ARM
Arm Holdings plc American Depositary Shares
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300.00% Today
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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
You’re right, Pharma is here and must be doing ok. ARM are US listed and possibly wrongly I don’t think of banks as doing anything useful. I wish we had a different industry to focus on other than finance.
That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.
It's true, but we have ARM, ASML. Even working with South Korea directly to fabricate our own ARM chips would be an improvement. Linux is open source and the main OS now for infra. Yes, we're way behind, but we have to start somewhere and try to wrest some control back. I'm not saying it will be easy or quick.
problem is that's where all the fun companies IPO. TSX has Aritzia and Shopify, the LSE has Astrazeneca and Uniliver, the DAX has Siemens and Airbus. NASDAQ and the NYSE got ARM, RDDT, Micron, and soon SpaceX, OpenAI, and Discord.
Europe already has 10% global market share and is aiming for 20% by 2030. They're leading the silicon carbide fields and 99% of the ARM patents are in UK hands. It's already a global leader in semiconductor R&D (Fraunhofer, CEA-Leti, imec), though it currently lags behind North America and Asia in translating that research into large-scale commercial manufacturing.
meta certainly doesn’t contribute anything that’s irreplaceable. neither does amazon, online storefronts and cloud computing are commodities. microsoft makes oses that nobody really likes and that are becoming increasingly irrelevant (if everything is a web app, what difference does the OS make?). ARM is a UK technology and the vast majority of the internet runs on linux. therefore, the only thing that’s usa based that will be really difficult to replace will be mobile (it’s an android/ios duopoly).
MediaTek, Samsung, Qualcomm (I know they're USA based but they use British ARM designs, at least) x86 is holding everybody back anyway. That's why Apple left and is now killing it with performance per watt and able to make such slim powerful machines. If they cared about games, they would crush there too.
”They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM” Who do you think makes these chips exactly? TSMC and Samsung both very much rely on the US. That wouldn’t go very well. Also, almost all professional software is on x86 and does not run on ARM. That wouldn’t instantly kill their (already) dying industry and few tech firms they have. Unless you want the european economy to be solely held up by luxury fashion brands, you might want to think again.
EU based hosted solutions. Linux. Just deleting Facebook and Instagram is positive without a replacement. ARM based devices and servers.
Getting off AWS and Azure would be pretty straightforward. That's where they make all their money. They could ban Facebook and Instagram tomorrow and be much better off. The faster they get of x86, the better. They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM. Windows has become spyware. They should get all their government and defense off of it anyway. The USA can't be trusted. All their shit is probably full of back doors.
Let’s see I have $800 in call swings - RIVN and ARM - and $260 in IWM puts. Totally dumb but might be ok 😂
Yes, the usual fee is like 10% or rent in the US. I previously managed my own properties but used a lot of resources and a lawyer to make sure my leases were airtight. It wound up being worth it, but I also got lucky because of market timing (buying in late 2010s with ultra low interest rate then selling in early 2020s), now live in my forever home. My 4 tenants across 3 units were all stable through COVID, no lost rent, nothing. Just a broken AC (it was 32 years old) and a few windows needed to be replaced. Likely because I bought solid B class properties (wasn't trying to be a slumlord) in good neighborhoods and good school districts. Cut my cost of living to almost nothing snd my houses went up 50% on average after 3.5ish years. I targeted houses that were under-rented and as soon as I purchased and bought them both off market, I straight up told my tenants: this place is way under market rent, so each year, I am going to increase it by 100-150 dollars. I wanted them to know right away. I didn't lose a single tenant that whole time, but it was streasful. Then I will move to another state in 4 or 5 years (I had a 5/1 ARM). Even though it wasnt a large multifamily where cap rate came into play, increasing rent and doing several updates to the units (modtly paint and carpet plus landscaping type stuff) is what provided me to have such large appreciation. Glad I did it but wouldnt do it again now that I am older and making more money.
Time to start buying ARM. First order in for 10 shares at 105.60. Looking for total investment of $20k.
Lost my life savings on $ARM and $SNOW calls, fuck this market
Tell me why, ain’t nothing but a heartache Tell me why, ARM calls were a mistake!!
hmmm.. that massive green 🕯️ on ARM just now!
WHERE THE FK YOUR OTHER ARM AT? You lose it in the fryer? I TOLD YOU NOT TO GRAB THAT EARING LET IT GO
ah.. and what % market share is that vs ARM?
