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Arm Holdings plc American Depositary Shares

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SqueezeFinder Update - Jan 26th 2024

r/stocksSee Post

ARM good for AI applications / adoption?

r/wallstreetbetsSee Post

This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

r/investingSee Post

TSM - I was right, kind of, and i think there's still more value here.

r/investingSee Post

NVIDIA - 2023 Q4 earnings projections

r/wallstreetbetsSee Post

Can someone help contextualize ARM versus AMD, NVDA, INTC, or other semiconductor companies

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Unknown fee

r/pennystocksSee Post

**BioLargo: The Rising Star in CleanTech with Blockbuster Success POOPH, Exciting Subsidiaries, and Game-Changing Developments**

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Arm Holdings: Setting Our Sights High with a $110 Price

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SqueezeFinder Update - Jan 10th 2024

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CES 2024 Unveils Qualcomm and Bosch’s Cockpit and ADAS Integration

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$ARM Announces Earnings Report Date for Q3

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SqueezeFinder Update - Jan 9th 2024

r/StockMarketSee Post

ARM holding fees charged by Fidelity?

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ARM holding fees charged by Fidelitym

r/ShortsqueezeSee Post

SqueezeFinder Update - ARM Holdings

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SqueezeFinder Update - Jan 8th 2024

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Credit spreads

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ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD

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SqueezeFinder Update - Dec 28th 2023

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Cannot Purchase Specific Stock

r/wallstreetbetsSee Post

Remember to Withdraw 7K and Max Out your Roth January 1st

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Intel Corporation: INTC’s Latest Strides and Challenges

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Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance

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$ARM and All my Dividend Stocks Holding Up My Portfolio Today Against the Mag 7

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$ARM=All this stupid talk that Softbank is gonna dump is WRONG. This is softbanks Sees Candies/WarrenBuffetStyle. PT 65-70+ coming, why?....

r/wallstreetbetsSee Post

Wall Street is telling you to sell NVDA

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How important are the "normal" cores in an AI workload? Do AI-specific chips like Microsoft's actually threaten Nvidia's business?

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What to do with investment property proceeds

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Low liquidity benefits

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Why is currency arbitrage not prevalent in mortgages?

r/StockMarketSee Post

$ARM down 6%; Semiconductors drop amid weak Arm outlook

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SqueezeFinder Update - Nov 9th 2023

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US markets open -

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SqueezeFinder Update - Nov 8th 2023

r/investingSee Post

Obsessed with Chip Makers

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Intel Corporation is in DEEP trouble.

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What do you guys think of CHINA names?

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Is Nvidia the future?

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My Portfolio is down 8.4% should I pannick

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Spy die why

r/smallstreetbetsSee Post

10/10/2023 - Put options to sell with highest return sorted by %OTM ($50-$100, DTE<14)

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Is Zurich Investments a legitimate company?

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Waiting for the carpet tug on this amazing “AI” stock (ARM)

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Will ARM go up?

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$ARM Low Volume

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I finally qualify to play.

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ARM IPO Technical Analysis

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POWERFUL AI COMPANY 9PE

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POWERFUL AI COMPANY 9PE

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What should i do with the ARM shares bought at IPO 🤔

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New rule allows faster listing of options after IPO / ARM Holdings options listed today

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ARM options?

r/RobinHoodSee Post

Question regarding ARM holding fees

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What IPOs from 2020-2021 are worth buying now in 2023?

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Can't believe I am holding Masayoshi Son's ARM bags

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WSB members demanding options for ARM this week

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ELI5: When is it okay to buy an IPO?

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Instacart Seeks a $10B Valuation After ARM’s Successful IPO

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$ARM to the moon

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Where the ARM dealers at

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when does options trading open for ARM

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Forgot to confirm my ARM IPO order for 10K, now its up 25%

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No ARM for S&S ISA?

