ARM
Arm Holdings plc American Depositary Shares
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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
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.
WHY IS ARM SO DOWN! i am down bad. pls go to 152.
Will ARM ever get to 152.50? Im down bad man.
DOWN BIG ON ARM.. will it ever go back to 152?
Why is ARM one of the biggest losers today wtf! bought 1k at 152.50. Down bad, will they ever come back?
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.
Not sure they made that much money from ARM
They did one amazing acquisition: ARM
They own a ton of ARM as well
First of all, it's not a bank. Alibaba, ARM, Nvidia, Bytedance are all huge investment success stories.
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.
Man I want to trade ARM more but the option chain volume is absolutely pathetic
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.
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
all ARM gains just disappeared wtf
ARM will go up 6 percent and Qualcomm will go down 2 percent.
so, which one will pump more? ARM of Qualcomm?
Wrong. Current GPUs will die quickly, take too much power to be useful. The companies using up all this Cap Ex aren't wasting it per se, but they know they won't move forward with the insane power draws. They are hoping to keep the narrative going long enough for those better chips to become relevant to inference. But save for maybe Extropic, I don't see any real publicly known solutions to the power problem. Building more power takes years. I'm not holding NVDA for years if they are at the edge of physics now and can't do more than change to ARM architecture, which they are. Apple looks dumb now, but they delayed to build out their servers with the most energy efficient chips that exist now. And we don't know, but they may be adding way more GPU cores to their server chips. Going from 1200 Watt to 200 Watt or less is a huge savings. I simply disagree with the premise and the view that we are energy limited instead of compute limited.
what do you guys think on ARM and QCOM earnings?
Does shorting ARM Holdings seem like a good idea?
There are lots of issues e.g. the Nexperia issue is ongoing. There claims to be a resolution but factories could have stopped and people out of work. This impacts auto and related industries. China has had their US tariffs reduced without doing anything (compared to a lot of "deals"). Bank of Japan spooked investors just like the fed in the US about JPY being too low. This sparked a bit of a selling frenzy that likely spilled to EU / US. As to why - see the yen carry trade. Lots of investors borrow in Japan to trade. Investors are risk off AI (e.g. from NVDA hitting 5 trillion and clouds borrowing lots of $$$), so removing assets. EU isn't free of these e.g. ASML and ARM so those are getting hit hard until they decide to put their risk hat back on and mass buy again.
I really don't understand the hype behind AMD, they will always play second fiddle to Nvidia on GPUs, they are competing with Intel, ARM, Apple, and Qualcomm on CPUs, they have no real moat, yet AMD is twice as expensive as NVDA and with lower margins. Sure, they're doing great, but so what?
Second comment is misleading. While it's true that they use their own TPUs for Gemini training and inference, they still rely on TSMC for fab. For CPUs they use AMD, Intel, and their own ARM based Axion. For Google Cloud AI customers, they make every current major Nvidia GPU offering available https://docs.cloud.google.com/compute/docs/gpus
Credit Default Swaps (CDS) were "insurance" against default on a MBS (mortgage backed security). They were sold waaay cheaper than the actual risk, when the market was roaring in 2005-6 for housing/ARM's etc. The CDS took on the default risk of the MBS, for a "fee". If the assumed default risk of an MBS was 1.5%, and the CDS was paid 2.0% to take on that risk, it was 0.5% "free" to sellers of those CDS, while there were no defaults (market going up). Whole lot of Wall Street took on those risks, for the "free" premium (think cheap PUTS). Market Crash, and default goes to 15% (10x 1.5%), CDS buyer (Burry) goes to CDS seller (Wall Street) and says "pay up".
