ARM
Arm Holdings plc American Depositary Shares
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-100.00% Today
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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
ARM is one of those companies that seemingly disappeared from the zeitgeist despite us still being in the AI bubble
#ARM drilled from $185 to $105 in the last few months because Softbank uses it as a piggy bank to bail out OpenAI LMAO🤌
#Softbank owns 90% of ARM and it used its ARM shares as collateral to raise $40 billion to give funding to OpenAI. If OpenAI blows up, so will Softbank and so will ARM. LMAO🤌
When you get fed up with dependency hell, BSD is there for you. It is like a Mac, but less walled garden and a little more power hungry. I had FreeBSD jails in 2004, cute that all these kids got excited about their docker and para-v containers recently. It really feels like people just don't know what computers are for and MS takes a big advantage under the guise of ease of use. And everyone keeps re-inventing the same wheel that's already been turning for years. Now they are in my cables with their stupid ARM processors everywhere figuring out how thick the wires on the USB-C cable are and if the source and sink are allowed to talk to each other. I am getting too old for this shit and I am a millenial ffs.
they're running out of money to prop up ARM so it's not far
I'm thinking PLTR and SMCI up, idk about ARM though. May run up before then early during the week.
Thoughts on PLTR, SMCI, ARM?
I am just pointing that ARM is the canary. If liquidity was easy it would be trivial and cheap for them to prop it up. They wouldn’t have had to go to 33 banks and risk a coordinated margin call crash. ARM is dropping and they couldn’t find a singular lender.
something big might be going down with softbank ARM is on a fucking slip and slide
Agreed. I'd say at the 750 dollars of the basic m4 laptop its an exceptional value (school year sale). ARM is amazing, and I'm hoping more games make it compatible, or better yet, Apple develops a compatibility like proton.
Not really, building your own PC is not a 1:1 with laptops. And windows laptops can leave a lot to be desired. I'd spend more for an ARM chip that doesn't require cooling and sips battery over an intel machine. Display is up there with premium windows laptops. Its a milled body versus paneling. There is nothing in the windows laptop market that is similar at a cheaper price point. There are a lot of benefits over Macbooks, the only benefit you may get is some more ram and storage for the price. I've owned cheap windows laptops, premium windows laptops and am on my first macbook, and I'm blown away.
The canary in the coal mine is gonna be ARM. It is only 10% float at the moment. Massa has put 18 billion of SoftBank’s stake in ARM for loans to OpenAI. They took out the loan with 33 banks, so if collaterilsation is an issue ARM is gonna Archegos. At the moment 45% of their NAV is ARM. Also they just found 30% of additional ARM revenue and as circular financing from SoftBank. Given how far they have fallen from their ATH, gonna be interesting to see if SoftBank stays liquid and avoids being margin called. Also Japanese bond yields are spiking hard so again fascinating to see how liquid. That and their existing commitments to StarGate get eaten up with increased commodities (silver) and having to build out power for the given plants. We will see what happens. In addition bond yields in Japan are spiking hard.
Ehh, MacBooks these days are great, no doubt about that. But they really only have 1 main advantage which is Apple silicion these days. Premium Windows laptops have caught up in pretty much every other aspect hardware wise. So things mostly just boil down to software compatibility and OS preference for people in that premium range. Gaming on Mac is actually even worse than it used to be now that Macs are ARM only, and there are are a variety of programs that are x86 and/or Windows only still. If a Mac works for your needs, great they're awesome devices. But they're not the end-all be-all laptop still. Personally the main deterrents for me are practically non-existent user serviceability, and no Linux support. Technically there are people working on Linux for M1/M2, but they're passion projects that while impressive, have a lot of drawbacks that I'd rather not mess with.
Honestly, it'll probably be the next Xbox rebounding it back since it is supposed to be a hybrid PC/console. If they ever announced Windows Phone; there'd be an even bigger jump. Just bring out a phone with a blackberyish keyboard/setup with Windows on it. Windows on ARM exists.
Anyone else think this is a fake dump and by next week when PLTR, SMCI, ARM, GOOGL, and AMZN report we will be fine?
Next week I'm looking at PLTR on Monday, SMCI on Tuesday, and ARM on Wednesday. Which will go up and which down. GOOGL also Wednesday but it's already at ATH so idk.