Mentions

Alternatively we can evaluate it as simply a point in time when the drop happened. Look at the significance the dataset. There was a single point at which was narrowly missed and that just happened to be a primary endpoint at Week 16, that's why it was down 90%. It was just the headline. The data shows the drug works, it only missed due to noise and the high placebo response on the VELA-2 ARM. Lower the p-value the better - basically the entirety of the dataset outside of one point shows very strong statistical significance. https://preview.redd.it/a66353ald16g1.png?width=2500&format=png&auto=webp&s=34673846e1ca5b687dba4d7b8272608e675eb898

Mentions:#ARM

That doesn’t mean anything. NVDA announced the acquisition of ARM back in 2020, despite the very low likelihood of it clearing antitrust. Trump poured some cold water on the NFLX / WBD deal today, and Ellison’s strong ties with the Trump administration could bear fruits.

Long ARM short PP gang rise up 💪🥳

Mentions:#ARM#PP

Anyone long $ARM?

Mentions:#ARM

yeah but he made that back later and his vision fund is up a lot right now. he's not a buffet style investor but in general he's pretty good. his vision fund raised 100B dollars, his ARM deal alone made 120B profit. wework is a huge rubbish bet but he made those back in other deals that's how VC style investing works

Mentions:#ARM#VC

So is it ARM that benefits from this, and google TPU?

Mentions:#ARM

Nvidia pivots to AI, Reddit Analysis "Nvidia is dead!" Google is making chips? ARM architecture CPU... They're doing this because Nvidia doesn't make CPU, they're still incorporating Nvidia GPU and that wont change any time soon. Production caught up to demand cards are regularly available, what exactly is the issue? It's like saying the PS4, Wii or Switch were dead consoles when they were regularly on shelfs in stores finally... AI is the future, we're beyond our current understanding of thermal dynamics, Nvidia will take a dip while pivoting, and I'll buy when it does. The next big thing will be quantum computing, not ARM and we're a LONG time away from consumer based quantum products (if unsubstantiated claims of quantum development are even realistic) Google might be building the chip for their AI, but the partnership where Nvidia is still the one developing their AI infrastructure.

Mentions:#ARM

The question isn't whether to invest in AI, it's how you manage the positions once you're in. Most people focus on picking stocks but ignore the execution side. If you're holding 25% in AI stocks across NVDA, SMCI, ARM like you mentioned, how are you monitoring that exposure day to day? Are you rebalancing when things get hot? What's your exit plan when the sector corrects? That's where I think the real opportunity is. Not just buying and holding but actively managing your portfolio with some intelligence. We built Milo to solve exactly this problem. You can set up your allocation targets, risk parameters, and it handles the monitoring and execution. Works with stocks and crypto so you're not managing multiple tools. The AI investing part is actually easier than people think. The hard part is discipline. Sticking to your plan when NVDA runs up 30% and you want to chase more. Or cutting positions when your sector allocation gets out of whack. That's where automation actually helps vs trying to do it all manually. Anyway just my take from building tools for this. [https://app.andmilo.com/?code=@milo4reddit](https://app.andmilo.com/?code=@milo4reddit)

You’re assuming that those purchasing are only hyper scalers. But Meta, for example, isn’t a hyper scaler and builds its own data centers. They don’t have “AWS, GCP, Hetzner”. Also Google realizing most large companies build out their own data centers, is now looking to sell their TPUs outside of GCP infra. What that means is that there are a few things these organizations have to do, first they have to rebuild every rack to now be able to accommodate ARM architecture, mind you most companies hag have their own data centers have primarily deployed x86 because there weren’t many ARM based data center players. They then have to retrain their employees used to working on x86 SW to ARM based instruction sets, which isn’t easy. There’s to x86 to ARM architecture retrofit. It’s a wholesale move. Short term very costly. You’d be surprised how many organizations don’t really use hyper scalers. Intel, for example, where I used to work had 360,000 servers within numerous data centers they owned. They never had any reason to use cloud infrastructure.

