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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
CES 2024 Unveils Qualcomm and Bosch’s Cockpit and ADAS Integration
ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD
Remember to Withdraw 7K and Max Out your Roth January 1st
Intel Corporation: INTC’s Latest Strides and Challenges
Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance
$ARM and All my Dividend Stocks Holding Up My Portfolio Today Against the Mag 7
$ARM=All this stupid talk that Softbank is gonna dump is WRONG. This is softbanks Sees Candies/WarrenBuffetStyle. PT 65-70+ coming, why?....
Wall Street is telling you to sell NVDA
How important are the "normal" cores in an AI workload? Do AI-specific chips like Microsoft's actually threaten Nvidia's business?
Why is currency arbitrage not prevalent in mortgages?
$ARM down 6%; Semiconductors drop amid weak Arm outlook
What do you guys think of CHINA names?
My Portfolio is down 8.4% should I pannick
10/10/2023 - Put options to sell with highest return sorted by %OTM ($50-$100, DTE<14)
Waiting for the carpet tug on this amazing “AI” stock (ARM)
What should i do with the ARM shares bought at IPO 🤔
New rule allows faster listing of options after IPO / ARM Holdings options listed today
Question regarding ARM holding fees
Can't believe I am holding Masayoshi Son's ARM bags
WSB members demanding options for ARM this week
Instacart Seeks a $10B Valuation After ARM’s Successful IPO
when does options trading open for ARM
Forgot to confirm my ARM IPO order for 10K, now its up 25%
Mentions
Thinking PLTR & ARM calls for this week. Was originally gonna go in on HOOD/HIMS calls but I feel like the potential price action isn't worth it tbh
You will want the AI exposure as well that Europe doesn't have. Europe does not have an Apple type company. They don't have an Nvidia type company yet unless ARM does something. Bottom line you don't need exposure to Europe. These American companies make plenty of Euros and that is all you need. Euros turn into plenty of dollars and share buybacks that benefit you over time. I don't like the Expense ratio in the EFG. XLG expense ratio is only 0.20% while the EFG is 0.36% for lower returns.
Do u have a opinion of ARM leading up to earnings?
Moment of truth for ARM this week. I have a feeling they are going to drop to the 80s and finally fill that gap. They'll basically need to have a perfect ER release otherwise.
ARM 115 calls for earnings may 8
Gonna add more ARM calls tomorrow if it dips. Probably just hold until IV is at a max right before close. Won’t hold through ER though
Bro u missed ARM’s earnings coming on 8th, and so far seems it is quite confident for the growth
>The only customer for Intel is Intel themselves, because no one would choose Intel over TSMC, since they are generations behind in delivering. Intel has delivered Intel 4 (MTL), which is roughly 1-2 nodes behind N3. "Generations" is a bit generous in that regard (in terms of TSMC's lead). Intel also has customers with Erricson, packaging with amazon, some random ARM chips, etc etc Not much, but a couple to prove itself with 18A.
I only plan to play DATADOG and LYFT and ARM this week. All calls.
Favorite earnings lotto stonks this week: PLTR, DDOG, TWLO, SHOP, TTD, FROG, HOOD, ARM, APP, TOST (basically all the tech stonks I recognize as potentially moving bigly either way) The plan is to put all of these tickers in a hat and pull one Then I’m going to flip a coin like lucky quarter guy Heads I will buy 10-15% OTM calls Tails I will buy 10-15% OTM poots
Some juicy ones this week. I’ve got my eyes on ARM, DIS, PLTR, TOST, DDOG, and FROG
IV for atm weeklies PLTR 145% DIS 64% DDOG 110% TOST 146% SHOP 116% UBER 85% AMC 214% ARM 115% HOOD 142% FROG 88%
Oh yea, I heard about the rivian disaster. Which stocks are a good opportunity? In technology I am currently monitoring MU and ARM. As high yield ETF I am looking at SCHD. Just curious on other people interest.
