ARM
Arm Holdings plc American Depositary Shares
Mentions (24Hr)
-69.23% Today
Reddit Posts
"$GOOGL has approximately $78.6 billion invested across 29 positions, with a staggering 94.87% of that portfolio allocated to $SPCX. "
Wall Street keeps celebrating earnings beats that investors probably shouldn't care about
earnings preview for next week, mostly watching AAPL and AMD
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Have you ever liked a company so much that you bought its stock despite thinking it was overpriced?
Pre-Market Gainers and Losers for Today (September 25, 2026) 📈 📉
Risk transfer will eventually hit a wall,too much spending, I don't buy Gartner's forecasts....
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
ARM Stock Rally Ahead of Meta Connect: Can $2B+ AGI CPU Demand Sustain It?
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
773 paper positions across 177 tickers, biggest name 1.8 percent. I went looking for concentration risk and found no opinion at all
Will Qualcomm CEO get the boot in this AI race?
This rally looks like an exhaustion, doesn't it?
I backtested 44 Robinhood IPO Access deals. Why buying and holding is a trap and the hypothetical strategy that beat VOO
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
I believe an AI/semiconductor run-up to earnings strategy will yield gains
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
The whole world is red, and now is time to think about physical side of buildout
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
Yes, You CAN "Time The Market." And I'm Going to Prove It, Again.
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 16, 2026 📈 📉
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Oppenheimer starts SpaceX at Outperform with a $190 target and $2.5T valuation ahead of IPO
My buy for the SpaceX IPO: Low-float ETF multiplied ARM. How is this regarded?
My buy for the SpaceX IPO: Low-float ETF multiplied ARM
🧡 NEGG 🧡 The $204.00 per share Fair Value Target Aligns Fundamentals, AI Hardware Tailwinds, and Historical Price Discovery
Apple and the new AI-Siri: My thesis on AAPL
Broadcom M&A (Hock the acquirer and the conquest for IBM)
Will Nvidia actually be able to capture significant market share with the RTX Spark?
Road to 100k | Took some nice profits on ARM for a 2 week swing trade
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
Next bottleneck is high spec PC for local agentic workflow.
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
Can someone explain the investment thesis behind space stocks?
ARM Holdings (NASDAQ: ARM) - Important Technical Level at $320
Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
Top stocks hitting 52-Week Highs/Lows - May 21, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 20, 2026 📈 📉
19 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
We may build too many data centers, from a computer nerd's point of view.
$CEVA, anyone else looking at this? Edge AI/IP licensor
Cerebras (CBRS) IPO Strategy: IBKR user looking for the best entry point on May 14th?
Intel Breaks Into America’s Top 15 Most Valuable Companies
ARM Q4 Earnings: Beat on Rev & EPS, But Stock Flipped. What's Next?
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Is AI infra still hot or is this just a pullback?
Are AI infra stocks entering the “post-hype” phase or is this just a pullback?
Anyone else watching ARM / Fabrinet / Teradyne here?
Are AI infra stocks entering the “post-hype” phase or is this just a pullback?
This is the Marrakech souk, look at my slippers, cheap slippers... Nonsense! But who's fooled?
The S&P 500 and Nasdaq just hit all time highs. Meanwhile oil is at $101, there’s a war in the Middle East, and the Fed just changed chairs.
AI bubble or early retirement? Yes
Mentions
Lmao , it's gonna be ARM CEO or CEO OF Doritos...chip experts
Because we haven't seen that with CPUs and other commodity electronics components? See x86. China has not replaced Intel/AMD x86 for the majority of servers. They do have some domestic production from Via's license, but that didn't really get serious until the export restrictions on GPUs started. ARM is a bit different because ARM grants licenses to produce CPUs with that architecture.
