ARM

DrHarrisonLawrence

How much of ARM do they own?

CitizenPremier

ARM, I believe, but no one here seems to agree.

MaterialGuy007

ORCL.  Quarter was surprisingly good - they’re surest way to distribute cloud AI to Enterprise - besides companies having own servers. fwd PE 20 compared to ARM fw PE 139 AMD 65, MRVL 63, AVGO 32, INTC 133 - Jensen Huang slowly shaping up like a Jim Cramer evangelist 

userhwon

See, this is why I haven't gotten into Intel. They're on the semiconductor hype train, but they have proved over the last 20 years that they lost their ability to make their processes hit targets. And they haven't proved they have cured themselves of it. Like, at all. And x86's days are numbered. They haven't had a moat in it since AMD got Ryzen, ARM has steamrolled them both, and RISC-V is free. Scary that people are putting their risk into Intel.

Successful-Peach-764

They've made a huge recovery via the AI boom, their ownership of ARM and OpenAI stake are keeping them afloat, they reported a record-breaking net income of ¥5.02 trillion (~$32 billion) for the fiscal year ending March 2026. This represents the largest single-year profit ever reported by a Japanese company, enabling SoftBank to briefly overtake Toyota as Japan's most valuable public firm.

SeaBat2035

They basically own ARM and that has multiplied.

nix_151

the low float scarcity play definitely worked wonders for ARM's insane run this year, so you're spot on that a tight SpaceX float will trigger major index buying pressure. and just keep in mind that at a P/E near 380, ARM is trading purely on AI hype rather than a safe worst case cushion meaning this is a high volatility momentum play, not a safe fundamental safety net.

CitizenPremier

Well I just bought ARM and made a post about why I think it's a good idea. It's a very low-float stock that will essentially be doing the same squeeze as SpaceX on ETFs. But you do have to take profits during a squeeze or it's no value to you.

CitizenPremier

True, though it's overvalued the same way as all tech stocks these days. I would think all the giants would have to fall for it to be considered insanely overvalued. Also the CEO of ARM could come to my house and stomp my balls, that would be worse

CitizenPremier

Well I was referring to ARM, they are turning good profits. I will buy some SpaceX too, though.

Minority_Carrier

That’s some rookie numbers. I sold puts, now I am down -170%. Ultimate bag holder for ARM - advanced robbery machine

type_error

Hurts, especially if it was NVDA at $300 pre split or ARM at $265

LordIHaveShrimped

ARM is screwing me Why I am incapable of taking profits I'll never know

ACiD_80

Yeah they just need to remove that ARM slop

ACiD_80

Windows-on-ARM slop

Clackamas_river

Fucking A what was that shit all day? Picked up some cheap ARM but the swing from the open to late morning was brutal. Are we done yet?

rioferdy838

Statistically though, major IPOs actually do well over time. Maybe not the first few trading sessions or even the first few months, but overall recent IPOs like ARM, CRWV, RDDT have all 2x-6x. Make of that what you will. But you know that SpaceX will be a cult, maybe even more than tesla.

Gristle__McThornbody

Panic sold half of my ARM shares. Hopefully I don't ragret it. Got in at 110.

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now. 

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

ACiD_80

Azure and 365 were awesome and then they ruined it with windows-on-ARM slop

cz_masterrace3

Lost a limb holding ARM

BiggieMoe01

That’s correct - I own a M1 Max since 2021 and I love it. I do medical research and it’s amazing for running CNN models and even one of the smaller LLaMa models. I would actually have loved if Apple scaled their ARM chip for the commercial segment on top of the consumer.

shashwat_10

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

Bulky_Jellyfish9012

I expect semiconductor stocks to continue gaining momentum today, while big tech names that lagged yesterday, along with ARM, are likely to show strong performance.

Pete_The_Pilot

Exactly. This guy isnt thinking along the lines of a CRWV, ARM, NMAX, RDDT, FIG type of hype train

United-Hearing-8286

Time to wank off while I watch ARM and NVDA inch up

bartturner

Google is going to really need this capacity. Today we will see the new Gemini Siri. It runs in the Google Cloud and I think we might see something pretty cool from Apple. Google cloud has seen 11 straight quarters of increasing margins. The rumors are that Apple wants Google to run the new Siri on NVidia hardware in their cloud instead of TPUs. I suspect this is more of a marketing thing and it will change pretty quickly as it is going to cost Apple a lot more if Google uses Nvidia instead of the TPUs. Google TPUs have a similar privacy mode that Nvidia offers. Which is even better in the V8 TPUs as they are based on Google's own silicon and ARM instead of X86.