ARM no more costs an arm and a leg 🍗 Too cheap to ignore.
ironically ARM is being held back by MSFT and its increasingly shittier OS but yes intel panther lake seems to be very good
Ngl bros, the new Intel laptop CPUs are looking really good, especially for battery life. I honestly expected the industry to shift to ARM like apple did, but Qualcomm's snapdragon X Elite chip hasn't even gained 1% market share in the laptop market. Anecdotally, I've heard that most normal people who buy them, don't realize that it's ARM and run into app compatibility issues. Also, not everyone wants to figure out how to get a translation layer working. The next gen Qualcomm chips might change this though, but I don't have my hopes up.
#ARM is drilling because Softbank use their shares as a piggy bank to bail out OpenAI LMAO🤌
Why is $ARM down when every semi is up ?
Anyone know what’s going on with ARM? Had that one on my list for a while, earnings are next week, it has taken quite a beating. Was thinking of going in for a trade.
I am going BALLS DEEP in ARM
Yeah, sure.. Canada is going to surpass the US in tech. Right. Which tech company is based in Canada and moves the needle? Which is based in Europe and moves the needle? (Besides ASML, all you have is SAP, Synopsys, ARM Holdings, Seagate & Shopify lol) Meanwhile the US has: NVIDIA AMD Micron Intel Microsoft Apple Amazon Tesla Applied Materials Broadcom KLA Lam Amphenol Arista Credo Vertiv Caterpillar Cisco Oracle CoreWeave Dell And the list goes on. I barely scratched the surface of tech, let alone the ridiculous presence we have in healthcare, defense, industrials, consumer, and financials. There is not a single sector that isn’t absolutely dominated by US companies. And the international companies that move the needle are overwhelmingly looking to establish themselves in America (TSMC, etc.) because that’s obviously the move. Avoid US stocks at your own peril.
Dude, your analysis is missing the most critical factor: REALITY. Let’s fact-check your points: 1. Fuel (The Elephant in the Room): You ignored the biggest bottleneck. Oklo needs HALEU. Where are they getting it? Russia? The U.S. supply chain for HALEU is years away. No fuel = No power in 2027. IMSR uses Standard LEU. The supply chain already exists globally. Terrestrial Energy can fuel their reactors TODAY. Oklo is buying a Ferrari without gas stations. 2. Regulatory Track Record: Oklo’s application was denied by the NRC before. They are starting over. Terrestrial Energy (IMSR) already has its Principal Design Criteria (PDC) approved by the NRC (Standard Review Plan). They are moving straight to the Construction Permit (CP) with a regulatory path that actually works. 3. "Proven" Tech? You say Oklo is "proven"? Their design relies on liquid metal fast reactors which have a history of complex maintenance issues. IMSR is based on MSR tech proven at ORNL, but modernized. Plus, IMSR produces High-Temperature Heat (Industrial Heat), not just electricity. This opens up markets for hydrogen, ammonia, and desalination that Oklo can’t touch. 4. Business Model: "Only selling designs" is a feature, not a bug. It’s called Capital Efficiency. IMSR is the "ARM of Nuclear" — licensing tech to massive operators like OPG or DL E&C. Oklo trying to build, own, and operate everything (Utility model) is a massive CAPEX trap. Good luck burning that $2.3B when delays happen (and they will). 5. 2027 Deployment? Don't make me laugh. Without HALEU and a finalized NRC license, 2027 is a pipe dream. IMSR's early 2030s target is realistic and backed by actual industrial partners, not just hype. Stop looking at the hype and start looking at the physics and supply chain. IMSR is the real industrial solution.
Buy ARM before earnings... Free money
ARM could be $130+ by end of week...
