ARM

CitizenPremier

Well that's impressive... What shares are killing you the most? I bought some ARM because it's a joke stock that relies on QQQ to go up, but QQQ didn't go up... I also have SERV, and to be honest, I am now wondering if they will even be able to survive by diluting their stock at this point, they are probably just going to go tits up in this economy.

moldyjellybean

yeah sure buddy look at the date when I wrote about AMD 8 years ago and not it's $500. Look at 2021 when I said NVDA would be the most valuable company in the world Look at how I said SMCI during 2023 craze at $1000 50-60 days ago I saw qualcomm pump and dump was in at 220s and now it's down 25% Paypal 30 days ago I said was a decent risk free play at $43 and now it's up 32% So yeah you look pretty regarded now compared to my receipts https://old.reddit.com/r/investing/comments/1thz291/is_paypal_dead_or_worth_a_look_at_438_acquisition/ https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ in 2021 I thought NVDA might be the most valuable company in the world and to get ARM at ipo. Back in 2021 no one thought NVDA would be the most valuable company in the world (it was before google passed it) https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ I noticed a strange pattern and no real barrier or reason to why SMCI went from $70 to $1100 a few years ago wrote this before Hidenburg and round tripping was a thing around 2023 when SMCI was $1000 https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/

davidbigham

ARM MRVL down close to 50% and Intel under $100. Press F for the regards that bought the top

Storm13Cloud

Sorry, I've been averaging down on ARM over the past couple weeks guys... ATL incoming.

upvz

my top 4 picks 2 weeks ago for calls were MU, MRVL, ARM, and ORCL. I should be institutionalized.

RockyMountainGoat76

Wait, you lost money being bullish on ARM then sold and switched sides to be a bear at the $255 gap fill? Are you regarded? Play online poker until you learn how probabilities work then learn some TA basics if you're going to be trading. These puts have way too high of a chance of going to zero. https://preview.redd.it/x5i9weesomdh1.png?width=862&format=png&auto=webp&s=7cfdd92e49c3203ba43eee1374cb0f64306c5c05

TomatoSpecialist6879

Thanks to OP, ARM's V starts right now

conradical30

And TE, and NBIS, and FCEL, QS, DRAM, ARM, PL, WOLF, VICR … just a bloodbath kinda day for high beta.

davidbigham

ARM is close to down 50% in less than a month 😂

CarshareDirect

Dw guys I was fully leveraged in ARM. I just sold it all and full ported puts.

Inevitable_Zebra_0

It's a normal healthy correction. It happens when valuations tend to get way ahead of themselves. We saw the same thing with covid plays in 2020-2022 - very promising companies in the age of remote work and stuff, until they suddenly weren't. Narratives tend to shift with time, and there's no such thing as an endless shortage. That's kinda the purpose of the market economy - to fix supply and demand mismatches. This is a period when the world suddenly needs more semis than are being produced, a couple of years will go by, this will rapidly normalize as the new supply enters the market. Which is the reason semis are cyclical, this happens over and over and over in history, you just have to zoom out to 10+ year period. If you were expecting parabolic rise until the end of times, that wasn't gonna happen anyway, that's not how it works with trends and shortages. By the way, I wouldn't expect the correction to finish right away, the valuations for many of these semi plays still have a lot of room to cool down - LRCX forward PE is 43, AMAT's is 37, ASML's is 49, AMD's 75, ARM's ridiculous 126 and price to sales of 60.

A55BAG

Jensen pumping the shit out of ARM and MRVL was the top signal for semis 🤣

Agitated_Patience_75

don't understand why you're getting downvoted. You're spot on. I have MSFT, GOOGL & AMZN bought at $375, $363 and $239 and I plan on holding these bad bois long term. As far as semis go I'd love to own TSM, NVDA and ARM however I'm waiting on them to fall. For me it worked out perfectly because I bought when there was blood on the streets. Especially on Microsoft. There are a lot of opportunities in the market, however I'd keep some cash on the side as well in case of a market crash.

