$ARM Holdings Ltd(ARM)$ Why th

Why the high PE? This company is spending heavily on R&D, investing for the future, increasing TAM and spinning a new generation of IP to recycle existing TAM. That's why even with a 95% gross margin it has a very low EPS. So what's coming is massive revenue increases. With gross margins remaining between 60% and 95% that means massive operating profits. And if R&D returns to normal, that means EPS goes to the edges of the universe. There's no reason ARM can't grow into NVDA market cap territory.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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