ARM

IgneousJam

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.

WinningWatchlist

It's levered on a single stock, ARM...

Much_Candle_942

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.

MyNameIs-Anthony

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.

Witty-Sense2849

!banbet ARM 118 3w

RaspberryFun8573

Anyone else adding AMD, AVGO, and ARM here? AMD is definitely oversold.

VancityRenaults

Not to worry. If you break your $ARM, $MUM will be there to give you a $HND $JOBY

Large_War779

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

x_scherer

Why is ARM such a POS, I can't keep avging down

AlarmingAdvertising5

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

GnarClinic

ARM calls

BigShmokeBuffer

!banbet ARM 130 2w

BigShmokeBuffer

Noooo!! I forgot to buy ARM calls at close Damn 😔

_hiddenscout

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.

elgrandorado

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.

_hiddenscout

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.

Electrical_Demand_24

Which stock for the long term between $ARM, $NOW, and $MRVL?

FarrisAT

A Zainichi is force-selling his equity in ARM to fund a rapidly bankrupt and fraudulent private hype company.

protagonist_888

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.

PriorCaseLaw

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

Much_Candle_942

Would you double down on ARM?

Optionmatic-Ani

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

bearhunter429

#ARM's pump completely faded LMAO🤌

WeakPop3688

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.

Much_Candle_942

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.

BobLoblaw_BirdLaw

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.

JustBrowsinAndVibin

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.

Much_Candle_942

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.

Kestrel19

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?

Much_Candle_942

**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 ⬆️ 

BarbellPadawan

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?

Much_Candle_942

**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 ⬆️ 

DistributionBroad173

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

ModernR3volution

ZENA drone company continuation. ARM & WTI down here.

Agreeable-Ad574

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.

0_1_1_2_3_5

ARM is beaten down pretty good right now.

cbusoh66

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.

PlumEven2818

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 🚀

Bitter_Macaron_4032

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.

mcstrabby

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?

robmafia

> ARM CPUs aren’t designed for high-performance AI workloads. what a crock of shit. graviton, grace.

NotLikeGoldDragons

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.

Bitter_Macaron_4032

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.

etzel1200

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.

Bitter_Macaron_4032

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.

etzel1200

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.

Apprehensive_Two1528

ARM indeed is the dog among chip stocks. avgo is always the bes, but wait till it goes to 307

TheShark24

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.

Financial_Calendar77

I stopped putting faith in OpenAi since I read Altman’s essay. I still will buy ARM

Snoo_81545

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.

tomsrobots

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.

Boston-Bets

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.

ManBearPig_1983

ARM

lledyl

ARM 2026. Buy the dip.

hekatonkhairez

It absolutely means something. Is Google a dark horse then? What about ARM or TSLA?

3xshortURmom

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.

goliilog

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.

goliilog

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.

sanmar2225

As in YTD change only, starting 1/1 I’d say: BULL HIMS SMCI NFLX gap fill META gap fill maybe UNH maybe ARM

pixel_of_moral_decay

People thought x86 was enough of a moat to protect intel, but ARM and RISC V are proving otherwise. This will happen to nvidia sooner than it did to intel because of China.

pixel_of_moral_decay

Google is the only one who owns things end to end. Google designs their own TPU’s and implements their own AI to run on them. Apple will likely ultimately do the same down the road, but at this point it’s really just Google. Nvidia could hurt if other chip vendors get together and standardize. People thought x86 was enough of a moat to protect intel, but ARM and RISC V are proving otherwise.

Nodulous

Fun fact, they were about to buy ARM for 40 billion a few years ago until the FTC blocked the acquisition.

Aretardinvestor

That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.

NeverComments

> Can’t remember the last time there was an antitrust case that was successful in stopping a deal. Ironically, Nvidia and ARM.

wallst_cat

ARM is a steal at this price. Similiar like AMD 6-12 months ago. Few people see this an position right now to make money.

Seesaw-Big

$ARM is currently under pressure... Rivian uses their design in new AI chips. Apple in their apple silicon chips. I can see usage of their chip design in Robotics.

