$ARM Holdings Ltd(ARM)$ US budget includes $886 billion for defense spending in year 2022 is was $753 billion an increase of $133 billion. I view the on going development and deployment of hardware and required replenishment and although never mentioned in the massive spend will increase NVDA's and Arm Holdings' margins too, because without these two companies technologies much of the US and allies success would exist. Also keeping in mind that space exploration at all levels from land to space communication which the US continues to grow and expand in multiple will require NVDA's and Arm Holdings' technologies in some way shape or form achieve any and all goals set. Bottom line is an increase of $133 billion in defense and space exploration spending is paid to NVDA and Arm Holdings along with others in the space, but the one company that is has the most restriction to China is NVDA, so it must be that good that the US is utilizing it hand over fist. And investors know that presently NVDA is the the goose that lay the golden eggs (software & hardware) that come at a very profitable premium price.

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