I'm really curious about ARM. Everyone is using ARM but I guess since they only do the architecture its not going to be as big as the players who actually make the chips
ARM is getting gutted by SoftBank selling
You guys are all parrots who just say the same dumb shit somebody said before, this same argument was made for $ARM and I think it doubled possibly tripled in price during it. You want to know the outstanding shares for $FIG? 495M... guess what % "insiders" hold of that? \~3-4%... so yeah those 3-4% are surely going to dump it to $15
It's design is still being licensed for mobile and low power architecture. I don't see any competitors in that field since alot are focusing in AI chip design still. Although overvalued, it's nothing new to the stock market, nothing ever makes sense (i.e. TSLA). It's basically tanking because of valuation concerns and slowing of smartphone demand. It IPO'd about 60s and it's been hovering above 100s for some time now. It should bottom soon since people need to realize ARM's design is actually applicable to AI as well, ARM has begun investing across multiple layers of AI from CLOUD and PHYSICAL AI (i.e. robotics).
I’m curious to your thoughts on ARM, it seems like they have been sliding a lot recently. Whats your conviction that it will go back up?
Seems like people are just naming any stock. If you want to buy a true dip, UNH, ARM and NFLX. Insurance will never go away, and will always increase. ARM has its royalties and with technology continuing to update, there's really no way around it. NFLX, people will continue to cut the cord and stream. I think people are overreacting with their proposal to buy Warner. Only Youtube is ahead of the game in streaming.
Would you buy these at current prices: META, ADSK, ARM, MELI, NOW
ARM seems kinda cheap now in comparison to the rest of the the chip names that have ran. Although it’s British, and they struggle to contribute to society, so yeah my bad. Probably a short.
Seems ARM is too beaten down. How low can it go?
Hopefully I get assigned ARM 118 this Friday. Looks like it's bottoming out.
I always win… and by win, I mean just about breakeven on my ARM calls for the day
If there was any magical filter that consistently gave alpha, pretty soon it'll be copied/ discovered by whales and algos and it'll lose its edge. Valuation wise: RKLB, ASTS, ONDS will easily be filtered out as "expensive" stocks. Technical movement wise: you run the risk of catching falling knife like ARM, NFLX. So, I gave up on filters long ago. But once there's a vibe watchlist in place, technical moves can help with a good entry/ exit point however.
ARM just dumps on every opening Whole portfolio of green, and then there’s just ARM down 1%. It’s an oppressive stock to own
#Is there a shittier stock in this world than ARM? LMAO🤌
Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META
The UK and Europe have slept walked into this crisis. - We have let the US build military bases with abandon for 50 years or more on our soil, despite when if their citizens kill our own citizens (see the case of Ann Secoolas) we let them get away with it, - We let US companies come into our markets and steal our best companies (like ARM), when the opposite would never be reciprocated. The US says it wants “free” markets, but actually all it wants is what’s best for the US. - Even our nuclear deterrent is anything but, as the US builds and maintains the UK’s nuclear submarines. In summary, even if we wanted to decouple from America we couldn’t (without enduring a lot of economic pain). However, we need to do it. We should bury the hatchet with China. A far more reasonable, pragmatic and predictable economic partner.
It's levered on a single stock, ARM...
SoftBank pledged ARM stock to fund $23B loan to Sammy. The deal went through last week - if public short term memory still remembers it. Pledged stock was circulating in market, kind of acting like dilution. $23B is almost 20% of the market cap of ARM. Now it's getting reabsorbed by all a syndicate of banks, so a short term upswing is very likely.
The issue is ARM is a very fractured development environment. Raspberry Pi succeeds despite never having *the best" machines because it has the momentum of being what all the software is already developed for and consumers trust the brandname.
Anyone else adding AMD, AVGO, and ARM here? AMD is definitely oversold.