Bought ARM at $115 So many people in other subs are saying $ARM should trade around $60 How screwed am i
ORACLE and Open ai are married, open AI need Oracle and Oracle need Open AI. Their problems are intertwined. Due to the size of the investments nobody are willing to pay this much for compute, all the other industry players have gone different routes. There is no question Open AI burns a hell ton of money and that fast, and they are kicking the can down the road and hoping to find a solution. Everybody dances as the music plays. Look into SOFTBANK they sold NVDIA stakes and leveraged their ARM holdings to finance OPEN AI at year end. SoftBank trackrecord is mediocre at best, look at we work investment… So much stupid risk is being taken
This is actually a solid DD on a company most people have never heard of. The licensing model reminds me of how ARM prints money without having to build anything themselves The physics argument is compelling - when you're pushing EUV to its limits, you can't just software your way around material constraints. If CNT pellicles really are that much better at handling the heat/stress, then yeah this could be one of those boring infrastructure plays that quietly becomes essential My only concern is execution risk with a small Finnish company trying to break into such a specialized market dominated by Asian suppliers. But if they already have traction with Samsung/TSMC ecosystem that's pretty bullish Definitely adding this to my watchlist, thanks for the write-up
Is ARM too expensive to buy?
They said this with RDDT and ARM too and nothing happened lol. If anytning they skyrocketed since
I honestly don't get what people like you expected from Intel's earning. my background, I am a Chartered Accountant, I audit and / or write Annual Report for a living. Intel does have a lot of growth, it still command a 80% plus laptop market CPU, that is 4 times more than AMD, Apple and Qualcomm combine. They might have a very large marketing team, so they are not that profitable, but they sell CPU like pancakes, while AMD is sell like an old lady. Intel made laptop is some of the most preferred amongst Business and Government, is become a habit and they don't look at anything but Intel (even they are also X86 like AMD), let give you an example of a senior accountant working in the Australian Government (my ex-boss), he would love to have the 5G surface laptop, he knows that I am a CISA (with [B.Sc](http://B.Sc) Comp Sci) as well, so he asked me what do you think, I then say it is ARM, and he just like OIC sorry no no then. I met hundreds (if not thousands) of accountant out there, they are the one controlling your company CAPEX budget (CFO, FC and alike), and guess what if you walk into a COSTCO today, you see AS400, you walk into a bank like HSBC and ANZ, you see AS400, this is an area that backward compatibility, and if that is the company I work for and the marketing lady ask me nicely can I have a MAC, I will say NO, Windows Intel Laptop just work as good, this is not 1980, Adobe work great if not better in Windows and not MAC, I do want to re-purpose the machine after useful life, I can't do it with a MAC or it is NO. As accountant, I know a lot of them can't leave Intel / X86, things like SAP ECC, they still want it even SAP is punishing them for keeping it, they just ask a bigger budget and stay on ECC, just like they stay on with AS400. period. How many PC Gamers buys in total, and how many PC will company like PwC (professional service), ZF (big but not listed) ... S&P 500 will buy in total, sorry, no growth ha ha. that is a joke. Therefore for people out there, please understand I don't think Intel needed an external customer for foundry, Let just give you an Example, do SK Hynix, Micron, Texas Instruments have foundry customer, I did not see any, with a 80% laptop market alone will have a much higher Die Area output then any of the 3 companies I listed up there and they don't have external customer for their foundries. So why Intel needed an external foundry to survive ??? Do you think SK Hynix CAPEX is less than TSMC, no no no this is joking. The CEOs after Paul until Pat is bad, they drove the company down, but Pat was really great the Panther Lake, 18A, Clearwater Forest ... perform is what his vision. I think what Intel did to him is very unfair, including Larrabee.
judging solely from ARM price action recently they seem a bit distressed
Oddly enough I found this company through a ChatGPT prompt. It started with rejecting centralized, GPU-heavy AI as physically unscalable due to bandwidth, latency, and energy limits, which forced compute outward toward the edge. From there, we reframed intelligence as always-on, event-driven, ultra-low-power, using a biology analogy (billions of quiet neurons) to show why intelligence must fragment into tiny local nodes. That led to ARM and RISC-V as enablers— and to companies like AMBQ as bets on energy efficiency per inference rather than peak performance.
INTC puts. ARM/ NVDA calls https://www.theverge.com/games/867056/leak-nvidia-n1-n1x-laptops-lenovo-dell
Big push into ARM based computers (ex. QCOM Snapdragon now the processor for Microsoft Surface). NVDA working on releasing a new ARM laptop. ARM is the future.
Si Intel Will be manufacturing ARM chips. Interesting
GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward. Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.
They still have limited AI upside, no major fab contracts, limited fab capacity, late nodes that aren’t better than peers and a design business that is being challenged by both AMD and ARM.
AMD CPUs will be killed by QCOM ARM Snapdragon. Puts on AMD, Calls on ARM.