The 30% decline from the all time high already happened. The company is strong. Finding the correct CEO is essential. I like the discussions of Nakesh Arora, CEO of Palo Alto Networks (NVIDIA could buy them and make Arora CEO) or Renee Hass, CEO of ARM Holdings. Hass worked with Jensen for 15 years. I do not think Tim Cook is a good choice for CEO, but would be a good board member. Kress could announce a larger buy back funded by unwinding some of the neo cloud equity stakes, or selling Intel stake. It would not surprise me if Elon Musk hires Jensen to run his terra fab project and be the lead liaison to NVIDIA who is the only semiconductor firm Elon uses. I am long and staying long.
nvidia is litteraly producing the best chips in the world. a little scandle isn't gonna do shit in the long run otherwise Intel, ARM, AMD, would've caught up a long long time ago
AMD and ARM were dropping as Nvidia went up tbh
Interesting - yes I absolutely agree However interestingly even though I found a much better and lucrative role than with ARM, the share price has halved from its peak in April
Oh wow, you're so right. They approached Rene Haas of ARM. Someone who has no engineering background. Especially not in semiconductors. Oh wait.
Bit of context but I interviewed with both arm and rolls Royce over the past year ARM Is traditionally a UK company, but rene is important for the business they need someone like him (with Nvidia and silicone valley networks) to be a part of the AI/data centre activity/narrative that's happening in silicone valley Especially as a majority of the big tech companies (meta, beoadcom, oracle, apple etc) have placed big orders on ARM's new CPU Don't forget he's also directly part of SoftBank's leadership and by proxy, open ai He's the right person for the right time imo
Wrong ARM CEO to approach. Warren East I think is a better scoop if they could. East actually built ARM from nothing over 20 years. He then became Rolls-Royce CEO and built the foundations for their astonishing rise over recent years.
CUDA is a hardware platform with an API. The hardware portion is the Streaming Multiprocessor > CUDA cores. When you buy an nvidia GPU the higher end models scale the CUDA core count and memory bandwidth. What you’re referring to is Anthropic refactoring their models to run on AMD’s ROCm. ARM licenses the instruction set architecture of their CPU’s to other vendors.
NVIDIA BOARD APPROACHED ARM CEO RENE HAAS IN SUCCESSOR SEARCH - FT Wow rumors of looking at rene haas and Lisa su are true
A sales person... At this pace in the industry? ARM is a slow moving nothing. Jim Keller. Goat.
NVDA board trying to poach ARM CEO. If ARM CEO goes I bet Masayoshi Son will put Jensen to run ARM 🤣
$ARM actually pushing higher and net positive since the news dropped $NVDA is checking out their CEO LMAO :kek:
It's the entire reason NVidia exists. But an license ARM model would be a 5year short term giant profit spike. If the board is looking for exit liquidity, would make perfect sense--they'll leave the board with a giant payout and who cares what happens after. Self interest? of course. That par for Silicon valley.
send it . NVIDIA buys ARM next
Lmao, ARM tanking because nvda is trying to poach their CEO.
The idea that Jensen leaving will cause the neocloud and funding environment to collapse is way overblown. First of all the WSJ article going around is speculative gossip and the CFO won't be the long term CEO. Betting markets now has Rene Haas of ARM and Ian Buck, founder of CUDA as leading candidates, both of which support specialized AI cloud providers like CRWV.
$ARM CEO may be leaving to go to $NVDA
Which China designed x86 or ARM based CPU has superceeded an American designed one in terms of performance and capabilities?
If I had a gun to my head to defend Jensen, I would say his argument is this - the amount of infrastructure and expertise required to make AI is such that no matter how much of it you use, you will not "copy" it faster than that form of AI gains dominance. His point about how ARM and x86 were so sticky was him saying that if the U.S. dominated the chip side, where everyone came to them for the chips for compute, there was no way anyone would ever catch up and build a competing ecosystem. The dangerous thing, in his eyes, is not giving compute away, but in allowing there to be an alternative, which could eventually challenge Nvidia for dominance.
Will they bring in ARM CEO? In the past, NVDA wanted to acquire ARM but didn’t go through… Someone who is already in Semi space will be the CEO. It’s all about the lucrative package the board offers to existing CEO’s if they want.