hioman01

ARM down 40% in 1 month lol

Primary_Olive_5444

IBM -> design chips with their own internal research team. [https://hc2025.hotchips.org/assets/program/conference/day1/23\_ibm\_starke\_v2.pdf](https://hc2025.hotchips.org/assets/program/conference/day1/23_ibm_starke_v2.pdf) [https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) There are the Power Series and the Tellum used in mainframe. I think the plan here is. IBM will sell mainframes and thru software virtualization with tweaks on the Tellum chip they can made Mainframe like a general purpose x86 Server CPU (similar to what Intel and AMD epyc) sells to data-center but running with ARM ISA. Just that in IBM case, their customers are the Enterprise (like Banks, Visa and Mastercard) What is the way out. IBM to partner with Intel Foundry on making chips with their own 1nm CFET transistor technology. So they cross-license it with Intel Fabs, which allows them to jump ahead in CFET (post GaaFET). And Intel depending on their own roadmaps can spread the risk, if intel foundry own CFET design hits a roadblock. Because designing things at those nano-scale is tough. That IBM+Intel foundry chip thru virtualization layer can run on ARM aarch64 ISA which makes it general purpose for enterprise. [https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/](https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/) https://preview.redd.it/ati7n320jadh1.png?width=2108&format=png&auto=webp&s=6fa7b1f4e5d30fbd7499670a50b9fae9008b9503

m264

People have no idea what is even a reasonable performance in the market. TSM, AMD, intc, NVDA ARM all up comfortably in the last 3 months. Memory stocks all gone parabolic. Only way you could have lost money is if you bought memory stocks after earnings.

Such-Ice1325

What the hell is happening to ARM? Why the drop?

davidbigham

ARM and QCOM keep going down . Thanks to IBM I guess

A-Money-Lover

Why is ARM dying

davidbigham

ARM and QCOM dumping since open . wtf

hioman01

ARM and AVGO wtf?

meliboup

Stupid HSBC! Why did you do ARM like that?

Smooth_Fill888

What's the deal with ARM? Every other semi bright green.

imadawgg

Thanks for the ARM and SNDK money regards. 🫡

GPUssydestroyer

Luckily they own all of ARM they can always sell a few more shares

octopus_serenader

What do I do with this information? Pile into ARM, AVGO, TSMC?

Own-Recipe5908

A few parts to this. If you followed the space at all you'd know that AMD GPUs are notoriously less power efficient than NVIDA's. Like, that and NVIDIA's software stack is like 90% of the reason why AMD is second fiddle. This is like triply true in the datacenter space. Second, CPUs aren't good for inference, if you followed the space closely, tried running local models or otherwise, you'd know that. The amount of time one takes to get a token is higher, so they end up burning more energy per token even if it's less per second Also, ARM CPUs are way more efficient than AMD's x86 chips, and guess what NVIDIA's only CPU offering is? Yeah it's arm. AMD has some powerful server CPUs though, ignoring wattage, though, they're in the lead there. Third, blackwell uses HBM3e because HBM4 didn't exist when it was designed, rubin is coming out with HBM4 in it. CPUs can indeed use whatever memory you want if you got a board to cover it but that's not really all that big a deal.

Ordinary-Experience

TSMC depends on ASML too. Intel absolutely does have manufacturing expertise despite them recently lagging, and they are catching up too: they solved the RISC/CISC disadvantage they had vs ARM (wide execution pipelines, killed hyperthreading, larger micro op cache, etc., all handling stupid x86 decoding), de facto solved power delivery and transistor fabrication issues, and are now a serious competitor despite wall street still mispricing them hard. >And you think this is something feasible within the next decade? No. They don't need to keep up with or beat the necessary production volume, they just need to prove they can do it with a half-feasible plan to reduce costs to a viable business plan. That's a whole lot different and a lot more realistic, and given the above \*and\* their track record I don't doubt they have a serious shot at it.

Worf_Of_Wall_St

Asking here since you know what Verilog is so maybe you're a hardware engineer... I get why Meta would try this since chip margins are so high, but it seems like the barrier to successful in-house chip design has not been money, but rather talent and perhaps more importantly institutional knowledge and patents. Money can bring in talented people, but they don't come with all that other stuff which greatly speeds up the process so a new chip design initiative takes many years to get off the ground. Is that an accurate take? Some example of "we'll make our own instead" I can think of: Intel failing to make cellular chips, and then Apple buying that business and eventually succeeding but it took years longer than predicted. Meta tried to make their own SoC to replace Qualcomm's XR series, but gave up after a few years and partnered with Qualcomm to help fund their efforts instead. Amazon's Graviton technically only took 3 years to get to market, but it was built by newly acquired Annapurna Labs which already had an ARM SoC product line they were working on since 4 years earlier which it likely built on. In the modem space, sidestepping Qualcomm's patents was a huge issue. Wouldn't this also be a problem in the GPU/AI space where Nvidia, AMD, Apple, Intel, even IBM and Samsung each have thousands of patents?