A few years, when Apple started moving away from Intel and used the ARM architecture for its CPUs, Intel's CEO brushed it off, and publicly said Apple would quickly realize their "mistake". This is just one example, out of many, that illustrates how disconnected from the market Intel has become.
NFLX, INTC both shit earnings. Next week is the same, META probably ok, MSFT will tank, AAPL flat or slightly up, and then GOOGL and AMZN will get slaughtered the week after. I'm bullish as fuck on ARM
ARM should rip today and next week. CPU shortage is real and intel is still a mess. Higher.
ARM to 160... Lets go... 🚀 🚀
Agreed. Intel either has the worst timing in the world or they have a big skill issue for constantly missing out on big secular trends. To elaborate a few: - Missed out on adopting EUV at the right time and then lost the lead to TSMC - Sold off their memory business because it was low margin, but now look at how much money memory is making - Didn’t treat GPU seriously and missed out on the AI accelerator market - Didn’t adopt chiplets until many years after their competitors did and they’ve lost big server marketshare to AMD - Didn’t take Apple seriously when they could’ve made Atom processors for phones, and thus completely ceded the phone market to ARM.
ARM to $160 before earnings 🚀🚀🚀🚀 let's go
#In 2 days ARM is up 13% LMAO🤌
ARM to $160 before earnings 🚀🚀🚀🚀 let's go
ARM could be at $160+ before February earnings date. It does this each quarter and then tanks after earnings... Climb to $150+ should start from tomorrow. This is clock work... Check out the historicals.
I dont have ARM but I do like it
I think ARM is going to go up on earnings
Be me See ASTS peak up from purchase tuesday. Decide eh feels right by noon, throw in to SMR Sees blackrock throw in sees SMR go big. wonders if BlackRock sees me (They dont) feels wonderful ARM lit up. day is good Fuck Tesla.
My picks that are overvalued: INTC, AMD, RLKB, undervalued: META, ARM
Yeah, I think publically traded is only 10% of total outstanding with SB owning 90%? Must keep it higher. I'm looking at it, but want to see how NVDA ARM chips do.
How was ARM trading at $175? It's way off Its high and still over 60 forward PE.
Averting down in: Meta, ARM, apple, NET, BTC Keeping eye on: JPM
I see ARM dumping today. SoftBank took a 23 billion loan for Stargate, using 8 billion of his ARm stake. The LTV is unknown, but he is beyond margin call to 33 banks and entities at the moment. Given the stock only has a 10% float, I don’t see those 33 entities waiting and can see a rapid rush to dump. ARM is what 54% of Softbank’s NAV? I think today may be the day ARM, SoftBank, Oracle and OpenAi go pop.
Fuck it, some ARM calls for no reason
ARM could be at $150+ before February earnings date. It does this each quarter and then tanks... Climb to $150+ should start from tomorrow. This is clock work... Check out the historicals.
They can certainly buy Chinese hardware to spite the US. You also have to realize that ASML is a European company, so is ARM, and most of the world's fabs are not in the US.
No one is using ARM chips for data centers, are you f'ing stupid?
You’re right, Pharma is here and must be doing ok. ARM are US listed and possibly wrongly I don’t think of banks as doing anything useful. I wish we had a different industry to focus on other than finance.
That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.
It's true, but we have ARM, ASML. Even working with South Korea directly to fabricate our own ARM chips would be an improvement. Linux is open source and the main OS now for infra. Yes, we're way behind, but we have to start somewhere and try to wrest some control back. I'm not saying it will be easy or quick.
problem is that's where all the fun companies IPO. TSX has Aritzia and Shopify, the LSE has Astrazeneca and Uniliver, the DAX has Siemens and Airbus. NASDAQ and the NYSE got ARM, RDDT, Micron, and soon SpaceX, OpenAI, and Discord.
Europe already has 10% global market share and is aiming for 20% by 2030. They're leading the silicon carbide fields and 99% of the ARM patents are in UK hands. It's already a global leader in semiconductor R&D (Fraunhofer, CEA-Leti, imec), though it currently lags behind North America and Asia in translating that research into large-scale commercial manufacturing.
meta certainly doesn’t contribute anything that’s irreplaceable. neither does amazon, online storefronts and cloud computing are commodities. microsoft makes oses that nobody really likes and that are becoming increasingly irrelevant (if everything is a web app, what difference does the OS make?). ARM is a UK technology and the vast majority of the internet runs on linux. therefore, the only thing that’s usa based that will be really difficult to replace will be mobile (it’s an android/ios duopoly).
