ARM
Arm Holdings plc American Depositary Shares
Mentions (24Hr)
300.00% Today
Reddit Posts
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
Tendies secured but I'm not leaving the table
Google literally makes its own CPUs (Axion), not just TPUs. Why is $GOOGL not mooning like Intel/AMD on “CPU for AI” trend?
Intel is killing themselves and the market is celebrating
After 1 year of bagholding these $ARM calls, finally exited with $88k USD in gains. Recovery from -80% to +100%
Softbank is dumping its ARM shares on the market.
Real‑Money Fills on Butterflies vs Iron Butterflies
Butterfly won’t close even 10–15 credits below displayed price, TOS support blames exchange
Is Arm Holdings ADR (ARM) a great deal right now? (march 25, 2026)
Arm Holdings (ARM) up +13% as said it will start selling its own chips for 1st time. The new business is expected to generate ~$15b annually
The war is killing the market and NVDA isn’t helping
Mentions
Check out skhy potential bull run. Reminds me of $ARM when it iPo
Anyone else get fucked by $ARM today
Those numbers are nearly double the target. That’s “not too bad”? When a majority of people are taking home less real pay year on year it’s solidly in the bad category. I’m a believer in free markets. But we don’t have that. I don’t see a way around it. I wish I did because I’ve only got 2 years left on my 5/1 ARM, lol. I can’t say I’m right. Just that 92 people out of 100 agree with me and 8 agree with you.
This will be great when my 5 year ARM expires next year 😔
Ummm, what are you even talking about? The market didn't believe Trump. SNDK down 5%, MU down 5.25%, ARM down 9.74%, AEHR down 12%, INTC down 5.6%, MRVL down 7.3% AVGO down 4.77%, AMD down 4.4%, nVidia down 3.36%, Dell down 5.8%.
It still is. They’re using pricing power to raise future earnings, which is what has led to the stocks taking off. The backlog of orders is priced in. Further growth is depending on the thesis that *this time is different* is linked to the perceived necessity of HBM moving forward, high projection for a technology that AMD and SK Hynix designed a decade ago and saw no real profit from until recently. I like $ARM as well. Just not as mature of a business from a diversification standpoint.
I’m not sure ARM has a moat anymore after Jalapeño
Robots need chip! With Edge compute low power chips. Qualcomm, ARM
Since this is the thread for next week, here is what the options data looked like at today's close for names with earnings ahead. Positioning only - no calls on direction. Largest moves relative to each ticker's **own** 30-day baseline, after dividing out the market-wide move for the day: * **ORLY** — option premium $746k against a $36k baseline. 20.5x raw, still 7.7x after the market adjustment (z = 18.2). * **CPRT** — $701k against $74k. 3.6x adjusted, z = 19.5. The highest z-score on the board today. * **ALLY** — $341k against $18k, 7.2x adjusted, z = 17.1. * **SOLS** — call OI 17,001 against 5,534. 3.1x, z = 14.6. * **NKE** — call OI 252,431 against 140,861. Only 1.8x, but on a base that large it is a lot of contracts. And two structural levels that tend to matter into an event: * **MSFT** closed at 495.51 with its gamma flip at 495. Essentially sitting on it. * **ARM** closed at 265.06 with its flip at 265. Same situation. The reason the flip level matters more than the usual talk about it: below it, dealer hedging tends to amplify moves; above it, it tends to dampen them. A name closing within a rounding error of that line has a different distribution of outcomes than one sitting comfortably on either side - which is a statement about mechanics, not about direction. Method: 2,001 tickers scanned, 136 cleared the threshold. Each compared to its own 30-day median, not to other tickers, so mega caps do not occupy the top every single day the way they do on an absolute-premium ranking.
Bro, comparing 2008 to now is like comparing apples to... upside-down apples. Back then, it was toxic mortgages and ARM loans that wrecked everyone. Now? Fixed rates at 3%. The breaking point ain't the mortgages, it's groceries, gas, and Netflix subscriptions. Ain't nobody defaulting because their mortgage went up, they're defaulting because avocado toast costs $12 now.
Even my 6.125% from 1.5 years ago feels good now (could have gotten 5.5% ARM but that seems risky right now)
Luckily, I bought last year. Unluckily, it was a ARM promo. I'm in danger.