tryingtohitchall

Anyone having troubles getting custom tickers to work? It just keeps staying on ARM i cant even get the default SPY up

ThetaEdgeHQ

The rerating is the story more than the drawdown. When 90 percent of the growth is just price increases, the market stops paying a growth multiple and starts paying a pricing power multiple, and that alone takes you from 40x down toward the market. So trading near the S&P multiple is not obviously cheap, it is arguably just priced correctly for what the business now is. That is why the number to watch on the 16th is not the EPS beat, it is subscriber net adds and the ad tier ARM. A revenue and margin beat with flat adds keeps the rerating going, because it confirms the mature value read. Reaccelerating adds is the only thing that earns back the old premium.

D_Pablo67

The big picture is easy to understand. There are some tremendous companies with enormous earnings growth and clear visibility into order book through the end of 2028: NVIDIA, Broadcom, and Marvel Technology are my favorites followed by Intel, ARM and AMD. That caused momentum money to flood in to the stocks, and more importantly leveraged ETFs that hold these stocks and magnify price movements. Nobel Prize winning behavioral economist taught us that markets always overshoot to the upside and downside. This is producing 5-15% daily swings. I am long NVIDIA, Broadcom and Marvel Technology. I bought the dip in Broadcom the other day and sold 75% of my Marvel at 275% gain. Be steady, but cautious. Buying QQQ may be a better choice if the daily volatility is unsuitable for you.

Ayydeeez

This might run up to close. If AMD and ARM follow Suit could be back at 750

The_Albertino

Tempted to enter MRVL and ARM here

tryingtohitchall

Long nasdaq for a couple of days into long ARM

tryingtohitchall

Long on nasdaq for a couple days and then long on ARM

daytrader7222

Will be ugly, tomorrow opening or premarket. Its a time to nibble some SOXL, MU, SNDK, ARM, MRVL, NBIS and some ship equipments.

Such-Ice1325

ARM the biggest piece of shit

svpa3991

Man MU is dead, time to go back to ARM/AMD

Crazy_Donkies

I too can pick random tickers im jealous of. QCOM and ARM to $40! Ps. Enjoy your SaaS bags.

CitizenPremier

I don't mind people making fun of my portfolio so much... Doesn't hurt as much as when the stocks go down. Anyway I'm still beating QQQ, my portfolio has dropped a lot but I'm still beating it by 5%, so I still feel like I'm doing something right. ARM should also go to 400+ when QQQ approaches 750... But it will keep dropping if QQQ doesn't grow... I kind of hate that I ever touched it

zin1422

Yes, those ARM calls would be worth 8M had I held

JPowTheDayTrader

This is a lesson every re+ard (obv including me) on this sub should learn, and not only learn but develop the discipline to execute said lesson. I was kicking myself in the butt for selling ARM calls at 5k profits. I bought them for 900. Those options are worth 20k now expiring sometime in July. It's difficult to time the top.