55 shares. I mean, worse case can sell off and be a tax write off, and move the money elsewhere and return to this later, if the CEO pulls his head out of his ass and start to take advantage of the massive capital they sit on to expand. I would dive in microcontrollers and expand to sick military contracts if I was in any position to make propositions to Intel. They had a few mobile or robotic oriented processors optimized for Linux, cherrylake if I don’t mistake, I was looking into designing a PCB for a client around that board. And right after the Chinese came out with a latte panda single board computer using one of those processors and run windows 10, aiming at robotic and kiosk applications. But idk, it kinda died, and price wise there are more efficient ARM processors when it comes to embedded systems applications. Intel definitely need to do more if they want to grow. https://preview.redd.it/v40kfdccqgyc1.jpeg?width=1284&format=pjpg&auto=webp&s=627533a328ba409011042b2cd184aa2e5f2d50e6
I hear that, Google is making is own ARM based server chips that will power the Google cloud. I am amazed that ARM RISC architecture can now provide server side processing to the point to replace the old x86/x64 CISC processors. Power wise that would be huge. Sadly no much information floating around other then rumors and small article that do not dive in details
I sadly can't comment on that but I will say there is allegedly a rather large order of 18A ARM server chips.
AI is not my field, but sadly Intel waited too long in investing into AI technology. NVIDIA did the right choices on that. Can Intel catch up on that? Also nvidia play smart on their proprietary API, will make it harder for competitors to replace their model anytime soon. ARM have huge potential, I heard Google is trying to move their data centers CPU to some proprietary chips that are ARM based, I don’t have much information on that tho.
I feel like ARM is the true sleeper here able to nimbly supply and license designs to everyone without worrying about the manufacturing process as much.
Device sales down and this dude is buying ARM calls. Well godspeed regard. The only way ARM outperforms is if a big licensee makes a massive deal (most of them do it every few years at most) , and judging by all the big tech corps recently, their budgets are fairly tight. Enjoy.
You might as well choose your arm off for ARM calls!
I agree that inference may become more of a thing, considering Apple and Google somewhat aiming in that direction with their hardware. (Yes, Google also sells hardware... ;)) That would be mostly ARM for the foreseeable future, considering the ever increasing position of mobile. On the other hand TRAINING is HUGE. And it's hard to see how it's not ever more increasing unless currently successful models/approaches hit a hard limit. (Which is by the way not very far fetched, probably that's why it's not free money.) So if you compare training and interference, a huge point is probably volume in terms of GPU/CPU power and sales. From what I can see, I don't see myself running my own ChatGPT or similar any time soon. And inference costs for ChatGPT are insane actually, I mean a single request with 1000 tokens costs 0,2 cents. So I doubt this is going to be done on my phone
Currently I roll (short puts) NET and ARM. As long as I roll close in time and with a credit I can't see the problem. I rolled ARM from 120 to 112 and NET from 92 to 85 - if I get assigned stock it's OK too.
As long as you live to trade another day that's all that matters. Now can we move on, maybe think about generating some ideas?...ARM earnings are May 8th, 120 strike May 10th calls were cheap at close today, on watch Monday for sure.
I hope it works out for you. ARM looks eh but daily it’s consolidating a lot. Gl, gl. wtf do I know, I’ve been looking into alpha picks
ARM is a different beast my friend 😘
PLTR and ARM. I'm going neutral.
ARM 
Predictions for $ARM earnings?
160 is very optimistic for ARM!
HOOD and ARM calls for next week.. We think they'll print? Not sure between those or ALCC & NVDA 🤔
I don’t think traders understand how undervalued ARM is. Good luck to you brotha 
Im rooting for ya. Ive held ARM since ipo
Bought me some HIMS and ARM calls before close for earnings next week 🤞🏽
Did you not see how ARM moved last earnings?
Is strangle on ARM a good idea next week? 
What earnings plays are people interested in for next week? I was thinking HOOD or ARM calls
Pretty crazy. ARM revenue model is horrible, and shares are insanely overpriced already , mixed with meh Q1 results from other players and declining iphone sales, guidance might be rough. But good luck.