Not to worry. If you break your $ARM, $MUM will be there to give you a $HND $JOBY
Sitting with HOOD since a month. No sign of recovering. Don’t see your ARM recovering on near term. Other 2 might give you good return
Why is ARM such a POS, I can't keep avging down
Honestly Apple to me feels like it might be in danger. Phones are just phones now and people don't upgrade as much and don't care much about new features. If you gave someone an iPhone X (granted it no longer supports the latest iOS version), most would be fine with it. That phone is going to be 9 years old this year. Their inhouse silicon for Macs are great, but it feels like the novelty and first move advantage has worn down and Qualcomm, Intel, AMD and soon NVIDIA (according to rumors) are catching up fast. More ARM based like Qualcomm or even Google processors are appearing which might make their pc market share more complicated. Also I think with Google's future changes with ChromeOS and Android on tablets, there will be more competition when it comes to hardware pc. Finally I think that VR/AR is going be Apple's next move, but only when the tech gets good enough (maybe in a year or two), but companies like Meta, Samsung and Google are also building towards that (and probably many more) It seems crowded and I could see revenues having reached a plateau. I mean this is their annuel revenue from 2025 to 2022: 416,161,000/ 391,035,000/383,285,000/394,328,000 This is Google's: 350,018,000/307,394,000/282,836,000/257,637,000 Someone has a faster revenue growth and I might be nickpicking but Apple's profits also seem to have started to slow the growth. They might be unable to grow more imo
Noooo!! I forgot to buy ARM calls at close Damn 😔
Totally, just with ARM it's too expensive for things I like to buy. [https://finviz.com/quote.ashx?t=ARM&p=d](https://finviz.com/quote.ashx?t=ARM&p=d) PEG is 2.3, which isn't the worst, but I try to stick anything under 2. P/S is also really high for any semi names at like 27. Not saying it's a bad buy, just something I find too expensive and worry about if there is any downturn in the market, could see even more of a sale off. Doesn't mean it's a bad company, just not how I like to invest. From what I see with NOW: [https://stockanalysis.com/stocks/now/financials/?p=quarterly](https://stockanalysis.com/stocks/now/financials/?p=quarterly) It's been north of 20% growth QoQ since Dec 2023, so that's two years of solid growth. They've also did a great job of keeping high gross margins and the last few quarters, the operating margins are much higher [https://quickfs.net/company/NOW:US](https://quickfs.net/company/NOW:US) Feels like a lot of the market isn't sure what do with software this year and I have a feeling if we still see great numbers the next quarter or two, mr market might want to buy since it could be over reacting to the AI and software stuff. I could be wrong on that, since I'm not sure how much AI is going to impact some names. MRVL is like a mini AVGO.
ARM was a good pick post-IPO drawdown. NOW is not delivering growth like I thought it would be 2 years ago. Dunno about MRVL as I haven't researched it.
ARM is cool, just too expensive for how I like to invest. Doesn't mean it won't do well, just you give your less room for growth or if there is a down turn in the market, people will probably sell those names first. Price is a risk when trying to buy things, it's idea of "buy low". Now is interesting at these levels, same with MRVL. The only thing is that both are completely different sectors, companies, market caps. So it's kind of like apples to oranges. I think the valuation is a bit better on MRVL, but I would go with one of those two personally. Just depends if you want to own a smaller semi company vs a large cap software. Technically the valuation is a bit better on MRVL, so if you are looking for a better value, MRVL would fit it, but it's going to come down to how you like to invest and what you want to own.
Which stock for the long term between $ARM, $NOW, and $MRVL?
A Zainichi is force-selling his equity in ARM to fund a rapidly bankrupt and fraudulent private hype company.
I understand ARM drives its revenue through licensing its IP and only owns digital assets. Chipmakers, the guys producing the chips, have physical assets. In my view, there are very high barriers to entry to build fabs compared to digital assets, but I don't know enough about ARM to provide a better answer.
ARM is going to remain a major player. I wouldn't have any trouble buying more at a point I feel it's undervalued. I'm still up like 90%, so it's not a bag for me
Personally think AMD is a better player for an investment. ARM could be good for trading around but they have too much competition right now
#ARM's pump completely faded LMAO🤌
Solid watchlist overall. NVDA and MU have strong momentum, and LRCX makes sense as a longer term hold. ARM and SNDK feel more momentum driven so risk management will matter there.
Although it's consumer products - ARM and Qualcomm will be worth watching. ARM is not directly participating, but Qualcomm is. They are likely to share a news update on **Lumex processor** - announced in Sept/October. It's a game changer, letting models run locally on user devices. Takes the computation load off data centers and servers; also gives relief from data privacy and security concerns that some businesses and users have. Sony - Honda partnership will be interesting. But I've more attention on ARM/ Qualcomm. These are laggard stocks of 2025 and ripe for a breakout.