Bluecoregamming

MRVL, MU, ARM, DELL, uh... 5th place kinda a toss up, probably HPE

Primary_Olive_5444

IBM has cpu stuff/IP as well. I think we can agree, data Center CPU is dominated by x86 and ARM. Broadcom isn’t really there. Whilst accelerated compute, Nvidia gpu and Broadcom TPU. In networking, is Nvidia mellanox and Broadcom tomahawk. And IBM holds tonnes of filed IP, whether you can hit the jackpot in that stack of IP depends on the ability of your engineers, foresight and some luck.

call_me_pele

When ARM IPOd i bought a few shares at $50 and sold them at $60. Now they’re worth $350.

CaptainCoffeeStain

For everyone like you there are people who bought at 500. Same can be said for ARM. Everyday it just kept pumping 10% for like a month straight. I could have made some money but I don't like jumping in on something where I have sense of where the top is and then you get last Friday.

Senior_Tear_9154

Most platforms do not allow you to flip them, or at least the platforms I’ve used. And honestly I have no idea, it’s a growth stock and you’re basically betting on technology very far away into the future, which is why I’m DCAing small amounts for decades. I don’t really buy large amounts of single stocks apart from decent amounts of Amazon, google and ARM and I expect to hold them until I retire in 30 or so years

Nearby_Persimmon_649

Yes, Always Be Buying, but the question is what? I don't think everything that dropped will go back to where it was. They may go up a little bit but probably not back to their ATHs. Big stocks like NVIDIA and GOOGLE will attract some more investors because they are safer and are still great values. The problem with those is that they are not going on any big runs. For the future, NVIDIA, GOOGLE, AMD, MICRON, SAMSUNG and SK Hynix once it lists in the US (but remember memory is cyclical outside of the current supply and demand for the AI buildout.)Other semiconductors are not as easy to pick. Broadcom has an interesting model. They can provide custom chips for individual companies and we are seeing that now with companies like Apple, and Samsung developing their own chips. * Google (Alphabet) designs its Tensor processing units (TPUs) for data centers and custom Tensor G-series chips for Pixel smartphones. * Amazon Web Services (AWS) designs Graviton CPUs for servers, Inferentia chips for AI inference, and Trainium chips for training machine learning models. * Meta develops the MTIA (Meta Training and Inference Accelerator) family of chips to support AI workloads on Facebook and Instagram. * Microsoft has introduced custom Cobalt (ARM-based CPU) and Maia (AI accelerator) chips for its Azure cloud infrastructure. * Tesla designs its own Full Self-Driving (FSD) AI chips and Dojo training chips.Huawei designs its own Kirin mobile processors and Ascend AI chips. * OpenAI is reportedly designing its own custom AI chips, expected to be in production by 2026. * Tesla/xAI/SpaceX designing chips for their Robots and AI The only companies that produce the most advance chips are TSMC, Samsung and Intel. Investing in them from a foundry perspective is an approach. TSMC is a great company but is already at the top, so it is like NVIDIA and GOOGLE. It is a good long term investment that wont shoot to the moon and might drop like a rock if China invades Taiwan. Here is a list of semiconductor companies (not all chip makers) [https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/](https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/)

TranzitBusRouteB

“my portfolio was down 11% today” OP’s portfolio is probably MU, SNDK, ARM, AMD, INTC, WDC, MRVL

daytrader7222

Simply, If MU, SNDK, AMD, ARM, ALAB, NBIS, MRVL, INTC, and SOXL drop 10% next Mon, buy more and pray for the miracle

Tigulla_SRT24

I had multiple shorts positions on AMD, CLS, ALAB, MRVL, ARM that I closed for loss yesterday but today those would have been easy 2X-5X depending on when I would have closed....but here am breaking my head all day at work and I see you and feel bad for you now.... my port was finally at breakeven last week around 53k but today back to 45K..should have sold everything except for ASTS.. lets see what is on sets for next week....

sonsofshiva

What a fucking day. Had to push back all my SL cos accidentally liquidated myself twice today 🙈 Goodbye ARM, goodbye TER you shall be missed 🫡

Coda70

I had $360,000 of dry powder so I spent $68,000 of it on the most beat up stuff. ARM sand disc Western Digital.

sinag19

I feel like I think this is a good dip buy opportunity for MU,MRVL, ARM, and NBIS but idk

sinag19

Yeah right now I am playing puts but once I feel like MU dipped enough I am gonna go in on MU MRVL and SMCI and ARM/AVGO but idk

Diligent_Fondant6761

WOW!! ARM is down 11% today but still up 70% on the month...what a crash!!