Can we get a modular M7 Max desktop GPU with tons of CUDA cores if thats the case? Modular M series ARM CPUs?
Only if he makes modular Apple Silicon level ARM desktop GPUs, CPUs, and RAM
Masayoshi Son will hire him to run ARM
Him and Rene Haas (ARM holdings CEO) seem to be the current favorites as their names are being floated in multiple publications.
She is an interim CEO. They will 100% put a tech person in this job. Maybe an internal or maybe someone the ARM holdings CEO Rene Haas, his name has already been floated around a number of publications.
Yeah. I'm thinking a long ARM, short NVDA pair
KEEL, RDDT, ARM to name a few 😭😭😭
And to add that behavior was to max out credit cards, refi and consolidate, and because home values were increasing they could get away with it. UNTIL the 5-year reset was triggered on their Option ARM loans and customers couldn’t afford the 12-month cycle at 15-year P&I. These loans were sprinkled all over these MBS CDO’s. And I agree, having been in the mortgage business at that time, our current economic problems are not similar to 2007-2010.
I hope my current experience will point you in the right direction. I’m a small -scale investor who purchased certain treasury securities from ARM a few months ago. Upon maturity, I have been experiencing difficulties reinvesting both the original principal and the accrued interest. At present, funds remain idle in my brokerage account, and despite my efforts to seek assistance , the company has not provided a clear explanation or an effective resolution. This situation has been quite frustrating. I have also heard that the company prioritizes large investors, and I’m concerned that smaller investors may not receive the same level of support.
They did pretty well with Alibaba and they own ARM Holdings.
Well duh. Their only profitable holding still was ARM
ARM closing at +12% today
ARM will be the top semi today
Please lord pump my ARM bags
My prediction is NVDA pumps at open and brings ARM up with it, AMD sinks
ARM will go back to 250+ by EOY
Qcom also failed to break into the laptop market and even if ARM succeeds there eventually, the gates are now open for others (Nvidia+mediatek,etc). Qcom has also lost its edge in being far ahead of the other ARM socs for Android devices. Long term I wouldn't be surprised if they end up like Intel, but at least Intel has fabs..
I should've shorted ARM a month ago
ARM is going to soar +12% on Monday
Glad I didn't paper hand my ARM Puts. Still red but jeez
They can only raise 2 billion from float in their holdings on ARM from before yesterday's drop. They spend that much yearly servicing debt on bad loans.
SoftBank is fucking defaulting? I knew they made some bad calls but damn, I thought their play with ARM would have saved them
I'd say some people care, these numbers get thrown around a lot right now. That's kind of why I flipped it. And your capex point is basically what the table shows. MU and SNDK are already priced for almost no growth, so the market expects that drop for memory. ARM, AMD and MRVL are priced as if the spending keeps going for years.
Fair points, so I reran it with that. With 2.5% growth forever after year 10 instead of zero, every number drops slightly: ARM 35%, AMD 28%, AVGO 18%, NVDA 17%, QCOM 6.5%, MU 0.3%. The ranking doesn't change. On the first point: read the rate as the 10-year average. NVDA growing 50% now and slowing to single digits later can average out to \~20%. A front-loaded path is actually worth a bit more than an even one, so if anything the flat rate overstates what's needed.
Pretty much my point. For MU the price only needs \~2.6% a year, so roughly today's cash flow holding flat. If you expect memory earnings to crash once competitors catch up, then MU isn't cheap at 4x. The P/E just looks low because earnings are at the peak. The other end of the table is the opposite case though. ARM, AMD and MRVL are priced for 30 to 40% FCF growth a year for 10 years. The market isn't assuming steady earnings there, it's assuming the rocket keeps going. (Small detail: the model is 10 years of growth, then flat forever, not 15.)
I suspect BlueOwl has had its holdings stripped and will be announced dead soon, but they’re a lower shitco loan company with only ARM stake and high corp debt holdings.
Been margin called on my ARM shares. How the fuck you all do this?!