Mentions:#ARM#SW

They can't transition data centers to fit in ARM based platforms? Why not? Most datacenters have (AWS, GCP, Hetzner). It's cheaper. As for TPUs: the TPUs Google is deploying in their own datacenters, which are 600kw containers ... no indeed, that thing IS a datacenter, you cannot put it inside an existing datacenter. That's just not happening. However we know of 3 Google TPU model types: "Google Coral", a usb edge TPU, "Google Tensor", the ARM chips in their smartphones, and the 600kw container TPUs. And that's ignoring that modifying data centers when building them is possible even for the 600kw container-sized TPUs.

Mentions:#ARM

Everything is priced in, the demand for Nvidia chip is priced at being near infinity, even if it take years to switch to TPUs and ARM, it means in 5 years Nvidia demand won't be near infinite which is what it is currently priced at. You don't need to do poorly to lose value, you just need to perform below expectations, and currently the expectations are that Nvidia will have a near monopoly on the market. I would buy calls still.

Mentions:#ARM

The future is ARM

Mentions:#ARM

ByteDance, Yahoo JP, ARM, Ping An, Uber, Coupang, NVDA, E-Trade, Vodafone JP, DoorDash.... ya ok, WeWork too. How's your record?

Mentions:#ARM#NVDA

Lmao. This dude knows nothing about semiconductors. We have 2 years before I see a slow down for NVDA. People can’t just fucking transition their data centers to fit in TPUs and ARM based platforms. Also it’s workload dependent. Training, building, and inference all require different levels of compute. NVDIA isn’t going anywhere.

Mentions:#NVDA#ARM

And ARM

Mentions:#ARM

Intel claims to be able and willing to fab both x86 and ARM for IFS customers. Also it's being priced in as true because Ming-Chi Kuo is a reputable leaker of apple stuffs.

Mentions:#ARM#IFS

TPU vs GPU looking like X86 vs ARM....all BD shenanigans

Mentions:#ARM

It's crazy to me how CUDA is such a moat when there's so much money on the line for companies like AMD, Intel or now Google to make tools that can translate CUDA into something else. If Linux can run Windows games (with no cooperation from developers) and now even translate x86 games to run on an ARM CPU it's surprising that translating CUDA, with cooperation from whover is writing software for CUDA and wants to move it to cheaper hardware, is such a mountain to climb.

Mentions:#AMD#ARM

Not sure why you tossed RAG in there. Those companies are spending tens to hundreds of billions buying AI "accelerators", a market nvidia basically had to itself with the bestest, most capable ASICs. Only now it doesn't. And just to be clear, a "GPU" is some general purpose functionality coupled with some specific functionality. Precisely like every other option. An Ironwood tray is 4 TPUs (with 768GB of HBM3e) along with an Axion ARM processor. If the market decided that it really wanted stream vector functionality to process billions of FP64 values, this would be added on the ASICs alongside the MXU, VPU and SparseCore. Positively no one is buying hardware based on some flexibility that they don't use currently.

Mentions:#HBM#ARM#VPU

Amazon, MU, AVGO, TSM, ARM, VRT

Firstly, it is months not years. Secondly as has already been pointed out to you there are not huge amounts of engineers at this level of the tech stack. Third, you think the XLA developers can’t debug an XLA error? I can’t even. How long does it take a decent researcher to learn Jax? Well I hope for fucks sake they already know NumPy or they don’t belong in the field. XLA is not an unreliable dumpster fire and most engineers are not spending their time on weird custom ops that hit some undiscovered bug. Yes, every company is quite comfortable with “relying” on external engineering departments. They do so constantly and everywhere. My god, I’m relying on Apples engineering department to write this message, who are relying on ARM, who are relying on… > If you wish to make an ~~apple pie~~ ML tech stack from scratch, you must first invent the universe Carl Sagan

Mentions:#ARM#ML

Ah, right. I did forget about that. But my comment is in response to "only innovative chip design in the last 10 years" which is just false. Apple arm chips are just a tweaked and optimized version of ARM designs that apple likely had no extra input over as compared to any other company who uses their products.

