That all sounds great. The fact that such a large part of ARM is owned by them alone should actually lead to significantly higher share prices, shouldn't it? Why is it that the share price remains relatively stable despite the consistently positive news? It can't just be down to the holding discount, can it?
What is actually going on with the Softbanl chart at Getquin? It doesn't look right.
What is actually going on with the Softbanl chart at Getquin? It doesn't look right.
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@Psychedelic_Sunflower Yes, the chart at Getquin is wrong, I've seen it several times now.
Softbank has had a difficult phase in recent years, let's say, with high losses, which is why I think there is still a lot of mistrust in them. They are also waiting for the first successes with regard to the new strategy.
I also think that the share price is clearly too low despite all the positive news. I also think that the vision is not being understood and the big picture is being ignored. It's no longer just about individual good investments with potentially high returns like before (Alibaba, Sprint, etc.), but a strategic realignment towards AI and chips, which is also reflected in the investment activities (Arm, Graphcore, Tempus AI, Open AI, Perplexity AI, Rapidus....). This makes the activities less random (I think they still have the stamp of approval from the analysts) and instead strategically forward-looking, with the aim of being one of the big AI winners in the future.
Softbank has had a difficult phase in recent years, let's say, with high losses, which is why I think there is still a lot of mistrust in them. They are also waiting for the first successes with regard to the new strategy.
I also think that the share price is clearly too low despite all the positive news. I also think that the vision is not being understood and the big picture is being ignored. It's no longer just about individual good investments with potentially high returns like before (Alibaba, Sprint, etc.), but a strategic realignment towards AI and chips, which is also reflected in the investment activities (Arm, Graphcore, Tempus AI, Open AI, Perplexity AI, Rapidus....). This makes the activities less random (I think they still have the stamp of approval from the analysts) and instead strategically forward-looking, with the aim of being one of the big AI winners in the future.
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