ARM
Arm Holdings plc American Depositary Shares
Mentions (24Hr)
-100.00% Today
Reddit Posts
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
main ones were 1. 1k -> 12kish bought calls on the market close before the ceasefire was announced. some weekly calls on ARM and weekly puts on XOM(1000% gain) 2. last week 12kish -> 20kish amd calls weeklies 3. this week tsla mainly some amd calls. bought calls on tuesday, sold them on the 7% run on wednesday (5x) bought back in at close and throughout the day on thursday.
Amazon should make their own Kindle lapbooks silicon processors (with ARM of course)
Look up RISC v. It’s the new open source ISA that China is pretty much all in on because ARM and Nvidia have been essentially banned there. The future of world computing will be in risc v. A lot of the small embedded housekeeping cores are already riscv. Their vector standard is way better than arms and in theory better than Nvidias but the software ecosystem isn’t there yet (but it will eventually).
ARM is too, all semis are just soaring tbh.
$INTC needs a dose of reality, a combination of government support and vibes are driving it back to ATH when nothing fundamentally has changed in its business. It’s still loosing billions, has no customers locked in for their foundry and continue to lose market share to AMD and ARM. Needs to be back at $40
Waiting for AVGO and AMD to ATH. MU, ARM need to go higher.
I am a geek and own stocks and love raspberry pi for the following reasons: * The raspberry pi 5 can be used as laptops * This is the only company I know with RISC-V architecture on their small form factor products. the have both RISC-V and ARM on those. I consider RISC-V is the future. I mean I wouldnt know where else to invest otherwise * They are moving towards producing for the industry and embedded systems. * This is the most sold computer model behind only CPC from the 80s * They produce a lot in the UK and I love european companies. * They have a lot of fans line me and the software support is fantastic. * Arguably chinese companies could try do the same with open source architecture and softwares. but good luck copying the community and software support. * Arguably these are not very high end cpus but power needs are low and the machines surprisingly capable (e.g. for embedded AI)
agree, the anti trust claim risk is definitely smaller than Nvidia acquiring ARM or Microsoft acquiring Activision.
Xbox is expanding into portables, so maybe that tegrax2 can be put into one. Valve has something for ARM behind the scenes (at least the new VR) and the most important thing: I want a newer better nvidia shield tv.
i would be guesssing Lenovo- clse relations to nvidia for data centers, geopolitics make it difficult pick, but maybe a motorola pc assets or thinkpad brand is possible? Fujitsu Client Computing Limited (FCCL) is actually majority-owned by Lenovo since 2018. Buying Fujitsu PC business would mean buying it from Lenovo, not from Fujitsu. is nvidia tryint to compete in sovereign compute market? >The "Nvidia-Japan" Loophole: Why buy FCCL or NECPC? >If Nvidia is looking to buy a "large PC-oriented company," and we look at Japan, they aren't looking for "gaming laptops." They are looking for distribution and trust. >The Target: Fujitsu Client Computing (FCCL) and NEC Personal Computers (NECPC) are the "workstations of state" in Japan. They are currently 51% owned by Lenovo. >The "N1X" Strategy: Nvidia’s new N1X ARM chip needs a home. If Nvidia buys the Japanese PC arms back from Lenovo, they don't just get a factory; they get the installed base of the Japanese Government and Keidanren (Big Business). \* The Sovereign PC: By "Nvidifying" the Japanese desktop, they can force the adoption of their "Vera" CPUs and "Blackwell" GPUs at the edge, effectively "front-running" the sovereign movement before domestic chips like MONAKA can take over the office. nidia trying to own whole world lol
More ARM and AVGO, in case you're allergic to NVDA
Nvidia wants to buy Intel. Fits the description of “reshape the PC landscape” and “Nvidia spokesperson stated, “The media report is false; Nvidia is not engaged in discussions to acquire any **PC maker.**” the wording “ since late 2024 and the time is approaching to make a deal or walk.” Comes into play when you see Intel has become $100 billion or so more expensive the past two weeks. It already has a 5% ownership. They wanted ARM but couldn’t get it due to regulators. I think they could get it past US regulators and I think Trump would be willing to sell to say he made money for the US. Internationally it would be harder to get past regulators than ARM probably.
