ARM

MisterBlick

I haven't bought recently. I got a few around $150. Also invested in ARM, TSMC, AMD, Coreweave and Navitas. Not much in those last two, they seem all over thr place. I ARM will go back to $200

Beard_of_Valor

I have hated them since dual cores were new, but then I learned to profit from my hate. So I only had the shares for a few sullied months. They're just anticompetitive and low value compared to where we should be if they weren't being anticompetitive. Then AMD had the Zen architecture and it looked like the beginning of the end, but I wasn't even looking at ARM and they absolutely ATE Intel up from the low power side, like "we have new software architecture to just not be on Intel anymore because it doubles our battery life" destroyed.

Beard_of_Valor

>To be fair, I own some in foreign dollar port, but that’s primarily because I do look for dumpster fire investments and hope for some degree of recovery. I held a little Intel I bought for just that reason while the consumer chips were failing and ARM was eating their lunch in battery-operated devices while AMD was taking over *high performance for single threaded workloads* (read: "Intel's last advantage in the market"). They keep getting Uncle Sam handouts they don't deserve. I think I bought around $20 and sold around $23 or $24 in less than three months.

JafarFromAfar2

If you look at IPOs like ARM and RDDT, it’s possible to start out flat and begin rallying like a month or so later.

pineapplekiwipen

ARM quietly up big the last few days only got shares but it's nice

JPowTheDayTrader

How is ARM connected to ORCL?

bellahamface

Massive orders in the tens of billions from everyone you can imagine. Nvidia likely first for x86, then ARM and custom chips to get Apple, Qualcomm respectively. This is not even counting their own products in which we will likely hear about Jaguar shores later this year. A direct threat to Nvidia dominance in AI. As they develop, their costs just keep getting less and less. Smart money is quietly loading up.

JPowTheDayTrader

Why is ARM up big today? Are they directly tied to ORCL?

NotRegarded

Ok ARM calm the fuck down, what the hell

Glittering_Fix36

I was not expecting my OTM ARM calls to print. That’s a pleasant surprise.

Better-Night8683

ARM is looking nice with the launch of **Lumex** chip line

vdbmario

lol. Intel might be a US company but they use TSMC for 90% of their products, just like AMD, as a matter of fact AMD used to own Global Foundries and they sold it because nobody is able to compete with TSMC which produces most of the worlds chips and right is Samsung. Intel is 3 years behind on AMD with CPU design, their last decent launch was 13900K and even then it was already struggling against AMD Ryzen chips. Intel revenue went from $80 billion to $50 billion. AMD is outselling Intel on data centers now, AMD is an American company that uses TSMC just like Intel for chip production. Intel has cancelled every node from 20nm, 10nm, 7nm, 18a and now they are begging for a customer on 14a or they need to shut down. So Intel lost the CPU race, is no longer the dominant player on Data Centers since AMD took the crown, NVDA has multiple offerings on Data, Intel has 0.01% market share on GPU. So you tell me why do we need Intel? You clearly are so clueless about this market that there really is no need for you to respond. You’re just making a fool of yourself. So many idiots on this planet it’s crazy. Go invest in Intel then, you’re paying the same price than 30 years ago, the only semi company that hasn’t provided any returns to their shareholders. Go look at NVDA and AMD to see what they gave back to investors. Heck go look at the British ARM company. Keep using your Pentium processor and be quiet

Mother-Chipmunk2778

What then? Crwv ran already, NBIS idk if I’ll add more here, WRD I don’t think will do great too much competition. ARM too big, not lots of upside. RXRX seems like the only one left even though it’s done shit so far

askepticoptimist

I exited when ARM started cutting into their datacenter moat (where they were previously handing Intel their ass). Now they have a two-front war: aganist NVidia in AI and against ARM in datacenter. And whether or not they win that war, margins and market share will be impacted. It's just not a slam dunk anymore. Personally, I believe there's cheaper upside in tech. Hell, ASML is cheaper with a bigger moat.

