$ARM
Arm Holdings plc American Depositary SharesHow his view evolved
Every substantive take he's posted on $ARM, newest first — each labelled with the stance he expressed at the time.
- Jun 8, 2026Bullish
@0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130. $87 -> $288 for Marvell $134 -> $347 for Arm not too shabby for my names? I still think many have a toooon of room to go like $AAOI.
View on X → - Jun 8, 2026Bullish
Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently. https://t.co/tZGLrFEGoh https://t.co/1mkk0NG6Ao
View on X → - Jun 1, 2026Bullish
@ThanksTesla congrats. yeah... i should have done options. In hindsight, probably would have done shares only again though. just feels bad to get a 3x on a large-cap like $ARM on no leverage.
View on X → - Jun 1, 2026Bullishconviction 3/4
$ARM is just ridiculous. $134 straight to $413 in just 2 1/2 months. Should have went options, would have been up thousands of percent instead of only 3x. https://t.co/tF335Qp656 https://t.co/WdAbRfJuBv
View on X → - May 31, 2026Bullishconviction 3/4
Can’t believe $ARM went straight from $134 to $354 when I took positions. The ~$15B annual revenue coming from these cool name AI CPUs seemed a bit insane at the time. At Computex, looks like $NVDA is unveiling new ARM based processors too. Counterpoint them shows them https://t.co/47B0u9OWkq https://t.co/9XiYkbN8fC
View on X → - May 21, 2026Bullish
And now $ARM, a $300B+ company, hit triple digit returns in a short timeframe since $135… Cool name CPUs go brrrr? https://t.co/67Zz6EWfnL https://t.co/9XiYkbN8fC
View on X → - May 6, 2026Bullish
I guess, post earnings when $ARM touched $268... $ARM is now #18 on the individual stock list that I went long on that hit 100%-1000%+ YTD? I've lost count TBH. Some others like $LPK and $SIMO and $HPS.A are getting really close now. But feels like I'm one of the few ones out https://t.co/avKTJxRcXR https://t.co/YFArADevFP
View on X → - May 6, 2026Bullishconviction 3/4
$ARM seems to be having a fun time. Almost triple digit return in 1 1/2 months since I went long on their CPU projections. Markets really like AI CPUs huh? https://t.co/hgWPOB6tIN https://t.co/9XiYkbN8fC
View on X → - Apr 26, 2026Bullishconviction 3/4
TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and
View on X → - Apr 25, 2026Bullish
@coreyagonzalez I mentioned 30 US names that I liked recently. A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM recently or stuff like $NBIS and $RDDT?
View on X → - Apr 21, 2026Bullishconviction 3/4
Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs. But I'm predicting parts of localized inference to be handled by CPUs more and more... as models like Gemma get lightweight in the future. Not every robot https://t.co/YTHPm63Pxi https://t.co/rCGC67pUje
View on X → - Apr 20, 2026Bullishconviction 3/4
@beauty_oe $ARM の株価が大きく上がってよかったです！AI向けCPUの予測が凄まじかったので、いずれ株価もそれに追いつくだろうと思っていました。
View on X → - Apr 19, 2026Bullish
Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks) By the way, my long term opinion doesn’t change on any of them from $MRVL, $AMD, $ARM and others. Short term entry points do though with names like $AAOI to $AEHR. And they https://t.co/1mkk0NG6Ao
View on X → - Mar 28, 2026Bullishconviction 3/4
Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue growth from $MSFT Maia Ramp. $AVGO - Long hyperscaler ASIC $LITE - Long OCS / Google TPU Win Semi - https://t.co/e3d2EXBgir
View on X → - Mar 25, 2026Bullishconviction 3/4
@Jornka329996 Thanks! $SIVE is high conviction for me personally. Even so at these levels around ~$400m MC. $ARM and $AAOI seems promising long term at these levels too! I did have two more large cap companies I'm looking at this week.
View on X → - Mar 25, 2026Bullish
I'm telling you guys... Even if I buy small cap $170 Billion dollar companies like $ARM. They just go up 20% like $TSEM or $SIVE the next day as well? https://t.co/ULZkv65d27 https://t.co/XQ4B1fVZIV
View on X → - Mar 25, 2026Bullishconviction 3/4
@beauty_oe SKハイニックスやサムスン以来、大型株でこんなにワクワクしたのは久しぶり! $ARM のAI CPUの収益拡大予想、マジでヤバいね。
View on X → - Mar 25, 2026Bullishconviction 3/4
@piyush1337 I didn't long $ARM bc of RISC-V cannibalizing their model, but pivot to AI CPUs themself... It's an incredibly massive game changer, esp if you look at revenue projections.
View on X → - Mar 25, 2026Bullishconviction 4/4
FYI: I went long on $ARM at $139. Genuinely a compelling long at $143B MC as markets shift more from training -> inference. Then $ARM AI CPUs cannibalize the market for inference and $NVDA market share. Especially as LLMs get more lightweight. The projections to https://t.co/xvoSrRw1cu https://t.co/WdAbRfJuBv
View on X → - Mar 24, 2026Bullish
@mi20483980476 Not exactly. I'm just saying $ARM probably deserves to be a re-rated a tad higher if they're 5xing their revenue from a new product line.
View on X → - Mar 24, 2026Bullishconviction 3/4
$ARM expects $15B in annual revenue from the the AGI CPU: "The company projects that the new chip business will generate over $15 billion in annual revenue" within the next 5 years. 5 times current revenues (~$25B revenue)... Arm probably deserves to be up more than 5% on https://t.co/nv8Y0JDp3S https://t.co/4cFEkNXguZ
View on X → - Mar 24, 2026Bearishconviction 3/4
@455BAG I'm actually personally pretty bearish on both $ARM and $QLCM. Probably not the best person to ask on $ARM since I did help out RISC-V quite a bit so I'm a little biased. As for Qualcomm... Mediatek is probably better long, especially with their high growth ASIC arm working
View on X → - Mar 24, 2026Bullish
@GiovandomenicoC If $ARM does $4.67B annual revenue. Then $ARM introduces a new product that does billions in annual revenue. That would be very material. Of course need more time to look into details.
View on X → - Sep 29, 2025Bearish
@danielnewmanUV Can anyone fill me in why should people care about Futurum? They have stuff like $OKLO (no revenue), $CRM (can't think of them as a leader), $ARM for CPUs(RISC-V companies probably have more relevance in future AI) in the list. I mean they're all great companies but still.
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