ARM
Arm Holdings plc American Depositary Shares
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This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Strangely the US wants to Intel to succeed but their price does not look that way
TSM - I was right, kind of, and i think there's still more value here.
Can someone help contextualize ARM versus AMD, NVDA, INTC, or other semiconductor companies
**BioLargo: The Rising Star in CleanTech with Blockbuster Success POOPH, Exciting Subsidiaries, and Game-Changing Developments**
Arm Holdings: Setting Our Sights High with a $110 Price
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ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD
Remember to Withdraw 7K and Max Out your Roth January 1st
Intel Corporation: INTC’s Latest Strides and Challenges
Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance
$ARM and All my Dividend Stocks Holding Up My Portfolio Today Against the Mag 7
$ARM=All this stupid talk that Softbank is gonna dump is WRONG. This is softbanks Sees Candies/WarrenBuffetStyle. PT 65-70+ coming, why?....
Wall Street is telling you to sell NVDA
How important are the "normal" cores in an AI workload? Do AI-specific chips like Microsoft's actually threaten Nvidia's business?
Why is currency arbitrage not prevalent in mortgages?
$ARM down 6%; Semiconductors drop amid weak Arm outlook
What do you guys think of CHINA names?
My Portfolio is down 8.4% should I pannick
10/10/2023 - Put options to sell with highest return sorted by %OTM ($50-$100, DTE<14)
Waiting for the carpet tug on this amazing “AI” stock (ARM)
What should i do with the ARM shares bought at IPO 🤔
New rule allows faster listing of options after IPO / ARM Holdings options listed today
Question regarding ARM holding fees
Can't believe I am holding Masayoshi Son's ARM bags
WSB members demanding options for ARM this week
Instacart Seeks a $10B Valuation After ARM’s Successful IPO
when does options trading open for ARM
Forgot to confirm my ARM IPO order for 10K, now its up 25%
Mentions
ARM getting ass fucked tomorrow?👀
I mean a group which licenses a chipset architecture and instruction set but doesn't have to bear any of the capex costs is a pretty solid play at the right time. Especially given the move towards low power and SoC devices. And given the alternative is Intel x86, which unless you're making a desktop or server CPU for a specific subset of uses, isn't 100% necessary, ARM is pretty foundational for a lot of places.
Are you in the EU, or the USA? Because I can think of quite a few things just off the top of my head.... ARM processor IP? Lithography equipment, in fact the ONLY litho tools in the world that matter? Just removing that alone from the equation would cause our entire way of life to come to a grinding halt, and prevent us from starting up any new fabs in the states. Many pharmaceuticals? STMicro, whose chips are in sooo many things? Many different popular cars? This is an endless list. Dude get real. This isolationist/full-on protectionist attitude is stupid. 100 years ago we couldn't open up our phone and conduct business with anyone anywhere in the world instantaneously. We can now. And if we don't, someone else will. We're the biggest market in the world for a reason, because we can be. We're at the top, and apparently it wasn't good enough for some.
You really tried sneaking ARM in there and thought nobody would notice
What if, for once in our lives, AMD and ARM do something useful and cause SMH/SOXX to break out and rally the nasdaq? For once Lisa Su SHOW US WHY YOU WERE CEO OF THE YEAR 2024, BUT REALLY BE CEO OF THE YEAR 2025!
I got in on the ARM IPO and woke up last March to a huge increase in my brokerage account. I was initially confused. I couldn’t understand why my account, which had been flat, for months was suddenly showing the amounts I was seeing. I almost contacted my brokerage support until I looked at ARM’s share price and it finally sunk in. But when it did… I felt almost nothing. Almost nothing. But I tell you what. Losing all of it slowly playing NVDA options over the course of a year? I felt every. single. losing. trade.
AMD badly fumbled it's AI chips, too slow to leverage its CPU advantage and sell SoC and completely missed out on ARM PC chips while having all the pieces for years.
Wining while owning the libsy commie scum - the most beautiful day in the longest time, out of all the centuries even! <FIRE FLAG ARM EMOJI> /s
The chip world is always a little volatile, but the foundations - TSMC, ASML, ARM - are generally always going to be pretty safe comparatively. Even if Nvidia tanked and someone's tech surpassed theirs, they'd likely be building it at TSMC, using a fab designed and built by ASML. And given the rise in low power high compute devices, and the growth of AI, ARM with their lead on low power chips and architecture set is going to be pretty solid.