Calls on PLTR, HIMS, SHOP, SPOT, ANET, ARM, TTD, DKNG!!!
my ARM stocks hope this is true
POET invented a universal integration platform called the Optical Interposer™.Instead of fabricating chips, POET assembles off-the-shelf components — lasers, photodiodes, TIAs — directly onto one silicon optical layer. • This eliminates: • expensive active alignment steps, • multiple assembly processes, • and drastically cuts cost and size. • POET can manufacture through partners like Super Photonics Xiamen and Foxconn. Big players build closed, custom photonics. POET builds a universal, low-cost photonics platform that everyone else can use. So POET isn’t competing with NVIDIA or Broadcom .it’s selling them (and their suppliers) a faster, cheaper way to build optical engines. Think of POET as “the ARM of photonics.” It doesn’t build the GPUs — it enables the entire optical interconnect layer they depend on. POET doesn’t try to beat the giants — it builds the tools they don’t have.It’s an infrastructure-layer company, enabling optical AI connectivity for everyone else.If optical interconnects truly become standard (and they will), POET becomes the “missing middle layer” of the AI hardware revolution .just like ARM was for mobile processors.
POET invented a universal integration platform called the Optical Interposer™.Instead of fabricating chips, POET assembles off-the-shelf components — lasers, photodiodes, TIAs — directly onto one silicon optical layer. • This eliminates: • expensive active alignment steps, • multiple assembly processes, • and drastically cuts cost and size. • POET can manufacture through partners like Super Photonics Xiamen and Foxconn. Big players build closed, custom photonics. POET builds a universal, low-cost photonics platform that everyone else can use. So POET isn’t competing with NVIDIA or Broadcom .it’s selling them (and their suppliers) a faster, cheaper way to build optical engines. Think of POET as “the ARM of photonics.” It doesn’t build the GPUs — it enables the entire optical interconnect layer they depend on. POET doesn’t try to beat the giants — it builds the tools they don’t have.It’s an infrastructure-layer company, enabling optical AI connectivity for everyone else.If optical interconnects truly become standard (and they will), POET becomes the “missing middle layer” of the AI hardware revolution .just like ARM was for mobile processors.
Don't forget that Nvidia tried to acquire ARM few years back but regulations prevented it. Jensen invested into Intel because he may need a favor from orange man
ARM dumps every earnings because they fail to monetize their architecture
Feels like we've found local bottoms unless the greater market continues downwards. If data center related companies (AMD, QCOM, ARM) continue to do well with earnings reports next week, we'll likely see a run up in POET. https://preview.redd.it/0eh666l7diyf1.jpeg?width=1080&format=pjpg&auto=webp&s=87d07f482fdd1473be8fcbe14e8be18910e79274 In with a smaller position and 10k shares myself.
Time to short more TSLA, PLTR and ARM. Naked - no options. Hedge with: GOOGL, MSFT, BYDD, TM No way they gonna outperform those (and stay above 250.0 P/E) long-term.
Has the EU really innovated in the past 30 years? The only thing I can think of is them making ozempic, ARM which powers nearly every mobile CPU and CERN hardron collider.
No. They’ve been using in-house designed chips on ARM architecture fabbed by TSMC/Samsung in mobile devices since about 2010 iirc. In 2020 they shifted all Macs from Intel x86 to ARM chips designed in house and fabbed by TSMC. That gave them an enormous energy efficiency gain that pretty much changed the game, and has made MacBooks in particular some of the best laptops on the market for the last 5 years.
Cloudflare and Coinbase are setting up tokenized transaction protocols to charge bots per view on the web. I think that will be a very moneyful venture All of the chip stonks have gotten AI cashwads.... Except ARM and Qualcomm. All the others have netted me 500%++. Id yolo some beer money into ARM and Qualcomm I think nvidea and Tesla will be big player on robotics. Hard to believe with their fiat to earnings ratio already throbbingly huge, but there's likely more room for them to embiggen. If there were any nonchinese companies that made microservos then I would raw dog those since every humanoid robot will need dozens of those
They are way ahead in device technology in terms of laptops. The ARM transition was a game changer
Google is really ALL the Mag7 combined + OpenAI + Quantum PLUS they are major shareholders in SpaceX, ARM, Uber, ASTS, Planet Labs, GitLab, etc., AND majority of AI startups use their cloud. https://preview.redd.it/1qwq16uef4yf1.jpeg?width=1179&format=pjpg&auto=webp&s=e68b26bd7e8c4ce24bcbdffb90edab827087387c
bought end of week puts at close... I was holding Dec puts on ARM but this short term play was too good to pass up given the insane divergence that continued today
Am I regarded for thinking about buying ARM?
