reason. Second they and AMD are the only companies on earth that have a license to produce x86-chips. Yes, ARM/RISC-V are on the rise, but x86 won't disappear anytime soon.
You need to run a bank, give out sub prime loans to millions that can't afford the ARM when it adjusts. Good luck
Learn how to hedge or at least keep trailing stop lost % orders on almost everything you have. I say 'almost everything' because you will generally make money if you hold long. For instance, I don't even pay attention to my blue chip stocks like MSFT, IBM, HD, JNJ, ABV, etc. However, I do wrap those TSL% orders around things like AMD, ARM, PLTR, CRWV. That's how come I didn't take a huge beating on liberation day(s). Depending on the stock and the price per share I'll put anywhere from 7.5%, 10%, 12%, or 15% on everything else. If my % gain is higher than my TSL% order if the sell gets triggered I still make $. If I've got something that's only up 3% and -again depending on stock - I'll put a 7.5% TSL% order in and if it gets triggered then my losses are minor. If I've got something that's up 25% I'll put a 10-12% TSL% order on it. If the cost per share is higher, like 120 then I'm comfortable with a 10% TSL because it has to drop $12. On the other hand if I have a $15 stock, I'll put a much higher TSL$ of 20-25% because it's easier to lose a higher percentage like a -$2 move on a $15 stock. With big drops I don't lose as much if any and can buy in at a lower price point, and yes I've had those few stocks that trigger my sell and the next day it rockets back up and I mother fuck my stupidity, but I don't sit around with 40-70% unrealized losses. I play percentages not dollars. $'s cause anxiety, %'s not as bad. I like to average 2-5% daily portfolio gains. That adds up if you can do it several days a week. Makes your yearly ROI beat any CD or BOND. Also, with TSL% orders on my riskier plays, I don't have to watch the market all day. I only have to watch from 8:00 am - 10:00 am, and then just catch the last hour - sometimes will buy or short AH and rarely before the bell because I've been burnt too many times jumping on the pre-marrket pops only to see it disappear within the first few minutes after the opening bell.-
AMD is a good company but a shit stock. Their AI DC revenue declined QoQ during the biggest infrastructure cycle in history. Everyone talks about them fistfucking Intel in datacenter CPU you and then strangely doesn’t talk about the rise of ARM’s market share or that there are more custom silicon CPUs coming online than even custom GPU/XPUs. “BuT tHiEr ReVeNuE iS GrOwiNg YoY!” Semis are cyclical they are supposed to. Now go look at those margins and then compare them to AVGO and NVDA. TL;DR: AMD defenders are tourist baggies.
They don't expect you to pay it off. Statistically people move every 10 years (give or take a few years depending on the source) which is why mortgages track the 10yr instead of the 30yr. You don't worry about the ARM introductory period expiring if you plan on selling before then. We may be getting a repeat of that since they were told to take the cheaper ARM then refinance when rates are lower.
Even though the stocks have been recovering during the past 2 months, Other than TSMC and NVDA most other semiconductor stocks are still down by atleast 30% from their 52 wee highs. TSMC : -14.5% NVDA : -12% AMD : -41% INTC : -47% ARM : -34% QCOM : -37% With Tariff uncertainty, not sure they are a good buy at the moment.
Think Intel's only play, barring some miracle to catch up to TSM or make the x86 as power-efficient as ARM, is a takeover. Feel sad, since worked for INTC in the 80s and they paid for most of my BS and MS degrees and the stock bought me a lot of stuff.
Hasn't been to 180. I'm going to guess ARM. Inb4 it's some leveraged fund
What's next? ARM calls , you masochist you
God damn...who bought ARM pre market at $141? Brutal.
I am deep trouble with ARM. Holding 300 shares @135. Every red candle is hurting me bad. Was today purely pre Market pump followed by dump. What is causing the selloff. Someone please enlighten me
We might be cooked. Didn’t realize ARM just fell off a cliff
SMCI is absolutely solid. TMobile is solid, META is solid, ARM is solid, NVDA is solid. All companies with an incredible track record and billions in revenue each quarter.
WTF going on with ARM… 