Jfc ARM, AMD Palantir and SMCI, its the earnings week of 10000 PE
Qualcomm is a stagnant company that makes off of recycled modem designs and patent trolling, and they're getting squeezed on all sides. The company *knows* that they're going to get squeezed out, as Google and Apple continue to vertically integrate their phones and international trade with Huawei gets super dicey. So their current play is to try and brand themselves with Snapdragon. "People will want to buy a laptop or phone because of Snapdragon", some regard in a suit says. But no one does, especially cause the Windows-on-ARM chips that are key to the strategy are pretty shitty. I don't see any growth potential. Their new products suck, and they are laying off engineers left and right. Their wireless patents and mobile SoCs give them a good cash-flow moat in the short term, but long term, they've really got nowhere to go but down. They would be a good acquisition target, if the stock was a little cheaper and the antitrust/political ramifications were less dicey.
AMD should be at least 250-300. They have a duopoly in CPU/Server, Intel, and GPU, NVIDIA. Intel is starting to get into GPU, NVIDIA is trying to break into the CPU/Server space with its ARM chip. AMD already achieved both sides, and 40%+ for CPU and 30%+ GPU market share aren't bad for two sectors. This is the most beat up and irrational stock ever. Even though, within 3-5 years, AMD will overtake the CPU/Server % from Intel. And you can't build AI model without high end AMD CPU.
ARM and Teva on Wed look interesting
ARM Holdings, with a P/E of 162, is a joke. They provide so little value to their customers, and Risc-V is quickly eating into its core market. I'd buy puts, but the price is as irrational as TSLA, so expect similar stupidity when they announce.
Data center spending accelerating through a down turn, yet priced for huge pull back. VRT/ALAB/AVGO/CEG/ARM/TSMC/MRVL
Yeah the writing is on the wall. The future of PCs is going to be ARM versus x86. Apple already made the transition. MS is slowly getting there but with more powerful chips coming from Qualcomm that transition will be easier to push. I love my M series Mac and iPad products. Nothing on the market compared to the performance and battery life right now. The surface pro with Qualcomm chip is good but still not as good as what apple offers. And they have nothing to compete with the M4 Max chips yet.
They probably have peaked in profitability, but… we all thought they had peaked in 2005 too before the shift to Intel and release of the iPod nano. The iPod was a breakout hit, and Macs were entrenched in certain creative professions, but once Macs were seen as viable PC alternatives, and with the rapidly maturing flash storage technology making small iPods accessible to everyone, as well as the growing familiarity with ARM development via the iPod, that changed the game entirely by birthing the iPhone and, consequently, the “Apple ecosystem”. Many people thought the shift to Intel would damage Apple, and that Zune et al would eat apples lunch in the mp3 player space, but they ended up dominating instead. Technological leaps will keep coming, even if not as rapidly. There’s still room for Apple to innovate if they keep their eye on the ball. But, financially, unless they find that new market (like mainstream healthcare or transport), any new consumer product is just going to replace existing consumer expenditure.
Next week we have Monday: PLTR Tuesday: AMD Wednesday: DASH, ARM Thursday: COIN
China is now making its own ARM chips which will be better than M4
Well, if you want to include a billion-dollar ARM laptop flop, I guess they do have new products. Not new revenue sources though.
Just listened to the earnings call. The management seems to be very capable individuals as always. They do not give any unrealistic targets, they seem to be aware of the needs of the sectors they are getting into (automotive and PC market) and they have the growth numbers to back it up as well. CEO Cristiano Amon is able give detailed answers to any slightly technical questions, on any sector, which I love. The same with CFO Akash Palkhiwala, the guy knows any number, current or future, that he has been asked, and is able to articulate his thoughts very well. I am especially excited about the PC market, for which they said that the next generation chips are coming later this year. As a laptop enthusiast myself, I watched probably every comparison/review video on laptops with Snapdragon CPUs, and if they keep up the good work, I think in 5-10 years we will be talking about Nvidia vs Qualcomm, just like we are talking about Intel vs AMD today. I am sure Nvidia will at some point also enter PC business, but I think this will actually benefit Qualcomm as well by making ARM the mainstream CPU architecture in PCs, which will force any remaining software producer to provide native ARM binaries.
\> USA simply can't afford to lose Intel. This comment make little sense when in the AI trade war, Intel is not even involved. Intel could just become fabless like AMD and it's manufacturing would then just be a standalone fab like Global Foundries or a defense contractor. More humans use ARM based processors manufactured by TSMC than x86 ones manufactured by Intel. The only way Intel makes a comeback is by first delivering better products than offered by TSMC and then second by showing insanse growth in revenue and earnings. I don't see that happening anytime for a few years.