Which CPU will pump the hardest tmrw AMD ARM INTC or QCOM my money is on ARM
Bad management has been a thing at Intel during the tablet/phone era, they paired Atom chips with PowerVR in tablets trying to beat the spec wars yet losing to Google Pixel tablets at that same sub $250-299 price point than just Amazon Fire DX or Apple iPad mini. I recall developers mocking Intel SDK as x86 translator of BlueStacks to ARM or ARM to x86 wasn't going to work. Ex-workplace refused to touch x86 Android as performance was horrible vs the weakest MediaTek dual-core back then vs quad-core Atom. Developing Android apps for x86 Baytrail tablets were horrible, they were the slowest tablets in most benchmarks. Intel took forever to compete with AMD before Ryzen, their response to Ryzen was jack up the TDP to the moon 150-200W by their final HEDT models before splitting it to the big.little core chip design. Chip degrading has hit my jobs' office so its been an adventure of how many times does work grind to a halt from an Intel 13/14th gen CPU bit the dust from the internal corrosion flaw on 13th gen and the two other flaws in 14th gen early batches. AI boom has screwed our office really good and BYOD slowly get eaten back by our workplace to fill that gap each time a desktop bites the dust. I wouldn't be shocked if anyone/business impacted by Intel 13/14th gen won't buy an Intel desktop once they reach replacement cycles, several developers I know went Ryzen 9000 and others are waiting for DDR6 based hardware. Don't expect much on Core Ultra 400/500 series if the current environment keeps going on.
It depends on which companies you're talking about. NVDA was at an ATH not long ago. AMD, ARM were also doing well. S&P hit a record yesterday. The down trend in a lot of stocks over the past month(s) have been due to funding, increasing interest rates of that funding, and ROI. The main reasons today are a federal government and many states, TX mainly, with soon to be leaders who are actively slow data centers and AI development. That's what caused today's sell off, and the one in these companies yesterday.
know how at the beach get sand on the towel, and then flick the towel a few times to get rid of the sand... we are the sand. my bias is \~10% selloff over next few days. market makers and institutions are going to try and keep indexes just shy of a halt. it's not over, but the relief rally will normalize in a week or so. tbh, the tech/ai/semi rally was ridiculous. look at INTC, ARM, AMAT, etc. while I am not a technical trader, those 2025 prices are probably where we settle. my greeks are a little bit long at 2:3 delta:theta ratio. my extrinsic value is up about 40% similar to what the /vx has increased. today i did very little. tightened up some risk and adjusted a few positions (be extremely strict with buying power). sold a bit of my fixed assets so I have dry powder available. I did have to add a few short calls in the hole... don't like doing that but delta's were creeping. in the IRA I added some broad market large cap and small caps, sold some div aristocrats, sold some sgov.
I think ARM and QCOM are going to soar tomorrow and next year. Will outperform INTC and AMD
ARM will 🚀 +10% tomorrow
overreaction on some names but valid on others. Hyperscalers are golden. A forced digestion period and a temporary slowdown in the massive Capex spend is exactly what they need. They'll be able to focus on monetization of their current data center assets and the completion of buildouts in the pipeline. They also need to work on the CPU pivot for agentic AI. ARM is completely mispriced as it's getting hammered like a semiconductor when it stands to benefit directly from the CPU pivot which is still in its early stages. NVDA is tough to price. They've got legacy revenue with GPUs, software/hardware lockin due to NVLink, etc, and their actively looking to capitalize on the CPU pivot. AMD will print with their CPUs as well. Pure Semiconductors are going to semiconductor. They're cyclical.
Yeah I'm a retard. Should've just FOMOd into memory at the start, probably would've had some profits left. Instead I bought Gold Miners & Software in March, rode that down to basically zero, then pivoted to AVGO, and held onto some ADBE (Which so far has managed to be the only software stock that hadn't really recovered at all). I should start inversing myself.. Did buy an ARM put yesterday though so maybe this is the bottom for chips.