housemouse431

bought some puts on ARM, the bulls will now feast

arbitraryBlue

Buying COST, BROS, and ARM calls. Something has to hit lol

Mojo_Amok

Think about sector based ETFs, which can be quite lively from a growth standpoint. Losses from any one company in the fund are generally canibalized by the others, so you'll be moving upwards with the sector even if headline firms take a hit. I'm in tech and am convinced that the picks and shovels plays on the AI boom are no bubble in the long run even if there's some sort of sideways dip. The hyperscalers/trainers are risky investments in a fast moving environment with a lot of the best firms not having made an IPO and the threat of Chinese open source models beating them anyway. Supporting this effort is the semiconductor industry, which has hit an incredible level of sophistication and profitability. IMO, the best way in is with one of the ETFs that track the old PHLX Philadelphia Semiconductor index: SOXX, SOXQ (cheap expense ratio), or SMH. Start researching semiconductor fabrication and things like the 2nm process or ASML products. Then when the market dips, you have faith in the 10 year trajectory of the industry and don't hit the sell button. If the data centers flounder for any reason, the Edge chip market will likely thrive (Apple, Qualcom, ARM, etc.). Otherwise, all those VOO type indexes are great. I've got FIDU in my back pocket as something safe that could overperform too. I like FTEC as an alternative to QQQ for whatever reason.

Electrical-Excuse564

ARM

housemouse431

god damn ARM is really a piece of shit

orangeyougladiator

> The ARM architecture was invented by Acorn Computers, led by engineers Sophie Wilson and Steve Furber, in the mid-1980s, and Apple was a crucial early partner, helping form ARM Holdings in 1990 as a joint venture with Acorn and VLSI Technology to develop low-power processors for devices like the Newton, leading to Apple's later, extensive use of custom ARM-based "Apple Silicon" chips in Macs and other products. Not that it matters much to the M series innovations

ByteSizedGenius

I didn't realise Apple developed the ARM architecture.

Raveen396

AirPods absolutely dominate the wireless headphone market. In house Mac chips aren't really a new category, but the performance was a near generational leap and has shifted the entire consumer CPU market. Now everyone is looking at ditching x64 in favor of ARM. A lot of their in house chips (WiFi, cellular) have been benchmarked really well too.

atape_1

ASML -5.63%, AMD -5.29%, ARM -5.38%. It's the market...

FuckleUp

Shorts pants’d ARM and left just now 👀

FuckleUp

ARM 👀 gonna run soon very soon

Standard_Tea8250

Who else buying AVGO and ARM?

bearhunter429

#ARM literally collapsed from $180s to $110s in a matter of weeks on no news LMAO🤌

henristig

I want to try and reframe this a bit since I agree Beammwave is setting up for insane success pending execution, such that it's hard to grasp the breadth of it here. I'll do this tl;dr style eventhough there'd be an essay here really: small Swedish semiconductor company with complete ownership (40+ patent families) of a breakthrough technology that solves high frequency communication in a market where the current solution is inherently inadequate. A world running out of capacity and the operator-side, who have sunk hundreds of billions of investments into a so-far failed technology, screaming for a solution. They're now in the process of industrializing their chip for high volume production, with customers lining up at the door. Their current customers are global giants in the field of smartphones, FWA (fixed wireless access, basically 5G internet to your home) and base stations, but the scope of their market isn't any single category of device per se - it's all of wireless. The chips they make are usecase agnostic, they could scale to any application from simple IoT to communicating with the closest exoplanet without further modification, you just increase the chip count as necessary; we're talking a total adressable market in the hundreds of billions. There's a real, credible path for Beammwave distributed digital beamforming to become essential IP for high-frequency comms, in the vein of Qualcomm CDMA patents for lower generations of wireless or what ARM is for smartphones. Contrast that to their current 40M USD valuation, and you see why it's worth the bet!

bearhunter429

#ARM is pretty much bankrupt at this point LMAO🤌

bearhunter429

#The fuck happened to ARM, dropping from $180 to $120 while their results have been good so far LMAO🤌

Big-Profit-1612

Intel was not the premier chipmaker for years/decades. They lost the smartphone market to ARM over a decade ago.

onDetop

ARM to 100

Such-Ice1325

Fuck goldmam sachs for destroying ARM

3VRMS

Nvidia and AMD, and even ARM processor companies been eating their lunch for years, Intel has to keep their prices down so the last 3 ignorant buyers still purchase their processor to use.

squngy

And then there is ARM, which isn't a semiconductor company at all AFAIK. They sell licenses for chip architectures, but they don't make any chips themselves.

henristig

Beammwave (BEAMMW_B on Nasdaq First North growth market) could be in for an insane journey. 2026 will most likely be the year they get "discovered" by the market as they complete industrialization. Tl;dr: small semiconductor company with total ownership (40+ patent families) of a breakthrough technology that solves high frequency communication in a market where the current solution (analog beamforming) is inherently inadequate, and an industry screaming for a solution. They basically have a credible path to becoming essential IP, in the vein of Qualcomm CDMA patents or what ARM is for smartphones, for the entire wireless industry going into the future (a TAM in the hundreds of billions) with a current mkt cap of 30M USD. The clue trail already low key points toward their chips being designed in with a major smartphone OEM for late 2026 or 2027, but it's all still veeery hush-hush at this stage...