ChessPlayer1963

u/papakong88 Both of us had bad day(s) last month -- not sure if you had issues on July 2 with the sharp 1000 pt intra day move in NDX. In June I again got hit with my weakness of not taking a loss, Martingale and end up with extreme loss (\~50% of account value wiped out). I am trying to automate a deadman switch to auto close my threatened positions on bad days to cap losses but this is a difficult lever to code correctly. I just about managed to eke out a profit yesterday. 90-95% of days it is drama free. I am still struggling how to manage risk on volatile days. A honest reading would be 90% luck and 10% good management on July 2. It is the 90-95% steady profit that is seductive -- risk management and willingness to take a risk is hard :( Here is full trading log for July 2 -- NDXX was so lucky to get out at a small overall loss. Not sure how I should be trading when on a normal day my initial NDX entry would have decayed by EOD. Interesting if I had just stayed pat after my initial NDX put spread entry and rode out the dip to 29091, it would have expired at EOD. And I got hit on both call and put spreads anchored at 29250 -- which is another thing that bites on a whipsaw day. One saving grace was I was willing to take a loss on 29250 call spread near the close and close the 29310 call spreads (and the SPX 7475 call spread scalp attempt). This could have easily been a 24k loss in 29250 spread, 60k loss in 29310 call spreads and a 5k loss in the SPX 7475 call spreads if I had been stubborn and held on. The log shows that I am still mentally unwilling to take a loss and sometimes taking more risk bails out. Sometimes not. Not sure how to address this structural flaw. Still made \~1-1.5% of risked amount. On a normal day I would have risked about 60-100k to make 4k. July 2 feels like a loss day as it could have easily been a 80k loss day -- the structural trading issues around taking a loss are so hard to fix. total\_cf=4331.63 META cf=1331.76 MU cf=93.39 NDXP cf=-992.70 RUTW cf=-322.70 SPXW cf=4095.08 TSLA cf=33.4 \# u/symbol type/strikes fq=final\_qty cf=final\_cf \# fill rows: last\_time,fill,qty\_delta,running\_qty,current\_cf u/ARM C375/377.5 fq=0 cf=93.39 07:01:53,.22,+10,10,215.69 07:05:12,.12,-10,0,93.39 u/META P575/572.5 fq=0 cf=93.41 09:15:56,.12,+10,10,115.70 11:08:38,.02,-10,0,93.41 u/META P580/577.5 fq=0 cf=1238.35 07:05:07,.24,+10,10,235.70 07:15:09,.27,+10,20,501.39 07:17:23,.34,+10,30,837.08 07:28:23,.36,+10,40,1192.77 07:29:06,.30,-10,30,888.47 07:31:41,.20,-10,20,686.17 08:02:05,.23,+10,30,911.87 08:03:42,.27,+10,40,1177.56 08:12:47,.32,+10,50,1493.25 08:20:21,.34,+10,60,1828.94 08:23:06,.38,+10,70,2204.63 08:24:45,.30,-10,60,1900.33 08:26:22,.28,-10,50,1616.03 08:33:54,.23,-10,40,1383.73 08:37:33,.20,-10,30,1181.43 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C29700/29710 fq=0 cf=58.28 09:38:25,.35,+2,2,69.14 10:36:23,.05,-2,0,58.28 u/NDXP C30260/30270 fq=20 cf=1388.68 06:38:52,.41,+10,10,405.74 06:41:30,.60,+10,20,1001.48 06:49:21,.75,+10,30,1747.22 06:51:36,.90,+5,35,2195.08 07:10:44,.60,-5,30,1892.94 07:17:15,.50,-10,20,1388.68 u/NDXP C30350/30360 fq=10 cf=445.74 06:55:39,.45,+10,10,445.74 u/NDXP P28900/28890 fq=60 cf=5224.44 10:01:18,.75,+10,10,745.74 10:03:09,.90,+10,20,1641.48 10:04:10,1.10,+10,30,2737.22 