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This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Strangely the US wants to Intel to succeed but their price does not look that way
TSM - I was right, kind of, and i think there's still more value here.
Can someone help contextualize ARM versus AMD, NVDA, INTC, or other semiconductor companies
**BioLargo: The Rising Star in CleanTech with Blockbuster Success POOPH, Exciting Subsidiaries, and Game-Changing Developments**
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ARM is Worth $1000 - Everything Runs On ARM - What Doesn't WILL - 10 Year Play - X86 is DEAD
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Intel Corporation: INTC’s Latest Strides and Challenges
Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance
$ARM and All my Dividend Stocks Holding Up My Portfolio Today Against the Mag 7
$ARM=All this stupid talk that Softbank is gonna dump is WRONG. This is softbanks Sees Candies/WarrenBuffetStyle. PT 65-70+ coming, why?....
Wall Street is telling you to sell NVDA
How important are the "normal" cores in an AI workload? Do AI-specific chips like Microsoft's actually threaten Nvidia's business?
Why is currency arbitrage not prevalent in mortgages?
$ARM down 6%; Semiconductors drop amid weak Arm outlook
What do you guys think of CHINA names?
My Portfolio is down 8.4% should I pannick
10/10/2023 - Put options to sell with highest return sorted by %OTM ($50-$100, DTE<14)
Waiting for the carpet tug on this amazing “AI” stock (ARM)
What should i do with the ARM shares bought at IPO 🤔
New rule allows faster listing of options after IPO / ARM Holdings options listed today
Question regarding ARM holding fees
Can't believe I am holding Masayoshi Son's ARM bags
WSB members demanding options for ARM this week
Instacart Seeks a $10B Valuation After ARM’s Successful IPO
when does options trading open for ARM
Forgot to confirm my ARM IPO order for 10K, now its up 25%
Mentions
Ok. I think I get this. Go long on $ARM. Thanks.
it won't. This partnership has been happening for 10+ years already. The shakeup (negative for ARM) would have been if they were using RISCV cores or something instead, but they're not.
They've already been doing this for a while with the Versal line gen 1. They've had ARM cores in their chips since the Zynq 7000 series and those were released well over a decade ago.
You mean like my MU and ARM calls WAYYY before they rocketed? like when EVERYONE AND THEIR MOTHER WERE SHAKING IN THEIR PANTIES AND UNDIES THAT SON WAS GONNA DUMP MU IN MARCH BABY? NO BABY CHIMP, DIDN'T HAPPEN. YES PLEASE PERUSE THROUGH ALL MY POSTS AND ARTWORK. ENJOY.
The dojo team still exists. People in jobs move, doesn't mean teams always collapse because they do this. Jim Keller left AMD after setting up the teams to build Zen and after developing Infinity Fabric, AMD is doing great. He then went to Apple to build the Cyclone ARM cores, then left and Apple is doing great. He was at Tesla for a bit, helping build HW3, he then left and Tesla is doing great with that. He went to Intel for a bit, but they're too regarded and he left. They're not doing so great, but you can't fix what happened to the guys at the back of the Wendy's parking lot. All in all, all the teams that Keller left behind have excelled. By the same token, Dojo team is probably fine. The $500M investment into the NYC DC for Dojo and Training is a clear indication that this team is fine and is just undergoing common turnover.
ARM - Adjustable Rate Mortgage is a scam. You will never grow equity in the home. You are better taking a fixed rate shorter term loan on a more affordable home and pay 1/3 extra on each payment, put full 20% down. Most first time home buyers buy too much house...and get rekt.
It's chip design not software 🤦 The likelihood here is that AMD is licensing an ARM core architecture for the post-processing coprocessor. ARM makes their money by licensing their ISA, AMD makes their money by selling their chip designs but they also hold the x86-64 ISA patents.
