ARM
Arm Holdings plc
stock NASDAQ ADR

**Accelerated Hardware Specifications**
To run complex workloads like orthorectification and atmospheric compensation at the edge, ground stations pair an RTOS with powerful hardware accelerators.
+----------------------------------------------------------------------------------------+

| EDGE GROUND NODE |
| |
| +---------------------------+ +-------------------------------------+ |
| | CONTROL PLANE | | DATA PLANE | |
| | | Direct PCIe | | |
| | QNX Microkernel |===============>| Parallel Tensor/CUDA Cores | |
| | (Deterministic RTOS) | Gen 4/5 Bus | (Massive Compute Pipeline) | |
| +---------------------------+ +-------------------------------------+ |
| || || |
| +---------------------------+ +-------------------------------------+ |
| | Multi-Core ARM/x86 CPU | | High-Bandwidth Memory (HBM3/GDDR6) | |
| | (Command & Packet Router) | | (Multi-TB/s Ingestion Buffer) | |
| +---------------------------+ +-------------------------------------+ |
+----------------------------------------------------------------------------------------+

By the way, have you run the numbers on the power efficiency impact of the Taalas chips? Perhaps then project if they can move that from 6nm to 3 or 2nm. Just how big of difference would that be over the ARM ASICs that companies are moving mature workflows to now?

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2086013954225262922)
>TALKTALK TO ENTER TALKS ON NETWORK ARM WITH OCTOPUS: SKY
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2086014005760708895)
>Dollar\-Yuan's Fair Value Obtained From Gold Prices

Core Holdings: NVDA, TSM or ASML/AVGO
Momentum Trades: AMD, ARM, MU or MRVL
AMD Trade: buy \~ $500, Trim \~ $550, Dump \~ $600
MU Trade: buy \~$820, Trim \~ $1100, Trim more $1300, hold the rest for long term
Note: Elon put his big money on where his big mouth is. NVDA Rubin is the best, AMD is a 2nd tier semi company. Plus CPU is a much lower margin business compared to GPU and memory. ARM architecture will win over large portions of CPU market within 2 years.
We don’t pay for OpenAI’s and Meta’s “free shares “! They have to come up with their own money to buy AMD’s chips.

**Accelerated Hardware Specifications**
To run complex workloads like orthorectification and atmospheric compensation at the edge, ground stations pair an RTOS with powerful hardware accelerators.
+----------------------------------------------------------------------------------------+

| EDGE GROUND NODE |
| |
| +---------------------------+ +-------------------------------------+ |
| | CONTROL PLANE | | DATA PLANE | |
| | | Direct PCIe | | |
| | QNX Microkernel |===============>| Parallel Tensor/CUDA Cores | |
| | (Deterministic RTOS) | Gen 4/5 Bus | (Massive Compute Pipeline) | |
| +---------------------------+ +-------------------------------------+ |
| || || |
| +---------------------------+ +-------------------------------------+ |
| | Multi-Core ARM/x86 CPU | | High-Bandwidth Memory (HBM3/GDDR6) | |
| | (Command & Packet Router) | | (Multi-TB/s Ingestion Buffer) | |
| +---------------------------+ +-------------------------------------+ |
+----------------------------------------------------------------------------------------+

By the way, have you run the numbers on the power efficiency impact of the Taalas chips? Perhaps then project if they can move that from 6nm to 3 or 2nm. Just how big of difference would that be over the ARM ASICs that companies are moving mature workflows to now?

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2086013954225262922)
>TALKTALK TO ENTER TALKS ON NETWORK ARM WITH OCTOPUS: SKY
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2086014005760708895)
>Dollar\-Yuan's Fair Value Obtained From Gold Prices

Core Holdings: NVDA, TSM or ASML/AVGO
Momentum Trades: AMD, ARM, MU or MRVL
AMD Trade: buy \~ $500, Trim \~ $550, Dump \~ $600
MU Trade: buy \~$820, Trim \~ $1100, Trim more $1300, hold the rest for long term
Note: Elon put his big money on where his big mouth is. NVDA Rubin is the best, AMD is a 2nd tier semi company. Plus CPU is a much lower margin business compared to GPU and memory. ARM architecture will win over large portions of CPU market within 2 years.
We don’t pay for OpenAI’s and Meta’s “free shares “! They have to come up with their own money to buy AMD’s chips.

Creditability: a. retired semiconductor veteran from one of the most important semiconductor companies, if it is not THE most important one b. Very successful long term semi investor/trader
Long term semi core holdings: NVDA (8+ years), QCOM (10+ years), TSM (5+ years)
Key semi trading stocks: AVGO, AMD, ASML, ARM, AMAT, ALAB, CRDO, NXPI, ON, TXN, SOXL/SOXS
Directional Investment Theory: a. All semiconductor stocks are cyclical, but over long term, semiconductor, in general, goes much higher, outpacing pretty much all sectors, that’s why semiconductor should be an important part of anyone’s LONG TERM INVESTMENT STRATEGY b. Identify core holdings and trading stocks, treat them accordingly c. BTFD/TTFH
Investment Strategies: a. Hold large core holdings for the long term (5+ years) b. Trade momentum semi stocks to take advantage of short term ups and downs c. Use 3x ETF SOXL/SOXS for more beta and small hedge
Warnings: a. not suitable for people who do not have financial strength and stomach to endure up and down, up to 50% or more b. For the core holdings, don’t worry about short term performance. Focus on long term compound growth. Do what you plan to do. Be disciplined! c. Don’t take any profits if you don’t have at least 50% long term gains. Shoot for multi-baggers. In fact, all my long term semi core holdings are multi-baggers, in the case of NVDA, 10+ baggers
Stay tuned for more detailed investment and trade discussions

It is a Qt and Java thing, on my 32 core highend workstation it performs well, on my Core i5 mini pc slow on my ARM.Windows laptop... too slow

Scrounging around for trades ... .
EWY Sept 18th 130/140/195/205, 3.37 credit
INTC Sept 18th 75/85/125/135, 3.36 credit
Couple broad market delta hedges in QQQ (Sept 18th 676/686 short put vertical, 1.76 credit), SPY (Sept 25th 735/745 short put vertical, 1.45 credit).
The other high IV shit I looked at still have earnings on the horizon, RIOT, SMCI, ARM, and most of the other ETF stuff was kinda meh, with the possible exception of SMH (where I already have a position on).

$NVDA not consumer electronics
It’s selling GPU to few big cap, their cash flow negative,cancel double order, rent to overbuilding
Once big cap stop buying GPU, $NVDA can crash 80%
Situational Awareness Collapse, $45 Billion
$MU $WDC $GEV $CAT $SKHY $SNDK $STX $ARM all semi cooling
Too Big to Bail ?

What happend to ARM?

Gimme some ideas, what are some garbage stocks or stocks just trading at way too high of a valuation like SPCX and ARM. I want to sell some calls 100% out of the money.