ARM

onDetop

ARM 300 today pls gimme this one time🙏🙏

Such-Ice1325

What is thos. Everything up and running except ARM. Such a shit mate

Such-Ice1325

Why the sudden dump an the end? MU/ASML/ARM ETC.

PlayfulSurprise5237

There will be people left standing. They just won't be doing much training, not building many new data centers, and selling their proprietary AI compute to some niche industries where it's actually profitable to pay out the ass for it instead of workers. The general public will probably just switch to using local models as ARM continues advancing with NPUs on chip and memory prices eventually bottom out. You'll have some company stay alive who does image and video generation really well because of course, deceiving people online is really lucrative. And that's not something that can be done locally. We're really hitting a ceiling though with the efficiency of chips, some big diminishing returns at least, and AI doesn't have linear scaling anymore and is getting diminishing returns, so where it's applicable/profitable won't really change. There's also a whole host of other likely unsolvable issues regardless that caps AI like entropic homogenization/informational incest, data poisoning, data privacy and copyright laws, ect. But I don't expect people to ever surpass AI in the things it will be used for. It's just about to come down to reality and then sort of get frozen in time. Aside from some super specific things like stuff with astronomy, certain aspects of biology or medicine, material science, ect. Not the entire fields, just real specific aspects where it's worth it to pump billions in because it's helping make advancements that literally couldn't be made otherwise.

Staticks

My long-term portfolio has a bunch of big winners that are up huge from from I bought them 2-3 years ago. Names like NVDA, HOOD, MU, ARM, CRWD... just to name a few. I bought strong companies that produce great products, and that I had strong conviction in that they'll have huge success in the long term. You people act like buying individual stocks is the same as buying a lottery ticket, or that it's some mystifying, inscrutable, voodoo magic, that you're guaranteed to fail if you do it. It's absolutely delusional.

SnuffyMcfluff

Ten years from now I’ll be long retired.  I’ve done quite well investing based on earnings rather than large claims by cult leader  CEOs.  TSLA has been useless since 2024 and SPCX cost initial investors billions in leverage.  You haven’t made one statement that supports the current valuation rooted in earnings.  You are operating on announcements not actual production.  You are a faith based investor.  It’s not a smart way to risk your nut.  Caterpillar jumped 100% in the last 365 due to riding an influx of cash into the sector from the infrastructure bill.  I caught that a little late but still caught it.  I made a big play on NVDA at $38 when the ARM deal collapsed because researching that acquisition showed extraordinary underlying fundamentals.  This is how you do it.  Homework, not hype.  I’ll be riding gains and dividends off of ETFs in 3-5 years because I don’t fuck around with flavor of the month brovestments.  If you want to build a future with the market, grow up.

Spac55

$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative,cancel double order, rent to overbuilding Once big cap stop buying GPU, $NVDA can crash 80% Situational Awareness Collapse, $45 Billion $MU $WDC $GEV $CAT $SKHY $SNDK $STX $ARM all semi cooling Too Big to Bail ?

Such-Ice1325

What happend to ARM?

SteakEater137

Take a look at ARM. 280 PE lmao Semiconductors have hit bottom though guys, only up from here

KangarooMango

Buy $ARM at this level?

LegitimateShameHands

Apparently only ARM can go up always. Stock is very cheap can probably 10x again within the next 2 years

Dude_HaHa

Retail will get squeezed once other factors come into play. Mortgage+property tax increases after ARM expires, inflation, etc etc

drkgla

You know y'all can actually buy the stocks that benefit from cheaper memory right? Apple, Nvidia, Intel, ARM, Amazon....

drkgla

The correct response is to long Nvidia, ARM, Apple, anything that benefits from cheaper memory.

drkgla

Cheaper memory is bullish for Nvidia, ARM, Intel, AMD.

hekatonkhairez

Iirc ARM had a similar situation where lock up expirations threatened to dilute the float. It didn’t happen and the stock rose

LazyToPickMyUsername

Y'all said the same about ARM and it rocketed lmao.

TheSeeker331

We may recover tomorrow morning. $ARM crashed hard after hours last week on earnings and then recovered by morning and went up.

Such-Ice1325

Why is ARM getting dragged due to AMD?

ElkQuiet1541

ARM up 18% with a PE of 350x. what do algos in this stock?..

MaterialGuy007

AMD already got it earning bump up now 9+% When a company’s trying to be in everyone’s business ARM, NVDA it’s coz they cannot meet numbers within vertical!

Organic-Classroom-77

ARM mooning

A55BAG

I wouldn't short MRVL or ARM ahead of NVDA earnings.