I kinda wonder if we are using the drones that are being cycled out of service as new replacements come on line. You get to use them, get the targeted, then smash the launch platform with an ARM of some flavor. Drone was dead man flying, you get to shoot stuff, and everyone is happy unless you are the drone or the SAM launcher. Planes have been falling off of ships since about the second time a plane landed on a ship. Naval aviation is dangerous. The term evasive maneuvers is also kinda dumb idk why the Navy and media are running with it. Ships turn to unmask weapon systems not to evade the incoming threat.
I thought I would mix it up lol I'm doing that mix myself as soon as I get out of VST and ARM
https://www.investopedia.com/terms/m/mortgagerecast.asp Recasting modifies what the monthly payments are, but keeps the same length of the loan. You can pay down the principal without recasting, which assuming you're not in something that an ARM that automatically recasts, reduces the duration of the loan.
That was a huge gamble… during a run up the class leader is gonna retreat the least. This play prolly works out better on AMD, MU, INTL, or ARM vs NVDA. Today’s looks like it could be the reversal day you were hoping for
Good. x86 needs to die, ARM and (hopefully) RISC-V are the future.
Told regards yesterday below and some laughed... Today these are stellar and corn 🌽 flying, mango 🥭 caving in these will double probably by end of next month Yesterday: "Best time to buy MARA RIOT ACHR HIMS SMCI SOFI ARM FUBO ASTS 🌽 and Bitcoin"
This is funny to me, cause in my country its 96% ARM loans.
Makes sense. Anyone who got an ARM when the interest rate was like 3% kind of deserves it if they get fucked.
China showcased a Risc-V chip made using 2D materials (single atom thick). Notably, it didn't require the use of any Lithography equipment, bypassing the restrictions placed on ASML. Alibaba also made a Risc-V server chip recently, with DeepSeek support, and China is working on a 10 year plan to replace ARM and x86 with Risc-V. In short, save us Jensen. 
No there aren't. Where's the huge number of subprime ARM loans? We might have another 2008 style event but it will not be for the same reasons.
Housing market is going to crash too. This year is going to be a mixture of the tech bubble of 2000/2001 and the housing crash due to ARM's of 2008 with a heaping of 1930 Smoot/Hawley on the side.
Best time to buy MARA RIOT ACHR HIMS SMCI SOFI ARM FUBO
That's not how ARM's work. Most ARMs are capped at most a 2% increase every X number of years. Usually 5-10 years.
The later scenario is still quite risky. If rates have skyrocketed right before the 10 years are up, you'll be paying the higher rate regardless of whether you keep the ARM or get a new mortgage for a new house (which is also probably more expensive now vs 10 years ago.
How would your debt to income fall from your ARM increasing? If you apply for a refinance, that ARM isn’t included in your DTI since it will be paid off at closing.
I’d rather buy ARM at discount prices
I know this is an old post, but have to comment. I was a die hard NVIDIA fan. If I bought a computer or any company I was consulting for needed graphic stations they HAD to have NVIDIA. When ChatGPT busted out, I bought ARM and AMD and didn't even once occur to me to buy NVIDIA. What a blind spot. Sure, I have some now and have never been on a roller coaster that made me want to throw up until now.
If you actually read the paragraph you pasted you'd see that the issue is not ARMs, it's subprime lending. If someone takes out an ARM but they have the financial means to pay regardless of the changes in interest rate defined in the terms, then no, it's not a "time bomb." The issue with 2008 is that loans were given out to borrows that had a 0% chance of paying the loan if interest rates were to change even slightly.
Mortgages are related to the 10 yr treasury bond. As faith in the US economy and dollar decreases the, the bonds increase along with mortgage rates. If rate cuts are forced with rising inflation, tariffs and more economic uncertainty you may see a major sell off of these bonds sending mortgage rates through the roof. If you have an ARM you’re basically fucked if that happens.
I don't think you understand. People don't get ARMs for the possibility of a downward adjustment in a few years; they get them because ARM rates are typically less than the equivalent fixed rate _today_.