Mentions:#ARM

Please take a minute to read the founding of ARM and who was involved in their creating and development

Mentions:#ARM

The ASIC nonsense is a ridiculous differentiation, and nvidia's rather pathetic cope statement is trying to feed into misinformation. Like, the core thing ML is using in large deployments is tensor cores. Basically ASICs custom built for MAC/FMA. Just massive matrices being fuse multiplied and biases added, trillions of times. Which is precisely what a TPU does. Indeed, a TPU has a pretty robust CISC instruction set, and them has an ARM64 orchestrator, and basically the entire imaginary "we're general and they're an ASIC" difference disappears.

Mentions:#ML#MAC#ARM

What makes a "AI chip" a legitimate AI chip? Per the description, it sounds like an ARM based SoC, not unlike all cars with infotainment systems and most Android devices.

Mentions:#ARM

If you're just involved in simple puts that are just going to expire worthlessly, sure, but Burry bought CDSes, which are entirely different instrument. His ability to pay the premiums because the MBSes weren't cratering immediately when the ARM inflation's kicked in, means that he had runway to be wrong on timing because he knew it was going to blow up one way or the other.

Mentions:#ARM

You understand that the INTC Foundry business can produce ARM chips as well right?

Mentions:#INTC#ARM

DeepMind AI, Shazam, Minecraft, Rockstar Games, ARM, MySQL, many ultra high quality sound equipment, V-ray

Mentions:#ARM

I mean, Apple has been doing the RISC thing for human generations. ARM is superior for a lot of PC tasks and it's available for Windows. Microsoft didn't have the same innovation over the past 5-10 years though they could have pretty much copied the play book. So it is Microsoft's fault through omission/inaction.

Mentions:#ARM#PC

Was going through my watchlists: Palo Alto Networks (PANW) -17% since October 28th, and ARM -26% in the same time frame. Neither seems particularly exposed to AI (if anything it could be a tailwind), but I suppose the P/E ratios remaining >100 after these drops means this is just a multiple compression? Of course this has prompted me to check up on PLTR, which still has a P/E of 362. While a different company, it seems clear some investors don't care about actual financial metrics. (I wish I hadn't sold at $40, would've been my all time greatest holding, but oh well.)

You obviously have not been paying attention to the details of NVIDIA's technology NVIDIA licenses ARM for all its SoCs. This is not like the Alter a acquisition because NVIDIA is already using and dependent on ARMs IP. ARM CPUs are used in virtually all cell phones and mobile devices. Acquiring ARM would've enabled NVIDIA to easily enter that market and would've greatly decreased NVIDIAs SoC risk due to their dependence on ARM. It would also have enabled NVIDIA to compete with AMD and Intel in the CPU market.

Mentions:#ARM#IP#AMD
r/stocksSee Comment

ARM

Mentions:#ARM

I bought PLTR、TEM、NBIS、CAI、ARM...

it ran stops today yielding a significant profit. Now I'm contemplating whether to reverse the course and start shorting. I'm thinking about ARM (as AMD's too big for that), but fearing the ship has sailed.

Mentions:#ARM#AMD

Softbank melting. I'm just here to see how long Masa resists before dumping ARM

Mentions:#ARM

I’m pretty sure I read that they preferred that but antitrust concerns have made it difficult to find acquisitions that won’t get bogged down in regulatory and legal purgatory. I’m trying to remember where and when I read that. It was probably related to ARM But yeah I guess that doesn’t mean they can’t buy a bunch of robotics companies or Denny’s.

Mentions:#ARM

Should I dump ARM? Bags are heavy

Mentions:#ARM

Nvidia acquisition of ARM fell through in Feb 2022 , there was no way in hell any company could have taken Nvidia's market share in AI training in just 9 months for the release of chatGPT, Competitors like AMD wouldn't be able to catch up even if you gave them 3 years.