A55BAG

ARM 🤑

ElkQuiet1541

How does ARM with PE/forward PE of 250x is up +10% everyday... where does this regarded strength come from

Psychological_Fly109

ARM - UK semi up 77% YTD

verified-trader

MSFT's conviction thread ran roughly late June through July — people calling for leaps, long calls, "Burry can get in line." Same pattern showed up on a few others: **MU** — Micron. This one had the loudest following. "MU IS MUUUUUNING," "all the chads with big cocks are buying MU," repeated dip-buying calls through early July. Same AI infrastructure narrative as MSFT but leveraged to DRAM pricing cycles. **WULF** — Wulfraat. Persistent bullish mentions across July. Critical minerals / lithium play tied to the same capex thesis. **GOOGL** — Google. Called out as bullish alongside MSFT on multiple threads. Cloud acceleration narrative, cheaper valuation multiple than the other names. **ARM** — Architecture licensing. Chip design cycle + AI inference angle. Less volume of conviction talk but consistent. **LRCX** — Lam Research. Semiconductor equipment proxy. Smaller community footprint but flagged on the same lists. The ones with actual *conviction* volume — not just a couple of posts, but sustained multi-week chatter — were MU and WULF. MU had the most retail FOMO energy. WULF was more "we're holding these till expiration." Don't assume they mooned because people believed they would. Plenty of those threads ended with calls bleeding out.

lawschoolthrowaway36

AAOI up 3.20% MRVL up 2.83%% INTC up 2.44% DELL up 2.03% PENG up 2.53% MU up 2.22% ARM up 1.86% LITE up 1.91% Notice anything? AAOI poised to outperform other AI/semi/photonics stocks regardless of macro. NBIS also clearly about to rip this week. They will manipulate market and make many of these plunge before markets open tomorrow. They will rip by noon tomorrow, probably more like 10 am

Salty-Bar-1975

Just buy ARM

alus992

1. Fair but a lot of stuff can be o rained outside of Apple Store without any major issues. Even on iPad you can find ways to side load some shit. Regular consumer don't care tho and that's why it's happening - 99,9% of users download the same 30apps no matter the OS so a walled garden play in their favour because apps are way way more stable because everything is tailored for set OS and hardware. 2. Is it a really a reason to hate a company? Innovation happens behind closed doors and not always most innovative idea is the best one. There is so much stuff that came and go over the years and from business stand point it's way smarter to improve existing concepts than just blindly innovate. And I would argue their implementation of ARM was a huge innovation and super beneficial for all customers no matter the OS. And again as an old head i can't find any innovation on PC or Android side of things that I can't live without atm. Are foldable a fun? Yes for first 3months and after that novelty disappears. 3. Apple just don't have these Uber budget editions but if you want buy premium PC or a phone their competitors are equally expensive. The upgrades are too expensive and I think that's the think requires hate

jeromewatdoink

So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).

comrade_777_alt

ARM reaching $450 was the signal that semis top is in.

Rambok01

Robotics - OUST, TSLA, ARM potentially good

klyphw

Damn people were signing ARM's when rates were under 4%? I got a 2.625% in '21 with no points. It hurt so much selling that house when we moved 2 years ago.

InvestigatorPlus3229

The people with ARM from pandemic are about to get cooked

verified-trader

**BanBet Lost** — /u/Such-Ice1325 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **ARM** ▼ | $228.44 → $137.06 | -40.0% | 2d | Lost |

bidahtibull

How does ARM not print money when almost everything is based on their designs now...

bidahtibull

How does ARM not print money when almost everything is based on their designs now...

KangarooMango

$ARM buy the dip? 🍀

Stocks_N_Bondage

Closed this morning: - Calls Printed: ARM • ASX • FORM • SIMO - Puts Printed: CHKP • TENB Opened today: - Puts: MSTR Disclaimer: Lotto!

pain474

ARM casually up from 200 to 250 in premarket. Such a clown market. Every stock went parabolic in premarket, we will just theta the whole day now.

IvoryTowerResident

ARM hold plz

CD274

How the f did ARM go -8 to +11

Tall-Biscotti-3847

ARM up 25% from the AH lows, disgusting

FartSniffer66642069

Wtf this is such bullshit. Whenever I buy calls the stock will crush earnings but it will dump 10%, Now I have ARM puts and they barely beat earnings yet its pumping for no reason. This market needs to be investigated for manipulation.

Clackamas1

It has a forward PE of 4.5 and a PEG of .028. Insanely cheap by any measure. ARM has a FPE of 111.

