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 $10B Valuation After ARM’s Successful IPO
when does options trading open for ARM
Forgot to confirm my ARM IPO order for 10K, now its up 25%
Mentions
PIN, ETSY, RIOT, MARA, ARM, Microsoft and APPLE? This week is loaded with
Held my NVDA and ARM puts all day, was painful but after that close I think I’ll be aight
NVDA and ARM puts… held the whole day. It was painful but I think I’ll be okay after that close
ARM 0dte calls 10x baggers tomorrow
Haha! Seriously, I came into trading thinking I’d be good at biotech picks. Wrong. Then the probabilities. Wrong again. (Because that’s what I’d studied.) Every single success has been the result of a Wikipedia rabbit hole. (Christmas 2022 was ARM, only IPO I dated buy, and have long since sold, because SoftBank.) *I am too school for cool, don’t get me wrong. But the sum total and others’ input, I think makes magic.
That ARM valuation looking juicy.
ARM from -9% to +1.5% to -5.5%
Just need ARM up 12$ to break even 
good lord 90% of ARM is owned by softbank
what is wrong with ARM today? It looked like ARM started free fall, then NVDA went crazy
SoftBank secured an elite moon machine in ARM. They own over 90% of the float and literally dictate the price  any dip is immediately bought
You think ARM is a Ponzi?
puts on ARM about an obvious call as puts on F earlier this week, missed that bus
No position on ARM but man I want to see this manipulated ponzi garbage drill to the core
So ARM sells over 11% and has almost a full recovery? Not buying it, will go lower
Sorry guys I could only afford tsla couldn’t save NVDA ARM and more
Not selling ARM puts until… never selling them actually
I’m not selling my ARM put, not this time
Robinhood charts have to be the worst thing I’ve ever seen. ARM is Below where it was February 12th on every single chart Robinhood has it way higher visually. Vlad and his developers the biggest scammers
Remember to short ARM , mother fker has like 495 P/E . 
Oh man, I have (had) a ton of ARM. Should have taken that 120% profit.
I bought ARM $160 7/26 puts at 0.8 on Tuesday, sold yesterday at open for 1.3. I dont even know what they will open for today, but they were over 5 a contract yesterday… fml
Nvidia, ARM, NTR, MOS, SPY 650 DEC... buying if either red
What’s this 563 P/E on ARM? 
Loading ARM earnings play tomorrow at open. 500x bagger coming
Should I buy ARM puts. Seems like it still up decently while chips went in the shitter
Many people are all in TSLA, PLTR, ARM, etc. Not only that, they bought in late so they saw all their profit evaporated.
What crisis? A bunch of subprime ARM loans in the early 2000's was a crisis when rates went up. There's no crisis. There's a bunch of people with 2-3% loans saying fuck you I'm never selling my house. 🤷♂️
In sequence of events it was interest rates raised effecting people with ARM mortgages, VW squeeze sucking liquidity from SPY, ARM borrowers defaulting, Bear Stearns going bankrupt from MBS bonds. Then retail panic.
NEVER GO AGAINST A MAN WITH A TATOO OF HIS COMPANY THAT HE FOUNDED ON HIS ARM... https://preview.redd.it/kdv4u63ehded1.jpeg?width=700&format=pjpg&auto=webp&s=c6c1b5a2f1dcd547989c5ef3ef990b5a6ea6dfcf 
If my NVDA put prints enough my ARM earnings put will be free and I can gamba 
Semis (NVDA, ARM) tanking too
Here’s hoping that this takes down ARM and AMD.
Microprocessors are down. INTC AMD ARM and PLTR is hot!!!
Nvidia, ARM, NTR and spy September 575 are the only ones that matter to me for now... will buy either if red.
ARM rode the semiconductor wave. There is no such wave for Cloud security.
who tf did kamala hire as her financial advisor? mf recommended she pick up a 7-year ARM for her 2.625% mortgage in 2020
I’m an ARM investor. I like my PEs like I like my women. Large.
