Isabel_Pan
2023-10-26

# Winning Trades

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  • JaiVenky
    ·2023-10-26

    $Arm Holdings(ARM)$1。ARM是客户数量饱和的领导者，这限制了未来的增长。


    它处于高度竞争的环境中，需要在21世纪30年代专利到期后进行创新。


    2.作为软银的受控实体，我预计董事会将推动回购，以实现回报最大化。


    3.我预计软银会慢慢抛售其股份，而ARM会回购其股票——这可能会在最初维持股价。

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