4Mês·

FTC investigation - Our confirmation of ARM's change 🤩🤙🏽

Since then, the share price of Arm Holdings $ARM (+2,36%) has shot up from around $115 to an all-time high of over $237 at the beginning of May! A normal consolidation in the $209 range is currently underway.

Yesterday's news that the US Federal Trade Commission (FTC) is launching an antitrust investigation against Arm can be seen as confirmation of the announcement.

The agency is officially investigating whether Arm plans to restrict the licensing of its blueprints to competitors (such as Qualcomm $QCOM (+2,32%) ) because Arm is massively ramping up its own efforts to develop its own chips.

What the FTC sees as a monopoly risk is the fundamental confirmation of the new strategy. Have Nvidia $NVDA (-2,34%) and $AMD (-2,13%) already afraid of the growing competition?

The temporary dip caused by this news is not a cause for concern, but the next buying opportunity. There are massive buy orders from institutional investors (smart money) at $200 and further down at $180. Dumb money stops are in place below $199. It is quite possible that the price will go down again before it rises further.

Seventrader

@7Trader

9Mês·

Arm Holdings (Softbank wants to challenge Nvidia)

Just bought more 🤑🤞🏼

Arm $ARM (+2,36%) mutates from a license architect to a real chip powerhouse.

Own chips: Arm now builds finished AI hardware instead of just blueprints. This pushes margins into completely different regions.
Data center: The cloud giants are kicking Intel/AMD out by the dozen. By 2030, half the server market will run on Arm.
Nvidia vibes: Masayoshi Son wants to know now. With "Project Izanagi", Arm becomes a direct Nvidia hunter.

The announced goal is to triple turnover and achieve a trillion-euro valuation by 2030.

Those who only stare at the P/E ratio are missing out on the fundamental replacement of x86 👻

06.01

ARM Holdings ADR

Comprado x17 em US$ 115,75

US$ 1.967,78

3 Comentários

BeachPlease@BeachPlease

4Mês

I didn't even have it on my radar, thank you :)
I took a quick look and fundamentally it looks promising. Technically I would also see a consolidation before the last wave and actually also an entry at least below $193@NASDAQ.
I only found ADRs of them, do you know the home exchange?

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Seventrader@7Trader

4Mês

@BeachPlease Softbank listed exclusively on Nasdaq at the IPO and there are only ADRs for us to buy.

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BeachPlease@BeachPlease

4Mês

@7Trader All right, then that's the way it is. Thank you :)

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