This year hard to find screaming deals. But I can see Meta shedding some of its negativity. It’ll grow more than Disney imo in 2026. Short term ARM is likely going to bounce 30% under 4-6 months.
MU - memory Nvidia - GPUs and now LPUs in the future VRT - cooling ARM - energy efficient cpus Msft, Googl, amzn as the cloud providers. Meta is a bit of a wild card.
Apologies. The previous response clearly missed what you actually wanted to know, because it answered a different question than the one you had in mind. Clarify what you need To fix this, it helps to pin down exactly what was wrong: - If the issue is **scope** (too general, too narrow, wrong level of detail), say what level you want instead (e.g., “list 5 concrete examples”, “quant-level detail”, “high-level only”). - If the issue is **angle** (e.g., you asked about AI relevance and got generic company bios, or you asked about ARM vs x86 and got only marketing talk), restate the angle explicitly (“focus only on data-center CPUs shipping in volume” ). - If the issue is **format** (you wanted a table, code, or a checklist), specify the format you prefer. How to proceed Reply with either: - The **exact original question** you feel was not answered, or - A tightened version like: “What I actually wanted was: … (plus any constraints: date range, tickers, chip types, etc.)” Once you restate it, the next answer will target that specific version and stay within the constraints you set.
Big oil is big but not sure XOM & CVX are the poster kids for unethical. The Macondo well was BP.. Venezuela is Citgo. Enbridge for leaky pipelines. Petrobraz too. What about coal on the basis of pollution; ARM & BTU?
**ARM** - people forget that 90% personal use chips, and nearly 50% server CPU chips (not GPUs) are based on ARM architecture. IP royalty cash flow goes straight to one company, ARM, that Nvidia wanted to acquire, but couldn't. Its price is softened a lot, but due to pledging by Softbank for a loan towards OpenAI ponzi, but that deal is now complete. Only one direction to go now ⬆️
Hey happy new year. Ended well for me! Just for full disclosure, the vast majority of my savings is long term buy and hold market long index funds. Only my trading account has short positions. That said, **I definitely hope for economic collapse as well.** And I think it’s coming. We’re buying a new house and one lender was pushing inexplicably hard for us to get an ARM, saying “you can always refinance before the rates jump up and start adjusting.” Took all the emotional intelligence I have not to argue with the douche. I’m like: dude have you even heard of ‘08 before?
**ARM** - people forget that 90% personal use chips, and nearly 50% server CPU chips (not GPUs) are based on ARM architecture. IP royalty goes to one company that Nvidia wanted to acquire, but couldn't. Its price has softened a lot, but to pledging by Softbank for a loan towards OpenAI ponzi, but that deal is now #complete. Only one direction to go now ⬆️
I have lived through the crash of 1987, 2002, 2008, flash crash of 2010, and the crash of 2022. 2000, was 100% complete Euphoria. Dotcom boom and internet boom. I was part of the dotcom economy. Many of my co-workers were leveraged to the hilt. When our company revenues started declining, all of a sudden, their margins were getting called. Our stock was a Wall Street Darling, and my shares dropped 95%. CEO was on CNBC all the time. The company made some very bad decisions and it was bought out. When you see the big AI companies report a revenue drop or just a big slowdown, bail. 2007, the housing market was booming. Everyone was taking out the ARM loans, worst thing ever, and over extending themselves on buying a house. We are not seeing that now. People are NOT overpaying for a house. During Covid, people overpaid, but in 2025, the housing market is in the doldrums. I frequented Las Vegas way too much from 1996 through 2018, in 2008, EVERY BODY was a real estate broker. Bartenders, waitresses, barbacks, etc. I knew the housing jig was up, so I smartly shorted the market. Unfortunately, I was still short the market in 2009 during the turn around. I figured with the treasury minting money like mad, there would be inflation so I also bought gold. What I learned, when there is easy money for the Street to get their hands on, it gets invested. I ate my shorts and gold did not really do anything. If the market corrects, and Bessent starts flooding the market with dollar bills, BUY stocks. Right now, many young investors are using leverage to increase their earnings, that is a bad sign. No AI company is having a slowdown, unless you consider Oracle AI. The wild card in all of this is the US president
ZENA drone company continuation. ARM & WTI down here.