AlertPen4796

Fuck u yu fuck fuk AVGO. Makes my ARM value stock look like shit.

ElkQuiet1541

If AVGO is overvalued what are Intel/AMD/ARM with triple the PE

kubbie2004

Go Go ARM!

skychief99

I asked Gemini what are the most overvalued stocks. And the answers are: \#1 Intel \#2 Micron \#3 Sandisk (and storge providers overall) \#4 ARM Holdings with Qualcomm as a tie

TheOtherKennyG

I am also bearish on semis. Run up a bit too much, but I'd be cautious with short positions on the biggest names. NVDA and AVGO (after the sell-off) are decently priced in this range, with forward P/E at 21 and 26 respectively. I'd pay more attention to some other names in the space. AMD (FP/E 57), MRVL (66), INTC (100) and ARM (170!).

ScheduleSame258

In 2006, Amazon was valued at $16b. Today, 2.73 trillion. Hindsight is 20-20. Amazon built a market that did not exist and everyone would have said they didn't have a chance back then. At current valuation, SpaceX is 100 P/E and 15 P/B. Other companies with similar valuation: Tesla, AMD, ARM, PANW, AbbVie Market seems to be fine with those. You are also confusing company fundamentals with a stock price which is demand-supply driven.

Extreme_Marketing865

ARM going towards 400 PE

FakeIdExpert

I’m in arm and even i know the whole facade could break at any moment. SoftBank owns like 90% of ARM so if they ever decide to sell that’s a shitload more shares for people to have to buy up. It’s literally the same scenario lol. Just depends on how the owning company releases the shares overtime

lawschoolthrowaway36

$ONDS will print money over the next 2-3 months. I hope it doesn’t pump today so I can add more to my position next week. One of the best setups I’ve seen in months, maybe since $ARM in late spring

Extreme_Marketing865

ARM valuation is disgusting. Its a great stock, but fuck me that price.

omegahustle

I thinking about buying leap puts on ARM, this valuation is giga retarded

ToonamiNights

Fucking God damnit. MU and possibly Intel are the only semis that could rally tomorrow. NFP data is likely already priced in. ARM, MRVL, AMD, NVDA are all getting their salads tossed into the fucking SpaceX IPO tomorrow. MAG7 is also about to get drained next week. NFP data for tomorrow doesn't even matter. Unless it shows a really hot or really cold market. But it's gonna show whatever Warsh and DJT want it to show so the market can continue normally.

w8w8dont

Fuck it I'm selling all my meme stocks and going all in on bonds and deep value stocks like ARM

Seref15

Windows on ARM is a big problem and there's a reason it was never well adopted. The only reason Windows still has a stranglehold on OS market share is the existing enormous software catalog, and the reliable compatibility with legacy software. If Windows didn't have the software you needed, would you start using it as a first timer? Of course not. Windows on ARM breaks both of those benefits. Windows can't offer a system like Apple's Rosetta, a system like Rosetta requires control of the of the hardware to be able to reliably translate system calls and instruction sets. The availability of a good hardware ecosystem to run Windows on ARM does nothing to solve the fact that there's no good reason to run Windows without the massive Windows software catalog.

w8w8dont

Is ARM the most obvious short in history ?

DirtCreative

This is such a fascinating IPO. I was curious about other IPOs that had any smidgen of legit hype and craze behind it and there aren't many. |IPO (Ticker)|Date|IPO Price|Day 1 Open (% from IPO)|Day 1 Close (% from IPO)|Day 1 Intraday High| |:-|:-|:-|:-|:-|:-| |Reddit (RDDT)|Mar-24|$34|$47 (+38%)|$50.44 (+48%)|$57.80 (+70%)| |Rivian (RIVN)|Nov-21|$78|$106.75 (+37%)|$100.73 (+29%)|\~+53% intraday| |Snowflake (SNOW)|Sep-20|$120|$245 (+104%)|$253.93 (+112%)|\~$319| |ARM (ARM)|Sep-23|$51|\~$56 - 57|$63.59 (+25%)|Solid gains| |Figma (FIG)|Jul-25|$33|\~$85 (+157%)|$115.50 (+250%)|Higher next day (\~$143 in some reports)| |Circle (CRCL)|Jun-25|$31|\~$69 (+123%)|$83.23 (+168%)|Very strong| SPCX, though, is on a whole other level. This thing is priced, initially, within an "everything works" type setup. And that's if everything works for about 10 years straight to justify the price at offering. There are going to be some serious peaks and valleys on this one and people really need to be mindful of the timing of things (lockup dates, etc.). For those degens participating in this circus; what's your entry point capped at? My thoughts on expectations or ranges of possibilities: Bear/Flat Launch: Price between $90 - $120. Likely/Nothing Crazy: $140 - $180 Bonkers: $200+ (I think we'll see a good bit of this on Day 1 before finding its floor) So much rests on so much going right. Then you have the Whacky Uncle Musk factor. This thing could absolutely go crazy for better or worse - a lot of people are going to either make or lose a lot of money once the rug gets pulled. Good luck to all getting in the muck to trade or hold for any length of time.