Mentions:#ARM#AMD

He's talking about Nvidia's failed acquisition of ARM in 2020, that $40 billion price tag would have been worth almost $1 trillion today.

Mentions:#ARM

Not so fast... Nymph is coming for PCs in 2026. 5× AI performance increase over standard PCs; Form factor PCI Express Gen 4 ×8 (×16 compatible) Architecture SoC ARM + 4 × Axera NPUs (≈ 180 TOPS INT8) Power consumption ≤ 75 W TDP via PCIe slot Performance ≈ 30 tokens / s (7B LLM model) https://preview.redd.it/9x5mrlkdub2g1.png?width=397&format=png&auto=webp&s=e9a53542208a79cea9022acc55e859d8aa345e42

Mentions:#ARM#TOPS

Even if AI disappeared tomorrow the markets Nvidia sells to are so big. Even PC gamers alone could use GPUs and ARM CPUs or apple for their products or Microsoft/Sony/ Nintendo for game consoles or valve for a steam machine. Lol it is crazy how well positioned they are. (In agreeing with you)

Mentions:#PC#ARM

I'm genuinely confused by this statement considering: A) Nvidia's rise had nothing to do with politics and everything to do with companies paying $30000 a pop for H100s in 2020. B) The FTC has never taken an enforcement action against Nvidia during any administration, the ARM acquisition wasn't really blocked on FTC grounds but rather just failed negotations. C) The only way politics have affected Nvidia whatsoever is Trump's trade war causing a pullback in Chinese purchases, something Jensen has repeatedly warned about.

Mentions:#FTC#ARM

Wait until ARM translation really kicks off with the work Valve is starting to do. Our current phone hardware can run an insane amount of games with the right translation & availability.

Mentions:#ARM

Once Bols capitulate tomorrow morning I will go long. Looking at ARM, TTD, TXM, and QCOM calls

Mentions:#ARM#TTD#QCOM

ARM partnership but ARM stock still in the dumps

Mentions:#ARM

Maybe. Butvut might not be a bottom yet to go for it. Will see. Best of luck for OP. I am considering $ARM, but need more time to see where it consolidates.

Mentions:#ARM

Whatever happened to the 500 billion Masayoshi SoftBank Oracle ARM Nvidia OpenAI Meta giant burning man circle jerk???

Mentions:#ARM
r/stocksSee Comment

Nvidia in my opinion is about to get some big pressure. There Blackwell series hasn’t proven to be the generational leap ampere was to hopper. Google is coming in with deploying TPU’s in coreweave and maybe nebius (rumor), cost of memory is going up significantly, AMD finally has a competitive product if they can just not fumble like they always manage to do….. Nvidia flopped with everything ARM except maybe Tegra line with the switch, but their entire grace thing was a bust. Everyone wants x86 and they realized it too with their sneaky intel investment but already got burned with their GB200 and others. Vera Rubin seems great but they are in a tough spot can’t release it too early or the entire b300 lineup will be useless and kernels are finally starting to mature for Blackwell to pick up some steam but the big AI players both in the US and China are still training with hopper. So Nvidia is going to have to make some tough choices soon when it comes to release dates and stay in their lane with CPU choices. Also the power and heat problem their chips keep running into, it seems like the only way they are getting the benchmarks they are is shrinking the node size and pushing more power through it. Of course Blackwell is a beast at quant 4 but most labs still are pushing fp/int 16/8. I think just OpenAI with gpt-oss is the only optimized decent open source model for Blackwell to cruise with.

Mentions:#AMD#ARM

It's possible they will sell, or they might take more loans against them. They have around $130B of ARM shares at current prices and only $20B loans against them ($11.5B undrawn). They can likely take more loans.