Fair point, but I think you’re looking at it as a "Growth Trade" when it’s actually a "Bridge Trade." I’m not saying they think OpenAI beats Nvidia over the next 10 years. I’m saying they know OpenAI needs to survive the next 12 months to get to an IPO so SoftBank can get liquidity. SoftBank is heavily leveraged on the "AI Narrative" (mostly through their massive stake in ARM). If OpenAI has a liquidity crisis or can't pay for Stargate, the whole sector narrative breaks, and SoftBank’s broader portfolio gets crushed. They are burning the furniture (selling Nvidia) to keep the engine running (OpenAI) just long enough to push it across the finish line (the 2026 IPO). Like I said, with Google’s vertical stack (Gemini 3) already eating into their technical moat, they likely know they can't hold this private forever. They need the public markets to hold the bag, and they need to buy time to get there.
ARM is beaten down pretty good right now.
Intel is a national security stock now. Their 14A node foundry business is getting a lot of attention from Nvidia, Apple, and many others, the first announcement of a major customer is going to send it up +20%. Nvidia just completed its $5 billion investment and if you look at their recent Groq acquisition (Groq chips use SRAM and Intel has excellent SRAM bitcells), it will all start to make sense what Jensen Huang is planning. On the CPU and GPU front, they're doing some neat things to win or stabilize those units, their acquisition of SambaNova tells you what they're thinking on AI Inference (where most of AI compute is headed). Lastly, that Softbank stake is probably gonna have the biggest impact, not only on memory https://www.electronicsweekly.com/news/business/fujitsu-joins-softbank-and-intel-in-saimemory-2025-12/ but I can see some partnership with ARM.
Nice plays, ARM especially looks oversold af right now. That RSI bounce could be juicy if it holds. BABA's been beaten down so hard anything above that EMA is basically free money territory Just don't get greedy when these start printing 🚀
Grace and Graviton don't perform AI training or inference - GPUs do. ARM CPUs in AI systems handle coordination and data movement while GPUs do the actual compute. Saying "ARM CPUs are designed for AI workloads" is like saying a server's power supply is designed for AI - technically part of the system, but not doing the work.
You can already refinance for 5.3125-5.5 on a 7 year ARM. And perhaps within a year or two 4.5. Why are the only two options paying it off and not paying it off at that interest rate?
> ARM CPUs aren’t designed for high-performance AI workloads. what a crock of shit. graviton, grace.
ARM is not "better than x86". It has better power/performance efficiency, at certain power levels. So far it has not fared well in the higher-performance markets, as it's power efficiency advantage largely goes away.
I get the CUDA stickiness point, but I think the ARM comparison doesn't really work here. ARM's problem isn't just software - it's architecture, thermals, whole different ecosystems. The AMD vs Intel story is actually the better comparison for CUDA vs ROCm. ROCm is further along than people think. PyTorch and TensorFlow have official ROCm support now. HIP does automated CUDA porting for most stuff. Meta and Microsoft are already using MI300X in production for inference. That's not beta testing - that's real deployment. Yeah, there's friction with debugging and optimization. But EPYC had the same complaints. Everyone said "x86 compatibility doesn't matter if nobody trusts it yet." AMD proved that ecosystem trust builds fast when the value prop is strong enough. The 4x price gap is massive. Intel was never 4x more expensive than AMD. If you're Meta dropping $30B on infrastructure, even spending 6 months porting workloads pays for itself immediately when you're getting similar performance at 1/4 the cost. TPUs are a risk, sure. But Google can't sell them to competitors. Trainium is still early. Custom silicon takes years to iterate on. AMD is the only commercial alternative to NVIDIA that's actually shipping at scale right now. I'm not saying CUDA vanishes. I'm saying 2026-2027 is when ROCm hits the "good enough" inflection point, same way EPYC became default by Milan (gen 3). It's not about if AMD takes share - it's about how fast.
You’re misunderstanding me. AMD CPUs could easily take share from Intel CPUs as they’re fully compatible. A lot of AI work is built on CUDA. so the better analog is the harder time ARM is having taking share from x86/64.
