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
PLTR — yes, it’s overvalued still, but there’s nothing like it that comes close, it’s growing insanely fast into the valuation, and it doesn’t matter who wins the LLM or agent if AI war. MRVL, ARM, and INTC are others (especially INTC).
Posting here again cause i was early. any hot takes on the RAM wars? looking at weebit, and the Reram vs Mram and how this correlates to MU Texas Instrucments and ARM
Only got any hot takes for RAM wars? Reram vs that magnetic one? looking at Weebit and the correlation from MU and ARM and texas instruments.
Bought $ARM at $105 and i couldn't even tell you what they do. Am i doing this right?
Should’ve held those ARM calls. Fuck me
Calm down. Yes, many consumers are struggling more under this administration's tariffs, but I FIRMLY believe this has less to do with the consumer struggling and more about ramifications of past macro events. First, mortgage debt and home equity credit lines: It's estimated 2 - 3mm properties will be coming onto the market that were initially bought right after covid. \[You can thank PPP loans for much of this\] This is due to the fact many speculators and rental buyers bought homes using 5 - 7 year ARM mortgages. Now, with higher interest rates, they can no longer cash flow, and must be sold. These people are behind until they can dump the property. Home prices in these markets will continue to drop. Just look at what's happening in FL; homes are down 20% in spots. Next, student loan debt. This is because of the current administration's position on student loan debt. Everything else is fine. This is not enough to cause a crash. Not even close.
This behavior seems likely to be one of the main contributors of the future crash (like the low quality home ARM loans being written leading up to the GFC). It seems clearly counter to the interest of the public to allow this sort of accounting game. I think the SEC is scared they’ll trigger the next recession if they do anything about it though
To be fair the whole "RISC is better than CISC for efficiency" claim just refuses to die, and if anything it became stronger after Apple's M series came into the picture and people started asking why Intel and AMD couldn't make the same gains. "It's ARM, dummy" was the answer that was everywhere.
GPUs are leading the AI explosion. Even if the compute shifts from GPU to CPU in the future, first 2 companies comes to mind are AMD and Intel. They are a legal duopoly holding the patents of x86 and 64-bit and they won't let any other competitor use their architectural licenses. They won't switch to ARM and pay royalty instead of using their architecture as well. ARM's best bet is ASICs. Most ASICs only need the ARM for their host CPU which is a smaller part of the overall ASIC design for modern ASICs used in AI computation
This. I worked at a large company that was trying to reduce SWAP for some of their systems, and I was in charge of compiling this massive piece of software to ARM and seeing if we would see any power and weight savings. Basically, we found that ARM cluster we built *did* use a bit less power, essentially at the expense of worse compute. So basically it wasn't worth it for our workload (though to be fair the post is about AI and it was not an AI workload). If you're trying to make a bet on companies trying to save power on AI workloads, you're gonna probably want to bet on SNN's and the chips that support them like Intel's Loihi chips or whatever
I can't comment on automotive, or general cloud, but ARM has no major in AI systems - and will miss out on the vast majority of growth and money. The accelerator matters most, and most companies either use GPUs or make their own ASICs (Google, etc), not to mention the great startup companies building ASICs. High-performance inference is an incredibly hard problem, requires specialized dataflow and cutting-edge HBM, which no ARM design supports. The biggest thing about ARM and RISC-V is the ISA - which does not hardly matter for building AI systems.
Stopped as soon as you touted the bullshit of ARM using less power. That is proven false, they are just designed for the lower end of the power
ARM is being a real one since last week.
Because if income (rent) is lower than the holding cost (mortgage, etc) it will lead to foreclosure. It's also likely that a lot of multifamily is on a commercial ARM and were on much lower rates that adjusted into higher rates, making the mortgage higher than the income. But it's also an indication that rent is no longer rising.
I just mentioned my stock holdings. I never said these are the only AI supply chain beneficiaries. You only brought up AMD and AVGO. You missed Marvell, Qualcomm, SKHynix, Samsung, ARM, Sandisk, Seagate, Western Digital, Lam Research, Teradyne, SuperMicro, Dell,....
You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool. Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap For those too lazy to click the link: SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.
You are very welcome. There will be many winners, those are just some of my favorites. I left some out as others have mentioned…Marvel, Dell, HPE, SMCI, AMAT, ARM. There are more stocks that will benefit but it’s an exhaustive list. I think the ones listed give you a pretty good place to start. Just look at the projected numbers for the next 5 years. I’m full porting AI stocks and I don’t give AF what anyone thinks. Good luck! -Projected US AI Spend 2025: ~$300 billion 2026: ~$600 billion 2027: ~$650 billion 2028: ~$700 billion 2029: ~$750 billion 5-year cumulative total: ~$3.0 trillion 5-year total: ~$6.5 trillion
LoL, just discovered ARMG - 2X leveraged ETF on ARM. Perfect for poor people like me, at $7 vs astronomical $120 price for ARM
ARM was a real one for me.
#ARM up almost 20% in 2 days LMAO🤌
Anyone bullish on ARM? looks like it hit the low end of the trend of earnings and breaks out today
Thanks! ARM +12%, I sold, can you now buy please so I get them cheap again tomorrow?
man between ARM and Roblox im never trusting after hours movement again
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK collapse by 80%? - Probably: Competition, double ordering, overbuilding, oversupply, glut, etc. But for now =profits
I'm thinking of buying more ARM. Did you know ARM CPUs are not in every new Nvidia AI GPU? They're also growing fast as general cloud compute. Reason: power efficiency. This will only get more important as energy demand grows.
guys think about it. Eventually the robot army will be numbered in the millions, and each and every one of them will have ARM cpus. Calls on ARM
Made money on ARM, bought before earnings
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
Can you do me a favour and sell ARM and maybe some gold? Just for a week or so, you can buy back in later, just drop me a note a day before.