Mentions:#ARM

I think SoftBank plans to sell more ARM shares. The question will be at what price. SoftBank IPO-ed 10% of ARM shares while retaining 90% shares (1.06 billion shares outstanding). To liquidate ARM shares in large amounts would depress ARM prices.

Mentions:#ARM

The last sentence is spot on. The media has been wrong on this. I looked at the actually earnings presentation and the TMUS share sales were mostly old. The total new cash generated since Sept 30 is $7.25B and SoftBank had only \~$23B standalone cash, which is historically low to mid level for them. Then there is $11.5B capacity for ARM margin loans. But in December they owe $22.5B + $6.5B for Ampere so $29B, and then in April 2026 they have to pay back or refinance the $7.5B bridge loan they took for the first closing. All in all, if they choose to pay back that bridge loan, they owe $36.5B by April and only $18.75B to fund it from known sources. I generally agree they need to sell more of their shares or take more loans against their shares to fill the gap. That's either ARM or T-Mobile. They sold a ton of TMUS this year already. Logic would dictate that they sell some ARM shares or take even more loans against their ARM shares.

Mentions:#TMUS#ARM

Stanley Druckenmiller opened new positions in $GOOG, $ARM & $AMZN

My NVO call I wrote will expire worthless next week as is tradition. Waiting for a ARM or TTD bounce in 1-2 weeks. Still see moderate downside ahead in the market but I don’t want to chase the downside trade here

Mentions:#NVO#ARM#TTD

Still enjoying losing money with Mr. Corey? The market is going down, but bro advised everyone in his discord to “nuke DCA” META calls, to load up on ARM, ORCL, and NVDA. What a reckless clown. Does he still “break down why markets move” for you?

Writing otm FDs on high IV is almost always free money. No idea why or how people trade tickets that consistently average IV of over 50-60% over a long period of time. That being said I’m looking at ARM calls if it falls another 5-10% 😩

Mentions:#ARM

I don't know what you mean about them not being actually American. If you mean their place of manufacturing, sure, but the companies that hold their IPs are American, the work put into designing those products was done primarily in the United States and funded with American money, most of the revenue they generate goes to the USA and the government they would obey in the event of a conflict is the American one. It doesn't matter that engineers from all over the world work on those products or that they are manufactured overseas. Right now, as a European, there is basically no way to get something as fundamental as a computer without most of that money going to the United States. Also, if the USA government suddenly decided that these companies can't sell their products to a certain nation, there's nothing that nation could do about it other than start an extremely costly process of either switching or making an alternative because you can't just stop importing CPUs and GPUs and still pretend to maintain a modern economy unless you yourself have companies, which in Europe we don't, and that's why the EU is currently pumping insane amounts of money into any half baked startup that promises making a European CPU (there's also ARM but that's also not in the EU and the CPUs they make are not a replacement for Intel/AMD ones in many of the most important use cases). The USA debt is literally nothing special in today's world. We have France on the same debt/gdp ratio here and other major EU economies at the \~100% mark. Outside Europe there is Japan with a larger debt than the combined GDP of the 3 largest EU economies put together at 234%. Even China is sitting at a debt/gdp of almost 90%, which is still super high. If the USA goes down because of debt, we are all going down with it, together with the entire modern monetary system. Keep in mind that at no time I've said that the USA won't face any trouble. What I'm saying is that I don't think they will face any more trouble than the rest of the developed world will and that the USA has not lost any protagonist on the western economy. I see no reason to start weighing your developed world investments away from the USA, though whether emerging markets should start being a bigger part of most portfolios is a legit debate.

Mentions:#EU#ARM#AMD

> the issue with 2008 was not really that people over borrowed, but rather central institutions had massive amount of derivitives on these loans Ehh, banks gave out loans they shouldn't have to borrowers who couldn't afford them. Mortgage brokers and banks out the wazoo who originated loans they knew were highly risky, but manipulated the numbers to get the loan financed then sold that mofo off to Freddie/Fannie ASAMFP. All they cared about was collecting a fee for originating the loans. They didn't care about the quality of the loans. Bad credit, ARM loans to make payments appear affordable, over-priced houses, insane house flipping, people thinking the housing market would only go up. THEN all that shit-tier debt was repackaged and thrown into the manure spreader until just about everyone had exposure to it.