The worst stock ever. All semiconductors went up, but INTC didn't. CHIPS act money? INTC didn't do shi... Government contracts? INTC didn't do shi... AI? Forget it. Adopting ARM instead of X86? Gets beaten by QCOM Snapdragon even on Laptops now. The whole beurocratic machine like INTC is holding on legacy stuff and some foundry business - scraps from TSMC and Samsung. Company has barely any new innovation. And the stock results show it.
I’m hoping for ARM to make a run next week
ARM calls for the earnings run up. Easy money 
looking forward to PLTR, UBER, SHOP, ARM, MARA and AFRM. PLTR I am also nervous if its already priced in
hmmm to go all in on ARM before earnings next week or stay tf away
>AI inference hardware Not even, lol. The neural chips (npus) on their ARM chips are already under load from all of the machine learning features, among other tasks. So unless you daisy-chain a bunch of M2 Mac studios, you **won't** be getting the acceptable performance at model inference. M4 chips are the only ones that'll be able to take advantage of **some** on-device model inference work. TL;DR: Don't assume the current neural chips are up to the task (spoiler: they aren't).
I don't see Apple as an innovative company , Their strength is to take other innovations and make them work better, Linux for MacOS, 10 years after everybody buy Bluetooth they come up with airpods, vision pro after the first HTC vive in 2015. And so on. To sum up, innovation will not come from Apple, some other company need to create some crazy shit, Apple will enhance it 5-10 years after and will sell like crazy. So other than new ARM designs in the last couple years which boost MacBook sales nothing happened in their industry. Apple is now in waiting mode
5/7 0DTE QQQ 420 Put/422 Call 5/8 UBER 75 Call HOOD 19 Call they stole mi dinero ARM 110 Call 5/9 MARA 22 Call
Under Tim apple went to ARM, and TSMC came through with a decent SoC. What an era. Yawn.
Solid State Batteries in laptops and iPhones. *Immediate* competitive advantage. Their ARM chips are already a couple years ahead of the competition, and integrating them into their laptops was a great move. Burying their competition completely with a better battery architecture would really pick up those slumping iPhone sales, too. There's no reason to not do this.
It’s a dog shit stock at its core but it is basically coupled with NVDA at the moment. Same with ARM.
ARM definitely, don’t forget what happened last earnings 
Might load up on some ARM calls tomorrow for ahead of earnings next week.
Palantir or ARM for next week's earnings?
Being long ARM with the recent dip is not terrible if they take a hit on May 8th, will drop NVDA and a decent entry to May 22nd earnings for a short term semi play.
I love the Uber and Expedia plays. Coinbase makes money on transaction fees no matter the price of bitcoin, the more volatile it is the more they are making, would be very careful on that one. ARM is another risky one but I would rather short that over Nvidia. Just realized they went up 100% two earnings ago, down 25% this month from all the hits in other company’s bad earnings, I’m starting to type myself into grabbing a straddle on this one, gonna check out option pricing at open
I don’t understand the relationship between ARM and ARM China. Also, a lot of companies looking at RISC V. So I like their products but did not invest.
Don’t do it ARM IV run up will crush your puts
> They stopped innovating since 2011. Airpods. Vertically integrating and designing ARM chips for compute.
that's TSMC's innovation, wtf? ARM is ARM's.
I wonder over which stock we're gonna beating ourserlves up in the next 20 years, ARM? Uber? or there's something else brewing we don't know what yet.