Not true. If it’s a starter home and you plan to be out of the house by the time the ARM expires, you would be dumb not to
People immediately think adjustable rate mortgages are always terrible ideas. Like you said, if it’s a starter home and you are going to be out of the home in 10 years you would be dumb to not take a 10 yr ARM if the rates are significantly lower
There are times when an ARM can make sense, assuming ypu know what you are getting into and plan accpordingly. For my first home the 30 year rate was 4.25 and i got a 10 year ARM for 3.75. The rate was fixedat 3.75 for 10 years and then floated pn the market with like 0.5% increase. I ran the numbers assuming 10 years of 3.75% and the remaining at 8.75% and found a break even versus foxed 4.25% at about 14 years. The house was a townhouse we would not be living in more than 10 years. Ultimately sold it and moved after 6 years but saved a ton of interest on the way.
When I got my first mortgage, a 5/30 ARM had a full 1% rate discount for the first 5 years over the 30 year fixed rate. Then the same logic applies, I'd just hope for a refi opportunity in those first 5 years, which I fortunately got.
Because I’m locked in for 7 years at a lower rate than if I went with a 30 year. I’m probably going to move within those 7 years and if not I can probably refinance. Worst case scenario interest rates can go up 1% per year up to a cap. Easily worth doing an ARM
They make a lot of sense if you know what you are doing. A.) you get a lower rate for your starting fixed period and B.) if you pay extra towards principal, then when the loan adjusts it also re-amortizes based on the updated principal. An ARM makes a ton of sense if you either plan to only live in a home for 5-10 years or you plan on paying down principal very fast.
“Increase monthly out of nowhere” Except it’s not out of nowhere, there is a every clear schedule, in fact the schedule is right there in the name of the loan (5/1 ARM is literally a 5 year adjustable rate mortgage with a floating rate that adjusts every year). And rate increase ranges are capped.
funny how americans hate on ARM's... from a Swiss perspective... Right now the interest base rate for ARM's here is at 0.177% than you add the margin of the bank, let it be 0.8%. But then again a 2 year fixed has a base rate of -0.0675% (yes, it's negative)
Wow. I have never heard anyone brag about their ARM, lol.
They're preying on dumb and greedy people who think a 5.75% ARM is more worth it than a 6.0% 30 year fixed, because it saves them $100-$200/month initially, and "interest rates are already high, so I can just refinance when they come down later, right?" They literally can't even conceive of the idea that interest rates might go even higher before they ever go lower.
Happened to a friend of mine. He purchased his house in 05, I was looking at purchasing homes in 07 and he was like "get an ARM, you'll have a lower interest rate, here's how it works, I have one." And I was like "well, that's awesome as the initial interest rate sounds, the risk of it going higher doesn't doesn't sound fun. I think I'll go traditional." And he was like "lol, you're being stupid and it'll be your loss." Nope... it was his.
I lowered my rate by an entire 1% doing 7 yr ARM instead of 30 yr fixed. For my mortgage that works out to roughly $1k/month saved (after considering mortgage interest deduction).
NEVER buy an ARM. you are at the mercy of the lender. they can change the interest rate to whatever they want at any point in time. DO NOT BUY ON AN ARM.
ARM loans can be very sticky and get people into troubles more than they help them.
If $TSM shits the bed, it's taking $ARM with it...
China doesn’t care about ARM anymore either, they are going full steam ahead with development of RISC-V platforms since there’s no licensing fees / IP to worry about
They now produce their ARM cpus, the x64 architecture will most likely be gone there The cuda architecture of Nvidia is made by a Chinese guy, so most of the processors
8%. Had a 7/1 ARM for awhile and didn’t refinance when I should have
Yes, the supply chain is all over the world. You do know ASML and TSMC doesn't make GPUs and never will? ARM holdings was acquired by ATI technologies which was acquired by AMD. Not only you threw bunch of company names around, the only one that would even remotely fit is an American company. How do you think AMD started making GPUs? Somehow complete silence on Cloud, not to talk about software. >The US is now a loser country :) enjoy your collapse :) I don't think monopolies decades in making will be replaced, you failed miserably even naming who and how would do it. You don't even bother replacing reddit which would actually be really easy. >Oh yeah I forgot the S&P 500 is magic, line will always go up forever! It’s a law of nature. It prevailed through worse, anyone would bet on bogleheads over panic investor any time, at least bogleheads investors bother getting educated.
