I’m leaning toward
$ARM Holdings(ARM)$ in this CPU war. Its business model is the most attractive because it benefits no matter who wins. Whether it’s
$NVIDIA(NVDA)$ ,
$Advanced Micro Devices(AMD)$ , or hyperscalers building Arm-based CPUs, ARM collects royalties without having to fight for market share directly. That certainty helps explain the stock’s strong reaction.
NVIDIA is still the biggest wildcard. Vera may not replace x86 overnight, but within NVIDIA’s AI ecosystem it doesn’t need to. If customers are already buying NVL racks, adopting Vera becomes a natural extension. The market may also be underestimating how much CPU revenue is embedded inside those systems.
For Intel, I’m not convinced a comeback is near. A higher target driven by valuation repair is different from improving competitiveness. Intel still faces pressure from AMD and NVIDIA, and until I see clear market-share gains and product leadership, I remain cautious.
@Tiger_comments @TigerClub @TigerStars
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