ARM
Arm Holdings plc American Depositary Shares
Mentions (24Hr)
1000.00% Today
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
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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 will be an 18A customer. They posted a video about an ARM SOC a few days ago, but removed it for some reason.. Reference: https://www.reddit.com/r/hardware/comments/1mqekrb/intel_foundrys_non_x86_reference_soc_on_intel_18a/
Why is ARM doing So shite??? They are the only company apart of stargate that is in a slump. Lots of good catalyst for this name
So now Intel will make ARM CPUs? Or... what's the SoftBank strategy here..?
Back in the day, Apple held a ton of ARM. Softbank is not innovative. They are late stage big money.
How so? They bought up ARM and look at it now
Which is kind of funny since Softbank owns the huge majority of $ARM shares.
Honest, surely dumb, question: what’s so hard about running your own foundry if all you need are good designs from Nvidia, ARM et al? Don’t you purchase the equipment from ASML and whatever they’re called and just run someone else’s design through your foundry?
Current leap holdings as of now: AMZN 200c UNH 300c LLY 650c TSLA 330c ARM 135c Ready for another bullish week
> Bessent said in June that yields on longer maturities were too high to consider increasing sales of such debt." Ummm isn't this extremely risky???? It's like getting an ARM mortgage. They need to rotate the debt to new bills every few years as terms expire. If rates go up this strategy will backfire spectacularly.
The moat is only getting bigger. Have you tried writing SYCL or OpenCl by yourself? A pain in the ass. Meanwhile, everyone's writing CUDA and if I need help I have a group chat with dedicated Nvidia engineers, how cool is that? And you got it the wrong way, AI is using shit loads of compute and if you're going Big, you might as well have all the components as close as possible. Why would you have your GPUs connected by cables when you can have them on the same board. Big GPUs are the way to go. That's why Nvidia went chiplet, just to have 2 dies as close together as possible. And if it had been physically possible to just make the chip bigger, they would've done just that. The only thing that can change the state of things is new hardware that makes inference 10x faster at 0.1x the cost. Oh, and NVIDIA already has chips with ARM and RISC V processors built into them.
I invested for two reasons…low float and ARM investment.
FORGOT TO ADD THIS: One of the investors in these guys was Arm Holdings $ARM. These guys designs chips and makes money selling the licensing and royalties to companies like Nvidia etc Unsure if bullish or bearish but I like to see it
ARM-based CPUs are also slowly being integrated to Laptops. It won't be long until they're the third big player further hurting Intel.
Healthcare, software, lagging semiconductors (QCOM, TXN, ARM) and small/mid caps. This next week will be volatile as fuck though with Jerome speaking so I'm sitting out.
Lol saying apple hasn't innovated when they have some of the best ARM processor architecture in the world and surpassed intel in one generation.
With AMDs dominance in traditional compute and Nvidia in GPUs and everything moving to ARM, I gotta ask: why?
The bigger problem for me with Intel is two fold. The fab situation is bad, they can't get yields and they dragged ASML down. In this scenario, any Trump backed bailout is going to end up being a check to ASML. Their High NA EUV machines cost $400m each and each fab needs 2-3. My second problem is what is left of Intel today. They sold of big parts of their business, like memory, and getting away from networking, FPGA. So they've slimmed down their business, fired people, done a lot worse and have lost IP. And that's an even bigger problem for me. They aren't building, they're breaking their business apart. And they sold everything that could help them make a proper SOC. So they're confined to what they always sold which is an x86 processor. And in Datacenters, x86 is more power consuming. If you start putting your TCO hat on, you're gonna find out ARM processors are way more efficient from a power perspective and from the amount of work you're gonna get done. When we are faced with building Datacenters requiring many gigawatts of power, Intel is where you start making cuts. And Nvidia is actively replacing all their CPU pairings with ARM Grace CPUs. So now that we're starting to do some real math here...every 1 GW power requirement for a Datacenter is translating to a $50b opportunity for Nvidia (reference Vivek Arya/BofA Global securties). So what do I see knowing this ...Datacenter processors cost $15k from Intel and they're about to have their lunch eaten on x86 Datacenter processors. Long term, I see Intel splitting into two, x86 license and remaining IP will be sold off to Qualcomm (my prediction) or Texas Instruments. Qualcomm loves IP licensing. The fabs..I don't know.
