SemiGrowth (@SemiGrowth) on getquin

SemiGrowth

@SemiGrowth

9Mon·

$ARM (+1.74%) Solid growth opportunities or FOMO?

I hardly know of a company with a higher valuation.

2025: > 30 P/R, > 120 KgV

It reminds me a bit of $AI (+1.54%)

What do you think about ARM and its future in connection with the current valuation?

9 Comments

Marvin@SchlaubiSchlumpf

9Mon

I personally think that arm already has potential. However, the price jump looks a bit absurd to me. Do you know the reason? I thought about jumping on when they came onto the market. Decided against it at the time because I didn't want to add any more weight to Tech. The price jump looks dangerous. But the stock market doesn't behave rationally. So from my point of view, it could go in any direction. But I'm just a layman with a subjective opinion.

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Wettyx@Wettyx91

9Mon

Can I ask why it's not possible to buy it on Traderepubblic? And which broker are you guys using that offer a broader selection?

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xabayx@xabayx

9Mon

The CEO said today in a Bloomberg live interview that the outlook is good, which is not so good that a large part of the turnover is due to China (he meant not so well diversified). But then he said "that doesn't seem to be so important to investors for now".
Didn't sound so great to me.
But congratulations to those who are in.
The jump today was sick.

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