10:46:35,.75,+10,40,3482.96 10:47:09,.80,+10,50,4278.70 10:58:22,.95,+10,60,5224.44 u/NDXP P28950/28940 fq=10 cf=295.74 12:10:03,.30,+10,10,295.74 u/NDXP P29000/28990 fq=80 cf=6887.86 12:10:26,.65,+10,10,645.74 12:16:18,.45,+10,20,1091.48 12:16:21,.50,+10,30,1587.22 12:18:30,.63,+10,40,2212.96 12:22:13,.75,+10,50,2958.70 12:24:06,.75,+10,60,3704.44 12:24:18,.80,+10,70,4500.18 12:24:43,.66,+10,80,5160.92 12:26:05,.90,+10,90,6056.66 12:26:05,.90,+10,100,6952.40 12:43:43,.03,-20,80,6887.86 u/NDXP P29050/29040 fq=0 cf=12817.34 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08:04:57,1.20,+10,30,2935.70 08:06:08,1.35,+10,40,4281.44 08:06:40,1.50,+10,50,5777.18 08:07:07,1.70,+10,60,7472.92 08:07:30,1.90,+10,70,9368.66 08:15:37,1.25,+10,80,10614.40 08:16:34,1.60,+5,85,11412.26 08:19:37,1.85,+5,90,12335.12 08:20:06,1.50,-5,85,11582.98 08:24:27,1.20,-5,80,10980.84 08:27:11,1.00,-10,70,9976.58 08:56:36,1.31,+5,75,10629.44 08:59:15,1.00,-5,70,10127.30 09:08:34,1.60,+5,75,10925.16 09:11:21,1.20,-5,70,10323.02 09:40:00,3.00,-30,40,1310.22 09:40:01,3.00,-30,10,-7702.58 09:40:43,2.69,-10,0,-10387.84 u/NDXP P29250/29240 fq=0 cf=-3792.68 07:25:13,.30,+10,10,295.74 07:25:25,.35,+10,20,641.48 07:27:02,.45,+10,30,1087.22 07:28:32,.80,+5,35,1485.08 07:30:21,.50,-5,30,1232.94 07:41:46,1.20,+5,35,1830.80 07:48:28,1.60,+5,40,2628.66 07:49:16,1.30,-5,35,1976.52 07:53:31,1.90,+5,40,2924.38 07:54:21,1.60,-5,35,2122.24 08:01:27,1.00,-5,30,1620.10 08:11:03,1.90,-10,20,-284.16 08:11:05,1.80,-10,10,-2088.42 08:11:31,1.70,-10,0,-3792.68 u/RUTW C3065/3070 fq=0 cf=310.44 06:35:27,.19,+10,10,192.74 06:47:20,.34,+10,20,535.48 06:48:15,.39,+10,30,928.22 06:54:08,.31,-10,20,620.96 07:00:25,.21,-10,10,415.70 07:20:39,.11,-10,0,310.44 u/RUTW P2960/2955 fq=0 cf=-633.14 07:57:08,.19,+10,10,192.74 08:06:02,.29,+10,20,485.48 08:15:37,.24,+10,30,728.22 08:18:58,.39,+10,40,1120.96 08:24:22,.31,-10,30,813.70 08:34:03,.16,-10,20,658.44 08:40:53,.11,-10,10,553.18 09:30:33,.24,+10,20,795.92 09:56:19,.24,+10,30,1038.66 10:40:56,.56,-30,0,-633.14 u/SPXW C7475/7480 fq=0 cf=24.68 12:43:28,.19,+10,10,186.34 12:47:49,.16,-10,0,24.68 u/SPXW C7570/7575 fq=25 cf=1213.64 06:41:53,.29,+10,10,285.44 06:43:05,.34,+10,20,620.88 06:45:06,.38,+10,30,1005.42 06:49:10,.53,+10,40,1539.96 06:56:33,.42,-10,30,1124.50 07:13:23,.53,+10,40,1659.04 07:17:09,.41,-10,30,1244.48 07:53:38,.06,-5,25,1213.64 u/SPXW P7395/7390 fq=20 cf=1383.72 10:05:40,.48,+10,10,484.54 10:12:37,.33,+10,20,819.08 10:33:12,.21,-10,10,605.42 10:33:12,.21,-10,0,391.76 10:45:26,.28,+10,10,676.30 10:46:46,.33,+10,20,1010.84 10:58:50,.43,+10,30,1445.38 11:28:20,.06,-10,20,1383.72 u/SPXW P7405/7400 fq=0 cf=1473.04 08:06:02,.18,+10,10,184.54 08:20:36,.33,+10,20,519.08 08:24:23,.22,-10,10,303.62 09:24:02,.23,+10,20,538.16 09:49:49,.23,+10,30,772.70 10:00:54,.38,+10,40,1157.24 10:01:00,.33,+10,50,1491.78 10:02:46,.48,+10,60,1976.32 10:03:17,.58,+10,70,2560.86 10:04:19,.83,+10,80,3395.40 10:05:09,.88,+10,90,4279.94 10:06:18,.62,-10,80,3664.48 10:07:13,.47,-20,60,2733.54 10:16:51,.42,-10,50,2318.08 10:19:53,.48,+10,60,2802.62 10:22:25,.42,-10,50,2387.16 11:06:30,.26,-20,30,1858.02 11:10:07,.16,-10,20,1696.36 11:10:07,.16,-10,10,1534.70 11:30:44,.06,-10,0,1473.04 u/TSLA P382.5/380 fq=0 cf=33.41 07:43:43,.12,+10,10,115.70 07:51:31,.08,-10,0,33.41