LOL, ASML is Dutch, TSMC is Taiwanese. ARM is English/Japanese. GPUs will be replaced with specialized vector processors(do you know what those words mean?) care to say anything else profoundly stupid? Oh yeah I forgot the S&P 500 is magic, line will always go up forever! It’s a law of nature. You can predict losers without necessarily knowing what will replace them. The US is now a loser country :) enjoy your collapse :)
Never trade options again , you still have enough to get margin approved. You can use day trading power and not pay interest and if your trade goes south , then at least you own the shares so recovery is just a matter of time but then you are paying interest. Stop with the options. Everything is on a sale now , pick anything, it will go up. ARM and VST have earnings coming up - not financial advice.
Majority of what they produce is cheap junk because that's all you can afford. China is the biggest ship maker in the world. China has the most skyscrapers. China has the most nuclear power. China has the most green energy and supplies 90%+ of the world's solar panels. China is a world leader in fusion. China has more high speed rail milage than rest of the world combined. China exports more vehicles than Japan and US combined. China makes the best consumer EVs and exports more EVs than the world combined. China makes the most advanced commercial drones. China makes most the high end consumer electronics from TVs to laptops. China is one of the biggest contributor to RISC V, an open source cpu architecture that can replace ARM/x64. China is starting to manufacturer their domestic commercial airplanes that has gone into service already. This doesn't even include all the tech companies like tencent being the biggest gaming studio, Alibaba's ecommerce prowess, douyin/tiktok, and deepseek. Once China figures out how to make high end semiconductors, it's pretty much over.
I’m on a 5 year ARM. Do I panick and refi into a mid 7s now or wait this out? I adjust November 2028. Max adjustment would go to 7.75%. I can afford that rate but shit 9.75% comes in November 2033.
Yep, I got MS, Google, Coin base and ARM calls, so I hope he keeps his garbage lid close for some days.
ARM is a disaster waiting to happen. Lock in now if you can, then refinance to a lower rate if we ever see lower rates. I'm guessing you're young enough that you weren't around during the 2007 housing crisis when pretty much everyone with an ARM got fucked.
As someone in your exact shoes, we are lucky. Kids coming out of college now will never see rates like that. They’ll likely be moving back home, if they haven’t already. My husband and I were able to buy a small loft in 2015. We were able to sell that when the market was hot, and buy our current house, putting a good bit of equity into it. We then got LUCKY when rates dropped during the pandemic and refinanced. Did we work to make our mortgage payments? Obviously. Was it stressful? Sure, I guess…But while I don’t like to speak for others, I’d venture to guess my $900 mortgage payment on my loft wasn’t nearly as stressful as the $2,000 rent down the block. Or my current mortgage payment at a nice >3% rate isn’t nearly as stressful as someone on an ARM right now. Hard work has nothing to do with mortgage rates, my dude.
I’m on the wrong side of this. Sold in 2023 and upgraded from my 3%. Decided not to let money decide my life. But we took an ARM betting Biden when pull off the landing and things would stabilize. Boy did I not account for America going full dummy and voting back in the con man. Got 3.5 years before adjustment. The US may just collapse altogether though 😅
I’m the dumbass on an ARM. Year 2 of 5
Your question presupposes that the only challenge for INTC was its stock price, which I question. INTCs 5 year return has been -66.37%. That tells you right away there are structural problems. INTC has been stumbling over manufacturing execution in its shift from 10nm to 7nm nodes, which has allowed both AMD and NVDA to take advantage of TSMCs fabs capabilities to take important market share, especially with major service providers. AMDs chips right now are seen as faster and more efficient. Apple also announced they are shifting away from INTC to their propriatary M1 chips based on ARM architecture. A revolving door at senior management has not helped, either. At 40x PE with these challenges in the forseeable future, Im not seeing value for some time.
Bet he wants to crash interest rates to refinance ARM's he has
this format worked for me: Symbol,Trade Date,Quantity,Purchase Price,Commission BABA,20241002,10,"$75,76","$0,00" ARM,20241101,7,"$133,61","$24,95"
To the people saying AWS, that is still heavily impacted by tariffs. Even their custom made Graviton ARM chips are TSMC made which come from Taiwan. Unless they stop datacenter growth and don't add any new hardware options (unlikely) then they'll be hit incredibly hard by this too.
I'd literally be rich if I didn't sell ARM calls
YES go up AFTER I SELL my calls. Fuck you ARM.