FartSniffer66642069

Wtf how is ARM green in premarket when they barely beat earnings?

Lootoholic

I added more shares yesterday. MU, AMD, ARM.

Spiritual-Goat-8711

Looking at ARM daily chart, they gave up the entire run from last earnings, i didnt see this earnings, i have to assume it was just a blank piece of paper with "j/k last earning was fake"

Such-Ice1325

ARM is such a whore and fucking bitch

BudweiserSucks

$ARM is officially dead

jeromewatdoink

ARM died

ChipWong82

Did Cramer recommend ARM? What happened?

caughtinthought

ARM having a nice time

Fast_Reputation_5666

Woah ARM holy

Swiftnice

ARM is getting amputated

Smooth_Fill888

ARM is getting smoked

unhappyreach_

Imagine locking in a tasty sub 4% ARM loan thinking the world wasn't going to end in 5 years Now imagine that loan refi at 7 lmao 🤔

ateranol

META keeping CapEx static, MSFT undercut CapEx sped, QCOM and ARM dissapointing on forecast ... All in all - enjoy the bags, AI bols

davidbigham

META ARM QCOM all dumping after earning 🤣

CUbuffGuy

Best case scenario. META eatts shit, MSFT king, SOXX gunan recover overnight with ARM looking good and CAPEX in tact, good good. Still bonds to worry about but this will be green overnight, absent korea being willd

ateranol

QCOM, ARM missed estimates. AI trade truly dead.

CD274

ARM green? (Wtf did meta do?)

ThinkingOfTheOldDays

success on ARM long. Let's see SBUX short.

IvoryTowerResident

\*ARM HOLDINGS Q1 ADJ EPS $0.45 VS IBES ESTIMATE $0.40 \*ARM HOLDINGS Q1 REV $1.29 BLN VS IBES ESTIMATE $1.26 BLN \*ARM HOLDINGS OUTLOOK Q2 REV $1.38 BLN VS IBES ESTIMATE $1.34 BLN \*ARM HOLDINGS OUTLOOK Q2 ADJ EPS $0.47 VS IBES ESTIMATE $0.43 lets see if things hold

Clackamas_river

Does it even fucking matter what MS, META and ARM say? Fucking aye.

ThinkingOfTheOldDays

long ARM short SBUX

OldWonder5865

ARM has the most room down for sure. The others you’re at risk for theta gang

DarkR124

Assuming MSFT, META, ARM, QCOM all going to dump regardless of earnings. Tempted to grab puts but how much lower can we go? (That’s not a challenge market gods plz don’t)

Stocks_N_Bondage

Opened TODAY July 29 - Calls: ARM • ASX • FORM • FTNT • QCOM • SIMO - Puts: CHKP • TENB

znightmaree

Now we wait for META, MSFT earnings (and to a lesser extent, ARM) https://preview.redd.it/mt0shmexx7gh1.jpeg?width=1206&format=pjpg&auto=webp&s=5b5e4022e7878a1319188609073b6ec921f3c5f7

David_vdb

And ARM

Guest-Username

Went on vacation July 17th already down big on ARM and MRVL Dec calls I got in June. Glad I deleted all my apps while on vacation… welcome home to me

verified-trader

**BanBet Created** ▼ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **ARM** | $137.06 (below) | $228.44 | -40.0% | Jul 31, 2:44 PM |

Such-Ice1325

!banbet ARM -40% 2d

The_Albertino

ARM back under $230 is fucking crazy

davidbigham

We got MSFT META QCOM LRCX ARM Robinhood earning today. Pick one and get rich .

hulltry

The problem is that the moment the AIs become too efficient and good enough then it will just be like an another Siri or Alexa. I still do not trust the Anthropics numbers because they were docotored to look good with some limited deals they had with Musk for cheap computing iirc. And the amount of debt openai is having right now is unsustainable and if that ones goes under then we will see a huge dip that will margin call so many people. Nvidia also went balls deep there a few days ago, Oracle will vanish, Softbank will rip and it has a lot of ARM stocks that has to be sold to survive which will crash that. Nvidia could drop 80% once all this is over. Cisco was at the center of the previous tech hype bubble and they dropped a lot over 2 or so years. The winner of all this will most likely be Apple because they are just behind the fence looking over and asking wtf is going on over there. And the analysts will most of the time be bullish they will recommend buy until and through the crash because they have an incentive doing so. A lot of smart money has already peaced out or is in the process of doing so.

