ARM
Arm Holdings plc
stockNASDAQADR

confirmed...they can update and break but can't deliver an ARM version of TOS...

The problem with ARM is I think the same concern that is holding down the valuations of the other logic chip designers, which is the concern that AI has democratized chip design, and if you just sending your tape out to TSMC then how much of a moat do you really have.

Anesthesia. I saved a lot on top of retirement accts this year ($200k on top of a 403b, 457, 2x Roths, HSA). All retirement accounts go into the S&P 500. But that level of saving required an unsustainable workload. It gave me a great cushion to feel mentally secure, however. Plan moving forward is $50k / year into brokerage divided by quarterly bonuses, all into VOO. Another $50k to the mortgage ($1.3MM, 5.75% 7-year ARM), similarly. With the $85k/year in retirement/tax advantaged accts listed above, I feel comfortable spending the difference as we choose (vacation, home renovation, misc.)

Welcome to ARM, if you jump ship now it’ll go to $400.

I was wondering why ARM crashed like this. It was all because you bought in

If all the big players right now collapse, America does not really make any high quality L2 dyes. We don't have photonics for the ARM chip design. There will be Chinese electronics, and whatever is merged to survive a collapse if the stock valuations and hardware asset valuations all tank together.

agree on the 10yr ARM being fine here. also confused by the VHCOL label for 500k homes tbh