zin1422

I'm just telling it like it is. Had I held UNH or ARM I would actually be up 8M+

zin1422

I all in on UNH. Took those winnings and went all in ARM then HOOD

Routine-District-588

Lower Much Lower.. Caterpillar used to be 10- 17 p/e stock, texas instruments also that range... While semis P/E were also indeed high before the ai, The market caps of them wasn't so big that it holds a big part of the US stock market indicies.. Amd used to be 100b-200b company with extreme high P/E but not flatting with a freaking 1T value. ARM the same thing like amd... All these companies are not scam or anything and they surely but surely create value but valuation lost and connection from reality.

tryingtohitchall

anybodys elses custom ticker on the daily post not working? im trying ot change it and it just stays on ARM, cant even get spy on there

Cygnusoxide

When ARM earnings? Was there a set time?

Cygnusoxide

Buying the earnings - ARM and AVAV

Cygnusoxide

Y'all excited for the ARM earnings?

ThinkingOfTheOldDays

ARM getting interesting again

Dalewyn

> This was always the inevitable end game.  Anyone who didn't realize or flat out denied this inevitability should go and read up on the VHS vs. Betamax format war along with many other similar events throughout history. VHS vs. Betamax? Internet Explorer vs. Netscape? Chrome vs. Firefox? ARM vs. x86? Simplified vs. Traditional Chinese? Merriam Webster vs. the English-speaking world? Crossbows vs. Chivalry? The winner is always the one that is both Good Enough(tm) and Cheaper(tm). Always. No exception. The bleeding edge gets your foot in the door, but unless you can learn to downsize and accept 3rd rate products for the mainline you are going to lose.

IvoryTowerResident

my thing with Mag7 beside NVDA is that they were all leaders in their industry and benefit from near monopolistic power now they are all converging and competing in the same narrower corridor that is AI (models, Chips, cloud etc) The entire landscape of their monopoly is changing. What i want to see if a flush out of the super speculative stuff like AAOI, AXTI, ARM etc

Interesting-Hold5636

SNDK- 40% AMD- 30% ALAB- 20% ARM- 10% I am not sure when exactly nor at what dollar intervals, but this is the idea. 

bricktown11

Not exactly, I always have a thesis but I am a very active trader so the portfolio changes a lot. I had big positions in APLD, ARM, ALAB, and INTC but rotated out recently

Typical-Layer-1253

Some very weak AI stocks down 20% -30% like WDC ARM CRDO

TheInkDon1

Did you mean ARM? "MARM" doesn't have options. How far out on that SOXX CSP? At 22DTE it's at 31-delta, and anything shorter is less than that. But if you're going longer then you're above 30-delta. Not a big deal, just saying. Plotting SHOP and AFRM together on the 3-month I see AFRM going up and SHOP mostly flat. So personally I wouldn't play SHOP. But then, I buy Calls, so I need the ticker to go up. With CSPs you just need it to not go down too much. So if you think it's found a floor here, then it's a good play. And YES: ***ETFs shield us from single-issue risk.*** Almost all my plays now are ETFs for that reason. What I do is use Barchart's ETF Screener to find ones that are going up over the past 3 months. Along the top, find 'ETFs' and click on it. In the side bar, a little ways down, find "ETF Screener". It's the last one under the header Market Pulse, and before the header Performance Leaders. Uncheck all the leveraged ETFs, but keep the 1x inverse ones. Add the filter "Has Options" Add a Volume filter of 500,000 or so. Click the blue See Results button. Across the top of the list, change Filter View to Performance. Click on the 3M %Chg header to sort by 3-month performance. That list is your hunting ground. Long Calls or CSPs on most of those should work out okay. But find the "flipcharts" button at the top-right of the chart. Click it. Upper-right, change Template to "Line chart, percent." Over at the top-left, leave the view at 6M. Now flip through the charts and find ones that are smooth. Deploy your bullish tactics on them.

typicalreddituser412

Why is this shit down this much in after hours? Same with ARM. I noticed it's down $10

churnAmex

Why is ARM mooning overnight?

BlamBlaster

I bought a fuck ton of ARM and ARM calls. At least a fuck ton for me that is… Wish me luck boys cause I have a feeling I’m fucked…

Ok-Nose29

Lowered my ARM average cost atleast

AlertPen4796

Oryon ARM Architecture

jadedstatic

ARM :)

sinag19

What strike price man? I am think of full porting into MU,SNDK, DRAM, and some chips stocks( ARM or MRVL)

mythr0waway19

https://preview.redd.it/fa1ctzdufa9h1.png?width=1472&format=png&auto=webp&s=b84d642bf06961d1465e217f01da055eed23e92e $NVDA PE is 40 - $MU is 140 with Net proft less than half - $ARM PE is 430 with profit margin even lower. It will, but when will it pop.