I wish mortgage companies offered a 0 Day ARM.
You're right, didn't mean to say that all the newer servers only use ARM processors, it wouldn't be possible, a lot of dedicated GPUs are still architecturally bound to x86, but x86 is still legacy and is being replaced by the minute.
I don't disagree with that. It is just none of it was both revolutionary and successful yet. There have been very successful innovations like the excellent ARM chips evolution. There were also revolutionary ones like Vision Pro but I would not call these very successful. Not that Jobs did not have flops like Newton. Maybe we just need to give Apple more time.
Nokia holds an ARM license and this could end their arm lawsuit no?
Almost certainly a chip designer like AMD. Making chips is a two step process first you design a chip, sort of like architects and engineers design a building or bridge. They creat the blueprints. Then someone actually has to build it or manufacture it. AMD only designs chips they don't manufacture chips , same with Nvidia ,ARM. Intel does both, but they also outsource some manufacturing as well. It's almost certainly just a chip design not a manufacturer.
Is it a good play to bet on a 4.5 trillion dollar market cap company to leap to 6T practically overnight? If they absorb AMD, NFLX, IBM, CSCO, TMUS, and ARM in the next 2 weeks then you’ll profit.
Hey, thanks for a finally more sane approach to a counter-opinion that at least sounds grounded in reality. First of all you are right about the fact that they mention it. But let me clarify some points here as I spent a lot of time going through their SEC filed documents and analyzing their strategy (I plan on writing a more technical DD that focuses on the business side rather than the technology, once I decide to allocate more resources to INTC). If we look at the funding they receive I would like to remind you that it is pretty much the same funding they would get under the CHIPS act and if we look at the metrics during Gelsingers rule we can clearly see INTC was mostly just burning money. The main thing we can see from Lip Bu Tans strategy is to aggressively trim the books, we can see that he postponed the Ohio fabs and for a very good reason -> there is no point in having 4 fabs with modern tech and no client. Instead he refocused most of the funding into key areas such as the Oregon project (this is the RnD, so think development of 18A, new processors, gpus etc.), Arizona fabs and fabs that have packing tech. It's pretty clear that the aim was to focus on finishing 1 fab (with the 2nd one in arizona finish later in the year), training the Arizona/Ohio staff there (we can see this via workforce project funding) and acquiring a client. They did acquire a client - it is confirmed, just not disclosed who is the client (But it is believed and I strongly think it's MSFT). Which means that you have a: \- Finished 18A at all costs (I guess this counts as a little bit of insider info here). \- Working fab (with 18A tech) .. this is huge because of the technical side of what 18A has i.e. PowerVia, let me clarify one thing here.. Apple Silicon doesn't use BPD yet. If INTC proves that they can produce quality chips with BPD there is little reason for Apple not to use this, especially since Mac Pros are assembled in Austin Texas. Why wait for TSMC, if INTC proved it can do it and you can save on shipping? \- Fixed books and image of the company. Also as I've mentioned before: \- Flattened the organizational structure - again a little bit of insider info. When I said that INTC middle management ran the company to the ground it was also because they just couldn't agree on anything. One tier of managers pushed X .. another one pushed Y a year later. Now it's simplified - it goes through one person who is btw very humble. I'd love to call him the "humble version of Steve Jobs". If you're hesitant about INTC succeeding I recommend looking up the CEO, Lip Bu-Tan. He revived Cadence Design System which was in a much much worse state than INTC was in. Turning it into a massively successful company. He is also very grounded and humble, but very strict and tough which to me are great features of a leader that can make a turnaround of a company. The only thing that drives the price down of INTC is retail sentiment, but mind you that retail doesn't understand this business. Especially if they think INTC can't produce ARM chips.