Just to clarify: AMD CPUs run on x86-64 (AMD64), not some limiting “x64” distinction. Throwing out ARM as a contender here is misleading... ARM CPUs aren’t designed for high-performance AI workloads. FPGAs don’t meaningfully compete either. The hardware that matters for AI today is GPUs, which is why AMD is pushing Instinct for AI compute, not ARM SoCs or Xilinx FPGAs.
You’re missing a bit how entrenched CUDA is. AMD was still x64. The better analog is ARM. Which has been better than x86 for a while, but inroads are very slow. I do think AMD will add share, but it’ll take a bit of time. Of course, frontier labs can and will adapt. The bigger risk is TPU type architectures.
ARM indeed is the dog among chip stocks. avgo is always the bes, but wait till it goes to 307
I've been consolidating my chip/AI plays. Currently debating dropping ARM. It's only a small part of my portfolio but it's not gone anywhere and top line growth hasn't been spectacular. Thinking of rolling the proceeds into AVGO.
I stopped putting faith in OpenAi since I read Altman’s essay. I still will buy ARM
I haven't looked at the market since my last purchase believe there are Windows laptops that can approach Apple Silicon in some productivity software but they're generally much more expensive and have less battery life, or are much, much more expensive and have slightly less battery life. That being said, most people don't do a lot of work that requires anything approaching the need for this amount of performance. The default laptop in their lineup, the Macbook Air is a sub-$1000 thin and light that still hits most of the same performance as the Pro until thermal throttling hits which is rare for most people's workloads. It's pretty much become the default college kid "I don't know what I'm going to do yet, but I need options" laptop. Apple is still pretty bad for gaming though, for what that's worth, and the creative industries that Mac caters to specifically are running low on lucrative job opportunities. Again, the Air is compelling just on the price to performance ratio but I could see Apple actually curtailing some of its product line in the future if trends continue. I do also agree about their closed ecosystem to a degree, specifically in the way they're able to better optimize software. Windows and Linux machines require software that can account for magnitudes more hardware configurations but Mac again sort of completely reset their whole system architecture and now that software has been optimized for the new architecture it is easy to squeeze a lot of performance due to the simplified system. Windows and Linux both have machines based on similar System-on-a-chip designs (ARM) but adoption on them has been slower due, once again, to their less centralized hardware model making optimization in software harder. Anyway, just my two cents as someone who only recently became a Mac convert. As a last note I will say the performance on current Apple Silicon chips is pretty effectively maxing out any reasonable video application I can think of. A lot of camera technology has sort of plateaued and most people are more than fine with a 4K display resolution which is no longer particularly taxing for modern systems to work on - so could be a situation down the line where diminished battery life is the primary driver for upgrades which will cause people to buy fewer products in the long term. More performance just isn't really needed in a lot of work.
I never made a guess on what their yields are, but I do know this is a hard problem to solve from personal painful experience over decades of R&D. The comparison to companies like ARM or Nvidia don't hold water here because the manufacturing processes are already figured out. This is a brand new process being developed instead of iterating over something already well understood and profitable. To put it in perspective, the transistor was invented decades before an established process was created to make them cheap enough to be useful.
No way that happens. The '08 crisis was much much more systemic (and much crazier, remember ARM's and Interest Only Mortgages?), than the Mag7/AI bubble.
It absolutely means something. Is Google a dark horse then? What about ARM or TSLA?
Generally speaking, I agree with you. Nvidia’s decision to structure the Groq deal as a licensing and talent acquisition rather than a full merger was likely influenced to some degree by the regulatory uncertainty during the Biden era (when their ARM acquisition was rejected). Even with a more lenient administration now in that regard, the optics and timing of a $20B acquisition in the AI chip space could still have drawn attention from the largest company in the world with an already dominant position in semis. With midterm elections coming, I think this may have been what was agreed upon to sidestep the antitrust aspects and essentially help the administration save face by not asking them to approve something this big. I think Nvidia wants to get what they need without making it so political.
I am researching about ARM that has a short interest of over 10%. The quality of earnings and the growth stability of earnings is good and is in the semi-conductor space. What is your favorite stock in semi-conductors' space apart from NVDIA ? Merry Christmas to you all.
I am researching about ARM that has a short interest of over 10%. The quality of earnings and the growth stability of earnings is good and is in the semi-conductor space. What about others ? Merry Christmas to you all.
As in YTD change only, starting 1/1 I’d say: BULL HIMS SMCI NFLX gap fill META gap fill maybe UNH maybe ARM