ARM
Arm Holdings plc
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Apple has changed their primary architecture multiple times and each change is a deliberate commitment. Apple does not make x86 Macbooks anymore. Their switch to ARM worked because there is no other option on the platform. It was update your apps or else. Microsoft's business model is to support legacy software and hardware. So newer architectures are not prioritized by their ecosystem, unfortunately many of their customers are too focused on keeping their 5 year systems running for another 5 years.

Or the physicians ARM for 5/7/10yrs, best of both worlds

Portfolio equal parts MU SNDK NBIS ARM BE AAOI SKHY I’m cooked :)

ARM @321 heavily on margin:))))

About $2M in AVGO, ARM, WDC

ARM

OMG!! SELL!! A stripper just told mw she has 4 houses with ARM mortgages!

AVGO ARM SKHY

Why do you like ARM?

I suggest ARM as well

In general the lead isn't drastic either. If you mean Apple M vs Intel/Amd laptop x86, the lead there is mostly because Apple used more advanced TSMC nodes than AMD & Intel was even more behind in terms of nodes. Some particular chip models vary in efficiency of course, but they also vary in performance, but you can paint either arm or x86 'efficiency supremacy' just by tweaking cpu frequency to your liking. Particular microarchitecture design and how advanced the node is matters here more than the general architecture. The reason Nvidia goes with ARM is that it's 1) well established and well defined architecture (unlike RISC V) 2) commercially available licensing (unlike x86)

NBIS AVGO MRVL NVDA ARM ORCL CRDO CRWV AMZN GOOG MSFT INTC MU WDC STX SNDK BE SKHY

>Nvidia Grace uses as much power as AMD Epyc and Intel Xeon. Not 'much less'. They were in the same 500 watt class. Care to share the source for this? From my understanding they have the same TDP but not the same as energy efficiency. However I admit I did not look into these chips specifically as I was extrapolating ARM vs x86 more generally (given their historical background of mobile vs desktop chips)

I was short shares of WDC, SNDK, CIEN, LITE, STX, PLTR, CRWD, SNOW, ARM, etc. All that stuff. Got margin called many times in June/July and Schwabby forced closed near the top. Had some runs, Went long on calls past couple weeks on some of that shit and just got smashed again. Blasted on both sides \-250k since April, i'd prob be a millionaire if i just stayed long in 2023 and never fucked with shorting but thats life. Market just kills you if you over-trade long or short. Not gonna short here because i know how big these rips can be if you're short, but seeing this blood makes me wish i was short. Not giving up, but Need to regroup. just money, we all need it but it comes and goes.

Well Nvidia is my largest holding and I don't have a position in AMD so my stance is obvious. Nvidia has CUDA as you already said. Nvidia also entered the CPU market and recently ARM server chips are actually able to perform on par with x86 ones. More importantly ARM chips use much less power which is really important for keeping inference costs down. However, I don't consider either of these to be buy and forget it positions to be honest with you. Too much uncertainty around compute supply/demand

Generated headlines popping up late in the day trying to say AMD is down in sympathy with court ruling against ARM because bad news for ARM also hurts AMD, wtf is that line of drivel based on.

Also 2 physician household and did a 7/6 ARM earlier this year. Don’t buy the rate down.

POWER HOUR ARM BUY YOU CUCKS YOUR WIFE HER TITS HAVE EXPENSES THIS WEEKEND YOU NEED TO MAKE SOME MONEY

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$216.47|$243.37|12.43%|11.05%|$5.22T| |TSM|$413.53|$487.47|17.88%|15.17%|$1.88T| |ASML|$1,654.78|$1,999.96|20.86%|17.26%|$629.41B| |**AMD**|**$540.85**|**$658.52**|**21.76%**|**17.87%**|$883.60B| |SMH|$547.67|$671.83|22.67%|18.48%|\-| |MU|$897.60|$1,255.00|39.82%|28.48%|$1.02T| |MRVL|$233.91|$329.88|41.03%|29.09%|$205.11B| |SKHY|$138.50|$199.87|44.31%|30.70%|$697.51B| |AVGO|$335.28|$495.00|47.64%|32.27%|$1.60T| |INTC|$91.56|$142.35|55.47%|35.68%|$483.87B| |LRCX|$267.11|$438.50|64.16%|39.09%|$334.26B| |STX|$651.05|$1,145.00|75.87%|43.14%|$149.02B| |SNDK|$1,337.29|$2,354.39|76.06%|43.20%|$194.35B| |AMAT|$415.45|$739.67|78.04%|43.83%|$329.70B| |ARM|$234.61|$452.70|92.96%|48.18%|$250.56B| |WDC|$339.54|$799.87|135.57%|57.55%|$126.84B| |CRWV|$63.04|$187.00|196.64%|66.29%|$34.71B| As bad as it feels, we're doing better than average for the whole sector.

I think with your ratio of HHI to home cost you have a lot of buffer room to compensate for any small financial missteps. Because of your income you are better able to tolerate interest term risk, as opposed to most homeowners who are barely making their payments. And for that risk you are paid a premium in a lower upfront rate. Thus, a longer term ARM is probably perfect for you. If you are moving in 7-10 years, it's basically a free lunch. You should still do the math and see if you can afford the maximum possible payment after adjustments kick in. There is always a chance you won't be able to move/sell right when you want to. If rates do climb during the adjustable period AND you don't end up moving, you can always decide to pay it down faster to avoid forking over lots of interest. Agree with others, buying points on an ARM is usually not cost effective, even if it makes you feel better to see a lower rate.

ARM?