bout to buy $120 calls in ARM & end it all
ARM is the future. It's never been done before. [https://cpumuseum.jimdofree.com/museum/nexgen/nx586/](https://cpumuseum.jimdofree.com/museum/nexgen/nx586/) [https://retrocomputing.stackexchange.com/questions/18126/the-nexgens-x86-internal-risc-architecture](https://retrocomputing.stackexchange.com/questions/18126/the-nexgens-x86-internal-risc-architecture) [https://www.extremetech.com/extreme/323245-risc-vs-cisc-why-its-the-wrong-lens-to-compare-modern-x86-arm-cpus](https://www.extremetech.com/extreme/323245-risc-vs-cisc-why-its-the-wrong-lens-to-compare-modern-x86-arm-cpus)
Except they aren't. TSMC will be for the rather nice Qualcomm ARM64 chips coming to a laptop near you. Chromebooks don't run Windows, real users need a real OS
Embedded, cyclical, down now, suffering from COVID double ordering overhang. Probably recovery end of year. Good business, not exciting. Gaming, consoles cannot make the kind of profits AMD needs to grow into its market cap. PC graphics are hopeless and they haven't shown a willingness to do the massive investments needed to *maybe* compete with Nvidia's healthy gaming business someday. AMD has ~0% market share in gaming laptops and that's half of the TAM. Nvidia runs this segment and AMD's ~10% market share has thrown it into a vicious cycle where customers won't buy it, game developers won't thoroughly test and optimize for it, AMD won't invest into it because the revenue isn't there. It's bad, bad, bad. Server CPUs, suddenly it's a slow growth business. All big investment is going to AI instead. AMDs big selling point is not doing more computing to make customers more money, it's telling customers to buy one chip to replace 2 or 3 of their old chips and save space and energy. Good for customers but AMD is working their own way out of a job. People have been dooming about ARM taking over for a decade but massive cloud platforms are all finally settling on ordering custom chips for large parts of their spend. AMD has great products here but it's not going to bring disruptive growth anymore. Client has been all over the map since COVID. Direct CPU sales to consumers have been good but Intel has walked all over AMD in actual sales to OEMs, even when their chips were inferior. In fact it's the only thing bankrolling Intel's turnaround attempt now. The jury is out here, AMD is expanding product offerings later this year, time will tell if their sales team has figured out their own deficiencies. "AI PCs" simply don't matter now and when they finally matter someday, Intel will be the one to bring it to customers in volume in the most premium laptops. That's just how it has always worked. So the only bright spot is AI. AMD is competitive enough to sell, but capacity is holding up the show. If AMD took a big gamble on supply, maybe this is a major growth driver in 2025 but big gambles are the opposite of their investment strategy for the last 10+ years. NVDA bet big on supply and got ahead of customer demand last year. I'm in all shares at 70 average cost basis, having added some at the last dip down to 60 and back up to 100. I'm looking at the big pile of meh and wondering how long it's going to be until the market declares AMD dead money and smacks it back below 100.
INTC, now AMD pulled NVDA and ARM down as well. This will cause TSMC to tank too as there is no semiconductor momentum anymore. Given that new laptops are coming with QCOM Oryon CPUs, INTC and AMD with X86 architecture are done. All ARM based systems are now at the dip.
Sigh, and yet when AMD rockets, everyone comes on here and says "it was obvious bro, AMD is such an AI company with the likes of NVDA, SMCI, ARM, etc".
With Microsoft and laptop makers on the verge of moving to ARM, Intel is not coming back to its former days of glory of having a monopoly on PC processors (back when AMD was just a second tier x86 chip maker). They squandered their lead on stock buybacks and executive bonuses.
ARM I need a 10% dump tomorrow bb
Yesssss, nothing can save ARM now, even good earnings. Puts gonna print.
They're still so big because they used to be the de-facto standard (together with Microsoft). Heck, even Apple at some point went with Intel. That was their apex. But they're living off a glorious but vanishing past. A lot of things have eaten away at their dominance. It is AMD's instruction set that became the standard for 64 bits on x86. Also, people's primary device isn't a computer anymore. It's a phone, or a tablet. And Intel completely dropped the ball in that market. Now we're starting to see ARM making inroads in computers (Apple, Windows for ARM) and it's likely that we'll see ARM in data centers at some point. I don't know much about their GPUs but they're clearly not the leader in that space.