This sounds to me like: buy TSMC, ARM and ASML
The article doesn’t explain much, like why does AMD need to team with ARM? Doesn’t give details on software development either, seems fluffy
What are saying about ARM with their P/E being a bit high for comfort?
Being underwater on a car has nothing to do with the maintenance costs rising. If I got an ARM on an $800K house that some lender with low standards gave me when I really have business only owning a $500K house at most, the rates go up, and housing prices crash, I can't refi to a lower rate, I can't even sell the house to get out of the mortgage. It also straight up may not make sense to keep paying a $700K mortgage on a house that's only now worth $500K. If I buy a $50K car and the value of it has crashed to $35K, that's a completely different scenario. I can keep making the payment. I still need to drive a car. I can't unload it and go to renting like an underwater house. I also don't risk my credit to get out from a car that's $15K underwater.
Lol, nice try. I retired at 45 a multi millionaire. Now make money on trading. But good luck to you trying to afford to move out from your mum's. Innovation isnt reselling the same phone for the last 10 years, or charging other companies huge fees. The Apple M1 chip was 4 years ago, and designed by ARM, not apple. Apple *used* to be innovative but haven't innovated for 5 years, and now just relies on fanbois like you who won't buy other brands. When they go back to wowing the market then I'll be the first to say that they're back to their best.
I think AI is going to hurt apple for the next few years. ARM vs x86 inference speed/quality is night and day right now. Imo, the Intel NPUs with Windows copilot will be the better product in '24 and '25.
And yes, my DD is my entire career and specialty. Anyone riding ARM and RISC-V is just oblivious to how important binary compatibility is for our current world.
Pat as CEO is pretty good but Intel is in a very demanding sector and it got lazy under previous CEOs at the EXACT worst time. Even if management does everything right (and I do think they are seriously trying), the company may be long-term doomed. Lots of new competitors that have rapidly advancing and superior products in several product categories (Nvidia, ARM, Cerberus), an old rival that is gobbling up Intel's core x86 server and desktop markets (AMD), and a super-competent world-class fab competitor (TSMC) along with several important hyper scale customers leaving past monopolies and making their own customized products (Google, Amazon, Microsoft) combined with a ever-slowing and dying Moore's Law means that there are not a lot of chances for Intel to regain their crown and a awful lot of chances for Intel to just plain die a slow painful death over the next decade or two. The previous Intel CEO Brian Kryzanich was a f***ing moron of the lowest order. Bob Swan was not that much better.
Probably should have bro. Todays current standing... (quotes will have changed slightly by the end of this response) **NVDA:** ^(Last - 873.31) ^(Percent Change Day -) *^(+5.69%)* ^(Percent Change Since Original Post -) **^(+15.003%)** **ARM:** ^(Last - 102.065) ^(Percent Change Day -) *^(+4.22%)* ^(Percent Change Since Original Post -) **^(+18.1581%)** **AMD** ^(Last - 158.30) ^(Percent Change Day -) *^(+2.95%)* ^(Percent Change Since Original Post -) **^(+8.30597%)**
I agree that they are going in the right direction and I don’t think it’ll fail anytime soon due to the U.S. government needing a domestic supplier. However, the space is competitive. Apple is all-in on their ARM silicon, AMD Epyc is getting more popular in the server space, NVIDIA has a chokehold on AI but you don’t really hear much good news coming out of Intel. AMD took over a decade to overcome their issues and it required a lot of luck. I personally don’t think I’m willing to lock up money in playing catchup when the competition is in overdrive.
Why does ARM have a PE of 1200? Is that real?
