That said, I wouldn’t chase here. With RSI near 90 and valuations already stretched, a pullback toward the $140s looks more attractive. At these levels, ARM Holdings needs near-perfect execution on its $15B chip ambition, leaving little room for mistakes.
Long term, I don’t see it replacing NVIDIA but complementing it. CPUs will play a bigger role in AI orchestration, but competition from players like Microsoft building custom chips remains the key risk to watch.
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