ARM

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The analytical framing is outdated because it still hinges solely on GPUs.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

Ozqi

ALRIGHT GUYS LET’S SEE IF YOU CAN DETERMINE WHICH COMPANY WAS UP 40% TODAY: A dying women’s fashion company that sells overpriced bras and underwear made in China on permanent sales? Or A company that owns the OS that over half of the world’s computer systems operate on, is part of the “magnificent” 7, is partnering with Nvidia and ARM, and has several billion in U.S. government contracts?

nobertan

Depends if the sub layers will actually work as suggested (be transparent and utilitarian), *OR* require developer effort (with nvidia bullying) to utilize undermining alternate platforms. If the latter, it’ll be a nothing-burger. It’s also ARM based, not x86, so…

housemoneyrocketship

Thank you ARM, for being a piece of shit

Dangerous-Berry7399

Solid thesis — the enterprise refresh cycle for AI-capable hardware is real and massively underpriced by the market right now. NVDA and ARM LEAPS are worth watching hard here, especially deep OTM calls if you think this plays out over 12-18 months. I run setups like this through StrikeEdge io to filter for mispriced LEAPS before the volume picks up — caught a RXRX call go from $0.01 to $0.26 that way. The trick is positioning **before** the narrative becomes consensus. What's your timeline on the enterprise refresh wave?

ShadowKnight058

My best were MU, AMD, ARM, NOK, CRWD, and CRWV

housemoneyrocketship

ARM is going to 500 isn’t it

Kimberlyw416

$MRVL hasn’t really had its $DELL $ARM moment yet

cuteman

>Entire Nvidia's market cap in 2019 was 144B, which is less than google's AI capex this year alone. This was before crypto craze, but already at the time Nvidia had CUDA architecture well developed. 9 women can't grow a baby in 1 month. Sure they can eventually catch up but Nvidia has a huge head start in a few particular categories. Most of Google's CapEx isn't for it's own hardware and only a small portion is for R&D > So it stands to reason you can build your own Nvidia with that much money - let alone with mountains of tech foundation Google already has. You could say the same thing about the Chinese, but it isn't comparable today. Eventually maybe, but there's a reason everyone is putting hundreds of billions of dollars worth of orders and backorders into Nvidia. Nothing else comes close. >Google is wasting their shareholder money by feeding competition and relegating itself to a utility company Google is generally hardware agnostic, they have some homegrown hardware but for the most part it's niche and nothing like what Nvidia can do. Those revenues are also a fraction of Google Cloud revenue. Google is still very much dependent on on media and advertising, other divisions are growing but you can't compare the dominant global leader in Nvidia to Google's compute hardware ambitions which are largely ARM processes for Pixel phones and TPUs/Quantum chips both of which aren't mature yet. I'm sure they'd love to be less dependent on Nvidia but for the time being, that isn't realistic. You say you're feeding competition but there isn't really any choice unless they choose not to participate entirely which isn't tenable. Nevermind Google isn't really a hardware company at scale at this point in time.

svpa3991

There will always be a dip to buy back in, unless you are $ARM. That thing goes up forever

drankleanonce

with how corrupt the government is it’s great. partnered with ARM and NVDA. i just scalp when it’s on a weekly low or so

3pinripper

>Why does Jensen Hung work with ARM and Microgoy to launch dedicated “Agenetic AI” PCs? What’s Microgoy? Like a really tiny non Jew?

thealex7r

ARM ETN VRT MRVL CEG My DD lead me to that list. But all of them too price for options. (LEAPS)

Abe2025

Microsoft and ARM destroying my gains

blami

Last thing he wants is local agentic as that would suck money from datacenter building - his main grab. IMO the whole Spark thing is just distraction of consumers from buying or even wanting GPUs that will free capacity for datacenter business. I might be wrong but the thing will likely fail as Snapdragon Elite failed simply because Windows on ARM is bad and games don’t exist.

AnaIyze

markets a ponzi just look at MRVL and ARM moving like FDA approved penny stock pharmaceuticals

danonino80

You are not wrong about ARM on Windows growing. The ecosystem maturing helps every ARM player including Qualcomm. What the market priced in is bundling. NVIDIA can ship CPU plus GPU plus AI accelerator under one design. Qualcomm ships a CPU with a weaker AI story at the high end. OEMs like Lenovo, Dell, HP have to choose, and a single vendor with the AI premium attached usually wins the design. So the "ARM gets bigger so QCOM gets bigger" thesis misses that the pie growing helps whoever takes most of the new share. The dip might still be a buy, but the bullish case has to be that Qualcomm finds a defendable niche, not that they ride the rising tide.

juicevibe

My picks are ARM and DELL.

mbangkok198_

Custom silicon = I’m going to tweak this ARM design I licensed before sending it to TSMC to print

FatFluffyFish

Soon, in addition to having us hope mango shout out some tickers, we will be hoping Jensen shout out tickers too. I did consider getting MRVL calls ytd but got DELL and ARM. Didn’t realise Jensen would decide MRVL is a 1T company today too

Mittelscharfer_Senf

The problem lies with the software and the user base. Microsoft has always been backward-compatible and user-friendly. Apple has handled the transition quite well thanks to Rosetta 2 and has no problem letting its users know that some programs will no longer run. There’s only ARM for Apple now. You can no longer choose between Intel and ARM. With Windows, there will always be a conflict between ARM and x86.

BiblicalAss

just realized ARM is up 200% in 6 months lmao

Ill_Sun358

Holy balls man, MRVL and ARM are the real deal

aioliravioli

ARM to 1 trillion?

