ARM

IntrepidToday0

ARM up 5% today and another 1.75% AH. HOOD up 8% today and more AH. MAG 7 was shit before today and will be shit after today, so no changes there. Semis still pumping after hours. So yea, largely priced in.

veediepoo

I would take profits in ARM if you own any. Some semis are actually values by comparison

sinag19

Why do you think that? I am thinking buy a month out MU, DRAM, MRVL, and ARM calls at close today but idk

SorryWerewolf4735

Everyday is ARM day.

MrNo_Balls

are you looking at robinhood, ARM, Vital farms, SOXL, AMC, shit even FIGMA is up

JPowTheDayTrader

ARM is just ridiculous. It was up 11%, 11%, 8%, and 10% in the past 5 days. One day day of 4%.

Abe2025

ARM is trading at 540 forward P/E. How does that make ANY SENSE

persua

ARM is a low-float stock that is massively overvalued, probably some sort of squeeze engineered by Softbank

East-Lifeguard3412

ARM would have taken over the mobile CPU market with the same argument

River_Sandhu

Pretty much most semis, I’m heavy ARM and Marvell haha

ThinkingOfTheOldDays

ARM has the nastiest peaks and valleys 

option-trader

Nothing related to AI in there. MSFT is on the wrong side of the AI trade. All you had to do was buy anything AI related from CAT, VRT, FIX, to chips and memory like INTC, AMD, ARM, MRVL, MU, SNDK, and even WDC.

theJimmybob

$ARM PT raised to $500 from $300 at Bernstein - keeps Outperform rating

pro_steve

So I'm just beginning with options and learning my way around it slowly, would I be correct in saying you don't actually have to get below the strike price to be in profit because the value of the put will increase the closer you get to it?  But then time decay (Theta I believe) will be working against you the closer you get to the expiry date? I was thinking to buy lots of puts as the price nears 280 - 300 with strike prices around the IPO price, as typically overvalued stocks will pump and then end up around one third of their IPO price, with ARM being the exception. Look at Rivian, and SPCE. Those pumped insanely and now they are completely worthless and still not turning a profit, SPCX will likely be the same.

Inevitable_Salt_1875

ASML is Dutch, Alibabito’s bag is probably ARM 😂 If he’s shilling ARM for QQQ inclusion you’re literally playing index front‑run roulette, not fundamentals. Trad clouds aren’t the comp here anyway, it is semis infrastructure and hype, so just treat it like a meme swing and set a level where you nuke it.

sami_regard

Oracle news, they are taking away half of the free server (OCI 4 core ARM 24GB RAM). The ARM core is not the issue. it is the RAM. Now, it is reclaiming back RAM resource, this can be significant op cost reduction. You will see stronger earning next.

ACiD_80

Saty ruining microsoft with his ARM on windows bloatware. Also Europe is is going to invest more in their own datacenter tech, thanks to Trump.

Midnite_07

Why is ARM down ??

Bluecoregamming

Because ARM is a POS that's why

sinag19

I am seeing ARM and MRVL down in pre market though

CitizenPremier

Look at ARM for an earlier example

JPowTheDayTrader

It's ridiculous how steeply ARM ripped in the past few days. It was about 300 a few days ago. It's over 400 now. I have a feeling it may reach 1k before the end of year. Fundamentals be damned. Something about its ascent is abnormal.

JPowTheDayTrader

I think I lost track of time. Too busy selling puts and managing Theta plays. I usually do call spreads. I probably would have had at least 2K profits by now had I bought lotto call spreads on ARM then.

Loose_Hornet4126

Tomorrow I full full port into SOXL/DRAM/MU/ARM/NBIS/SPCL/LABU. All leveraged versions. This market bubble is horseshit and I'm tired of watching real companies on my list make 5%-10% gains and drops over periods of months. Make the future regards buy these bags in a couple months when they learn to open their first brokerages after working a 9-5 for a couple years

Imaginary-Case3976

Not even close to FIG. FIG didn’t have a low float, didn’t get fast tracked into the QQQ and don’t have the meme power. The closest is ARM. It shot up and never came down despite the ridiculous numbers.