Mentions:#ARM

What im saying is that NVDA sale was nowhere near enough to cover the commitments. Total cash generated since Sept 30 (from known announcements in earnings) is $7.25B (Including NVDA) which matches up with the $7.5B of bridge loan they need to refinance. $6.5B increase in margin loan matches Ampere. It seems that based on current inform there is NO way to pay for the $22.5B that's due in December. How will they do it without using ARM? Now I don't think they will sell it. They have over 200m ARM shares that aren't being used as collateral for any loan. I think they will take a loan against those to pay for OpenAI.

Mentions:#NVDA#ARM

25% semiconductor industry (TSMC, NVIDIA, ARM, etc.), 25% retail (Walmart, Home Depot, LVMH, Ferrari, etc.), 25% in the defense industry (Airbus, Lockheed Martin, etc.), and 25% gold and Bitcoin."

Mentions:#ARM

ARM had a great earnings too

Mentions:#ARM

AMD good news. AVGO no news yet. ARM is just shit.

Mentions:#AMD#AVGO#ARM

why is AMD so resilient while AVGO and ARM are heading straight down

Mentions:#AMD#AVGO#ARM

thats why he sold his nvda stake. but the banks will smell blood if he's forced to sell some ARM and frontrun him. it will eventually happen but that's a little further out

Mentions:#ARM

Are you sure they sold Nvidia to fund OpenAI? After Sept 30, if you take $5.8B from Nvidia sales, $2.9B from hybrid bonds, and subtract the $1.45B spent on OpenAI shares on secondary market that's $7.25B cash generated from known moves in Q3. That's almost an exact match for the $7.5B needed to refinance the drawn bridge loans (due in April 2026). The additional $6.5B of ARM margin loan capacity matches what they need to buy Ampere in December. It looks like these moves were for refinancing existing bridge loans and buying Ampere rather than OpenAI. Which leads to the question: How will they pay for the $22.5B due to OpenAI in December?

Mentions:#ARM

He has a margin loan capacity of $20B against 692m ARM shares. $11.5B of that is undrawn. He needs $22.5B for OpenAI, $6.5B for Ampere, and $7.5B to refinance the bridge loan they took for the first tranche of the OpenAI investment. Is there enough cash if he doesn't sell some ARM shares or take more loans against them?

Mentions:#ARM

ARM has a good chance of falling below its 200 day. If it falls to 130 or so that might be a great long entry

Mentions:#ARM

It was insanely overpriced when it IPOed and then astonishingly kept going higher. I think the reason Son cannot take profits on ARM is because he owns so much of it. Any sell would instantly tank the stock.

Mentions:#ARM

I'd be very careful going against the most devious degen in existence. I'd look into things like ARM which Softbank owns like 90% of and might need to sell bits of to feed the Open AI bottomless pit

Mentions:#ARM

ARM probably going to 140 at some point this month.

Mentions:#ARM

They have. ARM? T-Mobile?

Mentions:#ARM

yeah, but they make $100B in the ARM deal, kind of offset all the losers... wework is truly a trash gamble. normal VC will not lose so much on a single deal, they kind of put too much chips on the table and when he realized he might lose before the final card folding is already not an option due to the sunk cost.

Mentions:#ARM#VC

AMD? You mean ARM?

Mentions:#AMD#ARM

ARM just casually tanking after great earnings

Mentions:#ARM

NVO goes up 5% when I sell for a 5% gain the day before lol. Anyways I’m waiting to see if ARM retests 140. Depending on price action that could be a good time to punch it long short term

Mentions:#NVO#ARM

For every 10 losers they make up bigly on like two winners Softbank also owns like the entirety of $ARM

Mentions:#ARM

They still hold 90% of ARM, moron 

Mentions:#ARM

softbank is not known for making good trades either. they sold all of their ARM shares in 2020 for a mere 20% profit over 5 years.