Diffidente

At those valuations I' m not touching anything myself and sticking to ETFs. Especially NVIDIA, given that their ASICs for AI are not so unique in respect to other vendors ASICs, AMD and Broadcom mostly but also Intel, Apple, IBM, Samsung and Amazon have their hands on custom chips. Currently memory-bandwidth and memory capacity are the major limitations Certainly not touching Intel, the PC enthusiasts community follows it closely and they are in the process of massive layoffs in R&D and closing of fabs, current processor sales are miserable, and none in the pipeline. Google is a sleepy giant, sitting on data, data-center capabilities, quantum computing research, Autonomous Driving research, AI research like no other and Monopolies in Ads, Android and Chrome. Certainly one of the most R&D heavy but it's a decade that it's unable to turn it into products. Currently I' m watching ARM, ASML, Broadcom, AMD, Micron, Google and IBM. of the big ones at least. Btw don't take suggestions from strangers on the internet. Good luck man.

chimera240495

Is 5.85 a good rate for a 7/1 ARM currently ?

joe4942

Really hard to see how NVDA continues growing from here. * At ~$4T market cap, another double would mean creating effectively another Canadian + Australian stock market. * China is key to future NVDA growth, and yet China is no longer interested, and they are developing their own chips and making progress. * OpenAI is pivoting away from NVDA and building chips with AVGO * GOOGL TPU seeing increased demand as well. * ARM looking to develop their own chips * Apple likely won't build their own good AI and will probably partner with Google * Meta considering using other AI models so they might only need inference and not need as much training * As AI demand shifts from training to inference, older GPUs can remain useful (Coreweave mentioned this during earnings).

Few-Chemist-3463

All chip designers use TSM… AMD, NVDA, ARM, etc. Apple is in early talks to produce custom ASICs with Broadcom. There must be a reason companies are willing to partner with Broadcom vs going at it alone. Also Amazon is partnered with Marvell for their custom chips.

Competitive_Ask881

ARM? Wise? Also lots of mining companies are doing very well recently.

defnotIW42

ARM THE TEACHERS lmao. Normal fucking country lmao

daemon-electricity

Always is a long time. AMD was the second tier choice for a long time. ARM is absolutely going to own laptops in the near future. They might even have a decent shot at owning app servers if they can pack a ton of cores in one package. The cooling and efficiency gains are worth it when those things cost lots of money for idling in a data center.

VoidMageZero

Eh you’ve got companies like AMD, ARM, PLTR, ORCL, even IBM which are kinda high right now.

daemon-electricity

On the flipside of that, by the mid-2000s, everyone pretty much assumed ARM was a joke. Now it is actually ready to eat what's left of Intel's lunch that AMD didn't already eat.

dreadpiratewombat

The thing that protects nvidia right now is no credible competitor.  Intel had this for awhile then AMD started nibbling at them but it was just different flavours of the same thing.  It didn’t really go wrong for intel until they started missing on execution and ARM became a viable, and frankly superior, option.  Those considerations don’t yet exist for nvidia.

the_snook

NVDA lacks the diversity and the moat that Microsoft had/has. Moving a business from Microsoft stack (Windows, Office, etc.) to something else requires re-training all your staff, and probably a multi-year migration project. Moving from NVDA to some other processor once a comparable product is available (and it *will* become available) is not much more than recompile and redeploy. Apple changed their whole *consumer* ecosystem to a different processor architecture three times (68k → Power → x86-64 → ARM), and that's a harder switch than doing it for software under your direct control.

soccerguys14

5/5 ARM in 2023 for me. No regrets. It’s going to work out I do believe

sami_regard

\> 5 years later is worth 150Billion. Nvidia lost 110 Billion dollars That is smoking and hallucinating number where you found in wallstreet analysis everyday. 1.3B for 20 years of ARM license is pure gold and is realized gain immediately.

KappaBera

You smoke right? I'm talking about weed. ARM makes 4 billion a year. Nvidia almost bought it for 40 Billion. That would have paid itself down in ten years. Nvidia got no benefit. Arm now, 5 years later is worth 150Billion. Nvidia lost 110 Billion dollars because it couldn't fill out the write forms. Lol.