JPowTheDayTrader

That's 20+% away. ARM hasn't had a 20% day this year despite its strong run. It would take a super major news catalyst to go up 20% in one day. But multiple days of 10% gains? ARM has been doing that at a fairly consistent basis.

Bluecoregamming

Can ARM please hit 500 tmr, thanks

JPowTheDayTrader

ARM going up 10%+ per day like usual. Just 8% now, nearing that 10% mark. ARM might catch up to AMD which is at 545 now.

Gristle__McThornbody

Panic sold like half my ARM position when it dropped to 330. I'm such a bitch.

River_Sandhu

Felt the same about ARM haha

justinwinters_

MU and SDNK ripping but where is ARM bro

patmccock86

So many AI stocks are nowhere close to all time highs. DELL, CRWV, NBIS, ARM, MRVL. What the fuck happened

gratefulturkey

I buy this as a theory, but what is the target for M&A? The ARM deal already got killed, and they transitioned to the aquihire/IP transfer model to avoid FTC issues with groq.

leung19

Ok, here is my example of three investments, which account should I use? 1. SOUN option for 2028 2. ARM stock that I plan to sell once it reach 15% profile 3. AMZN stock long-term hold

River_Sandhu

Ignored all fundamentals and bought the dip on ARM, here we gooo

Ok-Nose29

Money has been leaving some of the overextended leaders (ARM) for the down and outs like CBRS

aftherith

ARM red NVDA headed red MSFT and META crave the red. Otherwise green af.

aftherith

ARM jumping off a bridge

0DTEKing

ARM is next 1T company 🤔

Ltheman00

Preciate it, recommend adding anything? Haven't done a ton of DD but heard ARM is solid. Also dabbling in ONDS, KRKNF, BRUN

CMTTrader

Additional: SK Hynix: +4.8% Samsung: +3.5% EWY (Korea): +3.2% GOOG: +1.4% MSFT: +1.2% AMZN: +0.8% META: +1.05% RKLB: +3.4% AAPL: +0.7% TSM: +1.1% PLTR: +1.4% ARM: +3.2% TSLA: +0.7%

sinag19

Bro I knew this was gonna happen lmao. Should have gotten calls on Mu,SNDK,MRVL,DRAM, and ARM but I just got some spy 760 call options lol

AeneasKurtz

Europe is a tourist resort and a bunch of museums. The few industries still standing are constantly being sabotaged by their own people and institutions. I wouldn't be surprised if there was a campaing against $ASML or $ARM or $NBIS because "they're part of the AI boom, which promotes inequality and climate change!" A continent where the majority of citizens are Boomers and the few young people are immigrants on welfare is destined for a slow but steady decline. No innovation could possibly come out of there.

CitizenPremier

BKNG might be poised to take off due to low float and high institutional ownership, like ARM and SPCX. I'll pick up a bit and see.

AgitatorSupreme

I had been expecting the correction but it still totally caught me by surprise. I thought it was going to happen further into data center investment concerns.. I agree with OP because the ai/chip market sells off every few months or so and no one wants to touch it and then when it recovers it does so rapidly and then moves higher but this time it isn’t… which makes sense because everything is so hyper inflated. ARM hitting $400/share?? That is bananas. These stocks have a long way to fall.. there just needs to be another catalyst. I think im gonna buy some put leaps on SMH. That motherfucker was bringing in so much money but now it is like the pope trying to bury his turds on a frozen pond with no arms or legs, because ponds do not have bodily appendages.

AkazaAkari

>ARM is just better for laptops Windows on ARM is uh, something To your point, Nvidia claims they're working hard with Microsoft. I agree it doesn't matter much but that would also mean Intel wouldn't be in trouble

CitizenPremier

It's got a super low float and will be a high percent of many indexes. Many people will keep dumping their retirement funds into indexes continuing to pump it up. ARM is already doing it.

ArticleAdventurous36

ARM is not overlooked, it is just a different kind of semiconductor bet. Nvidia captures huge dollars per accelerator, while ARM earns a much smaller royalty across an enormous device base, so adoption does not translate into revenue at the same speed

turbotum

> NVIDIA silicon doesn't perform better than Intel in laptops. doesn't matter most people could get by with a core i3 and not notice a difference. ARM is just better for laptops.