ARM fucking peace of shit. This thing was trading at 400$+
Was so tempted to play ARM earnings, glad I didn’t because it’s flat as fuck
ARM v crushing everything lmao
QCOM and ARM continuing the semis slaughter
ARM out bro shitting brix
How was $ARM earnings?
https://preview.redd.it/np3ls0ggxnzh1.jpeg?width=646&format=pjpg&auto=webp&s=034651bb094a9d02c72883790bdb9877e9174cb1 Shorted APP & ARM before earnings, so regarded
# $QCOM: market cap $176.19b revenue: $10.32b, −8.4% YoY (2.1% beat) net income: $1.25b, +140.1% YoY ttm revenue: $43.12b, ttm net income: $13.63b p/s: 4.1x, p/e: 12.9x, net margin: 31.6% initial reaction: −4.73% [earnings release](https://investor.qualcomm.com/files/content_files/FY2026-4th-Quarter-Earnings-Release.pdf) # $ARM: market cap $198.51b revenue: $1.44b, +27.1% YoY (5.3% beat) net income: $130m, −45.4% YoY ttm revenue: $5.46b, ttm net income: $936m p/s: 36.3x, p/e: 212.1x, net margin: 17.1% initial reaction: −3.09% [earnings release](https://investors.arm.com/static-files/0b5baa2e-fc47-4d05-b724-e49de7bd4356)
No appetite for AI hardware makers whatsoever, sheesh, now ARM and QCOM getting clobbered
QCOM and ARM already starting to drag AI tech down
ARM earnings won’t matter when algos are set to auto sell
So waiting on ARM and QCOM to save semis…
bought ARM calls but just got scared and sold them for 10% profit.. P is P I guess
Fully expecting ARM and QCOM to report new records and reaffirm AI spending, which the market will take as "we peaked; must sell"
After losing all my money on ADBE, AVGO, and SOXL calls, I'm having a go at ARM Puts
ARM already dropped by association to AMD and Intel. You still have time to just cancel this.
If QCOM & ARM shit the bed AH, I’ll genuinely lose every single dollar to my name
Is ARM a good buy right now for earnings
Short ARM or door dash I got a funny feeling about door dash
**ARM** **big red candle** **someone knows something**
Need ARM and QCOM to tank so I can buy those dips. Thanks.
* **$QCOM:** revenue expectations are around **$10.1b**, inside management’s **$9.7–10.5b guidance**. declining revenue wouldn’t automatically mean a miss. the bigger question is whether next quarter’s outlook shows handset recovery. [guidance](https://www.sec.gov/Archives/edgar/data/804328/000080432826000085/qcom062826erex991.htm) * **$ARM:** consensus revenue of roughly **$1.37–1.38b** is near management’s guidance midpoint. ai/data-center demand supports growth, while smartphone weakness and its premium valuation leave room for disappointment. **a beat could still sell off if the outlook isn’t strong enough.** [preview](https://www.markets.com/news/arm-q2-fy2027-earnings-preview) **my read: cautious on both reactions, but “both likely miss and go red” is stronger than the evidence supports.**
ARM QCOM earning today. Time to gamble
QCOM, ARM, and COHR tonight, semis completely shat the bed, no way they drop even more right???
ARM is used as collateral for some of Softbanks loans. 195 and below is speculated to create some forced selling. No way that happens right? ARM ER might be the string that’s unravels this shit
Started an ARM short position fte
Any other semis soon other than ARM that you all are watching?
As opposed to what, RISC ARM CPU with 1980s base technology?
womp womp https://preview.redd.it/b8hhni4pkhzh1.png?width=602&format=png&auto=webp&s=98edcfe0d9e271bd46aef9902cba76ba03e4df94 QCOM and ARM tmrw hmmmm
AMD is also selling x86 (actually x84-64 aka amd64) CPU and is making a shit ton of money doing it and more importantly outperforming all competition, both Intel and ARM based CPUs. You have no idea what you’re talking about calling Ryzen and EPYC “1980s technology”