Got ARM calls, looking like a strong run , print baby print
!banbet $ARM 170 10d
Unless INTC decides to some drastic changes, which is unlikely because their legacy long term shareholders wants short term gains, I don’t think Intel is going to start growing and raise their stocks/ market share. By drastic, I mean things like: Switching to ARM Split company and focus on Chip Foundry or Chip design Release of a completely novel chip architecture Giving up consumer electronics and focus solely on data centers. Not saying that these are good ideas, but something drastic must happen otherwise growth isn’t going to happen. For now, it just looks like a stock buyback or dividends kinda company.
In the context of the question, those are less likely to have a huge fall than SNDK, ARM, etc. and especially the upcoming Anthropic and OpenAI launches. I didn’t call them value plays. If that was the question I would have said PM, BX, UBER, WFC, SYF. But it wasn’t.
Real estate didn't crash and burn because of the tech bubble of 2000. Real estate crashed and burned late 90ies and between 2011-13 for almost the same reasons. Poor lending standards, questionable loans to unqualified people, loans that were ARM's, and higher interest rates, borrowers that could no longer make payments on the ARM loans, subsequent large scale default and foreclosures. If you revisit history over and over again ,it's thsi main reason. I was a kid during the S&L crisis and what happened pretty much was thrift savings and loans loaned money for very long terms at fixed rates, and then interest rates moved up and banks started to essentially lose money. So Congress allowed S&L to start making adjustable rate mortgages, rates continued to rise, people couldn't afford the payments, thrifts were overleveraged and couldn't handle the volume of defaults.. Fast forward to 2011-13. Eerily similar things. Home prices got expensive, banks needed a more creative way to continue to RE frenzy, banks started to come out ARM loans and stated income loans and extended them to the most unqualified people... rates reset, suddenly these unqualified./low quality borrowers could not make the new large loan payments, so they defaulted...an because many of the banks were overleveraged on these low quality loans they defaulted. This was all predicted at [piggington.com](http://piggington.com), and many of anticipated this would happen so we ended up picking up a lot of foreclosures at 40-50% off ( I picked up like 7 properties this way with cash) Fast forward to now. Yes, home prices are a lot. We have inflation, rent prices are high. But you know what is conveniently absent right now? ARM loans and almost no exotic loans (like those stated income loans). The majority of loans from existing homes are fixed rate mortgages. Many of those 30 year fixed rate mortgages are at 3%. I owned me house outright but about 2022, when the 30 year fell to bottom, I did a cash out refinance at 3% for 30 years and took $750k of my equity out of my house that had already appreciated 3x on the west cost, less about 1/3 of the value of my primary. Why? because 3% loan rate for 30 years is cheap money and just about any low risk investment easily beats 3%, and your primary home (contrary to what most people think) is a huge liability and whatever equity you have in it is just "dead money' while you live there. It's not working for you.. So when rates were rock bottom, it made a lot of sense to take as much equity out and put it to work... For a period of time CD's last year where almost 6% Most people who bought within the recent few years are on fixed rate mortgages, their payments aren't going to change, and many of them are locked into a 3% or lower payment that way below the cost of renting a comparable place right now. They aren't going to be moving or selling anytime soon. In the worst case, they can rent the place out for more than their monthly carrying cost. Until we start seeing a lot more poor quality adjustable loans, the things that would cause a real estate meltdown just isn't there. It's not just about the cost of the house. If few people are selling because their payments are lower or close to the same as rent payments, there's simply not a market of availabily inventory for buyers to buy. And if that's the case you know what happens if there is more buyers than available homes... People are generally not in a hurry to sell when they are locked into a fixed rate loan payment for 15-30 years. Their cost isn't going up. And if there's any sort of inflation, their number 1 large expense (house) is fixed and lower than everyone else that still is renting.
legacy chip makers been on fire recently, $INTC $AVGO $AMD $ARM all getting action
I'm not an Apple person, as a user or investor, but they at least have some competitive hardware, their ARM based chips seem impressive.