ARM going below 100 today
ARM with a healthy PE of 1250
It was 5700$ on DIS calls last earnings not the recent one and it burned but the second option was ARM which would’ve been a 190k gain from 5700$💔💔💔
Real man so real I’m like in purgatory I DONT KNOW WHERE TO GO the rewards are so INSANE  nah I’m just fucking with you. I stopped being emotional with the market when I chose to throw 5.7k on DIS Calls last earnings not the recent instead of ARM calls and I lost the 5.7 on DIS but if I went with ARM the gain would’ve been 190k. I destroyed my desk 
It's a high uncertainty low risk play. Realistically, what's the worst case scenario for intel? They fail to properly establish their foundry business, and spin off the fabs, choosing to go fabless like most other chip companies. They still hold a dominant position in the most lucrative part of the semiconductor industry, and they're making great advancements in the GPU market too. Pat has made the companies offerings very competitive(in many cases better) than AMD, and the ARM threats from Qualcomm are still years away, as software isn't going to be compatible for many years. At these prices, I'd buy just based on the turnaround of their non-foundry business
Yes, but doesn't Microsoft plan have ARM chips made by Intel? "That’s why we are so excited to work with Intel Foundry, and why we have chosen a chip design that we plan to produce on Intel 18A process." - Satya Nadella, CEO
SoftBank is waiting for us to close our puts before dumping its ARM shares
Who else has ARM puts at $100? Shit’s PE is high as fuck, but it’ll probably take off after earnings. I’m done with this shit
ARM is trading at what multiple of P/E now?!
ARM puts gonna pay thank you baby jesus
Uber and ARM, the problem is that nowadays everyone and their mother has access to comission free app so you have to wait couple of years until the price settles down so you can buy.
So ARM puts are free money right? 1.2K P/E is insane 😭
And a little birdie told me that an announcement similar to the agreement BlackBerry has with AMD will be announced with ARM soon.🤔
Wtf ARM 
I lost 1k on puts. Nothing worth screenshot. But won 2k on ARM puts because Mayososhi son is big regard
Is there an anymore obvious short than ARM? 1.2K PE 
NVDA is like buying gold. Even if you buy at the top of the market and it plummets then it will never drop THAT far. There is an insanely high barrier to entry making chips with transistors that dense. Plus their patent portfolio, top engineers, etc. If you want to hedge a bit then pick up some ARM shares as their share price just took a hit. Personally I will keep TSLA as it's a stock I believe in long term. Phillip.
You just provided the most generic mainstream I only watch YouTube comment ever about Intel, AMD, NVIDIA. Like just stop, you have nothing substantial other than the mindset of the average consumer, talking points being power consumption and pricing. Fine let’s stick the to consumer optics shall we and let’s focus on the ones you’ve named. Marketshare is meant to be taken and it’s a good thing they’re losing some to AMD in like two categories, data center and consumer chips. Technologically superior? That doesn’t even scratch the surface - while NVIDIA does have the superior tech, AMD does not. They have the more efficient tech as you said in your mentioning of power consumption but beating each other benchmarks by 5-15% isn’t even winning by any measure. I have to agree on power consumption, but that argument never lasts. AMD has always been the inefficiency king - roots don’t just get buried they’ll re-emerge once a competitor comes around and gives them a run for their money. Speaking of money, are you serious that AMD is cheaper? Did their motherboards just get like 50% discount from the disgusting amounts they are charging for them? With the trouble current Zen 4 motherboards have already had with their own Zen 4 chips, you somehow think there won’t be issues running Zen 5 on them? Then what, will they sell Zen 5 boards for cheaper I wonder? Intel isn’t cheap either I agree, but expensive monstrosities is far from it. Prices are on par, it’s just that AMD is the right choice to make right now looking at it from a consumer standpoint. From an investor standpoint it’s nice that AMD is showing growth and that’s just where the money is. Intel for long term, AMD for short term it’s always going to be the same BS over and over again. You might say ARM will take over, I kid you not the entire world will need to change for that to happen.
Its foundry isn't as good as TSMC's and still needs billions more to become viable and achieve the economies of scale needed to be profitable. Its bread and butter of x86 chips is being challenged not only by AMD but also by Qualcomm and a variety of ARM alternatives. Their best bet is to turn into a foundry and hope the Chinese invade Taiwan and devastate TSMC. Is hope a viable business strategy?
