ARM - Arm Holdings plc 0 WATCHERS

So is it ARM that benefits from this, and google TPU?

Nvidia pivots to AI, Reddit Analysis "Nvidia is dead!" Google is making chips? ARM architecture CPU... They're doing this because Nvidia doesn't make CPU, they're still incorporating Nvidia GPU and that wont change any time soon. Production caught up to demand cards are regularly available, what exactly is the issue? …

QCOM a no-brainer. They are losing Apple but the non-Apple piece is growing nicely and they are a huge long term winner in AI (look up edge inference), moving into PC market with a great low power ARM-64 solution, and even getting into AI servers where their low power chips …

The future is ARM

Lmao. This dude knows nothing about semiconductors. We have 2 years before I see a slow down for NVDA. People can’t just fucking transition their data centers to fit in TPUs and ARM based platforms. Also it’s workload dependent. Training, building, and inference all require different levels of compute. NVDIA …

lmao Intel up 10% and nobody knows why until the Apple rumor drops mid-session. Classic. So basically Ming-Chi Kuo (the leaker who's actually credible) says Apple might use Intel's 18A node to fab their low-end M chips starting 2027. Not designing chips FOR Apple like the old days—just manufacturing Apple's …

What makes a "AI chip" a legitimate AI chip? Per the description, it sounds like an ARM based SoC, not unlike all cars with infotainment systems and most Android devices.

Was going through my watchlists: Palo Alto Networks (PANW) -17% since October 28th, and ARM -26% in the same time frame. Neither seems particularly exposed to AI (if anything it could be a tailwind), but I suppose the P/E ratios remaining >100 after these drops means this is just a …

I have been transitioning from tech into a portfolio more geared towards income currently @ about 95k in qualified dividends hoping to triple that in 8 years as i put a foot one out the door. ADP AUTOMATIC DATA PROCESSING INC COM AFL AFLAC INC COM AMGN AMGEN INC AOS …

ARM

I bought PLTR、TEM、NBIS、CAI、ARM...

He's talking about Nvidia's failed acquisition of ARM in 2020, that $40 billion price tag would have been worth almost $1 trillion today.

Not so fast... Nymph is coming for PCs in 2026. 5× AI performance increase over standard PCs; Form factor PCI Express Gen 4 ×8 (×16 compatible) Architecture SoC ARM + 4 × Axera NPUs (≈ 180 TOPS INT8) Power consumption ≤ 75 W TDP via PCIe slot Performance ≈ 30 …

PLTR says hello with their 250 PE valuation. Also, ARM with 90 PE. NVDA has good valuation for its earnings

ARM NBIS IREN ARM is is good price now to buy

Technical analysis can only take you so far. Companies are just collections of people, so you’re better off looking at what good / service they provide and how they act. That’s how I made decent money on RDDT, ARM, and OPEN.

AI is not a bubble. The term bubble is used by people who did not experience the Internet bubble / do not understand the delta between now and then. My AI plays: companies with profits and growth, best if the cash flow can cover the CAPEX: Alphabet, AMD, NVIDIA, ARM. …

Goog, msft, amzn, nvda like others are saying. MU has a forward PE of like 15 which I’m pretty excited about. AI needs a ton of memory and they’re sold out through 2026. Avgo, ARM, and CEG (for power) look solid as well. For ETFs - CHAT and BAI