I have been optimizing software in the past 2 decades and I can tell you honestly that x86 architecture is indeed dying. Of course Intel/AMD doesn't want to lose it, but switching to something else is the only option if they want to stay relevant long term - and by competitive I mean being able to perform computations at the same cost as other CPUs based on AArch64. The reason X86 never found a way to mobile devices is because it's not power efficient, and power efficiency is today important not just in mobile segment, but in a rapidly growing cloud segment! So x86 is challenged in many areas and the only remaining area where it's a de-facto standard is desktops (I would ignore mac minis atm). X86 as an architecture is archaic and bloated - it wastes so much space (literally bytes per instruction) on useless prefixes and it's SO complex to decode that just decoding instructions cost the CPU 15% of power budget. Improving it only helps applications where binary compatibility is a hard requirement, like older games, etc... But with the growing open source ecosystem, Linux, etc... architectures are not that relevant anymore, and MSFT knows that and wants ARM-based laptops where you would run Windows (they have a contract with Intel Foundry to manufacture the CPUs BTW). Now some numbers - X86 can decode 4-5 instructions per clock cycle, but sometimes much less, because a single instruction can be 1 to 15 bytes long. The CPU needs a lot of decoding units (more than 4 of course) and it simply drops the decoded instructions where it missed their start - the problem is that you have to decode an instruction to know where the next is, so you use multiple decoders and just guess where they are and discard the wrong guesses. On the other hand architectures such as AArch64 don't need that; Apple CPUs can decode and retire up to 8 instructions per a single clock cycle, which is something unheard of in x86 world. This BTW matches the bandwidth of AVX-512 - On X86 you can execute 2 AVX-512 instructions, which means you can process 1024 bits in a single clock cycle, on Apple you can execute 8 NEON instructions (128-bit each), which means you have the same compute bandwidth. Not saying it's practical to do 8 independent computations on 128-bit vectors, but it's possible and my own benchmarks say that Apple M3 can beat my Ryzen 7950X in many workloads. Now back to expectations. I think anyone who is betting on INTC because of X86 platform is going to lose pants. X86 is not a savior architecture, it's a burden of the past. It's not a king anymore and it cannot compete against AArch64 when it comes to power efficiency. I do see, however, some future in Intel Foundry, but I don't think that it's something granted. US govt provided incentives to both Intel and TSM - both got billions to build their fabs, so it's not like they want to depend on a single manufacturer - there will be competition and TSM is a tough one for Intel. I have liquidated my INTC positions and I may buy some in the future, but I don't think it's the only semi stock that should grow in the future. There is a tough competition here and Intel will not get a free lunch, they have to earn it hard, and based on earning reports I don't see it at the moment.
Distros are dropping 32-bit platforms such as 32-bit x86 and 32-bit ARM, but AArch64 enters a golden age at the moment.
It would be less expensive to short a similar stock like ARM which should move in tandem with
I think it’s likely that nVidia has hundreds of people knowledgeable about the details and working on their own chips as well as many startups (Groq, Cerebras)addressing the same problem. The high end training side is harder with less competition and nVidia will stay dominant there. Another approach, Apple with their ARM instruction set chips has been adding additional “neural engine” hardware to their CPU which supports low latency (no memory movement to coprocessor) inference at moderate performance. Likely cloud providers will do the same. Intel as well. Downside is compiling for many chip variants with varying hardware capabilities.
Lmao, where it's dying? Many Linux distros are already dropping support for ARM as it's pain in the ass to support it
A lot was pretty lucky but I mean how lucky can predicting the NVDA, MSFT, AMD, ORCL, ARM, AMAT, TSLA, WMT, HD earnings be? My only misses were INTC, dicks sporting goods and target as well
Reaing inside trades and it was on the question Nvidia vs AMD . I own both. And ARM.
ARM is about to eat INTC's lunch big time in the windows pc market and servers... intc will be left as a foundry only or will be irrelevant in pc market with small share like ibm is irrelevant in research and innovation and more like a consulting firm like Tata Consulting etc.