NurUrl

UK mate.... if we could sell the second coming of ARM we will do it... we so cooked

GrossFleshSack

Options for underestimated IV equities, leverage(hyperliquid) for overestimated/very high IV. So, options for NVDA, PLTR, ADBE, TSLA, NOW, SNOW, maybe NBIS but only 0dte or 7+ DTE, and hyperliquid for MU, SNDK, ARM, AMD.

questionr

I've made more money selling naked calls on ARM than any other ticker this year. The emotional toll has not been worth it.

richbeezy

CEVA - basically the "ARM of edge AI". They own a ton of DSP patents. Cars and other "devices" that use AI to function cannot rely on making decisions by relying on the cloud, the compute must be on device. Autonomous driving cars will crash into each other if there's another AWS outage lol.

CitizenPremier

I got out ahead from SpaceX and then managed to squander those earnings on ARM. If only the market had hamburgered instead of hot dogged...

No_Finding_9054

ARM swings are fuckin insane!!

Reddit--Name

One of the biggest heists in the history of the US... erm... Israel. This mf recommended on live TV that people refi to ARMs when the fed rate was 1% (through his bidding), and then he immediately started to progressively raise rates to high 5s putting millions under water. His low fed rates, pre-ARM recommendations, also directly resulted in the predicted SPM fiasco. He even had the balls to claim that move was beneficial and helped to stabilize the economy by means of extracting most of the middle class equity built up over the prior years. This mf is directly responsible for half the current-day homeless population in the US. Rest in piss, right beside Henry Kissinger.

Bluecoregamming

amd at the bottom of your list is expected, I've noticed too it's preformed kind of poorly (recently) compared to its peers. ARM is not on your list even though recently is it making some face ripper rallies. And AMAT is also looking strong. I would not be shocked to see these two on your list by next month

skin_flute_player

ARM is shoving its arm into my anoos. My calls are so fooked.

BUNNIES_ARE_FOOD

Aw fuck my 7/1 ARM is gonna rape my anus

IntrepidToday0

Agreed. Go with the safe plays like ARM, IREN, and SPCX

logicalegend

It takes 10 years for a company to mature in the stock market. There no company in any history that went zero to 100 in a week. Micron took well over 15 years but everyone dick rides them as if they did it overnight or as if they knew about them even 2 years ago. The only company I’ve ever known to jet is ARM holdings. IPO sept 2024 at 50$ and they 400+ today but even them Spent 20 years on the Londonstocks while everyone slept and they finally boomed in the nyse. Like if you don’t know these things? You shouldn’t be investing. Space x is solid in 5+ years minimum could take 15. It’s a solid long term bet.

rydan

Pretty much every country except America is like that. We have them too but they are called ARM and only idiots take them out because you almost always get burned. Even if you pay them off early there's a steep penalty for doing so.

Skittler_On_The_Roof

It's not that simple.  I'm in favor of raising rates.  But considering poor people that need to buy things on credit or need a mortgage, or worse an ARM, are going to feel the hurt of higher interest rates more than the wealthy.  The wealthy own the banks taking the higher interest payments.  And even if not, they can diversify their investments and being "cash gang" in a high interest real estate market gives them exclusive access to buying the dip.

ElkQuiet1541

ARM is still worse

Nirvana68

I know it's crazy. MU SNDK WDC ARM AMD INTC NBIS AEHR .. buy them all cling your eyes. . lol

crunchwrapsupreme4

ARM is crazy, I keep thinking there's just no way it can keep going up, they have incredibly high gross margins, which I guess the market really loves, and then their announcement that they're designing their own AI chips is just the cherry on top.

option-trader

That was actually the easiest entry ever. This market is always a little spooked post FOMC news conference, but the momentum was carrying higher. Added MRVL, ARM, and WDC on the dip along with QQQ 730 calls at $2.2 just for fun.

KendrickSupersix

ARM is going 500. U are on the right side

sockalicious

ARM - Advanced Regard Money

JPowTheDayTrader

SPY was down 1.25% today and by some miracle, my memefolio was up 2K thanks to 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