My ARM's big adventure
ARM is just straight up manipulated af
Here’s a hint: Disney & FOX, TMUS & Sprint, Broadcom & VMware, Amazon & MGM, Salesforce & slack, AMD & Xilinx, NVDA & ARM, Microsoft & Activision “X” & INTC
CAVA, ARM, RDDT 3 recent IPOs that did the opposite of what you're suggesting. maybe you're the teenage regard expert?
why tf am i even messing with ARM
That’s mainly cause ARM’s biggest investor isn’t trying to make a killing at IPO and dip
We said the same thing for RDDT and ARM. Both of them keep ripping btw.
buying Nvidia, ARM, NTR and spy September 750 if either red
I feel you, I switched to short last week, started well, then this weekend Biden drop, I thought I would go the right direction, everything went up, my short red, started to cut some ARM loss, then ARM start to dump, it really feels like every move I have been doing for 2 weeks was completely reversed in the 5-10 min after I move.
Nvidia, ARM, NTR and spy September 575 are hot
Yeah. Too much in ARM. No other comments
They're going to face competition. It's Intel. AMD is kinda cringe in feigning prospect. They're a toy of a gamers rig CPU. TSM might as well be Texas Instruments, except latter isn't regarded as a world War catalyst. ARM is for whoever buys them, to include $8 Raspberry Pi boards. Intel, is the only alternative. And there will be one to Nvidia
buying Nvidia, ARM, NTR and spy 575 September
Remember that time Steve Jobs was like “I’m so happy with our new x86 deal, let me show you the iPhone. I want to give you first dibs to designing the chip for this. It would need to be ARM though” And due to a lack of imagination, that their founders had built their company on said “It’s not profitable for us unless it’s over like 200m total sales and this ain’t ever doing that. No one will stop using our x86 and we love our market dominance there.” Intel are as dumb as rocks and are only kept alive because we still need x86 for a while longer.
As someone who owns 110 shares of NVIDIA and has been up 50% since March 2024, I'm irritated that Biden dropped off super late, and that he endorsed Kamala Harris to be his successor. It should have been a more competent moderate (Gretchen Whitmer, Tammy Duckworth, Mark Kelly) or progressive socialist (AOC, Liz Warren, etc). I believe I have to reorient my portfolio to survive a Trump victory. Since Trump has JD Vance as his running mate, and since the VC environment of Silicon Valley seems to embrace him, I believe this gives us good insight into which businesses will thrive under Trump. Trump has already indicated that he will not defend Taiwan or ASEAN, and he will likely not defend Ukraine and the EU countries. Taiwan-dependent businesses such as the big tech giants (Microsoft, Apple, NVIDIA, Alphabet, Amazon, etc), as well as semiconductor and CPU stocks (AMD, TSMC, ASMD, Qualcomm, ARM, etc) will probably stagnate or drop for a while. We know Trump has a massive protectionist streak and he gives ungodly amounts of tax cuts and regulation cuts to the rich, so companies like Intel (semiconductor stock tied to existing US industry, and not related to TSMC) will do very well. More importantly, the Silicon Valley crowd that supports him is very pro-Israel and very tied to Cryptocurrencies. Investors should follow the Paypal Mafia - this means companies like Palantir, Meta, Coinbase and Tesla will benefit massively from Trump's interest rate cuts, tax cuts, regulation cuts, and anti-union policies. Capitalists who suck up to Trump or agree with his general agenda of "owning the libs" will benefit, while "woke"-coded companies like Apple and Alphabet may suffer. Monopolistic practices will be rewarded, expect more M&A's. We might want to look at the companies that generally succeeded during Trump's first term as well. Anybody who can argue otherwise is welcome to disagree here.