KappaBera

It seems there may have been some confusion in understanding the details of this case. To clarify: Nvidia attempted to acquire ARM from SoftBank for $40 billion, and as part of the agreement, they put down a $1.25 billion deposit. However, the acquisition ultimately fell through because Nvidia did not sufficiently anticipate or prepare for regulatory challenges. Some observers believe the deal might have succeeded if NVIDIA had restructured aspects of the transaction before the announcement, but regardless, it was blocked. As a result, Nvidia forfeited its $1.25 billion deposit. The 20 year licensing deal isn't related to the 1.25B, Nvidia in 2020 as part of the M&A signed a deal to prepay 750million for a 20 year. When the deal failed thru, SBG originally wanted to scuttle that sweat heart deal and revert to a yearly fee model but Nvidia pushed for them to honor it as part of the termination. I hope this helps.

sami_regard

Lol. ARM is a LICENSING company. And that money secured a 20 years term. And you call it a fail? I thought you were going to technical.

sami_regard

How’s the day investment in ARM a fail? Enlighten me. I am EE btw. You get to use big words to explain.

KappaBera

Nvidia lost 1.3B in their failed investment play in ARM. And that was Nvidia's domain unlike say fusion or energy generation. Google bought slide for 180M and then it died resulting in a net loss. And that was Google's domain unlike say fusion or energy generation. Bill Gates spent millions of dollars on and then later hiding his presence on Epstein island. And that was Bill Gate's domain unlike say fusion or energy generation.

nateccs

up 1000% from IPO good luck shorting. Do you realize one of the former Oklo board of directors is now the US secretary of energy? this will allow them to fast track and secure permits and be first in line to get any government contracts. PLTR after IPO had an initial valuation of 16 billion and wasn't profitable for 3 years. TSLA, ARM, SNOW just a few more to mentioned started off similarly. OKLO is definately a long-term winner because we have no option but nuclear power to maintain the AI race. i've got 1500 shares avg cost $34 and a bunch of call options

More_Treat_8591

Hi everyone, I’ve been researching some stocks recently and would really appreciate your feedback on my choices. Here are the tickers I’m currently considering: ASML, ARM, TXT, (based on diversification into Europe). If anyone has thoughts on these companies, their outlook, or risks I should be aware of, I’d value your opinion. Also, if you have any alternative suggestions or think there’s a better option out there, I’m open to any advice or recommendations. Thanks in advance for your insights!

wrd83

The word making is a horrible fit in this conversation. Amd designs chips, and someone else with a fab/foundry produces/manufactures them. In a sense both are making (make a design, make a physical chip), and they're codependent. Saying they do not make their chips could be interpreted as they outsourced the design of the chip, like Samsung licenses ARM chips. And global foundries used to be AMDs foundry/fab.

Echo-Possible

Imagine thinking the FTC would sign off on that. They already blocked Nvidia’s acquisition of ARM back in 2022 when they were a fraction of the size and before ChatGPT and generative AI blew up. Definitely not gonna happen.

Draiko

New products are being announced next quarter (Vera and Rubin). New revenue stream coming in Q1 2026 (ARM CPUs with mediatek). GeForce refresh in Q1 2026. Nintendo switch 2 sales are insane.

Affectionate-Idea690

nVda, oh my....dont forget the ones that collaborate with them etc. ARM, aVgo, smci and all who spent billions on buying them....GL everyone

Permaboolish

List of every company NVDA is going to pump: Cadence design systems Synopsys Coreweave NEBIUS Vertiv SMCI Uber Tesla Google Microsoft Broadcom Meta Palantir Salesforce Amazon Apple Galaxy Applied digital ARM AMD AEVA Ouster Intel TSM IBM Cisco Oracle AMSL AMAT LAM reason Micron Marvell Dell QQQ SPY Bitcoin

centsahumor1

I would probably sell enough to get my principle back and let the rest ride, I wish I would have just done the same with my ARM calls I was winning on before they tanked after earnings.