CitizenPremier

!banbet ARM 10% 1w

CitizenPremier

Sure I'll try it !banbet ARM 10% 1w

Gristle__McThornbody

Not even close. SPCX, MU, NVDA, ARM, MRVL, AMD, GOOGL

CitizenPremier

Got pretty close but went back down. I was thinking if I called it exactly and also showed of my gains from ARM people might listen to me a bit lol

sinag19

Will be hopping back on MU, SNDK, MRVL, and ARM on Monday

Rav_3d

ARM is up 250% this year. Exactly how is the "the market sleeping on ARM?"

RubAlarming3563

ARM is EU and are basically Nvidia subcontractors. Fuck them

notreallydeep

love me some AI slop, it produces gems like >Why does ARM seem to get overlooked so much? when ARM is trading at 90x 2029E EPS

sinag19

Wait…really why? I was thinking of buy calls on MRVL,ARM,MU, and SNDK but idk though

Ok-Nose29

$ARM is strong AF but I'm too scared to buy

ElkQuiet1541

How are ARM/AMD/Intel still going up +10% every day with PE's of hunderds while AVGO goes down every day... no one understands this market

Concept-Plastic

ARM shit scam pump

typebot

i wouldn't know. ARM is my right hand when I day trade. ARM and intc and nvda but ARM takes the cake.

SteakEater137

Today market rewarding companies with terrible or negative PE: SPCX, INTC, ARM, AMD up 5% or more. NVDA, MU, AMZN? Nah, dump em Love these algos

Veevickavin

It's a lottery. I almost bought ARM at $56 on IPO, then decided it'll probably fall so went against it. It's currently $370 as I type.

SteakEater137

Today we will pump INTC and ARM, the least profitable of the semiconductor companies. But fuck NVDA, MU and AVGO with their lower forward PEs. Some days the market is really just in a troll mood.

CitizenPremier

Seriously considering giving up on SpaceX and putting the rest into ARM...

typebot

ditto and ARM, arm is going nuts. should've bough yday but mayube i'll wait till the price tapers a lil more.

CitizenPremier

ARM strong

Lilmjk

Also: Der CRA, NIS-2 und DORA sind eine Steilvorlage für QNX und übrigens auch SecuSmart. Btw 275 mio Autos sind QNX basiert. Die neuen Generationen auf QNX 8.0. Das heißt mehr Einnahmen. Durch die ISO-Zertifizierungen bzw. TÜV Rheinland bzw. BSI-Komform und NATO restricted, haben die schon einen Markt. NVIDIA setzt im igx3 auf QNX Dann haben wir da: NXP, Intel, AMD, Qualcomm, Texas Instruments, ARM, Apex.ai um auch auf ROS2 nutzbar zu sein, Renesans QNX ist secured by design. Die Marktposition ist ziemlich gut. ABI research hat QNX als overall leader im Robotic bereich ernannt.  Man kann sich auch gerne den CIBC-fireside Chat aus Mai anschauen. Oder die Baird Konferenz aus Juni. Tim Foote erwähnt mehrmals, dass BB und QNX nun wieder eine "growth company" ist. Naja, aber das ist nur ein Ausschnitt des Gesamtbildes. BMW "neue Klasse" oder den Leapmotor D19 noch nicht erwähnt. Oder den TKMS Deal oder den mit The IP Company oder den J&J AI heartbeatpump deal usw., bzw. ALLOY KORE in zusammenarbeit mit Vector, welches gerade von Mercedes eingearbeitet wird. Nur meine 2 cent zu dem ganzen. Oder wir schauen halt auf das BlackBerry von 2013. Kann ja jeder machen wie er möchte.

JPowTheDayTrader

Looking back at my trades, it's insane how many number of wins I have selling options compared to buying options. However, the biggest realized gain by far is from ARM calls I bought. There were 4 month calls. FDs and other short-dated options usually lose. Of course, like a garden variety re+ard, I'll keep buying short-dated options 🤣 🤌

MrDetectiveSir

even Qualcomm >> ARM

CitizenPremier

It's been rebalancing already. ARM has a low float and is being manipulated to pump up it's value, as far as I can tell (exactly what Elon wants to do with SpaceX).