Mentions:#ARM

Breaking News: I will be opening GAPE Financial next month. Flagship product is a perpetual ARM interest only mortgage.

Mentions:#ARM
r/stocksSee Comment

Wouldn’t have been better to buy TSM shares? At least you get dividends and AI driven company’s need their chips or: AMD, ASML, ARM, AVGO?

I sold my shares of RDDT, ARM etc the day before liberation day and now look where the share prices are. You can't time anything.

Mentions:#RDDT#ARM

WHY IS ARM SO DOWN! i am down bad. pls go to 152.

Mentions:#ARM

Will ARM ever get to 152.50? Im down bad man.

Mentions:#ARM

DOWN BIG ON ARM.. will it ever go back to 152?

Mentions:#ARM

Why is ARM one of the biggest losers today wtf! bought 1k at 152.50. Down bad, will they ever come back?

Mentions:#ARM

ARM melting

Mentions:#ARM

Too late I lose -15% in ARM

Mentions:#ARM

This is $CRWV puts, right? Every other mid-cap AI stock is dumping like there's no tomorrow ($IREN, $TSSI, $SMCI, $ARM)

>What is there to build without ARMs designs? x86 or RISC-V. None the less you're implying something I want to clarify, Apple, Broadcom and Qualcomm for their premium SoCs (M4/8 elite) license the ISA -- through something called an ALA (Architecture license agreement). That is they license to use the "ARM language" to put it in human terms. Arm makes limited money on these agreements because the companies are not using an IP from the company -- just the rights to use their language. Alternatively Mediatek and a few others (including some lower teir SoCs from Qualcomm/Broadcom) use a TLA (Technical license agreement). Here the companies buy some IP like the CPU core and some back-end bus/interconnect/memory-management IP and integrate that into their SoC. This is where Arm can make more money. But, many companies are going the ALA route as Arm's TLA cores and IP haven't been very competitive compared to the CPU design teams out of Apple. That is why Qualcomm bought Nuvia to pay smaller royalties and have better/more control of their CPU cores and backend memory IP. Arm is trading where it is because people don't understand what their business model is. They hear Rene Haas say "ARM IS IN DATACENTER!!!!" which is true, but they're getting like a dollar of ALA licensing fees per GPU. Meanwhile AMD and Nvidia are selling their GPUs for what like $150k a pop? My point is there is better places to allocate your money than significantly overpriced Arm.

Mentions:#ARM#IP#AMD

Not sure they made that much money from ARM

Mentions:#ARM

They did one amazing acquisition: ARM

Mentions:#ARM

They own a ton of ARM as well

Mentions:#ARM

First of all, it's not a bank. Alibaba, ARM, Nvidia, Bytedance are all huge investment success stories.

Mentions:#ARM
r/stocksSee Comment

I wouldn't touch earnings this week. I had ARM. It shot up AR but today it's in the red. Pretty much all stocks are red or at least heading lower the next day regardless of ER.

Mentions:#ARM

Man I want to trade ARM more but the option chain volume is absolutely pathetic

Mentions:#ARM

It'll be fine. They're mad because ARM made some promising chips, which ARM has a tendency to do. The market have been extremely touchy lately. I think someone needs to buy it some flowers and an ice cream cake.

Mentions:#ARM

Oracle gotta be in trouble right? Thinking if we do burst and enter a year long bear that ORCL and ARM will be decent single stock short targets

Mentions:#ORCL#ARM

Applovin? ARM?

Mentions:#ARM

why is ARM not mooning

Mentions:#ARM

all ARM gains just disappeared wtf

Mentions:#ARM

ARM up

Mentions:#ARM