THANK YOU. Full disclosure, I own Intel and am long on it. I own it because rising seas raise all ships and that is the only reason, I don't expect it to outperform AMD, NVDA, TSCM, ARM etc. Everyone simply ignores their debt profile when evaluating Intel and expects them to follow semiconductors like AMD or NVDA. Intel business is evaluated as a US based manufacturing company first and everything else second. Go look at their Capital investments, depreciation, and their full balance sheet and you will see why Intel will continue to be the dog of the semiconductor market for the foreseeable future. Even if they get this retooling right they're going to be carrying that expense and servicing that debt for a long time.
Please dump so I can load up for ARM earnings
wow this long winded post nobody asked for... here's the deal: all the big players are designing their own chips and TSMC is gonna make it for them. server and consumer hardware is moving towards ARM and SOCs anyway. nobody wants intels hot arse chips anymore.
how regarded are you to pretend that x86 is dead ? are you deep in the engineering of x86 to pretend that it's going away? (ps: i am not an expert but i know enough to articulate a proper discussion around it) ARM is currently in a really good trend but it's like Quantum Computing, it's great a some tasks and Trash at other tasks, once again in engineering, it's a question of tradeoff. Macbooks going the ARM way makes perfect sense because ARM is absolutely fantastic for mobile devices (power consumption) and because of rosetta but it's definitely not that appealing for compute farms and data centers in general. --- There was a somewhat "popular" article last month called "Why x86 needs to die". it was so poorly written and full of mistakes that a counter article "Why x86 doesn't need to die". the former article was reviewed by Casey Muratori on the Primeagen stream and it's a gold mine for people with moderate tech knowledge if they want to understand exactly what sucks and what doesn't with x86
Everyone who has had hands-on experience with Apple's ARM processor knows that it is better in every way: power efficiency, speed, backward compatibility with x86, and an increasing amount of software is becoming native to ARM. RISC-V is too fragmented for everyone to want to program for it.
Intel is dead because x86 is dead. In five years, Intel will be in their lab making ARM chips. ARM is a newer chip architecture that is superior, and every x86 chip will be replaced.
Ok. I think I get this. Go long on $ARM. Thanks.
it won't. This partnership has been happening for 10+ years already. The shakeup (negative for ARM) would have been if they were using RISCV cores or something instead, but they're not.
They've already been doing this for a while with the Versal line gen 1. They've had ARM cores in their chips since the Zynq 7000 series and those were released well over a decade ago.
You mean like my MU and ARM calls WAYYY before they rocketed? like when EVERYONE AND THEIR MOTHER WERE SHAKING IN THEIR PANTIES AND UNDIES THAT SON WAS GONNA DUMP MU IN MARCH BABY? NO BABY CHIMP, DIDN'T HAPPEN. YES PLEASE PERUSE THROUGH ALL MY POSTS AND ARTWORK. ENJOY.
The dojo team still exists. People in jobs move, doesn't mean teams always collapse because they do this. Jim Keller left AMD after setting up the teams to build Zen and after developing Infinity Fabric, AMD is doing great. He then went to Apple to build the Cyclone ARM cores, then left and Apple is doing great. He was at Tesla for a bit, helping build HW3, he then left and Tesla is doing great with that. He went to Intel for a bit, but they're too regarded and he left. They're not doing so great, but you can't fix what happened to the guys at the back of the Wendy's parking lot. All in all, all the teams that Keller left behind have excelled. By the same token, Dojo team is probably fine. The $500M investment into the NYC DC for Dojo and Training is a clear indication that this team is fine and is just undergoing common turnover.
ARM - Adjustable Rate Mortgage is a scam. You will never grow equity in the home. You are better taking a fixed rate shorter term loan on a more affordable home and pay 1/3 extra on each payment, put full 20% down. Most first time home buyers buy too much house...and get rekt.
It's chip design not software 🤦 The likelihood here is that AMD is licensing an ARM core architecture for the post-processing coprocessor. ARM makes their money by licensing their ISA, AMD makes their money by selling their chip designs but they also hold the x86-64 ISA patents.
This sounds to me like: buy TSMC, ARM and ASML
The article doesn’t explain much, like why does AMD need to team with ARM? Doesn’t give details on software development either, seems fluffy