unknownnoname2424

Intel is a dead beat which uncle Sam just threw some money at to see if they canake it out but is tax payers are the new Intel Baggies now... This company is dead. Missed the greatest semi phase in history and produced garbage crashing cpu processors which they denied to replace. ARM is coming out to eat the lunch in the next 5 years.

unknownnoname2424

MP is totally a different beast. Intel is a dead beat which uncle Sam just threw some money at to see if they canake it out but is tax payers are the new Intel Baggies now... This company is dead. Missed the greatest semi phase in history and produced garbage crashing cpu processors which they denied to replace. ARM is coming out to eat the lunch in the next 5 years.

A_Typicalperson

also gets me thinking, Softbanks owns ARM, I think he may have a plan for investing in Intel

tehpola

Such a strange perspective given the historical performance of Intel, AMD, ARM, etc compared to Microsoft, Google, Facebook, etc. The software has been where the real value is. I just don’t see how that wouldn’t be true for AI

Orzorn

This isn't going to make Intel's chips any less noncompetitive, though. They're losing hard against AMD and ARM.

Accomplished-Snow568

Next, we will see other companies that will be involved in collaboration with Intel, such as Apple and Nvidia or ARM, which will manufacture its chips at Intel.

jbotz29

ARM 02/09/24 100c bought for .26 sold for $25

seven__out

I’m gonna assume you live somewhere like NY or CA and this is a W2. Your monthly take home is gonna be like 58k after taxes. Here’s what I would do 1) buy a place to live (nothing fancy needed). Do a 5/1 ARM with no prepayment penalty and pay extra principle to own it outright asap. Let’s call that 20k a month with PITI. If u own a place already with a low mortgage then ignore this and enjoy your 3%. 2) dollar cost average into an S&P 500 fund (post tax maybe 10k a month). Goal is long term growth 3) 10k into fixed income (bonds). Goal is capital preservation. 4) 10k into an income generating ETF. Goal is to have a source of monthly income for when the above cash cow dries up. 5) 8k for fun (travel/eating out/hobbies) These aren’t recommendations per se but examples of the above 2) VOO 3) Treasuries 4) QDVO, QPIX, JEPQ

Glittering_Fix36

I'm bagholding ARM.

MennionSaysSo

PayPay ARM

A_Typicalperson

they do own ARM though, maybe something can happen there

No-Commission-4514

Just saw ARM is looking to build their own chips...

nyrangerfan1

People believed Apple was fatal before the turn around, people believed AMD was on its last fumes before they got Ryzen, people believed GE was done before the split. Point is, no one really knows. The new CEO seems capable and having the US government actively indicating the survival of the company is important for national security isn't negative news for a very long time. Not to mention, despite the constant Reuters articles saying 18a is trash, I've been reading other perspectives - that they haven't caught up to TSMC, but have taken a massive step forward and now various institutions are looking to participate. You don't think Trump might be able to push apple or Nvidia to take a chance on Intel for their already capacity constrained projects? You don't think something might be in the works with SoftBank owned ARM down the road? They're not out of the woods, but for the first time they have a ton of options emerging. Semis are national security. The US government won't let Lockheed or Boeing die, they will make sure Intel survives and thrives.

Victariox

What about ARM ?

D4nCh0

ARM takeover off the £ discount. Not 2 days after Brexit. Son executed while I watched & wondered for 6 months.

Spirit_of_Hogwash

ARM doesn't make chips, just reference designs. Those reference designs are bought by the likes of Mediatek, Samsung, Qualcomm and the Chinese. Out of those, only Qualcomm could conceivably use Intel Foundry.

LuckyLuckierLuckest

What stops ARM from making their own chips?

348274625912031

ARM will be an 18A customer. They posted a video about an ARM SOC a few days ago, but removed it for some reason.. Reference: https://www.reddit.com/r/hardware/comments/1mqekrb/intel_foundrys_non_x86_reference_soc_on_intel_18a/

CaptainApeCommander

Why is ARM doing So shite??? They are the only company apart of stargate that is in a slump. Lots of good catalyst for this name 

mrtomd

So now Intel will make ARM CPUs? Or... what's the SoftBank strategy here..?