We can fix the full term of the loan, up to 30 years. 30-yr and 15-yr fixed rate mortgages are the dominant loan of choice.. Then there are 3y and 5y ARMs, where you get teased with a super low fixed interest rate for 3 or 5 years, then are on the adjustable rate for the remainder of the term, which _really_ means you're having to go through the re-finance exercise every 3 or 5 years, and in that time you've paid down so little on principal, it's pretty much just a perpetual interest-only loan (not to mention if rates go up you're still gonna be paying a higher rate ARM). There's also 3/1 and 5/1 loans, which _force_ you into the re-finance (or you already have enough cash on hand to buy, but you think you can invest that cash and out perform the interest rate of return). Which is 3 or 5 years of fixed, then the full balance of what remains is due at the end of the term. A 3/1 today is like 5.25% whereas a 30y fixed is 6.75%
Whatever I’m not holding (holding $ARM)
me when I pay down my exploding ARM mortgage with my high interest credit card.
I wonder how many are ARM's?
Announcements don't prove much other than experimental capex. If there is a product that actually gets released and customers buy the thing, then ofc it'll skyrocket. That all said I look forward to Qualcomms offerings, they've improved desktop ARM Windows performance significantly over the past year with MS. It shows they are willing to improve on a novel capex commitment.
QCOM is the most important semiconductor company other than NVDA. Not AVGO, not MU, not AMD, not ARM. $300-$400 by mid 2027, every AI edge device, robot, car, IoT, everything, will be running on QCOM chips.
We were one of the Investmant Banks Depicted in "THe Big Short." A more intersting and much more Technically POINTENT was "Margin Call"*,* they use a fictional setting to capture the generalized panic, MATHematical reality of the situation and moral ambiguity of that exact night. The Risk Management Scene in this movie is REAL. Reality was that ARM Mortgages were all the rage with little to no regard for the reality of a rising interst environment. Adjustable-rate mortgages peaked in popularity around 2005, accounting for roughly 36% to 45% of all U.S. mortgage originations before fueling the subprime mortgage crisis and subsequent foreclosure wave. Second catch was the very popular variant where borrowers could choose monthly payment types, including a "minimum payment" that was less than the interest accrued. This caused negative amortization—meaning the unpaid interest was added to the principal balance, increasing the total debt over time. Popular because home valuations were rising very rapidly and you would take this type of mortgae and resell your house before the first Rate Adjustment. Then we had this line of BS: Lenders widely offered "no-doc" or "low-doc" loans (stating income without verifying it), often called liar loans, combined with lax credit score and down payment requirements. So you really were not making 100K , you just told them you were and no one ever checked. Those loans were very popular with customers without a W-2 5 year history. Countrywide ( big ARM issuer) received preferential treatment and carved out highly specialized, "sweetheart" arrangements. Later during further congressional investigation it was revealed that this "special treatment" was bidirectional, forming a complex web of mutual benefits that ultimately contributed to the 2008 subprime mortgage crisis The ML short was strictly based on their purchase of the subprime mortgage lender First Franklin Financial from National City Corp. for $1.3 billion. The purchase brought massive exposure to toxic mortgage assets, contributing heavily to Merrill Lynch's multi-billion dollar write-downs during the 2008 financial crisis. Simple to connect all the potential dangerous DOTS. Washington Mutual bought this subprime lender in 1999, which pulled the bank deep into high-risk mortgages.They were also issuing the very popular and in massive amounts of adjustable-rate mortgages with payments so low that the total debt increased every month. AIG was easy, their London-based unit sold insurance contracts called CDS on collateralized debt obligations (CDOs), which contained bundled subprime mortgages. AND, they owned a subprime mortgage lender called Wilmington Finance, which faced regulatory penalties in 2007 for ignoring borrower creditworthiness and charging high fees. Shorting LEHMAN , BEAR, were really easy because the entire STREET knew their exposure both in MBS TBA's , MBS pools, RMBS and CMBS and they tooooooooo LEHMAN acquired major subprime and Alt-A mortgage lenders Aurora Loan and BNC Mort. and by 2006 were collectively issuing $50bln MONTHLY in loans by mid [2006.In](http://2006.In) the CMO arena they had created many tranches using sub-prime collateral which will shortly stop pay P&I on those loans, hence LEH was not paying out that return to Customers who owned those bonds, DEFAULT was IMMENENT. Ans your carrying all the other pieces of crap you had created. Overnight borrowing cost were get real by now. One month , 2 BIG ASS chalk boards , thousands of pieces of colored chalk , curtains covering up everything, meetings well into the following mornings , many a day wore the same clothes from the day before, LOTS and LOTS of spray deodorant. We had a VERY large Balance Sheet once presented to the Firm, very little variance on return, could not lose anymore than 10%, and they monitored it hourly (LIVE P&L) , needed a Repo Facility that was not ours so no one knew anything and that facility could take on BILLIONS in Repo. OH, no hedge because when your short any upward movement means you have made a serious miscalculation. All in is exactly that ALL IN , no hedging your bets
The best part is how the most overvalued stocks get the biggest pumps on the "semiconductor" days. Sure, lets pump ARM 3.7% with its massive 247 PE and INTC 3.4% with its negative earnings, meanwhile NVDA who actually has strong earnings? Best we can do is 1.5%
Great observation about ARM. I'd been considering investing in them but not any more. Not in a world where design is cheap and can improve recursively. No longer takes years to design so IP seems less valuable.