I recently decided to put some of my income into stocks, I started with 5k, placed half of it on a PEA (Im European), and placing it on ETFs, something relatively safe I guess, mostly on Uranium and Chinese ETFs. My question is about the other half, I really dont care about loosing it, Im really new in this and I want to know what would you do with it? Just opened a eToro account and looking for interesting stocks that might explode in the future, been placing some of it on my personnals feelings (ARM, ASML, DVLT, EOSE). What are your opinion about it ? Is looking for high rentability stupid ? and if not wich stock should I consider?
Apple’s pattern has never been to jump into emerging tech early. It waits until the tech is mature enough to refine and integrate seamlessly. It didn’t invent MP3 players, smartphones, tablets or even in-house chips. Apple didn’t ditch Intel until 2020, long after mobile ARM chips had proven themselves. It eventually builds its own versions but only after the tech stabilizes. AI today is nowhere near that point. It’s exactly the kind of tech Apple would license or partner on first then internalize once it’s predictable/profitable.
Not sure what do you mean INTC = Intel. If you're asking if the foundry business is a separate entity from the RnD part of Intel then yes, meaning foundry can easily manufacture ARM chips or whatever you tell them to manufacture.
Disagree. The pivot to ARM was huge.
What fact did he present exactly? I just explained that INTC is already using a technology not used by TSMC. The fact is in there .. they presented the 18A technology. He doesn't even understand that INTC foundry can produce ARM chips as well. None of what he says is factual, he just believes random bullshit and is convinced of the bullshit. No DD, nothing.
They weren’t the first to sell smart watches, they waited until the tech was mature and then developed the Apple watch, which is now the most sold smart watch in the world. It’s the same (or a similar) case with wireless headphones, Apple Pay, CPUs (ARM), Air Tags, Apple News, and more. All of these were post Jobs, they’re still a company that’s focused on creating the best user experience possible over innovating the actual underlying tech.
Intel hasn't missed anything.. this comment right here shows that you have 0 clue about the semiconductor industry. ARM is an architecture, a proprietary one. Meaning you will pay for anything that uses ARM. X86\_64 is an architecture, a proprietary one. Meaning again.. you will pay for anything that uses X86\_64 in your design. INTC Foundry = X = INTC R'n'D INTC Foundry can produce ARM if you give them the design. What do you think TSMC is doing? TSMC produces all different kinds of microchips, x86\_64, arm, etc. Please get educated before you start spewing bullshit.
Wrong question. Other then majority of windows computers, where is x86 used? Maybe some older servers, but beyond that everything is in ARM: all phones, all tablets, every apple product, every wearable, newer servers and etc.
ARM is everywhere. Intel missed the chance in mobile space. Apple M series ARM chips have displaced x86 altogether by showing how much more superior they are. Snapdragon has ARM chips for laptops and desktops and will eat into x86. Granted others haven’t been able to do it the same way as apple has but microsoft and snapdragon surely are pushing for ARM based future.
Yeah, because their chips manufactured in their foundry are so ahead of TSMC based ARM chips. 🙃
It's used a lot, believe it or not as ARM has its benefits. But keep in mind that INTC Foundry is a separate entity from the INTC RnD division. INTC Foundry can still produce ARM chips (or whatever your heart desires)
You understand that INTC Foundry is a separate entity from the INTC RnD division that you are thinking about right? The INTC foundry can still produce ARM chips :)
Other than mac, where is ARM used?
Did you guys know that in Canada, when you get a mortgage for a house, it MUST be an ARM and you MUST refinance at the end of the term? There are no 15y or 30y fixed rate mortgages in Canada. I mean...enough said, amirite?
