ARM
Arm Holdings plc
stock NASDAQ ADR

ARM

Wow ARM is going crazy

Poor $ARM insiders. They bought calls because all of the bullish news coming out. But market is not in their favor.

Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1978494223553868102)
>\*BESSENT SAYS ACTION WILL TOTAL $40B FOR ARGENTINA: SEMAFOR
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1978494255141204417)
>\*ARM, META DEEPEN AI PARTNERSHIP

ARM 👀

[ARM](https://www.onvista.de/aktien/ARM-HOLDINGS-PLC-Aktie-US0420682058) - ARM Holdings (ADR) 📃@149.6€(+3,17% 🍗)

Naja die Firma damals bekannt als Acorn ist heute $ARM

ARM

Wow ARM is going crazy

Poor $ARM insiders. They bought calls because all of the bullish news coming out. But market is not in their favor.

Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1978494223553868102)
>\*BESSENT SAYS ACTION WILL TOTAL $40B FOR ARGENTINA: SEMAFOR
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1978494255141204417)
>\*ARM, META DEEPEN AI PARTNERSHIP

ARM 👀

[ARM](https://www.onvista.de/aktien/ARM-HOLDINGS-PLC-Aktie-US0420682058) - ARM Holdings (ADR) 📃@149.6€(+3,17% 🍗)

Naja die Firma damals bekannt als Acorn ist heute $ARM

The market is levered as fuck right now. Margin use at all time highs, 0DTE options trading at all time highs. Unrealized losses on bank balance sheets. AI companies are debt financing, but in sneaky ways. Oracle is the most brash about it, they issue tons of bonds. SoftBank looking for a margin loan, backed by their ARM stake. And if you look closely at the NVDA-xAI investment for example, NVDA created an SPV to raise debt and buy GPUs. So NVDA balance sheets look clean, but that's just more misdirection from tech leaders. Wouldn't shock me if PE/VC were backed by loans from big banks as well.

ARM with the absolute rollercoaster past 24hrs

What part of that is supercomputer?
The "Grace Blackwell superchip" self branded super chip that's just an ARM chip.
Or "ConnectX-7 networking capabilities" which just provides high network throughout over pcie 5.
Mini PCs are quite capable, neat additional to the minipc lineup, but I'll stick with x86

Ahhh…what could have been for ARM today

ARM should be around $190 rn

Not a good morning so far for me, but here's the top 25 Return on Risk this morning. ITMP > 80%
| Symbol | Name | Strike | Exp_date | Bid | OTM_Prob | Delta | Theta | IV | ROR |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| ZBIO | Zenas Biopharma Inc | 20 | 2025-10-17 | 0.35 | 0.8308 | -0.115717 | -0.171979 | 2.5453 | 1.750 |
| PII | Polaris Inc | 60 | 2025-10-17 | 0.85 | 0.9217 | -0.372776 | -0.228223 | 0.7513 | 1.417 |
| WFC | Wells Fargo & Company | 77.5 | 2025-10-17 | 1.1 | 0.8258 | -0.362925 | -0.209264 | 0.5439 | 1.419 |
| ARM | Arm Holdings Plc ADR | 160 | 2025-10-17 | 2.28 | 0.8033 | -0.229376 | -0.861581 | 1.1028 | 1.425 |
| WYFI | Whitefiber Inc | 30 | 2025-10-17 | 0.4 | 0.8084 | -0.094374 | -0.181465 | 2.1118 | 1.333 |
| QBTS | D-Wave Quantum Inc | 33 | 2025-10-17 | 0.41 | 0.8266 | -0.111545 | -0.177801 | 1.7663 | 1.242 |
| OKLO | Oklo Inc | 145 | 2025-10-17 | 1.72 | 0.8018 | -0.146379 | -1.016327 | 1.7398 | 1.186 |
| RGTI | Rigetti Computing Inc | 40 | 2025-10-17 | 0.47 | 0.8651 | -0.084369 | -0.359268 | 2.8018 | 1.175 |
| WFC | Wells Fargo & Company | 77 | 2025-10-17 | 0.89 | 0.8532 | -0.321324 | -0.200109 | 0.5444 | 1.156 |
| SNDK | Sandisk Corp | 108 | 2025-10-17 | 1.2 | 0.8582 | -0.162545 | -0.680563 | 1.5028 | 1.111 |
| ARM | Arm Holdings Plc ADR | 157.5 | 2025-10-17 | 1.7 | 0.8499 | -0.179216 | -0.725859 | 1.076 | 1.079 |
| NNE | Nano Nuclear Energy Inc | 45 | 2025-10-17 | 0.45 | 0.8522 | -0.133663 | -0.309072 | 1.7893 | 1.00 |
| NNE | Nano Nuclear Energy Inc | 45.5 | 2025-10-17 | 0.45 | 0.8233 | -0.159466 | -0.366596 | 1.8851 | 0.989 |
| IONQ | Ionq Inc | 66 | 2025-10-17 | 0.65 | 0.8441 | -0.11251 | -0.401606 | 1.763 | 0.985 |
| CRCL | Circle Internet Group Inc Cl A | 120 | 2025-10-17 | 1.2 | 0.8044 | -0.17181 | -0.585831 | 1.1596 | 1.00 |
| SNDK | Sandisk Corp | 107 | 2025-10-17 | 1.05 | 0.8706 | -0.148438 | -0.647567 | 1.518 | 0.981 |
| OKLO | Oklo Inc | 146 | 2025-10-17 | 1.34 | 0.8134 | -0.135556 | -0.871182 | 1.5714 | 0.918 |
| QBTS | D-Wave Quantum Inc | 32 | 2025-10-17 | 0.3 | 0.8644 | -0.084231 | -0.145648 | 1.7775 | 0.938 |
| ETHA | Ishares Ethereum Trust ETF | 27 | 2025-10-17 | 0.24 | 0.814 | -0.159545 | -0.132459 | 1.2108 | 0.889 |
| FRMI | Fermi Inc | 22.5 | 2025-10-17 | 0.2 | 0.8809 | -0.084101 | -0.153151 | 2.2533 | 0.889 |
| HRTG | Heritage Insurance Holdings | 22.5 | 2025-10-17 | 0.2 | 0.8905 | -0.160064 | -0.091858 | 1.1503 | 0.889 |
| GLXY | Galaxy Digital Holdings | 35 | 2025-10-17 | 0.3 | 0.8077 | -0.182054 | -0.168807 | 1.113 | 0.857 |
| ASML | Asml Holdings NY Reg ADR | 890 | 2025-10-17 | 8.6 | 0.8058 | -0.182448 | -4.382027 | 1.1324 | 0.966 |
| MSTR | Strategy Inc | 277.5 | 2025-10-17 | 2.07 | 0.8182 | -0.156438 | -1.058909 | 0.9724 | 0.746 |
| HIMS | Hims & Hers Health Inc | 47 | 2025-10-17 | 0.39 | 0.835 | -0.137679 | -0.213906 | 1.225 | 0.830 |