FatFluffyFish

I am already balls deeps in MU, DELL, ARM lol. I don't really know how great photonics will turn out, but if I had to play it, I would just buy a slightly OTM weekly and scalp the movement. Should've a good amount of people coming in today cause Jensen.

my-ka

ARM wi dows is crippled And apple can do it in parallels or fusion

Impressive_Boot7356

added to IREN CIFR CRWV today. Trimmed down ARM MU AMD shorted GOOG and added to AVGO and LITE in the after hours will probs do more ZM and TE tmrw

Alarchy

True. VSCode, Ollama, AutoCAD, Blender, Adobe suite, Docker, all of the big stuff has ARM64 native though so modernish enterprise should be good. Besides legacy/ancient software (which would be emulated) one wrinkle I can see is Oracle/Microsoft SQL instances, as I think those don't have ARM64 support yet (ex: developer running SQL on this own box locally). But that should be able to run in docker container anyway.

aftherith

Sold a bunch of ARM AMD and MU today. Cost basis under 100 on all three. You nuts keep riding them I hope they keep running. Time for me to trim.

eastbay77

I interviewed with ARM a few months back for a partner marketing position and while talking to the hiring manager they specifically told me that ARM for data center and PC is hard market to penetrate. INTC and AMD dominate that market, so unless Nvidia has some game changing tech at a lower price per performance I'm staying very skeptical.

Concept-Plastic

ARM is so fkin overvalued lmao

theummeower

The only thing worse than losing money in options is adding options to your watchlist and watching them 10x. Have ARM calls exp 6/16 that I added to my watchlist in 05/16, up 900% MU calls added 1/7/26 experience 01/2027 up 700%. If I had any balls I’d be rich

zangor

So ARM makes just under 1B in net income annual. And their market cap is 430B. Ok…

zangor

You know what. I’m not even mad I sold ARM at 280. What even is this shit.

KaladinRS

Man I suck. I solid my nbis at 80 and now its 270 and I was so close to buying ARM at 100 and didnt pull the trigger and now its 400. And of course my space stocks are crashing.

Good_Application6420

Sorry to burst the bubble, Jensen has become a snake oil salesman. NOBODY other than some activists are going to buy their 2K laptop... ARM is DOA and has been proven. Also TPU from google and Amazon and all those guys doing their own GPU for inference and training will erode NVDIA's margin. Just watch it will just go horizontal. NOBODY other than activists will run agents locally.. Just check Gemini Spark full runs on cloud.. People thinking they will build their own agents is far fetched.. SaaS companies will build agents natively and people will just use it mostly corporate.. This is why jensen is investing extra cash into all sorts of companies.. Just look up NVDIA shield what happened and it will happen to this Spark Laptop...

Agitated_Fun_4303

Got in ARM @ $60 I’ll pass this one

segv

It's a Windows on ARM laptop, like the Copilot Snapdragon laptops, not the regular x86 kind that everybody and their dog uses.

dingusmingus2222

so many fucking pumps today is crazy. ARM, FLNC, SPCE, and more all while SPY is flat.

noiserr

Yup. Qualcom flopped hard with Snapdragon Elite X. It's funny too because they bought Nuvia ARM core team, and made them shift from Server CPU development to a client CPU. And then the agentic AI exploded in the datacenter, while they flopped in client. Hilarious blunder by QCOM.

aioliravioli

upset you missed out on real companies like MU, HP, ARM?? Join us in SPCE, the ticker similar to spacex ipo

toydan

*Supermicro ($SMCI) and Arm ($ARM) announced a major partnership to deploy next-generation, highly efficient AI infrastructure. The new server lineup integrates Arm Neoverse CPUs, NVIDIA HGX B300 8-GPU platforms, and advanced liquid cooling to massively reduce power consumption and boost performance-per-watt for enterprise data centers.

Gristle__McThornbody

NFLX has to be one of my biggest blunders this year. What a piece of shit. Could have just added more into ORCL or ARM like I originally planned.

Ok-Barracuda39

No. Fake numbers since the RTX SPARK runs on Windows ARM that needs a translation layer and the laptop itself will cost 3x+ a RTX 5070. Garbage for everyone but small business that want/need a local AI solution.

TernTheNumbers

ARM has now tripled in 3 months.

TeslaSubmarine

lol ARM almost has as much upward movement as SPCE and it’s not a meme… fucking regards

chauhan_shubham

Boy, ARM just keeps ripping

FatFluffyFish

ARM to the moon, get it pussies

davidbigham

By this rate, ARM is gonna be 1000 soon 🤡

the_mind_goblin1

how the fuck is ARM pumping so much, fucking crazy. The PE is insane

Mammoth_Bank_7886

Can't believe people are still buying MU when ARM exists. They're going through the same run.

Terrible-Deer1398

ARM is the new MU

kemar7856

How is ARM running like thi

davidbigham

ARM only has P/E 480 and it is still going up everyday 🤡

TittyTriceratops

The fook is ARM? I just bought it at $200 cause it was shooting up and now it’s over $400 I’m like… the fuck do they do? Just print bags of money?

AgeDesigns

Wild no one jumping on ARM heavy it seems

Mammoth_Bank_7886

For a brief moment of time, the SPCE bagholders stopped, and WSB breathed a collective sigh of relief. Now for IBM, ARM and NOW to give me the gainz.

MrT_IDontFeelSoGood

Locked in 8k profit from my first leg of ARM strangles today’s a good day

EmotionalQuarter8349

Only ARM is overvalued.

chrislee5150

ARM pumping its tits off

RikuDesu

ARM going up a lot

Mammoth_Bank_7886

That's it, IBM, baby, stop the dump, start the pump, just like this morning. Also, goddamn, ARM is quietly printing. Wish I entered one week ago, instead of F'ing MRVL.