$ARM Holdings Ltd(ARM)$ ARM don't care. It makes money when NVDA sells chips, because NVDA can't make a decent CPU core to control its AI units and has to incorporate ARM cores.
ARM's chip-making division will make different AI processors without even worrying about what NVDA's look like.
In my view anyone looking for a very big win or another win in their investment portfolio this year, I recommend doing their due diligent homework on Arm Holdings. If the finding leads them to what I believe will be the case then the stock ought to be bought as much as you financially can attain. For one I see Arm Holdings share price going up substantially and depending on the number of share purchase meaningfully making a very big difference in investor finances this year and beyond.
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88% softbank ownership.
I don't like seeing that no matter how good the tech is. They will want to get their returns sooner or later.
Great article, would you like to share it?