$Arm Holdings(ARM)$ 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.

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