CitizenPremier

A rising tide lifts 100 boats I expect N100 companies to go up as ETFs also go up. Fundamentals will still apply for smaller companies. I'll say it again: buy ARM. You won't listen. But remember that I said it at least.

DrHarrisonLawrence

How much of ARM do they own?

CitizenPremier

ARM, I believe, but no one here seems to agree.

MaterialGuy007

ORCL.  Quarter was surprisingly good - they’re surest way to distribute cloud AI to Enterprise - besides companies having own servers. fwd PE 20 compared to ARM fw PE 139 AMD 65, MRVL 63, AVGO 32, INTC 133 - Jensen Huang slowly shaping up like a Jim Cramer evangelist 

userhwon

See, this is why I haven't gotten into Intel. They're on the semiconductor hype train, but they have proved over the last 20 years that they lost their ability to make their processes hit targets. And they haven't proved they have cured themselves of it. Like, at all. And x86's days are numbered. They haven't had a moat in it since AMD got Ryzen, ARM has steamrolled them both, and RISC-V is free. Scary that people are putting their risk into Intel.

Successful-Peach-764

They've made a huge recovery via the AI boom, their ownership of ARM and OpenAI stake are keeping them afloat, they reported a record-breaking net income of ¥5.02 trillion (~$32 billion) for the fiscal year ending March 2026. This represents the largest single-year profit ever reported by a Japanese company, enabling SoftBank to briefly overtake Toyota as Japan's most valuable public firm.

SeaBat2035

They basically own ARM and that has multiplied.

nix_151

the low float scarcity play definitely worked wonders for ARM's insane run this year, so you're spot on that a tight SpaceX float will trigger major index buying pressure. and just keep in mind that at a P/E near 380, ARM is trading purely on AI hype rather than a safe worst case cushion meaning this is a high volatility momentum play, not a safe fundamental safety net.

CitizenPremier

Well I just bought ARM and made a post about why I think it's a good idea. It's a very low-float stock that will essentially be doing the same squeeze as SpaceX on ETFs. But you do have to take profits during a squeeze or it's no value to you.

CitizenPremier

True, though it's overvalued the same way as all tech stocks these days. I would think all the giants would have to fall for it to be considered insanely overvalued. Also the CEO of ARM could come to my house and stomp my balls, that would be worse

CitizenPremier

Well I was referring to ARM, they are turning good profits. I will buy some SpaceX too, though.

Minority_Carrier

That’s some rookie numbers. I sold puts, now I am down -170%. Ultimate bag holder for ARM - advanced robbery machine

type_error

Hurts, especially if it was NVDA at $300 pre split or ARM at $265

LordIHaveShrimped

ARM is screwing me Why I am incapable of taking profits I'll never know

ACiD_80

Yeah they just need to remove that ARM slop

ACiD_80

Windows-on-ARM slop

Clackamas_river

Fucking A what was that shit all day? Picked up some cheap ARM but the swing from the open to late morning was brutal. Are we done yet?

rioferdy838

Statistically though, major IPOs actually do well over time. Maybe not the first few trading sessions or even the first few months, but overall recent IPOs like ARM, CRWV, RDDT have all 2x-6x. Make of that what you will. But you know that SpaceX will be a cult, maybe even more than tesla.

Gristle__McThornbody

Panic sold half of my ARM shares. Hopefully I don't ragret it. Got in at 110.

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now. 

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

ACiD_80

Azure and 365 were awesome and then they ruined it with windows-on-ARM slop

cz_masterrace3

Lost a limb holding ARM

BiggieMoe01

That’s correct - I own a M1 Max since 2021 and I love it. I do medical research and it’s amazing for running CNN models and even one of the smaller LLaMa models. I would actually have loved if Apple scaled their ARM chip for the commercial segment on top of the consumer.

shashwat_10

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

Bulky_Jellyfish9012

I expect semiconductor stocks to continue gaining momentum today, while big tech names that lagged yesterday, along with ARM, are likely to show strong performance.

Pete_The_Pilot

Exactly. This guy isnt thinking along the lines of a CRWV, ARM, NMAX, RDDT, FIG type of hype train

United-Hearing-8286

Time to wank off while I watch ARM and NVDA inch up