HankScorpio2020

Back in the day, Apple held a ton of ARM. Softbank is not innovative. They are late stage big money.

zed0K

How so? They bought up ARM and look at it now

0_1_1_2_3_5

Which is kind of funny since Softbank owns the huge majority of $ARM shares.

GoldenPresidio

And ARM

PFLator

These guys really lost to ARM

gigio123456789

Honest, surely dumb, question: what’s so hard about running your own foundry if all you need are good designs from Nvidia, ARM et al? Don’t you purchase the equipment from ASML and whatever they’re called and just run someone else’s design through your foundry?

NotTakenGreatName

Calls on ARM

vidi64

ARM and UiPath

doctorqaz

Current leap holdings as of now: AMZN 200c UNH 300c LLY 650c TSLA 330c ARM 135c Ready for another bullish week

Cold_Specialist_3656

> Bessent said in June that yields on longer maturities were too high to consider increasing sales of such debt."  Ummm isn't this extremely risky???? It's like getting an ARM mortgage. They need to rotate the debt to new bills every few years as terms expire.  If rates go up this strategy will backfire spectacularly. 

RestauradorDeLeyes

The moat is only getting bigger. Have you tried writing SYCL or OpenCl by yourself? A pain in the ass. Meanwhile, everyone's writing CUDA and if I need help I have a group chat with dedicated Nvidia engineers, how cool is that? And you got it the wrong way, AI is using shit loads of compute and if you're going Big, you might as well have all the components as close as possible. Why would you have your GPUs connected by cables when you can have them on the same board. Big GPUs are the way to go. That's why Nvidia went chiplet, just to have 2 dies as close together as possible. And if it had been physically possible to just make the chip bigger, they would've done just that. The only thing that can change the state of things is new hardware that makes inference 10x faster at 0.1x the cost. Oh, and NVIDIA already has chips with ARM and RISC V processors built into them.

ebota12

I invested for two reasons…low float and ARM investment.

b0men

FORGOT TO ADD THIS: One of the investors in these guys was Arm Holdings $ARM. These guys designs chips and makes money selling the licensing and royalties to companies like Nvidia etc Unsure if bullish or bearish but I like to see it

MrEnvelope93

ARM-based CPUs are also slowly being integrated to Laptops. It won't be long until they're the third big player further hurting Intel.

Wowmuchrya

Healthcare, software, lagging semiconductors (QCOM, TXN, ARM) and small/mid caps. This next week will be volatile as fuck though with Jerome speaking so I'm sitting out.

The_Frey_1

Lol saying apple hasn't innovated when they have some of the best ARM processor architecture in the world and surpassed intel in one generation.

OrionHasYou

With AMDs dominance in traditional compute and Nvidia in GPUs and everything moving to ARM, I gotta ask: why?

981flacht6

The bigger problem for me with Intel is two fold. The fab situation is bad, they can't get yields and they dragged ASML down. In this scenario, any Trump backed bailout is going to end up being a check to ASML. Their High NA EUV machines cost $400m each and each fab needs 2-3. My second problem is what is left of Intel today. They sold of big parts of their business, like memory, and getting away from networking, FPGA. So they've slimmed down their business, fired people, done a lot worse and have lost IP. And that's an even bigger problem for me. They aren't building, they're breaking their business apart. And they sold everything that could help them make a proper SOC. So they're confined to what they always sold which is an x86 processor. And in Datacenters, x86 is more power consuming. If you start putting your TCO hat on, you're gonna find out ARM processors are way more efficient from a power perspective and from the amount of work you're gonna get done. When we are faced with building Datacenters requiring many gigawatts of power, Intel is where you start making cuts. And Nvidia is actively replacing all their CPU pairings with ARM Grace CPUs. So now that we're starting to do some real math here...every 1 GW power requirement for a Datacenter is translating to a $50b opportunity for Nvidia (reference Vivek Arya/BofA Global securties). So what do I see knowing this ...Datacenter processors cost $15k from Intel and they're about to have their lunch eaten on x86 Datacenter processors. Long term, I see Intel splitting into two, x86 license and remaining IP will be sold off to Qualcomm (my prediction) or Texas Instruments. Qualcomm loves IP licensing. The fabs..I don't know.