The thing is, I work in AI. I've worked in "big data" for a decade and a half, I know how all this stuff works, down to the math, the database, the python, the chipset and kernel code, the server farm. What the market isn't realizing is the "keep training larger LLM's" design is the "punch cards and warehouse mainframe" stage of AI. From there, it took decades to get to iPhone sized supercomputers that any asshole can afford. It's not gonna take that long for AI. It's gonna take, like, a year or two. Maybe six months. Or maybe it's already out there but companies wouldn't announce it if it was. But it's basically "AGI" in a real sense, not the "scaffold around an LLM model" sense. Just remember this: LLM training math isn't, like, magic fairy dust or Frankenstein's spark. It's a brute force math equation to solve an extremely difficult linear algebra equation without actually solving the equation directly. Like if I wanted to, I dunno... Paint a wall with dots with my eyes closed, and just so it by stabbing for an hour randomly, checking how it's going, then closing my eyes and continuing on and infinitum. I end up with a painted wall, but it wasn't the best way to do it, it just manages to get the job done. The fundamental issue with the current AI training model is it's extremely expensive and lossy. It takes a huge corpus of English text, and compresses it into a magic box that we don't understand, and so we are all like "WOAHHHH ITS, LIKE, ALIVE!". No, you're talking to documents. AI is code to the n-th degree. And the math inside that black box is something somebody can figure out. Then suddenly training is no longer even necessary, and "AI" becomes as simple to run over any file set as zipping a folder is; they're both just high fidelity compression algorithms optimized perfectly to the hardware. People are slowly walking toward this through various model breakthroughs: agent swarms to create scaffolded knowledge due to limited input context, Mixture-of-Experts and "chimera" models that aren't trained in the traditional sense but actually are smaller chunks of models running in intelligent tandem like an engine, etc. I actually wonder if maybe Google... And maybe Palantir (undoubtedly well funded by the military)... haven't already figured it out. They seem like the only two who have both in-house hardware build and AI build, and you really have to cross-domain to optimize the math the right way, and get like memory-clock-speed text-to-inference work. (Apple did also buy a mysterious small Israeli AI company recently, and Israel's software market is just lousy with cryptologists and hackers, the kind of people who would be well suited to figure this stuff out. It's okay, I'm Jewish, I can mention Israel.) All these AI providers are shifting toward in-house inference chips to get away from reliance on Nvidia, but also their chips are specifically designed to optimize AI WORK and not training AI models, even though model training has traditionally been the biggest cost in chip usage so you'd think you'd want to focus on optimizing THAT. Now think down the line to what that means for companies like Nvidia who have sold billions and billions of dollars of GPU's to neoclouds that NVIDIA THEMSELVES largely funded a big chink of. Nvidia has been using the AI FOREVER narrative to drive enormous global sales, but what happens when every iPhone can run an AI model and most of the cost is just storing a few GB of files and maybe 8-16GB of inference-optimized memory? Neoclouds rental rates drop like a stone as hyperscalers (Google, Amazon) move to just using their in-house algo optimized chipsets for hardware, much like everyone moving to their own ARM processors. Nvidia's demand drops back to pre-AI speed. Neoclouds have nobody to rent, their chip stock becomes worthless, and Nvidia's books take a write off on the loans they gave to those neoclouds. As they go through multiple compression from reduced forward estimates. CoreWeave is at the heart of this. They just booked a deal with Google but they're also taking big loans on the AI FOREVER story. The other major lender to those neoclouds are private equity, lead in part by BlueOwl. BlueOwl has Jared Kushner money. Jared Kushner money is Saudi Oil Fund money. Other PE firms have investments in other neoclouds AND were recently caught trying to hide some of that exposure by classifying it under different categories so it would look different on reporting, and they'd seem less exposed to AI/software. These PE firms have been bundling these bad loans to neoclouds and selling them as investment options to life insurance companies and pension funds, in the billions. CDO's, which you may know from 2008 fame. As a matter of fact, a lot of these PE firms HAVE THEIR OWN INSURANCE COMPANIES, and will gather pension and insurance money, then use it to buy their own PE firm's bundled neocloud CDO's. Steve Eisman (of 2008 fame) has been talking about this lately, but he hasn't connected it to Nvidia yet. I've been writing about this over on my nobody-reads Substack since last year, there's a link in my profile if you wanna read more detail on this stuff. I have used AI to write a lot of it because I just don't write well without an exchange (like this one), but the ideas presented are all my own from watching things unfold for the last 5 years or so in AI.
Paper trading is basically lying to you on this one and mid fills on multi-leg structures in single names are more of a best case than a baseline. SPY and QQQ you can usually get within a cent or two of mid if you're patient, but AMD, MU, and ARM you're often giving up $0.15 to $0.30 just to get filled, which is a real chunk of your max profit on a butterfly. MSFT is probably the friendliest on your list but even there I'd set expectations at mid minus $0.05 to $0.10 on exit rather than assuming mid. The only real way to know for your specific setups is to start logging actual fill vs mid at entry and exit separately and patterns show up fast once you have 15 or 20 trades in the book.