Apple Silicon is just another ARM based chip. Hell you can even get a surface with an ARM or Intel chip. It's not a big deal at all.
ARM is still green how? Lol
How is ARM still green 
I’ve made plenty of musktakes trading, hell I lost 12k shorting ARM. But one thing that has made me over six figures in the past six months is shorting Tesla. And I will continue until it reaches $80-$100. That’s its fair price. Imo
Don’t I feel silly selling my NVDA and ARM calls yesterday and pivoting into puts
Ok I understand tesla, but why NVDA and ARM are up during after hours by so much?
Really? I've always heard that the high price of Broadcom is kind of an illusion in the trade pretty low against their earnings compared to say ARM or AMD
ARM is not going down…tesla will
So what’s ARM doing the rest of the week then
This play is costing you an ARM and a leg....
Why did I buy 12k worth of ARM puts yesterday 😭
Time for ARM to flex..
Whole market took a shit, ARM was just one of the most overvalued ones to get bent over.
Why do people just make things up? The FTC blocked the Nvidia/ARM deal a few years back. In fact she is has blocked 17 mergers through lawsuits
No lol..the chart gapped up huge after last earnings.. There is a block from 410-450 that should fill at some point before it can go higher. 410 is the 150dma.. Look at the stocks that have gone parabolic. One by one they are crashing: SCMI, ARM, yadda yadda. Meta went parabolic after earnings and all the pump leaves it highly susceptible to a price deflation
ARM send it right back up to 100
I haven't seen ARM mentioned, besides the -10% day in like a month..I'm just wondering.. My cash is sidelined today. I think thus is just a bounce in a downtrend
Just biding my time on buying ARM pootz
At what price is ARM a buy? If gap fill theory is true, it still has 20 bucks to go down. But all that might be bullshit....although I read somewhere that in the history of the S+P something like only 5 stocks have gapped up/down without filling at some point
holy fuck i went from -40% to -5% on my ARM puts now. went full port and this shit has been pushing my dopamine to the max
Bought ARM puts at the bottom. Drill baby drill!
Holy F ARM is on fire. My board is green. LFG! It's recovery week baaby.
all in 11DTE ARM puts. i die or survive today
Bought OTM Tesla puts at open, sold them 3 minutes later. Bought OTM ARM calls and sold them 5 minutes later
ARM rebound or continued drill to the gap fill?
ARM are you going down another 10 bucks today 
Ngl. Im thinking abt selling some puts on ARM tmrw. Its finally trading at a more reasonable valuation. Well, I think it could fall more. My personal price would be b/w 50-60 a share, but due to AI hype, idk if it could fall to those prices.
Wow, feeling kinda big brain with these NVDA and ARM calls. Good chance I get fondled tomorrow still
You know bears are fucked when ARM is hulk dicking upwards 🤑😘🫵
ARM Puts should still be on menu
PUTS ON ARM holdings
At what price will $ARM become a buy? To think it was at 140 a few weeks ago
I am bearish on Apple for a few reasons. 1. The limitations we are hitting with silicon chips are going to hit hardware oriented companies the most. Apple is the most hardware skewed big tech company. We are already seeing it in the latest generation of iPhone, where the main selling point was the Titanium case. The marketing department is grasping at straws. Their new ARM based desktop/laptop CPU's benefited heavily by buying up all of TSMC 5nm capacity, and milking the last drops of fabrication process advantage. That strategy is already over. Hardware is at the precipice, and everyone seems to be completely sleeping on this ENORMOUS elephant in the room. *Sidenote: I have seen so many people argue that there are lots of other ways to get performance improvements out of CPU's without just shrinking transistor. If there were, they would be used already. There is no reason to save them for a rainy day. If Intel could stack chips and make 3D chips, or any other sort of strategy....they would have used it when they got stuck on 14nm 3 years ago.* 2. They are just the iPhone company. That is it. Look at the revenue breakdowns of big tech, Apple's is on of the worst for having all their egg's in a single basket. Their iPhone fort is also being attacked on all side by regulators. 3. Lastly, they are no longer an innovator but a follower. When they cancelled the Apple Car project, are reallocated those resources to AI, it was a shocking signal. What they essentially implied was "We had this one strategy....it sucked. Now other tech companies have shown which way we should have gone, now lets pivot and chase the innovators". Apple is mediocre. Can their wads of cash be used to gain their former form...maybe. Old habits die hard, and everyone is going to yell at me because AAPL has printed money for so long....but nothing lasts forever. PS. I was saying this exact thing about AAPL in December when they topped out.