If this happens, ARM is cooked too. OpenAI Jalapeño was designed with AVGO but they used OpenAI Astra (probably, they said AI, I am assuming it’s this ) instead of getting ARM designs. So, your thesis is correct. ASML, TSM will be winners.
mortgages in the u.s. are not commonly ARM, adjustable rate mortgages, because you know…2008
> yikes i hope you dont have an ARM nope, just a fixed 30yr 5.85% that i was hoping to re-fi down into the low 4's (and drop PMI on the re-fi)
yikes i hope you dont have an ARM those guys are going to be forced to refinance at high rates
It's own is a stretch - it's designed by ARM and manufactured by TSMC.
Yeah, literally doubling the SP500. I'm not saying I'm smart or anything, just pointing out that it's very possible. Literally 80% of it is because I bought nVidia. The rest of it is because I bought all the other FAANGs, plus Seagate, sandisk, ARM, AEHR, PLTR, RGTI, and timing Take Two for the GTA6 release. I'm not an investment god or anything, I'm just investing in what I know which is tech, and riding the bubble. 15+ years ago, AMD was bouncing from 2 to 4 dollars, you could literally buy at 2, sell at 4, buy at 2, sell at 4. When it went past 8, I knew nVidia was far better so I bought them before the jump. Then I bought AMD too, just to see where it would take me. To say no one is beating VOO is ignorant. That's all I'm pointing out. Idiots like me get lucky all the time.
Raymond raised ARM price target to 641$. Damn son
Is ARM a good long term investment (1 month)?
Wow might be the first time I see his arms! Only remember to have seen his $ARM
After Computex he made ARM and MRVL stocks moon from his guest appearance but his own stock didn’t budge and he made a cheeky comment saying how he can only boost other people’s stocks but not his
What’s move tomorrow yall? Thinking of getting APLD and ARM calls since MRVL and IREN report earnings?
MRVL and ARM may start the regard run on this NVDA pump .
ARM and MRVL up like 5% from that NVDA earning . while AMD AVGO sucking dick .
ARM up like 4% on that NVDA pump. While AVGO continue sucking
Did he not use his ARM shares as a collateral already?
People are mostly retarded here so its knowledge on deaf ears. Anyone with a brain who has watched the past 2 years of earnings knows its a pure prem burner in either direction. Gone are the days of +20% rippers. You gotta look to AMD, ARM, AVGO, possibly INTC, etc for chip earning rippers.
How is it that the one and only semiconductor stock I own is AVGO? I was tricked by their financials, should have chosen some overpriced POS like ARM apparently
$ARM about to hit it's 300D moving average and I don't think it's stopping
What happened to ARM? I’m down 20% since last week!
What happened to ARM? I’m down 20% since last week!
So why is ARM behind always leg down. Advanced Rug Money
I sold covered puts in ARM at $270 on Monday morning, seconds later it was at $250/share...what are the odds of that happening?
