ARM
Arm Holdings plc
stockNASDAQADR

I just looked into getting an ARM, and they weren't more than half a percentage lower than thirty year mortgages. The bank said they changed them after the housing crisis, not allowing the huge jumps when they adjust.

Why the hell would you ARM with historically low mortgage rates?

Um, about 10% of all mortgages are ARM's. [https://www.realtor.com/news/trends/are-adjustable-rate-mortgages-worth-it-2026/](https://www.realtor.com/news/trends/are-adjustable-rate-mortgages-worth-it-2026/)

Please update the number 275M cars? I am not a number guy but should be more than 300 M from my estimate and QNX is **not just the software powerhouse but foundational software to all powerhouses** Nvidia, AMD, ARM, Intel and Qualcomm for safety, deterministic and cybersecurity for AVs, AMRs, Robots, Medical devices and factory automation, where failure is not the option.

Fees / costs seem reasonable and in line with most. Looks like you are getting a slight credit towards the origination fees, too. Estimates for the escrow set-ups/ prepaid seem in line, too. I agree with a previous comment that, putting 10% down opens up other viable options outside of the physician loan. That said, the rate seems ok for an ARM. While payments would be a little higher, I’d explore how things look with 5% down or even less, though. I like 10% down, but perhaps less down with the difference invested to build on nest-egg/retirement, pay down other loans (if applicable) are options. In the end, it’s about what you are comfortable with payment-wise and for the future. While an ARM always carries more risk, if the plan is to sell the home after residency ends, then building wealth through appreciation for yourself versus your landlord over these next few years sounds reasonable. I like the idea of holding onto the home and renting to other residents down the road, too. While being a landlord is not easy, perhaps it makes sense down the road. It’s just difficult to predict the future. The good news is you don’t have to make that decision now and you have many different options!

No way Jensen's coming back. If he can screw his direct report, he's capable of screwing anybody or anything. A leader like Ian Bock internally or Rene Haas externally can stop the bleeding and the market will view the selection favorably, especially Haas. I lean towards Haas because of his background as well as his being CEO of 2 major companies, ARM and Softbank. I would think the Board of Directors would want someone who already has experience running an entire company.

Lmao , it's gonna be ARM CEO or CEO OF Doritos...chip experts

If you really do plan on spending a few years in this house after returning from 1-year fellowship, then go for it. Do the worst case scenario of how much it will cost you to keep the house for 12 months if it doesn't rent out. You will still have to pay for maintenance and upkeep. But if you're coming back and going into radiology and could even potentially pay off a $400k house (pretty cheap for a radiologist) before the ARM ends.

Because we haven't seen that with CPUs and other commodity electronics components? See x86. China has not replaced Intel/AMD x86 for the majority of servers. They do have some domestic production from Via's license, but that didn't really get serious until the export restrictions on GPUs started. ARM is a bit different because ARM grants licenses to produce CPUs with that architecture.

The 30% decline from the all time high already happened. The company is strong. Finding the correct CEO is essential. I like the discussions of Nakesh Arora, CEO of Palo Alto Networks (NVIDIA could buy them and make Arora CEO) or Renee Hass, CEO of ARM Holdings. Hass worked with Jensen for 15 years. I do not think Tim Cook is a good choice for CEO, but would be a good board member. Kress could announce a larger buy back funded by unwinding some of the neo cloud equity stakes, or selling Intel stake. It would not surprise me if Elon Musk hires Jensen to run his terra fab project and be the lead liaison to NVIDIA who is the only semiconductor firm Elon uses. I am long and staying long.

nvidia is litteraly producing the best chips in the world. a little scandle isn't gonna do shit in the long run otherwise Intel, ARM, AMD, would've caught up a long long time ago

Intel lär nog inte gå upp oavsett vad, de har legat dassigt till länge. AMD går om i PC, övergivna av Apple, datacenter går mot ARM eller AMD…

AMD and ARM were dropping as Nvidia went up tbh

What? No. That literally is false just across the board. ARMs were 35% of mortgages from 2000-2007. They've "rose" after the '08 crash only because they fell to 2% of mortgages by 2010. 5-6 years ago was literally the second lowest year on record for percentage of mortgage originations being ARMs, tied with 2010 (2009 was the lowest ever). No one signs an ARM during low interest rate times. They've risen to like 9% of mortgages in 2025-Today because of rising rates. Still not relevant to the overall economy at all at that scale. Not even by half.

Oh wow, you're so right. They approached Rene Haas of ARM. Someone who has no engineering background. Especially not in semiconductors. Oh wait.