NVDA/TSM/ASML/ARM more dump > buy put
Great conversation here everyone. My experience for the past 4 months has generally revolved around selling .25-.4 Delta puts 30-60 DTE on red days for MSTR, SMCI, NVDA, ARM, AMD, NFLX, BABA, COIN, AVGO and others (I'd love suggestions on other volatile names with large premiums). I'm learning a ton and also learning about the personality of some of these violentstocks. Sometimes I will also add the long put at the same time, or wait until I'm really needing it from a buying power perspective. This is a WIP. My general target for spreads is 3:1 Risk to Reward or worse case 6:1. Also a WIP. My next test will be trying for smaller premiums with a put debit ratio spread (1 short put, 2 long puts). to take the edge off a stock that really drops. My one question for all is closing CSPs, is there any rule of thumb here on the DELTA? I recall 21 DTE is most optimal, but couldnt recall what I had read on best practice for closing at a certain delta. At any given time I have positions up and down, but feel there is an optimal zone I'm missing and that \~ 21 days and .20 delta is probably OK as a general rule.. The strategy I'm going to try and incorporate is on big green days, start buying low puts 45-60 days out in anticipation of pull backs where I can then sell the short put. Maybe it is just better to do both legs of the spread at once. I have been more nervous selling calls uncovered, but also, have been succesful in creating really wide ranges on stocks like SMCI, ie. sell a put spread at $800 strike, and then once it rockets to $900, sell a $1000C for the same date, so that there is a strike zone that is $200 wide, ie. $800-$1000, then the premiums can add another $50-$75 net on each side for a wider range of ways to earn theta. This is also a WIP but appreciate any inputs. I changed my strategy up after getting totally crushed trying to buy and sell calls, vs. selling premium.
Or just maybe people who couldn't afford the risks of an ARM shouldn't have gotten one, and maybe sack of shit lenders shouldn't have been loaning out money to people who obviously couldn't pay their fucking mortgages. 🤷♂️
So is ARM. Arm is eating from both Intel and AMD.
Why would they stop on Nvidia --- why can't they build their very own AI chips instead of relying on TSMC and ARM too??? 
It seems like company’s are starting to shift away from NVDA and starting to develop their own custom AI chips. This is very and for NVDA as it means their future revenues will be in decline rather than increase. This is good for ARM and TSMC though.
ARM just got a big price upgrade. Exit liquidity.
The China Taiwan conflict has been looming over the semiconductor industry since forever, so to sharply discount the entire sector because of a new threatening talk is not realistic and fair. ASML is not the bellwether for the entire semi industry. It also comes down to management competency, competitive advantages and products in pipeline. I think you’re right wrt to AMD, people have been favoring that one too much while there are definitely threats out there for example Intel said they are close to gaining on AMD. But there won’t a be a sector wide selloff, however the winners and losers will now become apparent. In the H2 of 2024 we will see which company really has an competitive edge / moat and which one have just been lifting on the Ai semi trend wave. I would recommend to choose your position carefully and not blatantly sell off everything. Companies in my scope: ARM, AMD, Nvidia, Intel, AVGO, ASML, TSM, SMCI, Meta, Microsoft, AAPL. Probably there are more but I expect some to show sharp corrections while others will thrive further
Look at those outrageous numbers. Each one bigger than the other. Oh, my God. ARM and AMD even has a 3 digit P/E number.
ARM-based computers might take over from x86-based?
I didn’t realize ARM was UK/US based. Their designs are in virtually every cell phone and every smartwatch among many other devices.
Intel’s grip on x86 is slipping as ARM’s efficiency makes it the go-to choice for VPS and cloud services. AMD is kicking Intel’s butt in performance, and Intel’s struggles with big dies for AI chips mean they’re outsourcing production to TSMC. Despite being a semiconductor giant, Intel’s got some serious catching up to do if it wants to stay relevant.
Totally. Got friends and family at INTC. They are praying for design breakthroughs. The foundry business is low margin. And there plan doesn’t sound like it working. Apple move to ARM and their inability to deliver low power chips for mobile really hurt them. Blindsided by AI boom as well. Wouldn’t bet against them but I think they will play catchup for the next few years.
Can someone explain to me why ARM is up?