Really, ARM chooses today to go up
can’t believe I sold my ARM calls rhis morning lmo
no one talking about ARM ?
Can someone explain why ARM is up today?
How tf is ARM up on such a red day. Oh because I bought puts at open.
Thank you Mr ARM, broke even for today because of it
Your play is classic example of confirmation bias. It works for INTC and AMD because they're sidelined for AI, all the server providers preferring custom proprietary ARM chips which they can make their own custom drivers for(eg. Nvidia's Grace ARM CPU and Amazon's Graviton ARM CPU). It didn't work for SNDK because memory prices were going up 100% a quarter.
Ok GOOG, AMD … you see ARM? Do that. Do that now please
Dis fucking ARM. Hurry up....140.....Masa already said he's not selling. VERTICAL VERTICAL...what you waiting for????
ARM missed earnings and pumped. GOOG beat earnings and dumps. Tale as old as time lol
QCOM & ARM (and everyone else) - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced. FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite. This is what they mean when you hear "cyclical" - Think NVDA 3 years ago or before the Corn boom, etc. Will MU & SNDK end up collapsing 80% - Probably: Competition catches up, double ordering, oversupply, glut, etc. But for now =profits
Thank you Lord Escaped break even on ELF at the Open and recovered all on ARM. Just need COHR to bounce to scape without losses Man the market is crazy I want to play AMZN and RDDT but I now I don’t know anymore…. Rough week
ARM was down 6% at open and now it is up 4%. dam
Just waiting for ARM to eat sheet with everything else.
Ma ma ma MAAASAAAAYOOOSHIII! Market FCUKED UP BEYON REPAIR. ARM Greeeen! Be the shining light of green in deh sea of dispair!
QCOM - memory is expensive! ARM - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... Translation: Buy SNDK/MU - They are not overpriced. They are re-rating from a commodity, low-margin business to one of high profits. Eventually, it will revert back, oversupply, double ordering, then price collapse, etc. But for now...
I shouldve believed in ARM calls at open :(
ARM puts fucked? Already up to -4%
Do you think I should keep the QCOM and ARM puts? I'm going to sell when Europe opens, but I'd like to avoid losing those extra few percent like I did on ADM...
Those ARM and QCOM calls are toast. Not only did I lose in the general market, I lost on both earnings too lmao
QCOM - memory is expensive! ARM - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... Translation: Buy SNDK/MU - They are not overpriced. They are re-rating from a commodity, low-margin business to one of high profits. Eventually, it will revert back, oversupply, double ordering, then price collapse, etc. But for now...
Can someone give me a bullshit reason why ARM went down?
Man tanked ARM, ELF and COHR for nothing. I will lose like $10K tomorrow. Fuck this shit for real.
Got cucked good today… Elf calls went up and faded all back, COHR calls was being slashed but somehow came back so there is a bit of hope (200 calls three weeks out) and ARM calls also losing…. What a sad sequence. Let’s see what tomorrow brings
https://preview.redd.it/5uf9u27d4khg1.jpeg?width=1206&format=pjpg&auto=webp&s=f5539858538247956f730a5b6e8f2c12677c6251 ARM poots
Shorts taking advantage of AMD's shitty forward guidance to shake out retails. Lisa was being vindictive and said the trend won't last for AMD's forward guidance, the reality is the duopoly CPU sellers hasn't been benefitting from AI at all because majority of the servers for AI and cloud uses custom ARM chips.
ARM CEO better have a magic fucking slide deck
That why ARM/QCOM are ranking in AH while SNDK AND MU are mooning.
GOOGL dumped almost 10 percent then back to flat NVDA up to flat AVGO up but will be flat ARM down to flat everything swings so much but always ends up flat fuck your calls fuck your puts this is the THETAbear market
No reason ARM should stay down. Should basically be flat with those numbers and guidance. but this new age of earnings reports its fucking extreme guidance or nothing
Fuck QCOM, ARM, and all you fucktards
all big earnings (GOOG, QCOM, ARM, SNAP) are red but QQQ still green... market must really wanna be green then...
These dumb algos tanking ARM for no reason
ARM going to reverse or just flat?
Why ? Everything using ARM architecture nowadays right ?
#ARM drills from $180 to $100 in 3 months in anticipation of weak results. They crush earnings and still dump another -10% LMAO🤌
#ARM just went bankrupt LMAO🤌
ARM going to get the AMD treatment. Shouldve been obvious
$ARM get get armed in the bunghole!
lol. My ARM is broken. Good thing I didn’t YOLO
ARM here we go again sigh. Bagholding forever
Google QCOM ARM just got liberated
GOOGL ARM combo gonna eiffel tower bol tmrw.
Google, ARM, and Qualcomm needs to carry the AI market today
ARM puts. Why? Because I have calls.
ARM calls because I'm expecting it to fall and GOOGL puts because absolutely nothing satisfies MMs
Any of these following worth picking up at this point? MU? ARM? SMCI?
ARM and Goog beat and start yapping about AI and we just go back up again
ARM calls. AMD died because no one is buying their chips? Why is no one buying their chips because NVDA is better and ARM is cheaper.
ARM has a protocol network effect which in theory makes them quite entrenched. All the incumbents in mobile use them, and untangling to move to RISC-V is not exactly a strategy any of them are really putting money into yet. Their pricing power is strong, but they need to be careful with how they wield it. Apple we've seen in the past is willing throw it's weight around and absolutely kneecap anyone who holds back it's hardware business.