ARM
Arm Holdings plc
stock NASDAQ ADR

ARM partnership but ARM stock still in the dumps

Maybe. Butvut might not be a bottom yet to go for it. Will see. Best of luck for OP. I am considering $ARM, but need more time to see where it consolidates.

Whatever happened to the 500 billion Masayoshi SoftBank Oracle ARM Nvidia OpenAI Meta giant burning man circle jerk???

Nvidia in my opinion is about to get some big pressure. There Blackwell series hasn’t proven to be the generational leap ampere was to hopper. Google is coming in with deploying TPU’s in coreweave and maybe nebius (rumor), cost of memory is going up significantly, AMD finally has a competitive product if they can just not fumble like they always manage to do….. Nvidia flopped with everything ARM except maybe Tegra line with the switch, but their entire grace thing was a bust. Everyone wants x86 and they realized it too with their sneaky intel investment but already got burned with their GB200 and others. Vera Rubin seems great but they are in a tough spot can’t release it too early or the entire b300 lineup will be useless and kernels are finally starting to mature for Blackwell to pick up some steam but the big AI players both in the US and China are still training with hopper. So Nvidia is going to have to make some tough choices soon when it comes to release dates and stay in their lane with CPU choices.
Also the power and heat problem their chips keep running into, it seems like the only way they are getting the benchmarks they are is shrinking the node size and pushing more power through it. Of course Blackwell is a beast at quant 4 but most labs still are pushing fp/int 16/8. I think just OpenAI with gpt-oss is the only optimized decent open source model for Blackwell to cruise with.
You also have the asic providers, like groq (funded by the Arab countries) sambanova (rumored intel May buy), positron trying to survive, and I think cerebrus maybe the only decent asic provider but they have to build entire software ecosystems and that’s why CUDA is the winner and even AMD and Intel can’t crack that nut.
Intel needs to get their ASML systems online they apparently have ordered the next few years of supply and TSMC has alternatives. Intels gotta get a big customer to sign on and keep pushing 3nm and 2nm and eventual 1.5/1nm nodes. Samsung seems outta the race now and global foundries have been out for an even longer time so it’s either TSMC or intel for future fabs.

>And what will AMD do if UALink, CXL or Meta solutions are delayed between generations? Will AMD R&D call the other R&D teams?
Firstly, all of the other groups share these goals so that's unlikely.
But if it were to happen the nice thing about open standards is development continues if and when other parties drop out or come in. And if you really need to you can add your own extensions or fork a project/spec independently.
And the core protocol of UALink is AMD's *Infinity Fabric* so no external dependencies there. It's just other companies have signed on to help improve it and extend it.
"CXL" is not a technology used in MI400/MI500 by the way.
>Within Nvidia exactly this happens because all R&D teams are under one roof.
Right, because NVIDIA doesn't work with others. They are predatory and anti-industry. Which is why the rest of the industry is gathering around AMD.
>What you describe as an advantage is actually a liability for AMD because they depend on others. 
That's so sad :)
AMD wins supercomputer contracts *because* their stack is open. It means reduced risk to buyers. Getting locked into proprietary tech controlled by a single controlling vendor is a risk too great for a lot of operations.
Working well with others and building fruitful collaborations is a good business strategy.
>They don't have to wait for some board to define the new UALink standard, etc
UALink sees contributions from engineers at Amazon, Google, Intel, Apple, ARM, Fujitsu, and many more of the top companies in the industry. Why do you see this as a negative point?
Do you feel this means slower development or less innovation?
>See how delayed PCIe has been at times.
I do not see that. In fact PCI-SIG has been doubling bandwidth every three years which is ahead of its previous schedule.
The goal of the SIG is to ensure bandwidth capabilities remain "three to four years ahead of when the industry really needs it".
PCI-Express is a wildly successful example of industry collaboration.
Probably why it is used in NVIDIA GB200 NVL72 systems as well.

It's possible they will sell, or they might take more loans against them. They have around $130B of ARM shares at current prices and only $20B loans against them ($11.5B undrawn). They can likely take more loans.

I think SoftBank plans to sell more ARM shares. The question will be at what price. SoftBank IPO-ed 10% of ARM shares while retaining 90% shares (1.06 billion shares outstanding). To liquidate ARM shares in large amounts would depress ARM prices.

Technical analysis can only take you so far. Companies are just collections of people, so you’re better off looking at what good / service they provide and how they act.
That’s how I made decent money on RDDT, ARM, and OPEN.

I came to this conclusion and ended up here. I mean it's pretty obvious, especially after I just found out Steam is launching a PC/Console hybrid.
Also AI is the future even though the media keep scaring us using the "bubble" while the billionaires are still investing. I mean since when did we ​know more than billionaires?🤷🏾‍♂️😂
This one is a bit of a theory but I am pretty sure Microsoft is gonna get pack into the mobile scene, the tech of this era is powerful enough to handle an operating system like Windows unlike the Nokia era.
​We want PCs on our phones so bad we are even emulating it 😂. I am convinced we won't call them phones anymore, maybe pp's (portable PC's)😂. Phones that run with the AMD architecture?👀 My mind keeps telling me ARM CPUs are just too convenient for mobile devices so I don't know, hence why it's a theory.
You are free to criticize me but please let's be adults.
Can someone please tell me which platform to use to invest in AMD stock or do I have to go to the JSE offices? (Johannesburg Stock Exchange)

The last sentence is spot on. The media has been wrong on this. I looked at the actual earnings presentation and the TMUS share sales were mostly old. The total new cash generated since Sept 30 is $7.25B and SoftBank had only \~$23B standalone cash, which is historically low to mid level for them. Then there is $11.5B capacity for ARM margin loans. But in December they owe $22.5B + $6.5B for Ampere so $29B, and then in April 2026 they have to pay back or refinance the $7.5B bridge loan they took for the first closing. All in all, if they choose to pay back that bridge loan, they owe $36.5B by April and only $18.75B to fund it from known sources.
I generally agree they need to sell more of their shares or take more loans against their shares to fill the gap. That's either ARM or T-Mobile. They sold a ton of TMUS this year already. Logic would dictate that they sell some ARM shares or take even more loans against their ARM shares.