I'm still holding onto my AMZN, ARM and GOOGL positions. To be honest and transparent, I'm still up on AMZN and ARM after the dip, but still holding none the less.
And yet make so little revenue. They’re are as overpriced as ARM
If you think it will be outside the expected move, even past a standard deviation, you should buy the strangle. There is always a possibility of outside the expected move variance, trust me I know. ARM Q1 (or Q2) shot up 60% intraday on a 15% expected move.
New and not much capital? Enough money to buy ITM LEAPS of great companies that will go up at some point in the next 2 years with certainty (as much as there is certainty in the stock market)? If not then OTM but as close as you can afford. Apple, Google, NVDA, ARM, TSM, Amazon and so many others. You don't need to wait for the expiration date in 18 or 24 months. You can multiply your money when they spike. Very little, almost nonexistent risk, provided you are patient.
There is zero leverage for what Biden wants to do. The American consumers will be the ones paying the price if it’s Trump’s tariffs. American tech is way behind on a lot of this stuff. ARM makes chips for 99% of the world’s cell phones because Intel can figure out how to make them that small. This may not be a quick recovery.
buying Nvidia, ARM, NTR and SPY 575 September if red
buying Nvidia, ARM, NTR and SPY 575 September if red
buying Nvidia, ARM, NTR and SPY 575 September if red
By saying this you're literally going against every one of the market metrics for determining risk adjusted sharpe, sortino, omega, etc...These metrics literally capture what you're talking about - f(expected returns|downside risk). If you believe otherwise thats fine, thats your investment strategy, and if you've done an appropriate DD, maybe you've fliped a rock that no one else has, but if your argument is simply 'china/taiwan geopolitical unrest', and you dont think the thousands of analysts have considered that when benchmarking this stock, then I think thats a shortsighted analysis. Clearly analysts think that 1) the risk of china invading a country that is key to ALL chip manufacturing across the globe is low and will (despite trumps comments) be met with swift and appropriate action...and 2) TSM has done enough to mitgate geopolitical risk (buidling plants outside of Taiwan, to include the US). > There are other stocks thst you can buy that will give the same or more returns with less of this downside risk. Not many - according to the metrics - there are maybe 2-4 blue chip stocks that have had the same or greater growth (YTD) with marginally less risk...NVDA, MSTR, SMCI, ARM, all of who would likely trade lower as a result of geopolitical instability between taiwan and china.
Mad fucking deals rn looking at NVDA DISNEY META VERTIV ARM
I was gonna buy ARM puts last week but then I got high
Finally my ARM puts are printing. Lets fuckin go
90% of US semiconductor manufacturing shouldn't be hedged by single island on the other end of the world, on brink of conflict any day. Intel under the Chip act should become the leading silicon foundry of the world. Microsoft, ARM & Broadcom already switched to using upcoming Intel 18A silicon, others will follow.
buying more Nvidia, ARM, spy, NTR if red
Softbank dumping ARM? Some big volume.
buying Nvidia and ARM and SPY.... Just sold BNS for taking some profit and to utilize the funds
You guys claiming it's Trump... It's Biden threatening more chip export controls. I know this sub hates Trump and all, but damn people. 09:24 AM EDT, 07/17/2024 (MT Newswires) -- Semiconductor stocks were falling in recent premarket activity Wednesday amid reports of tighter US export restrictions to China. Bloomberg reported late Tuesday that President Joe Biden is mulling severe trade curbs if chipmakers keep giving China access to advanced semiconductor technology. ASML (ASML.NaE) shares tumbled 8%, Nvidia (NVDA.NaE) dropped 4.2%, AMD (AMD) fell 4.3%, Qualcomm (QCOM.NaE) shed 4.6%, and Arm (ARM) lost 4.4%.
How will ARM react if TSM earnings bad ? 
Big drops on NVDA, AMD, TSM, AVGO, LLY, PLTR, ARM, ANET, LRCX
ARM actually signed up for long term contract to use Intel foundry starting with Intel 18A node.