Well for example. I sold ARM at $130 and now I'm looking to buy it back at $70 or so next week. Double my profit! That's only one example. All tech is falling quite a bit so far , but STILL WAY overvalued. Tech is the ENEMY of the markets now and will drop some more over the next few weeks. I'm waiting to come in lower on NVDA MSFT ASML ARM ORLY ODFL etc! But you need to be patient.
Take a look at ARM chart on Google. ARM has already had a nice sell off from recent highs of $140. It's a $86 or so. I'm waiting to buy in the $70s and add slowly
I'm not taking the cash to use. It's sitting in my money market waiting to be deployed. I want to average down on tech stocks. For example ARM went from $135 to $87 now. I'm waiting for it to get to $50 or so
ARM reached insanity levels of valuation and was always going to come crashing back down. But even now, the stock is still overpriced. I'm waiting for it to drop another $10-$12 before I'll even consider buying. Their revenue doesn't justify even today's prices.
Bought in 2013 when house stock was abundant but not as abundant as the great recession. Have a 5:1 ARM FHA loan with PMI on it. Our rate can't go higher then 1% in a year and no higher than 8.25% over the life time. But ARM rates are different than 30 year loans. Our starting rate was 3.25% Even during COVID, when we looked ro refi out of PMI, our mortgage broker said we wouldn't be saving much if any. We desperately need to move out of our house due to lack of space, but man, these rates are fucking depressing.
Guidance could be down. NFLX killed their top #. They have 70% of their subs overseas. And even though their sub #s went up, due to the F/X markets they printed a big red number on ARM growth. Without the US (always F/X neutral), they would have been fukt. MCD should dump 5% to 10% if they guide the same and have the same impact.
Long night researching… saw where SoftBank had a cap call and is majority holder of ARM. if haven’t already will be selling shares to cover investment. Plus, given Arm is closer to lower resistant than upper and I think it was 77 to 114, there’s a solid chance given hopefully likely good of volatility that it swings both ways. So a limit order or hopefully tesla/musk issues will create negative perception of EV portion of business. 🙏🏿
Been waiting for this day for awhile. I've been wanting to buy ARM under 100 and glad I held out. 100 shares at $87 felt like Christmas.
I mean, look at SPY, QQQ and then also ARM. It was a healthy pullback. I think it will still continue with some gap filling and then we will pop off somewhere around May. Then there's also NVDA earnings around the corner. Will be nice.
ARM is inflated. Even their FDV was too high. Most of their revenue is from licensing. The problem is, every big tech company has rallied behind RISCV (with the exception of apple). ARM's growth is now dependant upon rising fees. Who wants to be under the thumb of Softbank? Google, Microsoft, Samsung, etc... surely don't. Softbank will (and I believe currently is) dilute. It is my belief that ARM went public just before obsolescence. The hype bubble will burst eventually, regardless. ARM may not go belly up in the next few years... but I expect their market share to reduce greatly inside of that window.
Was it PUTS on Nvidia? I did puts on ARM.
ARM is one of the only recent IPOs that didn’t tank a few months after releasing. I don’t know if that helps but it is something.
Anyone think ARM could go back To the 50s?
Is ARM going to pump again?