Ascorbinium_Romanum

Honestly Intel isn't relevant anymore. It's not needed for any of the AI build out. Ryzen wins pc and now laptops (with apple ARM also making huge progress). Intel just sort of, doesn't matter.

Ok-Buy-9777

Europe has alot of innovation, it just isnt typically consumer and mostly b2b models. ARM is for example a British company, Zeiss is the only ones who can make the lenses ASML uses. SAP is leading in software used in companies for logistics And when it comes to the fact EU isnt even taxing US companies making money in their market, its a gift to USA

Slight-External7264

Is now the time to lock in a rate on an existing ARM?

Doxtator

Alternatively we can evaluate it as simply a point in time when the drop happened. Look at the significance the dataset. There was a single point at which was narrowly missed and that just happened to be a primary endpoint at Week 16, that's why it was down 90%. It was just the headline. The data shows the drug works, it only missed due to noise and the high placebo response on the VELA-2 ARM. Lower the p-value the better - basically the entirety of the dataset outside of one point shows very strong statistical significance. https://preview.redd.it/a66353ald16g1.png?width=2500&format=png&auto=webp&s=34673846e1ca5b687dba4d7b8272608e675eb898

slimkay

That doesn’t mean anything. NVDA announced the acquisition of ARM back in 2020, despite the very low likelihood of it clearing antitrust. Trump poured some cold water on the NFLX / WBD deal today, and Ellison’s strong ties with the Trump administration could bear fruits.

dexter1457

Long ARM short PP gang rise up 💪🥳

IslandExact429

Anyone long $ARM?

JoJo_Embiid

yeah but he made that back later and his vision fund is up a lot right now. he's not a buffet style investor but in general he's pretty good. his vision fund raised 100B dollars, his ARM deal alone made 120B profit. wework is a huge rubbish bet but he made those back in other deals that's how VC style investing works

bdavid21wnec

So is it ARM that benefits from this, and google TPU?

AlternativeFun881

Nvidia pivots to AI, Reddit Analysis "Nvidia is dead!" Google is making chips? ARM architecture CPU... They're doing this because Nvidia doesn't make CPU, they're still incorporating Nvidia GPU and that wont change any time soon. Production caught up to demand cards are regularly available, what exactly is the issue? It's like saying the PS4, Wii or Switch were dead consoles when they were regularly on shelfs in stores finally... AI is the future, we're beyond our current understanding of thermal dynamics, Nvidia will take a dip while pivoting, and I'll buy when it does. The next big thing will be quantum computing, not ARM and we're a LONG time away from consumer based quantum products (if unsubstantiated claims of quantum development are even realistic) Google might be building the chip for their AI, but the partnership where Nvidia is still the one developing their AI infrastructure.

AttitudeGrouchy33

The question isn't whether to invest in AI, it's how you manage the positions once you're in. Most people focus on picking stocks but ignore the execution side. If you're holding 25% in AI stocks across NVDA, SMCI, ARM like you mentioned, how are you monitoring that exposure day to day? Are you rebalancing when things get hot? What's your exit plan when the sector corrects? That's where I think the real opportunity is. Not just buying and holding but actively managing your portfolio with some intelligence. We built Milo to solve exactly this problem. You can set up your allocation targets, risk parameters, and it handles the monitoring and execution. Works with stocks and crypto so you're not managing multiple tools. The AI investing part is actually easier than people think. The hard part is discipline. Sticking to your plan when NVDA runs up 30% and you want to chase more. Or cutting positions when your sector allocation gets out of whack. That's where automation actually helps vs trying to do it all manually. Anyway just my take from building tools for this. [https://app.andmilo.com/?code=@milo4reddit](https://app.andmilo.com/?code=@milo4reddit)

intelligentx5

You’re assuming that those purchasing are only hyper scalers. But Meta, for example, isn’t a hyper scaler and builds its own data centers. They don’t have “AWS, GCP, Hetzner”. Also Google realizing most large companies build out their own data centers, is now looking to sell their TPUs outside of GCP infra. What that means is that there are a few things these organizations have to do, first they have to rebuild every rack to now be able to accommodate ARM architecture, mind you most companies hag have their own data centers have primarily deployed x86 because there weren’t many ARM based data center players. They then have to retrain their employees used to working on x86 SW to ARM based instruction sets, which isn’t easy. There’s to x86 to ARM architecture retrofit. It’s a wholesale move. Short term very costly. You’d be surprised how many organizations don’t really use hyper scalers. Intel, for example, where I used to work had 360,000 servers within numerous data centers they owned. They never had any reason to use cloud infrastructure.