Fuck Wall Street. These fucking assholes bankrupted our country in 2008 got bailed out on the tax payer dime and have the balls to say that there is too much government?!? The road map to our ruin is not quantum mechanics. 1.Nixon off the Gold standard 2. Repeal of the Glass–Steagall act 3. George W. Bush’s ownership society with subprime loans and ARM loans to part time workers with Mortgages. There’s a welfare problem alright and it’s rich welfare. Mr. Asshole with his chainsaw given to him by the president of a country whose inflation would make 1930’s Germany blush. Now we are all censored one way or another imprisoned or ruined. If Trump fails at appreciating our lives as free Americans being put in his hands alone. We may have a revolution before the cameras are installed with every street light.
I bought lots of AAPL shares planning to hold then sold again on the dump. Long term AAPL looks very strong because of ARM which looks to completely replace x86 in the next 10 years. So I would take any discount on AAPL, but short term is very scary.
And the bleeding edge chips are actually produced in Taiwan (TSMC or to a degree Samsung in Korea). Nvidia, Intel, AMD, Qualcomm and Apple all just do research, drivers and so on. ARM is a British company btw, so apple and Qualcomm also license the technology for their chips from a European company. To say that other countries don't have leverage against the USA is an understatement.
can someone evaluate my stock picks. im basically gambling at this point and am just looking for high risk high reward tech stocks with £1000 * £350 in SOUN (most speculative, highest potential multiple) * £350 in UPST (beaten down but demonstrated ability for explosive moves) * £300 in ARM (more established but still high growth potential please comment because im basically accepting the fact that im playing the casino with this
Depends on your timeframe. 1 year, these will crater. 5 year, 1 of them won't exist any more. 10 year, ARM might be up 3%.
can someone evaluate my stock picks. im basically gambling at this point and am just looking for high risk high reward tech stocks with £1000 * £350 in SOUN (most speculative, highest potential multiple) * £350 in UPST (beaten down but demonstrated ability for explosive moves) * £300 in ARM (more established but still high growth potential please comment because im basically accepting the fact that im playing the casino with this
can someone evaluate my stock picks. im basically gambling at this point and am just looking for high risk high reward tech stocks with £1000 * £350 in SOUN (most speculative, highest potential multiple) * £350 in UPST (beaten down but demonstrated ability for explosive moves) * £300 in ARM (more established but still high growth potential please comment because im basically accepting the fact that im playing the casino with this
ARM still holds a near monopoly on SOC design.
I mean… Acorn (the makers of the BBC Micro) did invent the ARM microcontroller, and back in the 90’s were ahead of Apple, and supported with Apple on the Newton. We could get the old team back together. Sophie Wilson is still knocking around.
Man, so much shit is up 6/7/8%+ lmao. NVDA PLTR AVGO CRWD APP ARM SPOT UBER TSM. It’s crazy
If you're buying an ABC plastic part for your factory, you can't instantly pick up the mold and get it made elsewhere. Or integrated circuits. Just because op amps are made in Malaysia doesn't mean that you can suddenly start making ARM cortex processors in the same factory. Somehow, the White House has this dumbed-down perception of manufacturing where everything is interchangeable and simple.
We hasn’t hit the bottom yet, both 2009 and Covid, VIX hit 85+. VIX only hit 60 so far. Google, Microsoft and Apple are solid and safe bet as the also involved in AI and quantum computing, easy 20x in 10-20 years. TSM, AMD, NVDA also good bet 20-50x, maybe ARM and PLTR too.
Even then you will probably do a 3/1 ARM or something stupid like that
They once took ARM buildings 
I’ve never heard of ARM but it looks on sale. Good buy?
This isn't a financial crisis yet, this is investors moving money because they are expecting a financial crisis (and consumers reducing consumption because they are expecting a financial crisis) Tariffs won't be directly felt by consumers until us inventories run out (30-90 days). Producers seem likely to be impacted sooner (28% of flexport inbound orders cancelled after Wednesday). And jobless claims won't be clear until severances are paid out (30-90 days). The USDA, NIH cuts may start feeling for planning early q2, but won't be felt by farmers, students, researchers until June. For ta mortgage crisis, you need increased 45-90 day deliquencies which would follow consumer pain and job losses. Compared to 2008, personal home ownership is down relative to corporate ownership - and reduced ARM lending means consumers don't have to be proactive about interest rates - there is less unsecured / unreliable risk assigned. So for "project 2025" we're less likely to see bank failures or public company failures, but more likely to see homelessness, crime, and declining sentiment. Then there is the potential to lose our reserve currency status, which removes significant stability for a longer time period, is leveraged.
also ARM. i still think that's kind of a sad list. this continent had leonardo da vinci.
ABB, Always be buying. SPY, VOOG, NVDA, COST, ARM