Their only play is x86. GPU division is a joke, their ancillary chips are present. A dying architecture. ARM is truly about to be everywhere. Oh wait it already is. Intel is over priced, I value it at 80 billion max.
For anyone who has been told 'you can't time the market, don't even try'. The issue is never timing, it's pricing. This is an expensive market. Consider this quote: **"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?"** - Scott McNealy, Business Week, 2002 Price/revenue ratios for every Nasdaq 100 stock today: https://finviz.com/map.ashx?t=sec_ndx&st=ps Palantir at 121x Applovin at 36x Tesla at 16x Microstrategy at 172x (!) ARM at 43x Crowdstrike at 29x NVIDIA at 26x ... ordinary days in 2025 make 'dotcom peak mania' anecdotes seem a bit tame tbh
**"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?"** - Scott McNealy, Business Week, 2002 Price/revenue ratios for every Nasdaq 100 stock today: https://finviz.com/map.ashx?t=sec_ndx&st=ps Palantir at 121x Applovin at 36x Tesla at 16x Microstrategy at 172x (!) ARM at 43x Crowdstrike at 29x NVIDIA at 26x ... ordinary days in 2025 make 'dotcom peak mania' anecdotes seem a bit tame tbh
I expect a slight dip then it’s $40-60 until this time next year. They should have their mobile, ARM friendly node (18A-P) by then. Apple, Broadcom commit.
Not those. Mostly SPY ups and downs. And I was about to make another 100k with ARM but then another trade war news hit overnight and I had to collect loses.
Market is just whoever makes a deal Nvidia to open AI-->openai to AMD Nvidia to Oracle-->ARM Arm partners with meta 😒
Doubled down on NVDA & ARM this morning but since I bought today ig idc. HOOD on the other hand I bought on Fri and has only gone down smh. https://preview.redd.it/clukapg1xbvf1.jpeg?width=1290&format=pjpg&auto=webp&s=2f27909b77058bc144e8467a17c68c66775b7c90
ARM has OPENAI and META deals/news this week and won’t run… what gives?
Poor $ARM insiders. They bought calls because all of the bullish news coming out. But market is not in their favor.
deep out-of-the-money (DOTM) index puts, put spreads on AI-levered names (NVDA, SMCI, ARM, etc.), and tail-risk hedges via VIX calls or structured option overlays. DO YOU HAVE THE FUCKING BALLS??
OpenAI announces another AI partnership with ARM.
AI bubble has burst. ARM and CRM both down on OpenAI news
ARM with the absolute rollercoaster past 24hrs
Ahhh…what could have been for ARM today
ARM should be around $190 rn
Thank god I was buying ARM last week. Still made 80% but had it opened at 185 I would’ve pocketed double that :(
That ARM pump AH completely evaporated
Seeing that spike in ARM in AH yesterday, I just knew it was fuckin OpenAI. The deals don’t stop!
ARM, AMKR, AMZN, ASTS, APH - Figured now I'm investing alphabet style but I'm stuck on the letter Any advise moving to B' ?
#INCOMING AMD x ARM SOUNDWARE ANNOUNCEMENT.
AMD, AVGO and now fucking ARM. Where is my SMCI deal Sam?
Options flow is a service sold by unusualwhales or cheddarflow. The guy on X posts the unusual trades (large premium, short dates, etc.) he finds on unusualwhales. Quite a number of them turn out to be inside trading a few days later, when it is revealed that so and so company made a deal with OpenAI. Recent ones I can remember are AMD, AVGO, and today ARM. But there's been quite a few. The one that seems to constantly fail is someone getting $10M worth call options on MSTR every week. Some weeks they hit but most weeks they miss. That trader is a gambler. But the chip bets have been inside trading. The chip bets, the Oklo, the BE. Oh yea I forgot to mention BE was another unusual whale call option holder a week ago and today they announced some deal that made them skyrocket. All the receipts are on his X account