For me, it's the money I made on ARM calls in March, now back in on some truly long shot calls that, I think now, might just pay a pretty penny tomorrow. Thanks 🥭
**Today's Market Drivers & Factors** * **Geopolitical Crisis**: Markets were highly volatile ahead of an 8:00 p.m. ET deadline set by President Trump for Iran to reopen the Strait of Hormuz. A late-session rebound occurred after Pakistan’s Prime Minister proposed a two-week extension for negotiations. * **Energy Shock**: Oil prices surged early in the session due to the conflict, with **WTI Crude** trading near $115 per barrel—its highest since 2022. This has fueled concerns about "stagflation" as energy costs drive inflation while growth slowing down. * **Economic Data**: Durable goods orders fell 1.4% in February, more than the expected 1.1% drop, signaling a softening in manufacturing and consumer demand. * **Inflation & The Fed**: A New York Fed survey showed one-year inflation expectations rose to 3.4%. Major brokerages like [Goldman Sachs](https://www.reuters.com/business/finance/wall-street-brokerages-pencil-fed-rate-cuts-mid2026-2026-04-07/) now expect the first Federal Reserve rate cut to be delayed until September 2026. **Notable Stock Moves** * **Health Insurers**: Surged after the Centers for Medicare & Medicaid Services (CMS) finalized higher-than-expected payment rates for 2027. * **UnitedHealth Group (UNH)**: 9.7% * **Humana (HUM)**: 8.6% * **Tech & AI**: * **Broadcom (AVGO)**: 6% following expanded AI chip deals with Google and Anthropic. * **Apple (AAPL)**: nearly 4% on reports of engineering setbacks for its first foldable iPhone. * **Arm Holdings (ARM)**: 6% after a downgrade from [Morgan Stanley](https://www.cnbc.com/2026/04/06/stock-market-today-live-updates.html) citing a slow timeline for AI chip revenue.
**Today's Market Drivers & Factors** * **Geopolitical Crisis**: Markets were highly volatile ahead of an 8:00 p.m. ET deadline set by President Trump for Iran to reopen the Strait of Hormuz. A late-session rebound occurred after Pakistan’s Prime Minister proposed a two-week extension for negotiations. * **Energy Shock**: Oil prices surged early in the session due to the conflict, with **WTI Crude** trading near $115 per barrel—its highest since 2022. This has fueled concerns about "stagflation" as energy costs drive inflation while growth slowing down. * **Economic Data**: Durable goods orders fell 1.4% in February, more than the expected 1.1% drop, signaling a softening in manufacturing and consumer demand. * **Inflation & The Fed**: A New York Fed survey showed one-year inflation expectations rose to 3.4%. Major brokerages like [Goldman Sachs](https://www.reuters.com/business/finance/wall-street-brokerages-pencil-fed-rate-cuts-mid2026-2026-04-07/) now expect the first Federal Reserve rate cut to be delayed until September 2026. **Notable Stock Moves** * **Health Insurers**: Surged after the Centers for Medicare & Medicaid Services (CMS) finalized higher-than-expected payment rates for 2027. * **UnitedHealth Group (UNH)**: 9.7% * **Humana (HUM)**: 8.6% * **Tech & AI**: * **Broadcom (AVGO)**: 6% following expanded AI chip deals with Google and Anthropic. * **Apple (AAPL)**: nearly 4% on reports of engineering setbacks for its first foldable iPhone. * **Arm Holdings (ARM)**: 6% after a downgrade from [Morgan Stanley](https://www.cnbc.com/2026/04/06/stock-market-today-live-updates.html) citing a slow timeline for AI chip revenue.
Butterflies can be tricky. Still, of the three tickers you mentioned, ARM is the only one I would expect to have any real trouble with.
I tried the butterfly position on ticker MSTR ? is that the issue - meaning MSTR it is not Illiquid enough? does MU, SMH,IBM.ARM,SNDK will behave differently?
Maybe you’ll get lucky and it’ll follow the ARM type bullshit
It depends on how fast ARM can release their own chip and how bad things are at OpenAI.