It is interesting to see all the calls of communism and bailing out of failing company, when Intel \*is\* one of those companies, similar to Boeing, which holds significant national interest. Some companies will indeed be too big to fall. Yeah, both companies had some bad fumbles, but imo Intel's overall direction has been agreeable/they aren't playing as "dirty" as Boeing: Gelsinger's bet on fabs has the right idea, just that at the end of the day, it is very difficult to compete at the highest levels. Had 18A/14A been more successful, INTC might be at like $80 and not $20. Having their own fabrication capabilities will be key to Intel's survival in the upcoming decade: especially since x86 is losing its grip as ARM and other RISC designs become more main stream. We see that in Apple silicon, we see that in MS' reignition of Windows on ARM, we see it with Graviton, etc. The whole resting on laurels happened before Gelsinger's time. Hardware enthusiasts will be glad that Intel continues to survive so the world is not reliant on TSMC, where companies are outbidding each other on the latest and greatest capacities.
Lockup ends at midnight tonight, so tomorrow will be the first selling opportunity. It actually can mean a bounce sometimes. I believe ARM bounced on the actual lockup expiration. But who the hell knows.
Lived through both bubbles. I started my tech career in 2000 and thought I’d be a millionaire in about 3 years once my stock vested. Nope. Still became a millionaire but much later in life. Housing bubble was wild. I was making about 100k (still in tech) at the time. We toured new developments and they were just mobbed with people. I remember some townhouses were like 900k or something and I was asking the sales agents about how I could afford one because my calculators weren’t penciling out. They said no worries, I could easily do it with ARM loans where I paid less than the interest and the remainder just got tacked onto the principle balance. They assured me it wasn’t a problem because real estate always goes up (lol). My buddy’s sister was a school teacher and her husband was also a teacher - they were making less than 100k total between the two of them but somehow signed up for three no-doc no-down mortgages!! They literally had millions of dollars of real estate to their name and no actual way to pay for it. Of course it financially ruined them. I just caught up with them again and they filed for bankruptcy again last year. Got to be some of the dumbest people I’ve ever seen and I can’t believe they’re teachers. I’d hate for my kids to be “educated” by these morons
It's shocking how little Intel is worth considering how many devices use their chips. Of course, those some companies are just dying to replace their X86 chips with ARM, so maybe qualcomm is the real play.
It’s really a software issue at this point, Windows on Arm Exists it sucks, the X86 interface layer is terrible, Apple did a bang up job. If Microsoft gets the software right, x86 will die in the desktop. Server world is a different thing and adoption will take much longer in some cases. Obviously there are many Linux distribution with ARM support,
> I feel like x86 will soon be a dead end with ARM chips scaling. More things might be moving to ARM or gaining support for it but x86 is going to be around _forever_. I Have not looked at numbers, but I doubt that the qualcom snapdragon chip and apple M series have put a meaningful dent in x86 CPU volume for any sector _other_ than consumer-grade hardware. And even then, the _cheapest_ devices at my local $BigBox are still intel/amd powered. There's a snapdragon in a ~600$ PC and a ~1200$ PC but the $299 PC is intel powered. if ARM isn't careful / keeps trying to get more controlling over their IP and how they license it (see: qualcom) then you're going to see some practical competition from RISC-V in the coming years. I suspect that the raspberry pi guys explicitly added RISK-V support to their latest micro controller just to get some experience and to have some leverage next time they have to negotiate an extension to their ARM license. Depending on how stuff goes with the RISK-V effort, ARM is either going to have a slow/gradual erosion of market share or maybe a much quicker erosion in the micro-controller (think the brains inside of you appliances; smart, yes, but not a full on "computer" like the one i'm typing this on ...) sector. I am a lot less confident about my RISC-V/ARM predictions when it comes to "real" computer chips, though.
And now ARM has IPO’ed to raise money to scale up.
I feel like x86 will soon be a dead end with ARM chips scaling. As chips gain in power, so does their energy consumption. Soon x86 will cost too much.
3/3 too. Passed on ARM, RDDT, CRCL, CRVW, and FIG. The Reddit chatter spooked me. Quite a number of people here got their full requests filled. One post stated it could have been that "institutions didn't fight for the float."
