vodkalime
2023-09-17

I have share on the PE vs its' competitors. The share price might be over value for now.

Undoubtedly ARM dominate the smartphone market with nearly 99.9%.

Why is ARM using RISC vs x86 popular? x86 architecture is famously use in Intel based desktop and laptops for many years. However x86 cannot escape the fate of higher power consumption to achieve faster processing. RISC on the other hand resolve the issue.

Thus RSIC ARM is popular. Anyone who use handphone today will say their handphone can replace the desktop or laptop. 


However ARM was bought over by Softback. Today, the floating share in the ipo is only 9.6% of the total shares of ARM. Softback hold 90.4%. Although ARM is also in NVIDIA $NVIDIA Corp(NVDA)$ The shares  of ARM will not raise sharply. The valuation of this ipo is also too high. 


Like any stock that collect royalty,  the stocks can only move higher if the user based continue to growth like optical fiber company. Therefore don't into the wagon. The sales of the smartphone a has dips. We should wait for a while to get better price.

@Zarkness  @MojoStellar  @ahyi  @Tiger_comments  @TigerObserver  

Hoo

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Arm: The Biggest IPO in 2023
The Arm IPO at the Nasdaq in New York, on Sept. 14.
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Comments

  • zinglee
    2023-09-30
    zinglee

    NVIDIA to be reweighted 7.3% to 4.3%, a loss of 3 percentage points. Approx. £300 BILLION tracks the NDX globally. So, an initial loss of investment in NVDA through these funds of $9 BILLION.

  • bubblyx
    2023-09-30
    bubblyx

    ZERO chance that NVDA misses earnings. 10 weeks into the 13 week QTR they revised their earnings up massively to $11 Billion +/- 2%. So earnings will come in between $11.1 to $11.2 Billion.

  • kookiz
    2023-09-18
    kookiz

    NVDA is already planning the next-generation infrastructure with the leading CSPs and data center builders. AMD and other competitors haven't even figured out how to compete with NVDA's first generation products. Revenue and guidance will continue to compound quarter after quarter. Stay long and reap the rewards!!

  • frosti
    2023-09-30
    frosti

    The company made several other announcements today. However, the one that got the most attention was that Cloudflare will deploy Nvidia's graphics processing units (GPUs) and ethernet switches at the edge across its global network.

  • cheerzy
    2023-09-30
    cheerzy

    Does anyone think NVDA will actually miss earnings. They guided 50% higher than the street last earnings. My view is there is no incentive to guide that high unless your certain you can hit those numbers.

  • ColinThorndike
    2023-09-18
    ColinThorndike

    NVDA strongest quarters are historically Q3 for growth and Q4 for revenue. I cannot see going short on this right now, with history on my side.

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