Huge IPO, limited float, fast tracked to the indexes all point to upwards and no downside. There's a huge amount of connected money in this and they don't want like to lose. It isn't some small IPO like FIG, EV or a SPAC. Look for examples in ARM, Saudi Aramco.
ARM up 10% on the day, other major chips up 5-6%🤔
My Softbank shares (13% OpenAI and 90% ARM ownership) will rise 200% until next year.
So what? A bunch of companies with bloated market caps invested into another company with a bloated market cap because if OpenAI fails the house of cards collapses. Hell, Softbank is like 40B of that and they had to gamma squeeze ARM to be able to secure a loan to invest in OpenAI. NVDA or MSFT or some other mag7 probably did too. Whats 10B or 20B to a company with a 2T+ market cap that relies on OpenAI to keep their stock prices high.
[https://x.com/GavinSBaker/status/2038704756550472002?s=20](https://x.com/GavinSBaker/status/2038704756550472002?s=20) I'm out. Good luck. ARM, META, Nvidia, Intel, AMD, are all sold out.
Today got in puts for ASML 🍑 to ARM 💪🏻
ARM is now lower than last week, when they announced that they are starting to sell their own chips.
ARM break that 200 come on budy!
I was bored.... Ahh, got ya! The terminology confused me. Technically, unless you have an ARM, the actual mortgage payment will hardly ever change. Now, let me tell you something that should make you feel so much better... in 30 years: **Stipulation 1** – You live in a nation with a fiat currency (Yes, every nation on Earth is). **S2** – Inflation rate of \~2.3% (long-term US average). **S3** – You have a 30-year, fixed-rate mortgage. **S4** – Mortgage payment is $5,000. **S5** – Wage growth is \~3% (20-year average = 3.2%). **S6** – Income of $200,000. Remember! Debt is **"nominal"**—your ability to pay that debt is **"real."** WTF is my point? In 20+ years, your income should be significantly higher than it is today. Not through massive promotions or getting stock options with some AI company—it's just a function of companies accounting for inflation in wages over time. In 1970, you could get a McDonald's combo for 45 cents. Sweet deal! But in 1970, the average McDonald's wage was a whopping $1.00. Inflation causes prices of goods and services to rise; companies have to respond by offering higher wages. COVID was an amazing example of this process played out at hyper-speed. Remember how, right off the bat, prices shot up due to "inflation"? And what was the next big news story? How workers were getting 10%–20% raises. There were numerous articles about how employees were changing jobs every other damn week to pick up a few extra bucks an hour. I'm rambling... So, per S6, your salary in Year 1 = $200,000. In 29 years, with a 3% wage growth rate, that income is **$471,000**. And this is where the **Nominal vs. Real** finally makes sense. How much easier is it to make a $5,000 payment with a salary of almost half a million versus $200,000? Essentially, as time elapses, due to the fixed nature of the debt, it becomes "easier" for you to pay it off. Makes sense, right? Your debt burden went from 30% of income to around 12.7% of your income. **THIS IS WHY THE RICHEST MOTHERFKERS ON EARTH STILL GET MORTGAGES**—Musk, Lizard Boy, Ken Griffin (who actually uses SUPER-JUMBO LOANS—not kidding). [https://www.wsj.com/articles/what-beyonce-and-these-billionaires-have-in-common-massive-mortgages-1537457152](https://www.wsj.com/articles/what-beyonce-and-these-billionaires-have-in-common-massive-mortgages-1537457152) You see, it's almost a universal feature of economics that the opportunity cost of time is money. And that makes mortgages one of the strangest financial vehicles in the world. Lenders are literally allowing you to borrow money to buy an appreciating asset and giving you the opportunity to pay back an item that is increasing in value while, at the same time, the debt you are servicing is literally becoming "cheaper." In other words, if I sold a home for $1 million, why the hell would I "charge" someone the same amount if they paid me over 10 years instead of instantly in one cash payment that I can get interest on, invest, or spend on blow and hookers? In conclusion, friend: rejoice!!! You have begun the long, painful journey to becoming part of a small group that can claim to have actual wealth. \------------------------- I don't want to clutter the post any more, so I won't paste this here—instead, here's the Python script if you want to tweak the numbers based on your income, etc. [https://docs.google.com/document/d/1gzXOVNel\_vx1onKFjy8Gqy\_QAbMQrgdC1uG-ObYU2k0/edit?usp=drive\_link](https://docs.google.com/document/d/1gzXOVNel_vx1onKFjy8Gqy_QAbMQrgdC1uG-ObYU2k0/edit?usp=drive_link)
There must be some ARM FOMO retards here
ARM is up because of new developments, not technicals
Check out 3 weeks my posts regarding ARM. Up 30%. This stock same pattern
lol it’s wild there’s a guy on twitter whose posts cause companies to move billions of dollars Like the ARM CPU news barely moved the stock until a day later when he posted about his thoughts on it, then ARM shot up 20%
Specifically, they recently stated that their supply was not able to keep up with the demand for their chips. Personally, I see it as, their stock is on sale. Time to buy up. If I weren't already very heavily invested in them, I would buy like crazy at this price. As it is, I bought a little bit today just because I am pretty over extended in tech, ai, hardware and software. As soon as this Iran stuff is over, BANG, it's going to go straight up. I bought ARM within hours of their announcement they were going to make their own chips. I was up 20% in 1 day.