Compu7erUser

bought ARM calls

gorlami_1

What’s the best 1dte call I can buy rn that will rip tm? Thinking ARM or maybe MU

bearhunter429

#ARM hanging out casually with a P/E of 200 LMAO🤌

Bluecoregamming

Because earnings can easily be suppressed. ARM went flat on its own earnings but went beast mode during nvda's. Unfortunately avgo kinda wet the bed so no sympathy plays this time

aka_crashoverride

Bruh, now ARM is warming up

SteakEater137

ARM has less than a billion net income but has a market cap of $417 billion, and yet its only down 5% today. INTC has negative income, market cap of $560 billion and only down 1%. AVGO still down 12%. In the semiconductor world less earnings = more valuable apparently lol

zg44

AVGO down 13%, MU down 6%, CIEN down 15%, ARM down 6%. Nasdaq flat. Money will not leave this market. It's just rotating, and will rotate back to semis when everyone starts chasing again.

PriorScreen7613

Deep value at ARM's current price. Do you consider MU & SNDK deep value too?

w8w8dont

What do people think of selling meme stocks and only investing in deep value stocks like ARM?

w8w8dont

I'm done with meme stocks. From now on I'm only investing in deep value stocks like $ARM.

svpa3991

Got in on open and was down 10-12% on ARM on that dip, now up 5% lol crazy strength

Mammoth_Bank_7886

NOW and PANW giving me hope that the bags won't be heavy for too long. ARM, MRVL and IBM also V'ing nicely. But I swear, if this shit tanks at opening...

ElkQuiet1541

if AVGO is overvalued, what are then Intel/AMD/ARM?

XPBandit

ARM is down 7% pre-market. is it good time to buy?

luis-barata

CPU side is real, EPYC share gains and the ARM data center penetration are part of the broader rally story. But AMD specifically, the forward EPS revisions driving the 76 percent number are coming overwhelmingly from Instinct ramp guidance, not server CPU. Server CPU is a steady grower at 15-20 percent, not what gets you to 76. So the framing fits the question asked, even if the cross-name AI rally narrative has more drivers than just GPUs.

TheSixthNonsense

The analytical framing is outdated because it still hinges solely on GPUs. The recent AMD, INTC and ARM rally is based on an unexpected CPU growth story. Ask your chatbot about it.

Opposite_Day_9771

From Dell and HPE earnings, enterprises don't buy custom ASIC AI chips. It's all about modular x86, GPUs, maintainable, upgradeable, re-useable servers. They're running AI locally with open source LLMs. This is the dot com build out all over again with standard networking equipment. Hyperscalers custom ARM chips with everything integrated is cheaper but a toaster. You can't repurpose it. One bad memory chip and you'll end up e-wasting everything. No CTO is going to take this approach. It's a bubble.

Equal-Emphasis-4129

Why bet on Nvidia and not ARM ?!

UsernameTaken_123

ARM collapsed like 12% on ER, and now its up 180% since then. Same will probably happen with AVGO