Ray_Getard_Phd

ARM

SearchUsual5193

do $ARM earnings have any scope of play like Seagate perhaps?

drkgla

This was priced in over the last month and it makes no sense for Intel, Nvidia, ARM etc to fall on this since they directly benefit from cheaper memory opening up bottlenecks.

Electronic_Win2103

Astera labs seems to be last to get hit and last to get back up. It will pick back up imo. I plan on buying more in the next week or two and wait for it to skyrocket, again. I’ve heard people thinking the same for ARM

Txsnapcall

I couldn't find it. I also looked for an Invert Positions button, but I can't find that one either. I did find some green though. BE, IREN, CRWV, RKLB, ARM, ALAB puts I sold are bright fucking green, big numbers too.

Youutternincompoop

>Their ARM chips ARM architecture was developed originally by Acorn Computers, and is being continually developed by ARM Holdings. that literally isn't an Apple innovation at all, though of course you could argue that Apple was a major part in the growth of ARM architecture's use and therefore a major revenue driver for ARM Holdings. I'd argue a more important source for ARM's initial development was the British governments procurement of the BBC Micro computer, which provided Acorn the funds and expertise with simple but high-performance computer chips.

AdMysterious8464

That doesn't make a lot of sense imo. And also I don't think anybody disagrees with you that these companies are profitting from a historic opportunity. It's just that even the greatest companies can be overvalued and dont deserve to run up 5 % every week in perpetuity. I think AMD, ARM and some others have long crossed this threshold and started to adjust a little bit (and they are still up more than 100 % ytd, let's not forget that). Memory is super speculative and could go either way. I think some bulls just go lost in the mania. I'll keep my shorts

AngelNotFound4444

Such a packed day tomorrow holy... MSFT, META, QCOM, ARM, SKHY and FOMC. Any bad news will remove the buy button from semis

drkgla

Cheaper memory is pretty bullish for Intel, AMD, ARM, Nvidia, and a bunch of other stuff. Baby with the bathwater over here.

AdMysterious8464

AMD and AVGO fw p/e in the 70s, ARM in the 100s? Memory stocks are "cheap" but they were so once already during cloud buildout. Wasn't exactly the best time to buy their stocks then either. But it's different this time right? And NVDA will keep their margins forever

bitflag

Their chips are good but not that much faster that the competition can't compete with it (and in fact, the competition vastly outsells Apple in terms of CPU sold) Worse of all, Apple hasn't shown much ability to expand into new businesses. They shut down their server business, they basically killed their workstation line, they failed to take a hold in the video game segment and their video streaming service is clearly not working out much. They gave up on EV and VR is being slowly abandoned. It reminds me of Intel being dominant for years but fumbling every new opportunity because they thought it was too expensive to keep pushing into GPU or mobile, and better to abandon those to small players like Nvidia or ARM... We know how that worked out. Apple is great at building an ecosystem around the iPhone though - they make tons of growth on services and accessories. But if the iPhone falls this will be a disaster.

cabs84

https://en.wikipedia.org/wiki/ARM_architecture_family according to this they helped design ARM6 in the late 80s, but initially it was created by acorn computers

MyNameIs-Anthony

Apple actually technically did found ARM.

Abe2025

It looks really bad buddy. Zoom out on these and tell me your eyes arent working. MU, WDC, ORCL, MRVL, GLW, ARM

cabs84

they didn't create ARM by any means - that has been around since the mid 80s. they just improved upon it

Hot_Most5332

I mean this pretty broadly. I am not super familiar with the ARM chip innovation (so this may be a good counterpoint), but ultimately they didn’t change anything about computers or phones as a product, they just enabled Apples phones and computers to be better. They didn’t invent phones. They didn’t invent chips. They didn’t invent computers, MP3 players, or digital watches. They took an existing technology and made it into something better. They take things that already exist and make them better. They don’t make new markets.

THeShinyHObbiest

It depends on what you mean by technology. Their ARM chips are a pure-tech innovation that was revolutionary and entirely in house.

Far_Feature2702

LAM Research and ARM are going to have a blowout quarter/earnings and will still manage to drag the semis with them. Nothing matters anymore.

Nictel

Calls on FFIV QCOM ARM

Peeeeech

Wednesday: META, MSFT, ARM, QCOM, LRCX, ***and*** the **FOMC**

goobervision

Deepmind, ARM, ​Infineon, SAP, Amadeus, Dassault, Spotify, Mistral and many more.

Left-Ad9920

I’m heavily invested in AI and diversified like you . Got to some of them like MU, VRT a year ago but in ARM. SANDK, LITE, MRVLE a couple months ago. I’m underwater on those recent investments. What else did you invest in other than those stocks ?