$ARM Holdings Ltd(ARM)$ As far as I know, ARM’s only competition is RISC-V and x86, RISC-V being the bigger threat since reduced instruction set architectures (ARM and RISC-V) are gradually displacing x86. Despite this, ARM is the frontrunner in the CPU architecture market, and I don’t think big tech companies would be investing heavily into ARM if they didn’t think ARM would play a big role in the future of computing.
The stock looks very expensive however. IMO there is not enough data to conclude how much profit and growth they can achieve consistently to be able to properly value the business. Qualitatively, I like the business model. Quantitatively, I would need more tangible earnings to determine if they can provide a good ROIC.
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