Real question is what pops tomorrow that will give me a 15x if I buy calls at open, I’m looking at MU but idk it seems to depressed, maybe ARM?
Okay so we get a relief rally tomorrow, what 1dte option 10x’s are there as the degens try to buy some up before we dump again? I’m thinking ARM has some room up and MU/SNDK are way too low but it’s a bit early for them.
So ARM is going from IP landlord to chip landlord and tenant at the same time. Gonna be fun explaining margins now
MU tards still talking about P/E. Look at ARM.
hopefully - it’s down 2% less than SK Hynix this month even though MU is largely based in the US with no oil shortages Makes 0 fucking sense whilst ARM with 0 revenue pumps
A lot of individual stories coming together at a bad time: 1) META and GOOGL are getting hit for losing their court case about social media addiction. 2) The memory stocks are getting hammered because of the TurboQuant announcement. 3) The Semis are getting hit (to a smaller degree than the above) because of ARM's announcement of entering the data center chip space. These all did happen technically yesterday, but the news all is getting digested today.
the market is genuinely pricing MU as if it was a failing dumpster 7x forward p/e whilst ARM has 61x lmfao
Thing is, ARM is currently making strides compared to x86 chips, and if ARM can secure it's market share from their expertise about the architecture, the payoff can be huge.
MU forward P/E is too high at 20x. Better pump ARM at 87x instead
Eh at a 156B market cap they are doing 4B a year versus AMD at a market cap of 350B doing 35B. You can see where ARM starts to look already priced in or overvalued. AMD projecting $20 EPS in 3 years at 220 a share rn that’s just an 11 PE. Arm is projecting $9 while their share price is $156. You can see AMD looks like a better deal now and in the future.
ARM is selling off before open. lol
Problem is many of the big dogs are already incorporating RISC-V and over time will continue to rely less on ARM. They needed something else
PLTR $200 by May. As I said, same pattern as ARM.
Agree with everything. When I talk to coworkers and friends one of the biggest things I notice in how they invest vs how I invest is they invest in how they *hope* the market moves and out very little actual thought into how it might move and why. It is as simple as oh I bought NVDA at this high price. I will never sell it until it reaches that price and above. This is loser think I’m sorry and so many people think this way. How about the thought that ARM just made AI competitive hardware? That AMD is in the race. That software engineers optimize over time and in bleeding edge tech there is little to no optimization in the beginning. Google just optimized GPU and memory usage by a factor of 8. Imagine your hardware demand lowering by that amount? Do people not even notice that NVDA has amazing performance in the PAST but it’s YTD is extremely tepid? Again the average investor instead just buys NVDA and just hopes it goes up. It’s literally a gamble. I put thought into every dollar even what goes into the S&P and what the S&P represents.
All semi stocks are doing well. Its not just ARM. I'm heavily invested in Semis
Tea leaves ey.. ARM $160 I believe, just quicker tha expected
Being as this is r/investing, we're all free to read the article and decide how to invest. Some will be right and some will be wrong. It will be fascinating to see which of these opinions pan out. As for me, I'm long on the chip supply chains that fuel the AI boom. Feel free to check back in 6 months and 1 year to see if this is a momentary disruption or something that actually prevents the manufacture of AI chips and negatively affects the stock price of TSM, NVDA, AVGO, and ARM.
