ARM
Arm Holdings plc
stock NASDAQ ADR

Bro I am loading up on MU, ARM, DRAM, MRVL, and SNDK call options Monday morning lol

BKNG might be poised to take off due to low float and high institutional ownership, like ARM and SPCX. I'll pick up a bit and see.

I had been expecting the correction but it still totally caught me by surprise. I thought it was going to happen further into data center investment concerns..
I agree with OP because the ai/chip market sells off every few months or so and no one wants to touch it and then when it recovers it does so rapidly and then moves higher but this time it isn’t… which makes sense because everything is so hyper inflated. ARM hitting $400/share?? That is bananas.
These stocks have a long way to fall.. there just needs to be another catalyst. I think im gonna buy some put leaps on SMH. That motherfucker was bringing in so much money but now it is like the pope trying to bury his turds on a frozen pond with no arms or legs, because ponds do not have bodily appendages.

>ARM is just better for laptops
Windows on ARM is uh, something
To your point, Nvidia claims they're working hard with Microsoft. I agree it doesn't matter much but that would also mean Intel wouldn't be in trouble

ARM is not overlooked, it is just a different kind of semiconductor bet. Nvidia captures huge dollars per accelerator, while ARM earns a much smaller royalty across an enormous device base, so adoption does not translate into revenue at the same speed

> NVIDIA silicon doesn't perform better than Intel in laptops.
doesn't matter
most people could get by with a core i3 and not notice a difference. ARM is just better for laptops.

For the sake of debate - here is the bear case: Microsoft's prospects for growth aren't particularly healthy, they're under attack from all sides. Their only moat is/was Office and AI Agents are inexorably making even this bastion less relevant, emails and note formatting being their main use these days despite feature bloat. Apple is now eating their budget lunch with the Neo and the Mac Mini, Valve is eating their XBox lunch with Gaming on Linux/ARM. Gaming PC builders are suffering from the AI-led memory shortage while Nvidia is somewhat neglecting their traditional Gaming GPU business. Their exclusive stake in OpenAI has been diluted and Anthropic would seem a better bet in hindsight. They lack Apple's compelling vertical integration and ecosystem advantages. They are hamstrung with keeping software backwards compatible beyond a reasonable lifespan which ties them to the creaking X86 architecture. They are losing the Privacy arguement vs Apple with the screen recording fiasco. Bill Gates reputation as honary figurehead is now further tarnished due to Epstein. The AI spending gamble is the elephant in the room, AI is expensive to run and requires frequent HW investment.

!banbet ARM 10% 1w

Sure I'll try it
!banbet ARM 10% 1w

Not even close.
SPCX, MU, NVDA, ARM, MRVL, AMD, GOOGL

Got pretty close but went back down.
I was thinking if I called it exactly and also showed of my gains from ARM people might listen to me a bit lol

Will be hopping back on MU, SNDK, MRVL, and ARM on Monday

at Schwab, asked for 500 in one account,, got 24. Next time I'll go to Sofi, got better numbers last time with ARM's IPO. But who knows why, SOFI might have less people asking, so they had a bigger pie to share.

Strap in degenerates. While you were busy buying $INTC calls because "AI hype go brrr" and "Apple deal moon," I've been doing actual homework. This stock went from **$19 to $132** in five months a **594% rally**  for a company that is actively losing money, bleeding server market share to AMD, and whose sole "validation" is a half-baked political favor from the White House. Let me walk you through every reason why $INTC at $120+ is pure cope and why you should not be long this name at current valuations.
First, the valuation is completely detached from reality
Trailing P/E
904×
Forward P/E
147×
Net income (TTM)
\-$3.17B
Levered FCF
\-$8.3B
Profit margin
\-5.9%

1- The Apple deal is pure political theater
This is the one catalyst that turned INTC from a turnaround story into a bubble. Let's be very precise about what actually happened here.
* This is a **"preliminary agreement"**  neither Apple nor Intel has officially confirmed anything.
* The Wall Street Journal reported that **Trump personally lobbied Tim Cook at the White House** to use Intel as a chip supplier. This is not organic market demand. This is a president applying political pressure to a CEO who doesn't want trade war headaches.
* Apple is TSMC's **second largest customer on earth**, topped only by Nvidia. Unwinding that relationship takes years, not quarters.
* Industry analysts specifically noted that Apple is likely to wait for Intel's *next* node (18A-P), calling Intel's current 18A **"a little bit rough."**
* The deal is framed as **"supply chain resilience"** and a **"government-backed geopolitical hedge"**  not because Apple actually believes Intel is better than TSMC.