_Lucille_

It is interesting to see all the calls of communism and bailing out of failing company, when Intel \*is\* one of those companies, similar to Boeing, which holds significant national interest. Some companies will indeed be too big to fall. Yeah, both companies had some bad fumbles, but imo Intel's overall direction has been agreeable/they aren't playing as "dirty" as Boeing: Gelsinger's bet on fabs has the right idea, just that at the end of the day, it is very difficult to compete at the highest levels. Had 18A/14A been more successful, INTC might be at like $80 and not $20. Having their own fabrication capabilities will be key to Intel's survival in the upcoming decade: especially since x86 is losing its grip as ARM and other RISC designs become more main stream. We see that in Apple silicon, we see that in MS' reignition of Windows on ARM, we see it with Graviton, etc. The whole resting on laurels happened before Gelsinger's time. Hardware enthusiasts will be glad that Intel continues to survive so the world is not reliant on TSMC, where companies are outbidding each other on the latest and greatest capacities.

aftherith

Lockup ends at midnight tonight, so tomorrow will be the first selling opportunity. It actually can mean a bounce sometimes. I believe ARM bounced on the actual lockup expiration. But who the hell knows.

TooLateQ_Q

ARM is the death of Intel

ComprehensiveYam

Lived through both bubbles. I started my tech career in 2000 and thought I’d be a millionaire in about 3 years once my stock vested. Nope. Still became a millionaire but much later in life. Housing bubble was wild. I was making about 100k (still in tech) at the time. We toured new developments and they were just mobbed with people. I remember some townhouses were like 900k or something and I was asking the sales agents about how I could afford one because my calculators weren’t penciling out. They said no worries, I could easily do it with ARM loans where I paid less than the interest and the remainder just got tacked onto the principle balance. They assured me it wasn’t a problem because real estate always goes up (lol). My buddy’s sister was a school teacher and her husband was also a teacher - they were making less than 100k total between the two of them but somehow signed up for three no-doc no-down mortgages!! They literally had millions of dollars of real estate to their name and no actual way to pay for it. Of course it financially ruined them. I just caught up with them again and they filed for bankruptcy again last year. Got to be some of the dumbest people I’ve ever seen and I can’t believe they’re teachers. I’d hate for my kids to be “educated” by these morons

bearhunter429

Wen ARM pump? LMAO🤌

pojosamaneo

It's shocking how little Intel is worth considering how many devices use their chips. Of course, those some companies are just dying to replace their X86 chips with ARM, so maybe qualcomm is the real play.

MoonGrog

It’s really a software issue at this point, Windows on Arm Exists it sucks, the X86 interface layer is terrible, Apple did a bang up job. If Microsoft gets the software right, x86 will die in the desktop. Server world is a different thing and adoption will take much longer in some cases. Obviously there are many Linux distribution with ARM support,

ph0n3Ix

> I feel like x86 will soon be a dead end with ARM chips scaling. More things might be moving to ARM or gaining support for it but x86 is going to be around _forever_. I Have not looked at numbers, but I doubt that the qualcom snapdragon chip and apple M series have put a meaningful dent in x86 CPU volume for any sector _other_ than consumer-grade hardware. And even then, the _cheapest_ devices at my local $BigBox are still intel/amd powered. There's a snapdragon in a ~600$ PC and a ~1200$ PC but the $299 PC is intel powered. if ARM isn't careful / keeps trying to get more controlling over their IP and how they license it (see: qualcom) then you're going to see some practical competition from RISC-V in the coming years. I suspect that the raspberry pi guys explicitly added RISK-V support to their latest micro controller just to get some experience and to have some leverage next time they have to negotiate an extension to their ARM license. Depending on how stuff goes with the RISK-V effort, ARM is either going to have a slow/gradual erosion of market share or maybe a much quicker erosion in the micro-controller (think the brains inside of you appliances; smart, yes, but not a full on "computer" like the one i'm typing this on ...) sector. I am a lot less confident about my RISC-V/ARM predictions when it comes to "real" computer chips, though.

sogladatwork

And now ARM has IPO’ed to raise money to scale up.

sogladatwork

I feel like x86 will soon be a dead end with ARM chips scaling. As chips gain in power, so does their energy consumption. Soon x86 will cost too much.

