$Arm Holdings(ARM)$ 1. ARM is

2023-10-26

$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth.

It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.

2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns.

3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.

@Isabel_Pan：$UVXY 20240119 24.0 CALL$ [贱笑]

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":234648867639304,"tweetId":"234648867639304","gmtCreate":1698287071439,"gmtModify":1698287076558,"author":{"id":3585210617348402,"authorId":3585210617348402,"authorIdStr":"3585210617348402","name":"JaiVenky","avatar":"https://static.tigerbbs.com/097793f3135b5fb8cb3f03847d72bf1a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.31","exceedPercentage":"93.35%","individualDisplayEnabled":0},"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth.\n \nIt’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.\n \n2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns.\n \n3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.</body></html>","htmlText":"<html><head></head><body>$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth.\n \nIt’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.\n \n2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns.\n \n3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.</body></html>","text":"$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s. 2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns. 3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/234648867639304","repostId":234495354400888,"repostType":1,"repost":{"magic":2,"id":234495354400888,"tweetId":"234495354400888","gmtCreate":1698285610731,"gmtModify":1698285719831,"author":{"id":3569801077675756,"authorId":3569801077675756,"authorIdStr":"3569801077675756","name":"Isabel_Pan","avatar":"https://static.tigerbbs.com/72a6dc22cb6d1283e7be8b242b73f80b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/847970f414657cf000fbf1e4c58f30b2","width":"972","height":"1631"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/847970f414657cf000fbf1e4c58f30b2","width":"972","height":"1631"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/OPT/UVXY 20240119 24.0 CALL\">$UVXY 20240119 24.0 CALL$&nbsp;[贱笑]&nbsp;&nbsp;</a>\n<img src=\"https://community-static.tradeup.com/news/847970f414657cf000fbf1e4c58f30b2\" tg-width=\"972\" tg-height=\"1631\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/OPT/UVXY 20240119 24.0 CALL\">$UVXY 20240119 24.0 CALL$&nbsp;[贱笑]&nbsp;&nbsp;</a>\n<img src=\"https://community-static.tradeup.com/news/847970f414657cf000fbf1e4c58f30b2\" tg-width=\"972\" tg-height=\"1631\"></body></html>","text":"$UVXY 20240119 24.0 CALL$ [贱笑]","highlighted":1,"essential":1,"paper":1,"link":"https://ttm.financial/post/234495354400888","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["UVXY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":107,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ARM.AU","ARM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":356,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/234648867639304"}