>“Given the relative attractiveness of ARM rates compared to fixed rate loans, ARM applications increased 25 percent to their highest level since 2022, and the ARM share of all applications was almost 10 percent.” Adjustable rates are becoming very popular again. Americans are correctly betting big Trump will deliver on cuts.
It was very obvious in Orange County where a huge portion of the economy is/was people selling real estate back and forth to each other. Tons of liar loan ARM type mortgage brokers popped up everywhere and when that bubble burst there was empty office space everywhere. I worked for a small, growing company that moved up to a bigger office around 2010 and when we went looking there were tons of units that were empty cube farms and call center type layouts with stacks of abandoned forms and paperwork on the desks.
ASML is a monopoly in EUV lithography machines needed to imprint designs on semiconductor dies NVDA and AMD essentially have the entire logic chip market for data Centers and ai scaling (though Nvidia is 85-90% of it) Oil is an oligopoly to some degree AMD Intel, and ARM basically have the entire CPU market. But AMD is far superior in company quality. Intel is struggling big and ARM only licenses IP so they don’t take as much consistent profit and they’re more risky due to the constant competitive innovation needed to make new sales which is compounded by the fact that they don’t sell actual chips.
They only have me one too. I tried to get 10. I should of bought more of ARM and more of CRCL.
Yea, its one thing I absolutely hate about US. Not only Trump but Democrats too. They set laws which impacts what happens on other part of earth outside American courts jurisdiction. TSMC has huge technological lead over American companies but they are also bound by US law and need to put restrictions on manufacturer not liked by US Congress(like Huawei) because if not then Dutch company - ASML will be required to stop sending them EUV machines because its what US wants. Absolute circus. It would be interesting if ARM was purchased by Chinese company and started restricting their IP usage for American companies. It would f\*\*\* Apple and Nvidia hard. Same with agreements pushed by US which require American soldiers commiting crimes on foreign soil to be tried by US law.
i doubt it, if NVDA wasn't able to even buy ARM that has no fabs, but a similar monopoly position like Intel.
Move to their proprietary ARM CPUs on laptops was a big one, though they sandbagged earlier Intel MacBooks by mounting cpu paste extremely badly, to make the switch more appealing to users.
Custom ASICs/TPUs beat GPUs for specific AI tasks because they’re lean, purpose-built, and power-efficient-like ARM vs intel x86, you wouldn’t want your mobile phone running Intel! A GPU can’t compete with a TP on cost per token. Inference and prompting has done much more than one time training.
Honestly why I'm bullish on ARM. Their chip designs are inside nearly every phone, every Mac and iphone and ipad they make, not to mention switch and streaming boxes. They're inside everything.
CRCL, CRWV, HOOD, RDDT, ARM, DUOL have entered the chat
So is finally time of investing in intel? Lowest from 2009... But they have not business, ARM chips full better. But with new CEO appointed by trump they should get many B investment from "low tariffed countries" 😂
Both desktop/laptops (traditionally x86) are trending downwards in favor of smartphones/tablets/etc (ARM). And on top of that ARM is starting to take a bite out of mainly the Laptop segment as we can see right now, with Apple leading the charge with their M-chips. I think AMD could very well be at close to peak earnings from their CPU(X86), even if they manage to keep Intel behind them. And that is the majority of the earnings they currently have. So they are essentially forced into either making it big on the GPU/AI front, converting into ARM or somehow prove that X86 still is the way to go while still managing to keep Intel behind them. And neither is that likely if you ask me.
Apple windmills are only single-ARM, intel windmills have 86 times as many arms. Kills way more birds, terrible for the environment
Apple windmills are only single-ARM, intel windmills have 86 times as many arms. Kills way more birds, terrible for the environment
He knows more about x86 v ARM architecture than anybody. Just like windmills
its not that.. I think Trump finally did his D&D on x86 v ARM architecture.
ARM needs to moon like everyone.
But the next thing is RISC-V, which intel has already been investing in. While x86 is losing to ARM, intel and even AMD are positioning themselves to switch to RISC-V. While Intel has cut back some of it direct investments due to cost saving necessities, they have not given up on it.
INTEL and AMD are falling behind, ARM architecture is winning.
All they invest in US : Nvidia, AMD, Qualcomm, TSMC, ARM ... The only one to be punished are the "little" company from China or Taiwan.