Apple is doing this to stay in Washington's good graces during a period of extreme tariff pressure. The moment the political environment shifts, this "deal" evaporates into thin air. You bought a $588B market cap on a preliminary **GOVERNMENT PRESSURED ARRANGEMENT WITH ZERO OFFICIAL CONFIRMATION.**

2- Intel Foundry is not and will never be a TSMC alternative
The entire bull thesis rests on Intel becoming a credible contract chip manufacturer. Here's why that's a fantasy at current valuations:
* **Yield problems:** Intel's flagship 18A node had reported yields of 50–55% through mid-2025. TSMC's N2 was already hitting 65–70%+ in volume production at the same time. Yield is everything in foundry economics — low yield = catastrophically high cost per good die.
* **Clearwater Forest, delayed.** Intel's next-gen Xeon data center processor on 18A was pushed back due to packaging technology bottlenecks. Their first attempt at hybrid bonding is causing real problems.
* **Nvidia already walked:** Nvidia halted testing for 18A-based AI accelerators due to unresolved technical issues. The company that Intel most desperately needs as a foundry customer said "no thanks."
* **TSMC has 65% global foundry market share** and is pouring $165 billion into Arizona fabs. Intel needs to beat TSMC on yield, technology, cost, AND trust simultaneously to win the business that justifies this valuation.
* **Burning cash:** Intel is spending tens of billions building out fab capacity while generating negative free cash flow. The government CHIPS Act money helps, but it doesn't cover the operating losses.
3- AMD is eating their lunch in the only market that actually matters
While Intel fans point to "unit market share," the actual money story is devastating:
* That gap between unit share (\~33%) and revenue share (\~46%) tells you everything: **AMD is winning the most expensive, highest-margin servers.** The hyperscalers — AWS, Azure, Google — are choosing EPYC for their demanding AI and HPC workloads and paying premium prices for it.
Intel retains unit share because of legacy enterprise lock-in, multi-year OEM contracts, and vPro IT management infrastructure. That's called an **incumbent moat eroding in slow motion**, not a growth story.

4- Oh, and Nvidia just entered the CPU market at Computex 2026
As if AMD wasn't enough, Nvidia unveiled the **RTX Spark platform** at Computex — a unified chip pairing a Grace ARM CPU with a Blackwell-generation GPU and shared memory. Acer, ASUS, Dell, and Lenovo are already building laptops around it. It launches in late 2026.
* RTX Spark directly targets **the premium laptop and mobile workstation segment** — the highest-margin slice of the PC market that Intel currently holds.
* Nvidia's unified memory architecture eliminates the CPU-GPU memory bottleneck that plagues Intel (and AMD) designs. For AI inference workloads on-device, this is a massive architectural advantage.
* Intel's NPUs in Lunar Lake and Arrow Lake "satisfy Microsoft's requirements" — Nvidia's offering reportedly delivers **60–100+ TOPS** versus Intel's minimum compliance.
* Intel is now fighting a two-front war: AMD attacking from the left on x86 performance and price/core, Nvidia attacking from the right on the AI PC premium tier with a completely different architecture.
The stock has priced in every possible good outcome and none of the bad ones.
This is a bubble.

ARM is EU and are basically Nvidia subcontractors. Fuck them

ARM is up 250% this year. Exactly how is the "the market sleeping on ARM?"

love me some AI slop, it produces gems like
>Why does ARM seem to get overlooked so much?
when ARM is trading at 90x 2029E EPS

What’s missing with ARM?

Wait…really why? I was thinking of buy calls on MRVL,ARM,MU, and SNDK but idk though

$ARM is strong AF but I'm too scared to buy