HimmarsheeStreetLive

3/3 too. Passed on ARM, RDDT, CRCL, CRVW, and FIG. The Reddit chatter spooked me. Quite a number of people here got their full requests filled. One post stated it could have been that "institutions didn't fight for the float."

Happy_Discussion_536

>“Given the relative attractiveness of ARM rates compared to fixed rate loans, ARM applications increased 25 percent to their highest level since 2022, and the ARM share of all applications was almost 10 percent.” Adjustable rates are becoming very popular again. Americans are correctly betting big Trump will deliver on cuts.

suboptimus_maximus

It was very obvious in Orange County where a huge portion of the economy is/was people selling real estate back and forth to each other. Tons of liar loan ARM type mortgage brokers popped up everywhere and when that bubble burst there was empty office space everywhere. I worked for a small, growing company that moved up to a bigger office around 2010 and when we went looking there were tons of units that were empty cube farms and call center type layouts with stacks of abandoned forms and paperwork on the desks.

Wrong_Phase_5581

ASML is a monopoly in EUV lithography machines needed to imprint designs on semiconductor dies NVDA and AMD essentially have the entire logic chip market for data Centers and ai scaling (though Nvidia is 85-90% of it) Oil is an oligopoly to some degree AMD Intel, and ARM basically have the entire CPU market. But AMD is far superior in company quality. Intel is struggling big and ARM only licenses IP so they don’t take as much consistent profit and they’re more risky due to the constant competitive innovation needed to make new sales which is compounded by the fact that they don’t sell actual chips.

Meekmeek11

They only have me one too. I tried to get 10. I should of bought more of ARM and more of CRCL.

RogueHeroAkatsuki

Yea, its one thing I absolutely hate about US. Not only Trump but Democrats too. They set laws which impacts what happens on other part of earth outside American courts jurisdiction. TSMC has huge technological lead over American companies but they are also bound by US law and need to put restrictions on manufacturer not liked by US Congress(like Huawei) because if not then Dutch company - ASML will be required to stop sending them EUV machines because its what US wants. Absolute circus. It would be interesting if ARM was purchased by Chinese company and started restricting their IP usage for American companies. It would f\*\*\* Apple and Nvidia hard. Same with agreements pushed by US which require American soldiers commiting crimes on foreign soil to be tried by US law.

haarp1

i doubt it, if NVDA wasn't able to even buy ARM that has no fabs, but a similar monopoly position like Intel.

FullOf_Bad_Ideas

Move to their proprietary ARM CPUs on laptops was a big one, though they sandbagged earlier Intel MacBooks by mounting cpu paste extremely badly, to make the switch more appealing to users.

david-yammer-murdoch

Custom ASICs/TPUs beat GPUs for specific AI tasks because they’re lean, purpose-built, and power-efficient-like ARM vs intel x86, you wouldn’t want your mobile phone running Intel! A GPU can’t compete with a TP on cost per token. Inference and prompting has done much more than one time training.

AaronfromKY

Honestly why I'm bullish on ARM. Their chip designs are inside nearly every phone, every Mac and iphone and ipad they make, not to mention switch and streaming boxes. They're inside everything.

LordSnarfington

CRCL, CRWV, HOOD, RDDT, ARM, DUOL have entered the chat

Consistent_Panda5891

So is finally time of investing in intel? Lowest from 2009... But they have not business, ARM chips full better. But with new CEO appointed by trump they should get many B investment from "low tariffed countries" 😂