So you just want to ignore history of how these things always tend to play out, when almost all of the warning signs are there once again? This time is different, eh? SpaceX is trading at 76x price-to-sales. ARM is trading at 50x price-to-sales. RKLB and ASTS aren't mega-caps (they're large caps), but they get shilled on social media, and they're trading at 56x and 215x price-to-sales respectively. Crypto has been proven to be nothing but scams over and over again, but Bitcoin is still supposedly worth $1.5 Trillion market cap according to the market. Buffett is not going all-in from what I'm aware of. And he's 95 years old and not running things himself for much longer. And the Buffett Indicator isn't useless when seen in the context of the other charts I linked. It's at an extreme level even with the Buffett Indicator model in the chart I linked assuming exponential growth of the indicator over time, such that we have a "fair" Buffett Indicator value of 50% in 1960, growing to a "fair" \~135% in 2026 (vs. the overvalued 247% it's at right now). I'm going to link those charts again: [CAPE Ratio](https://imgur.com/a/Xvsaos3), [Buffett Indicator](https://i.imgur.com/fN3g97M.jpeg), [Mean Reversion model](https://imgur.com/a/58OwAKs), [Interest Rate model](https://imgur.com/a/iT66lyc), and the [Aggregate Market Value Index Score](https://i.imgur.com/adh7AgO.jpeg) [S&P 500 weighting being taken over by the tech sector](https://finviz.com/map?t=sec) It's wild how almost everyone I show these charts to just brushes them off like they're nothing to be concerned about - when I think they're perhaps the main thing to be concerned about. This isn't some "bears have called 20 of the last 2 recessions" bullshit. Valuations being this high (2 standard deviations over-valued, as they were in the dotcom bubble) have actually been a pretty good indicator preceding market crashes and negative returns for the next 5 years (or 10 years, or 20 years). Combine that with qualitative red flags underneath the surface that show that the increasing [escalation of commitment](https://en.wikipedia.org/wiki/Escalation_of_commitment) on AI CapEx spending far exceeding AI revenues is probably not sustainable and probably not going to end well pretty soon. This is one of the worst times in history to FOMO into the market as an index investor, and one of the best times in history to take some chips off the table. But most people are just like "DURR.. I'm not selling until it has already crashed and proven that things have gone to shit."
I commented on your previous post, if it’s any consolation I also cashed out way too soon and took profits before it mooned. I’m also sitting on ARM calls expiring tomorrow…
Instructions unclear, bought calls on $ARM
Idk man moving to ARM was pretty big
ARM 300 today pls gimme this one time🙏🙏
What is thos. Everything up and running except ARM. Such a shit mate
Why the sudden dump an the end? MU/ASML/ARM ETC.
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.
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.
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.
$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 ?
Take a look at ARM. 280 PE lmao Semiconductors have hit bottom though guys, only up from here
Apparently only ARM can go up always. Stock is very cheap can probably 10x again within the next 2 years
Retail will get squeezed once other factors come into play. Mortgage+property tax increases after ARM expires, inflation, etc etc
You know y'all can actually buy the stocks that benefit from cheaper memory right? Apple, Nvidia, Intel, ARM, Amazon....
The correct response is to long Nvidia, ARM, Apple, anything that benefits from cheaper memory.
Cheaper memory is bullish for Nvidia, ARM, Intel, AMD.
Iirc ARM had a similar situation where lock up expirations threatened to dilute the float. It didn’t happen and the stock rose
Y'all said the same about ARM and it rocketed lmao.
We may recover tomorrow morning. $ARM crashed hard after hours last week on earnings and then recovered by morning and went up.
Why is ARM getting dragged due to AMD?
ARM up 18% with a PE of 350x. what do algos in this stock?..
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!
I wouldn't short MRVL or ARM ahead of NVDA earnings.
How does ARM with PE/forward PE of 250x is up +10% everyday... where does this regarded strength come from
ARM - UK semi up 77% YTD
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.
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
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
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).
ARM reaching $450 was the signal that semis top is in.
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.
The people with ARM from pandemic are about to get cooked
**BanBet Lost** — /u/Such-Ice1325 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **ARM** ▼ | $228.44 → $137.06 | -40.0% | 2d | Lost |
How does ARM not print money when almost everything is based on their designs now...
How does ARM not print money when almost everything is based on their designs now...
Closed this morning: - Calls Printed: ARM • ASX • FORM • SIMO - Puts Printed: CHKP • TENB Opened today: - Puts: MSTR Disclaimer: Lotto!
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.
ARM up 25% from the AH lows, disgusting
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.
It has a forward PE of 4.5 and a PEG of .028. Insanely cheap by any measure. ARM has a FPE of 111.
Wtf how is ARM green in premarket when they barely beat earnings?
I added more shares yesterday. MU, AMD, ARM.