SemiGrowth · 2024-02-08T15:10:29.918965Z

$ARM solide Wachstumschancen oder FOMO? Ich kenne kaum ein höher bewertetes Unternehmen. 2025: > 30 P/R, > 120 KgV Es erinnert mich ein bisschen an $AI Was denkt ihr über ARM und deren Zukunft in Verbindung mit der derzeitigen Bewertung?

@SemiGrowth

11Mon·

$ARM (+13.93%) 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 (+1.52%)

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

9 Comments

Uwe@SchlaubiSchlumpf

11Mon

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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Marco S.@Polo94

11Mon

@SchlaubiSchlumpf Quarterly figures and AI hype

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SemiGrowth@SemiGrowth

11Mon

@SchlaubiSchlumpf Yesterday, figures came out that were slightly above expectations.
But the jump still doesn't make any rational sense to me. +10% or +15% okay; but almost 80%??

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Wettyx@Wettyx91

11Mon

@SchlaubiSchlumpf ai and semiconductor hype, considering what NVIDIA did ..

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Uwe@SchlaubiSchlumpf

11Mon

@Wettyx91 yes but why now? It should have been foreseeable that semiconductors do a leap. But hype is so unreasonable. I even considered selling a part of my TSMC stocks now. But I don’t really want to. I think I will try to act like the hype didn’t exist

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Wettyx@Wettyx91

11Mon

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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SemiGrowth@SemiGrowth

11Mon

@Wettyx91 you can buy it via an ADR

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SemiGrowth@SemiGrowth

11Mon

@Wettyx91 its available on Scalable for example

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xabayx@xabayx

11Mon

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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