doughboy_491

Fidelity is the right answer. Very low fees and extremely easy to use and data-rich brokerage platform. I keep a small account with E*Trade and have used Schwab and the advantages of Fidelity are very clear. I have more than 30 years experience with Fidelity and have used them for many many accounts: brokerage, IRA, Roth IRA, child accounts, margin, lines of credit and others, and I pay virtually zero dollars in fees to them. Once you get over a certain threshold you have access to IPO allocations and I’ve successfully participated in hot IPOs like ARM, UBER, and ABNB over the years. I don’t really know how they make money off of me, and I manage more than $5M in assets through Fidelity. Very quickly: on E*Trade, they charge a lot for transactions, both buy and sell (while Fidelity charges me nothing) and the interface for trading and portfolio tracking are pretty poor. The one reason I keep the account is that they give access to MorganStanley analyst reports which is really sweet. As for Schwab, totally avoid it. Schwab makes money off you by automatically putting your cash into a sweep account that pays 0.3% interest which for the unwary is a really drain on your cash earnings. And to get it into an interest bearing money market they make you go through a two step process that takes 1-2 business days. Imagine the pain in the ass it is to jump thru these hoops every time you want to do a stock trade or a withdrawal. In contrast Fidelity will sweep cash directly to a money market that pays 3.5% currently and you can directly trade or withdraw real time from that money market. Don’t be suckered by Schwab.

SteakEater137

I figured out why AVGO is dumping…its PE is too low at 94. If it was 484 like ARM or TSLA 412 it would probably be doing better.

w8w8dont

Fuck it I'm not investing in meme stocks anymore. Only deep value stocks like ARM for me now

ElkQuiet1541

what is not overvalued in this market? AMD, Intel, ARM PEs are enormous

housemoneyrocketship

ARM lol

RicoSuave1962

Looks like Market Makers are instructed to back stop GOOG at $355 as BERKSHIRE gets the shares at $347. I’ll take my $$$ on the Put for now. Easy 40% overnight. Looking at going long MRVL (I know, crazy, right ?) or ARM now - maybe both

hauntedMammoth

A lot of stocks went up 40 percent past month. What stocks u think gonna do that this month? I think BB, MRVL, maybe AVGO, CSCO? ARM maybe as well?

BudweiserSucks

Just buy $ARM

BetterThanAFoon

Same. I figured at some point all silicon manufacturers would get the AI boost so I grabbed ARM and AMD while they were stagnant 18 months ago. Forgot about em. Was pleasantly surprised when I checked that account. I'd rather have that micron effect though.

ElkQuiet1541

have you checked Intel and ARM p/e? AMD is less overvalued when compared to them 😅

A55BAG

ARM processor architecture is disrupting x86

PMmeuroneweirdtrick

Semis are critical infrastructure. Even after a crash they will go back up. Invest in the companies building stuff and you will be fine. ASML TSMC AVGO NVDA ARM LAM etc

mbangkok198_

How so? "*Rivian debuts its third generation in-house autonomy hardware platform, built on a custom chip developed in close collaboration with Arm." It's just ARM and it will just be printed by TSMC or Samsung, there's moat on the silicon.*

JPowTheDayTrader

I sold a July 17 170 ARM calls for 5k profit. It's now worth about 20k. You're not special.

Ray_Getard_Phd

No mention of ARM? This must be ai slop.

Specialist_Exam_8433

Can just buy any semi stock and get 100% returns in a month. ARM 500 billion market cap doing 1.5 billion in revenue a quarter.

sinag19

Idk man I think ARM is presenting at computex

WorldlyBasis4425

This will help Qualcomm actually. Qualcomm was in Windows on ARM since very long time but MSFT didn't do well because they were not gaining much from it though Qualcomm hardware is top notch. Atleast now, msft will take it seriously and also the developer will get motivated to port apps on ARM more faster due to more adoption.

Affectionate-Yam6241

The worry about the PC is that if you were given the choice between an NVidia PC and a QCOM PC, which one would you chose? Also keep in mind it will take years for software to catch up. x86 has been the standard for PCs for more than 40 years and it is not going any where. And why you need an ARM based PC anyways? AI runs on devices that works already with the x86 architecture. Intel and AMD are closer to winning the AI PC race than nVidia and QCOM.

Bluecoregamming

a lot of old slow moving heavy dogs in your list, let me raise you MRVL, ARM, DELL, HPE, AMD, MU, and mf SMCI, yep fraud micro smuggle my chips in.. surprising moves recently to say the least.

Big_Wave9732

Use to? They're still a one star rating. That might be a tad low, but not by much. ARM technology and processor instruction sets are everywhere.......but they don't make shit. They license their processor designs to anyone who wants to build an ARM compatible chip. This business model can be prone to technology shift and obsolence. And let's face it, there is some precedent for disbelief. ARM has been around since the early 1980's but it wasn't until the last 10, maybe 15 years that they were more than a niche architecture.

JPowTheDayTrader

You're mistaking it for ARM

GeneralOwn5333

Morning Star has been consistently wrong as fuck. They used to rate ARM like dog poop and gave it rubbish valuation