MediaTek, Samsung, Qualcomm (I know they're USA based but they use British ARM designs, at least) x86 is holding everybody back anyway. That's why Apple left and is now killing it with performance per watt and able to make such slim powerful machines. If they cared about games, they would crush there too.
”They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM” Who do you think makes these chips exactly? TSMC and Samsung both very much rely on the US. That wouldn’t go very well. Also, almost all professional software is on x86 and does not run on ARM. That wouldn’t instantly kill their (already) dying industry and few tech firms they have. Unless you want the european economy to be solely held up by luxury fashion brands, you might want to think again.
EU based hosted solutions. Linux. Just deleting Facebook and Instagram is positive without a replacement. ARM based devices and servers.
Getting off AWS and Azure would be pretty straightforward. That's where they make all their money. They could ban Facebook and Instagram tomorrow and be much better off. The faster they get of x86, the better. They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM. Windows has become spyware. They should get all their government and defense off of it anyway. The USA can't be trusted. All their shit is probably full of back doors.
Let’s see I have $800 in call swings - RIVN and ARM - and $260 in IWM puts. Totally dumb but might be ok 😂
Yes, the usual fee is like 10% or rent in the US. I previously managed my own properties but used a lot of resources and a lawyer to make sure my leases were airtight. It wound up being worth it, but I also got lucky because of market timing (buying in late 2010s with ultra low interest rate then selling in early 2020s), now live in my forever home. My 4 tenants across 3 units were all stable through COVID, no lost rent, nothing. Just a broken AC (it was 32 years old) and a few windows needed to be replaced. Likely because I bought solid B class properties (wasn't trying to be a slumlord) in good neighborhoods and good school districts. Cut my cost of living to almost nothing snd my houses went up 50% on average after 3.5ish years. I targeted houses that were under-rented and as soon as I purchased and bought them both off market, I straight up told my tenants: this place is way under market rent, so each year, I am going to increase it by 100-150 dollars. I wanted them to know right away. I didn't lose a single tenant that whole time, but it was streasful. Then I will move to another state in 4 or 5 years (I had a 5/1 ARM). Even though it wasnt a large multifamily where cap rate came into play, increasing rent and doing several updates to the units (modtly paint and carpet plus landscaping type stuff) is what provided me to have such large appreciation. Glad I did it but wouldnt do it again now that I am older and making more money.
Time to start buying ARM. First order in for 10 shares at 105.60. Looking for total investment of $20k.
Lost my life savings on $ARM and $SNOW calls, fuck this market
Tell me why, ain’t nothing but a heartache Tell me why, ARM calls were a mistake!!
hmmm.. that massive green 🕯️ on ARM just now!
WHERE THE FK YOUR OTHER ARM AT? You lose it in the fryer? I TOLD YOU NOT TO GRAB THAT EARING LET IT GO
ah.. and what % market share is that vs ARM?
I'm really curious about ARM. Everyone is using ARM but I guess since they only do the architecture its not going to be as big as the players who actually make the chips
ARM is getting gutted by SoftBank selling
You guys are all parrots who just say the same dumb shit somebody said before, this same argument was made for $ARM and I think it doubled possibly tripled in price during it. You want to know the outstanding shares for $FIG? 495M... guess what % "insiders" hold of that? \~3-4%... so yeah those 3-4% are surely going to dump it to $15
It's design is still being licensed for mobile and low power architecture. I don't see any competitors in that field since alot are focusing in AI chip design still. Although overvalued, it's nothing new to the stock market, nothing ever makes sense (i.e. TSLA). It's basically tanking because of valuation concerns and slowing of smartphone demand. It IPO'd about 60s and it's been hovering above 100s for some time now. It should bottom soon since people need to realize ARM's design is actually applicable to AI as well, ARM has begun investing across multiple layers of AI from CLOUD and PHYSICAL AI (i.e. robotics).
I’m curious to your thoughts on ARM, it seems like they have been sliding a lot recently. Whats your conviction that it will go back up?