# Expiry 11/20/26 · 7 DTE · 25 candidates Options as of 15:57 EST This is what I look at every morning. It tells me the probability that strike will expire OTM. If I want to look at higher probabilities, I move a slider and choose what risk level I want. |Ticker|Spot|Strike|Bid|Ask|Contracts|Premium|Collateral|ROC|P(OTM)|IV|IV/HV Rel Val| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |[DELL](https://app.nakedput.ai/board/drilldown/DELL?t=7000&build=2577)|345.98|317.50|7.10|7.55|16|$11,360|$508,000|2.2%|71.0%|99.5%|70| |[MRVL](https://app.nakedput.ai/board/drilldown/MRVL?t=7000&build=2577)|156.02|144.00|2.92|3.10|35|$10,220|$504,000|2.0%|71.5%|91.7%|44| |[MU](https://app.nakedput.ai/board/drilldown/MU?t=7000&build=2577)|774.01|725.00|14.20|14.40|7|$9,940|$507,500|2.0%|70.1%|80.8%|39| |[NVDA](https://app.nakedput.ai/board/drilldown/NVDA?t=7000&build=2577)|162.95|150.00|2.83|2.88|33|$9,339|$495,000|1.9%|72.9%|89.1%|94| |[ARM](https://app.nakedput.ai/board/drilldown/ARM?t=7000&build=2577)|187.71|175.00|3.25|3.35|29|$9,425|$507,500|1.9%|71.3%|81.7%|42| |[AMD](https://app.nakedput.ai/board/drilldown/AMD?t=7000&build=2577)|535.06|495.00|9.10|9.90|10|$9,100|$495,000|1.8%|72.2%|86.7%|53| |[SPCX](https://app.nakedput.ai/board/drilldown/SPCX?t=7000&build=2577)|138.70|130.00|2.34|2.37|38|$8,892|$494,000|1.8%|71.0%|77.1%|71| |[INTC](https://app.nakedput.ai/board/drilldown/INTC?t=7000&build=2577)|59.62|56.00|1.00|1.05|89|$8,900|$498,400|1.8%|70.6%|76.3%|39| |[IONQ](https://app.nakedput.ai/board/drilldown/IONQ?t=7000&build=2577)|28.91|27.00|0.47|0.55|185|$8,695|$499,500|1.7%|71.1%|80.7%|23| |[CRWD](https://app.nakedput.ai/board/drilldown/CRWD?t=7000&build=2577)|226.53|212.50|3.45|3.70|24|$8,280|$510,000|1.6%|71.7%|73.8%|70| |[SMCI](https://app.nakedput.ai/board/drilldown/SMCI?t=7000&build=2577)|26.76|24.00|0.38|0.42|208|$7,904|$499,200|1.6%|77.0%|97.2%|60| |[COIN](https://app.nakedput.ai/board/drilldown/COIN?t=7000&build=2577)|127.62|120.00|1.87|1.98|42|$7,854|$504,000|1.6%|71.9%|70.8%|48| |[ORCL](https://app.nakedput.ai/board/drilldown/ORCL?t=7000&build=2577)|125.34|119.00|1.82|1.89|42|$7,644|$499,800|1.5%|70.5%|64.3%|45| |[NKE](https://app.nakedput.ai/board/drilldown/NKE?t=7000&build=2577)|37.91|36.00|0.54|0.58|139|$7,506|$500,400|1.5%|70.5%|64.2%|85| |[HOOD](https://app.nakedput.ai/board/drilldown/HOOD?t=7000&build=2577)|77.67|73.00|1.08|1.17|68|$7,344|$496,400|1.5%|72.4%|69.7%|56| |[AVGO](https://app.nakedput.ai/board/drilldown/AVGO?t=7000&build=2577)|346.38|330.00|4.75|5.00|15|$7,125|$495,000|1.4%|70.4%|60.6%|55| |[PLTR](https://app.nakedput.ai/board/drilldown/PLTR?t=7000&build=2577)|167.42|160.00|2.22|2.26|31|$6,882|$496,000|1.4%|70.3%|57.1%|52| |[SMH](https://app.nakedput.ai/board/drilldown/SMH?t=7000&build=2577)|486.76|462.50|5.90|6.40|11|$6,490|$508,750|1.3%|72.1%|59.0%|52| |[IBIT](https://app.nakedput.ai/board/drilldown/IBIT?t=7000&build=2577)|38.92|37.00|0.24|0.25|135|$3,240|$499,500|0.6%|79.3%|43.2%|52| |[HD](https://app.nakedput.ai/board/drilldown/HD?t=7000&build=2577)|337.38|327.50|2.11|2.21|15|$3,165|$491,250|0.6%|74.1%|32.1%|20| |[GOOG](https://app.nakedput.ai/board/drilldown/GOOG?t=7000&build=2577)|292.32|282.50|1.79|2.00|18|$3,222|$508,500|0.6%|75.3%|34.9%|44| |[IBM](https://app.nakedput.ai/board/drilldown/IBM?t=7000&build=2577)|248.16|240.00|1.49|1.71|21|$3,129|$504,000|0.6%|75.1%|34.3%|57| |[OXY](https://app.nakedput.ai/board/drilldown/OXY?t=7000&build=2577)|58.78|57.00|0.35|0.44|88|$3,080|$501,600|0.6%|73.9%|33.5%|34| |[JPM](https://app.nakedput.ai/board/drilldown/JPM?t=7000&build=2577)|345.99|337.50|1.41|1.45|15|$2,115|$506,250|0.4%|76.8%|24.0%|27| |[KO](https://app.nakedput.ai/board/drilldown/KO?t=7000&build=2577)|99.06|97.00|0.38|0.42|52|$1,976|$504,400|0.4%|75.3%|21.6%|50|

Perhaps a spy for ARM? Smh in this tech harem.

I doubt they’ll pick between those 2 fellas. I’d say it’s between the 2 above, and now the ARM CEO. Put the names in a hat and draw. Just get it over with at this point lol.

There is some legitimacy to tech companies not being able to maintain those profit levels after the buildout starts to slow down but NVDA has been actively expanding into more and more areas. Now they have a ARM based CPU to go with the GPUs. They have been investing in more companies related to AI.

NVIDIA Board reaching out to ARM CEO Rene Haas

Wrong ARM CEO to approach. Warren East I think is a better scoop if they could. East actually built ARM from nothing over 20 years. He then became Rolls-Royce CEO and built the foundations for their astonishing rise over recent years.

Interim CEO who is the current CFO. Stories are already circulating they have spoken to the ARM CEO, etc.

Dont forget Qualcomm, ARM, open ai and anthropic. They are making chips as well and Cerebras.

nVidia is totally different from ten years ago. ARM is mostly a licencing company. The new CEO has not only lead nVidia technology forward he has to operate the manufacturing side of the business, too. Jensen did that, because he grow into it over the last 10 years.

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