That's not really true either. Not that I want to jump in defense of Apple, but Airpods alone have been a massive success and has spawned a legion of copy cats as just one example. Apple has done a lot of work in wearable tech. Their chip design move to ARM will also be Tim Apple's defining legacy most likely once he retires.
The leading theory behind AMD revenue drop is that buyers are opting for Nvidia AI systems built on ARM or Intel, bypassing AMD CPUs. So not only are they trailing in GPUs, it eroding their CPU business too. This puts serious pressure on AMD, and Nvidia becoming the one-stop shop for all things AI should be genuinely alarming.
Inb4 ARM starts to take market shares from x86. Not to mention that AMD soon can't grow any more at the cost of Intels market shares.
First off — respect for getting back in the ring after the ARM lesson. MRK condor actually looks reasonable here: tight range, post-earnings quiet, and IV still decent. Just make sure you’re sizing for boredom — condors are the "watch paint dry" trade until they’re not. Rooting for a peaceful $80.50 week.
ASML , ARM, Novo, Airbus, Ferrari, are some of the companies that are worth investing in. But overall, you're right, Europe is lacking behind the US (and likely soon China), has lost a lot of ground in the last decade, and is expected to fall even further behind.
I'd bet their "Data Center" segment includes CPU (where they compete vs Intel/ARM/Others) & GPU (where they primarily compete against NVIDIA). Notice their Consumer/Gaming sector growth outpaced Data Center and was even LARGER than the Data Center category, where their primary competitor is Intel (lol).
i’m about an 8% market drop away from a 90k margin call. my positions? CAVA, LULU, COIN, naked puts on CRWV, CRCL and ARM I am so cooked
If you have AMD puts don't sell them at open, it always bleeds more. Anyone surprised with these results is retarded. Look at ARM, Qualcomm, ON, NVTS.
Windows on ARM has caught up in most ways that matter (battery life, sleep mode, every day performance etc...). Mobile x86 CPUs just got massively more efficient overnight in the mobile space so it's been a bit of a nothing burger so far. Once NVIDIA gives the graphics performance a boost (I have no faith it'll be Qualcomm) they'll easily be on par hardware wise with the usual Windows perks (actual choice in hardware).
Most of the time, it happens like that for IPO look at ARM & RDDT They may come back stronger!
ARM may be the future, but not for a while. The only one NVIDIA cares about is the data center market. they are not going to be making ARM SOCs for desktop PCs anytime soon. x86 is here to stay for a while. Also, Intel and AMD both own patents for x86 as in AMD owns the 64 bit extension of it.
My current positions: SPY calls, ARM calls, AAPL calls, AMZN calls, ADBE calls, AMD calls, QCOM calls LMAO🤌
I got a 3.87% 7 year ARM, my realtor said it is the best builder's special on a rate she's seen in the current high rate environment. I'm not scared about what happens after the ARM becomes variable because I'll have either already sold it, or will have enough equity and cash to add when I refi if I'm still there in 7 years. ARM's are only scary when rates are already low. Anything less than 7 years though would be foolish IMO.
You forget about ARM... partially open design, Microsoft has ported Windows for ARM architectures, and the CPU is far more energy efficient than Intel or AMD
Is their chip an ARM chip? I think NVIDIA is the only company capable of delivering what Apple has delivered with their M-series chips. Qualcomm doesn’t have the gfx chops. Plus NVIDIA can deliver the gaming and ai features Microsoft wants on an arm platform.
Who told you 90%+ chips made with ARM? Because you said that? Man you should go see a psychologist because you are 100% narcissistic. Windows on ARM is complete failure.
You almost always miss the boat following the herd. For those of us married to the game we are dialed in to as much pertinent information as possible. If I don’t know the answer, I know someone that does know. If you miss it there is someone else to dance with. The answer to your question is yes there are more like Nvidia. You probably won’t see them on Reddit though. One of the beginning stages of investing is what should I buy? Eventually as you become more nuanced you find plenty of stocks you can buy. The question ceases to exist. Then it becomes about the money to be able to invest in those ideas. Some stocks I think have big potential for growth in that space. RXRX-CRSP-ARM are a couple in my AI portfolio. The strategy has no trailing stops and we are buying on the dips until 2030. CRSP is one of the rare situations where fundamentals aren’t a major consideration. We are investing in the potential of the technology. I still think this has the potential to be a ten-bagger and possibly mint some millionaires.