Do some reading on the ARM vs RISC-V debate that has been happening. ARM is in a good position if RISC-V does not become a serious competitor. But RISC-V may eat into ARM's market share at some point.
Not sure if I like this. ARM had a damn good business basically scalping license fees off the big players. Not much growth potential there, but it's easy, risk-free money. They are going to start building their own reference designs, which puts them into competition against their own customers. Sure, they aren't really competing against say Apple, they are competing against the bottom of the technical barrel like MediaTek who was just copy-pasting their basic reference designs anyway. So there's a value prop in saying "would you rather buy their shitty design, or the Official, ARM-Approved® Reference Design." I'd rather get that than a MediaTek library park. But you're spending a lot of money and taking on a not-insubstantial risk to get MediaTek type returns. I would have held tight and just kept selling licenses, but I guess that wouldn't create growth within the next 90 days...
ARM does $4b/year topline today, so in 5 years expecting a new product to almost 4x that and account for 60% sales is a quite a lofty goal (they projected $25b total revenue and $9 EPS). I would say let's see how the CPU sells first. NVDA is also launching an AI CPU.
I swear you all should stop “investing” and just VT and chill, yall are a detriment to your own progress. There are countless opportunities every single day we’re multiple stocks pump >10% and all of you collectively find a way to somehow miss every move up and ride every move down based on fear and FOMO responses. It’s wild to see over the past few years. For example, you could have bought ARM hours after they announced a wild new revenue stream yesterday and would have been up 20% automatically this morning but instead you’re catastrophizing about a future event that may or may not happen and may or may not create any sort of LT material drawdown and contemplating selling everything! Go touch grass, the stock market isn’t for you. These types of posts are an insane waste of time for everyone.
Obscure chip companies like Intel and ARM?
I could see ARM going to $1 trillion especially if/when physical AI starts to take off. They’re already the best option for more power efficient architecture, that’ll only translate over to the chips they’re going to make as well.
Yeah, it has some room left. It will likely, at a minimum, attempt for a 4th touch or breakout on the recent highs, plus ARM's business strategy shift from IP to actual in-house chip production is pretty much major upside. I am looking for $190 to $240 - with AI hype, chips, etc - not unrealistic, imo.
ARM up 17% INTC up 7% and photonics companies all ripping. Yeah greed is still there
ARM you can crash back down to 100 now
Why AMD moom? I would think the a ARM news would be bearish for them.
Can't believe there's no talk of ARM here. It's up 18%.
Hey! I’m super new to all this. I have a really basic understanding though. I got in on ARM at 117, not sure if I should be staying in or not. Also, is MSFT really worth going into right now?
I stop looking at ARM and that shit flies 😭😭😭
There was a clue to the ARM future mooning in multiple earnings calls since Jan. AMD, AVGO (I think), Nvidia both mentioned more CPU demand for agentic AI. What, yes ofc I sold my lots of arm in jan
Big money moving to DELL and ARM now, everything else is fucked
Maybe some ARM PUTs a month out
i can't believe i didn't buy ARM down at 100
Shareholders sold so they can pump ARM
ARM is going absolute bonkers right now up 20% straight vertical all day
Wouldnt ARM be taking market share from them?
Yeah look at ARM it is up 17%. Bullish CPU market forecast, INTC also up
Apple tweaks the design, they have maximum license to do whatever they please MediaTek sells off the shelf ARM designs usually for embedded stuff, and there are stuff like Unisoc Tiger which is really just somebody answering "what if we do MediaTek, but scrape the bottom of barrel?" I'm assuming this is to tackle the latter
I do find it quite humorous that the 32-bit special mode of the ARM architecture, is called THUMB 😂
I literally had ARM on my watchlist and forgot to buy lol
Why nobody talks about ARM being aup 15%
ARM is straight ejaculating all over the bers
Aren't most companies who buy from them use these chips in their own product, like apple does. So it is not really about the chips. It's like a cattle beef farmer trying to take on McDondald's. Even if ARM sells the exact same chips as apple puts into their own machines why would anyone buy it from ARM? Well best of luck to ARM anyway.
Why did ARM gap up by 10%?
Wish I had a margin account would’ve made 6k on ARM calls 😭
I’m in ARM & photonics already, imo rotation out of memory into photonics but I still believe MU & SNDK will perform well. MU is laughably undervalued after that earnings beat.
Mu and SNDK are moving out of rotation. ARM is the next mover