ah, so thats why youre so aggresive and anti ARM. Because you bought intel and AMD. two tech companies that are doing poorly and have been especailly compared to NIVIDA and ARM.
then why are 90%+ chips made with ARM? what would NVIDIA have benefited from attempting to buy ARM and there are ways around this including the emulator thats default on windows 11. Ignorance is shutting down conversations, like you are. Having an open discussion is what leads to real widsom friend.
assigned 100 COIN at $375 and 100 ARM at $145 guess I’ll just sell calls to regards in here now
Is it? Apple Silicon is ARM based — Apple pays royalties to Arm for using the design reference. Yes, going Arm and self designing and leaving Intel allowed Apple to accelerate battery life on the Macbooks and iPhones. However, we are now 5 yrs later and the Intel processors for Windows today are actually preferred over the Arm version by Snapdragon: Windows on Arm is stalling. So perhaps customers really just want good product nevermind how it is technically delivered? Apple todat has no software product even remotely on par with ChatGPT, Claude, Gemini. Siri should be competing with those; it is not even close. There are hardware designers in the shadows working hard to use the new tech to design the challengers to the iPhone. Cook’s inactivity is costing Apple shareholders their future moat.
ARM. I bought it at IPO for dummy cheap, panicked like an idiot in the initial volatility and sold it for practically no gain. (Didn't sell at a loss though!) Now, a couple months ago I was thrilled to buy it at $100... Jokes on me though considering it's just crashed lol
Even top computer scientists would not say ARM can replace x86, you clearly don't know how many core system libraries rely on x86. Stop showing your ignorance. ARM doesn't establish a meaningful moat as RISC-V is a more flexible alternative on the way.
considering ARM chips are in 90%+ smart phones and continue to prove to outperform Intel's dated x86 system I think you're talking out your ass, stranger. You still have provided 0 reasons you believe x86 will stick around despite the advanced CUDA library suporting LLMs and the backbone for high quality AI/ML training.
Yeah, honestly Nvidia’s biggest existential competitor (at least in my mind)… is Apple weirdly. They’re incredibly well positioned for high-performance ARM in the consumer space. One of the cheapest ways to get over 100GB of VRAM in a usable package, and improving software ecosystem.
Right? ARM got dildo smashed back to month lows. Fuk
They said the same thing about ARM
If y’all saw what happened to ARM….that didn’t go well.
I’m feeling it bad. I did a spread long $165 calls on ARM when I was trading at $164. Did short $170 calls at the same time. Expected string earnings report and now my long side is down 87%. Hurting bad. Closed out the short side and pocketed $1506. But wow…trying hard not to look at the negative $2k on the other side. Really hoping it comes back after it was oversold today.
It's 1999 all over again. Just chase everything. Every AI related/adjacent IPO is going to go up 200-300% instantly. If you missed ARM, RDDT, CRWV, FIG, there's going to be a bunch more coming the next 12-24 months. Just don't hold the bag whenever this all goes bust. Nobody thinks these valuations make sense, but the music is on, so you have to chase.
AAPL, COIN, HOOD, ARM, AMZN, RBLX *You can’t sit with us* #LMFAOOOOOOOOOOOOOOOOOOOOO
ARM big drop for very slight underperformance on profit ? Recovery tomorrow ?
ARM and QCOM went bankrupt LMAO
QCOM and ARM both crashing after earning. You know what to do on Tim apple earning
ARM has sh!t the https://preview.redd.it/zjlt7gaqd8gf1.png?width=2048&format=png&auto=webp&s=604b3dcc70a72f8d0bc0e2b314bb210a7ff1167f bed
ARM has been at over 200 P/E for like 3 years but they’ll start making money soon, trust me bro
i am one of those who thinks ARM will eventually win vs x86. I would have been all over in this dip if my portfolio wasn't already tech heavy.
Wait. Is Cramer leaving CNBC? ARM ceo just asked Jim to renew his contract
ARM earnings reaction seems overdone. NVDA is a shareholder, and once tried to acquire them.
How dead is ARM? Like Biden dead or 🥭’s mind dead?
Can someone pls tell ARM we are rallying??
I bought ARM yesterday. Literally the only stock to go down FML