To The Moon

Great.... Time to pick up

Which of these semiconductor titans is the better investment right now? $Intel(INTC)$ 's worst mistake in recent history was its failure to make the technological leap from personal computer CPUs to mobile CPUs. It flopped because the British chip designer $ARM Holdings Ltd(ARM)$ licensed more power-efficient designs to chipmakers like Qualcomm, MediaTek, and Apple.Intel (which divested its own Arm-based chip unit in 2006 and actually rejected Apple's offer to produce the CPUs for the first iPhone) thought it could conquer the mobile market with more power-efficient versions of its x86 CPUs. But it was dead wrong, and Arm-based chips now power over 95% of the world's smartphones.Arm recently went public ag

For me I would short for until it is down by 20%

$ARMH ldelisting in 2016 , after softbank takeover 100% share .  and 2023 $ARM listed after softbank sold a 10% share

$ARM Holdings Ltd(ARM)$ Time to buy now but only for short term.

The ARM IPO has been a rollercoaster ride since its debut, with shares reaching record highs and lows in a matter of days. As an investor, I’ve been closely watching this tech giant’s stock, but despite its recent drop below the IPO price, I remain cautious about jumping in. In this article, I’ll explain why I believe ARM still has some room to fall before becoming an attractive investment opportunity. $ARM Holdings Ltd(ARM)$  1. Recent Price Action: On September 21, 2023, ARM’s share price dipped to $49.85, marking an all-time low since its IPO at $51. This decline is certainly noteworthy, but it’s crucial to remember that the stock had previously soared to a peak of $69 in just a few days after going public. While it’s tempting to see the re

$ARM Holdings Ltd(ARM)$ Retail investors are going to get smoked if they buy at this level. Can’t wait to buy puts that expire this December. Those $30 strikes will be way in the money by then.The short play is worth millions and so far it's millions in the bank as we watch for the $40's to engage. The program was well served and WS has no option but to watch the erosion continue. Chippers are in sell mode.The history prove it. Down again. Intel down 5% yesterday on possitive AI news. AI doesn’t make enough money and we are headed for global recession. inflation still a problem. buy bonds or become a short ;)

According to Wikipedia SofTANK had $160.3 Million tied up in the WebVan collapse. Most of anyone in the 2nd round there almost half the whole enchilada lost. The year afta their substantial positions in Buy.Com and PeoplePC both went to absolute zero. $ARM Holdings Ltd(ARM)$ It's valued at a multiple similar to Amazon at these prices....massively overvalued because no IPOs in a long time and ppl were excited for a new name / volatility conduit...There is no top line growth, the entire IPO is only 10% of the float, and it is released by SoftBank famous for other massive flops like WeWork...The fair value for little to no growth is 20x max and this is priced at 100x. Fair value is in the $10-$20 range and we should see those levels in 6-12 months tim

$ARM Holdings Ltd(ARM)$ Comical by the bears......only 99% of all Apple iPhones use arm chips and pay royalties. $NVIDIA Corp(NVDA)$ have a 20-year license to use their chips. Their licensing model has a 96% gross margin. ARM is the jewel in the UKs technology crown. It's an established 40-year-old business doing pretty well, not a fly by night unprofitable start-up. Approximately 10bn Arm.based chips are shipped each quarter.No doubt with NVDA, INTC, AMD and other companies investing heavy into ARM. ARM will be a great investment in the near future. Gotta wait for the dust to settle.Bears talking something like it some start-up 🤣🤣🤣 3 days of nonsense and 55 is the floor they can't break after endless tryi

SummaryArm Holdings had a successful IPO last week, but the recent lack of top-line growth and inflated valuation make it a very risky investment, in my opinion.Arm has a very high P/S ratio compared to rivals like Nvidia and AMD which suggest limited growth potential.The current hype around Arm may not be sustainable, and there is a considerable share overhang that might hurt shareholders in the future.Chip Manufacturer Arm Goes Public With IPO On NasdaqChip design company Arm Holdings (NASDAQ:ARM) completed its Initial Public Offering last week which resulted in a significant 25% valuation gain on the first day of trading. However, the company is trading at an inflated valuation and achieves a market cap of $62B although Arm virtually produced no top line growth in the last fiscal year.

$Klaviyo, Inc.(KVYO)$ IPO pricing $30Values at $9B, raising $576MKlaviyo is a marketing software company, backed by $Shopify(SHOP)$ , specializing in email and other marketing channels. Most merchants on Shopify needs to use Klaviyo for email marketing.Will $Klaviyo, Inc.(KVYO)$ present worst debut performance amid FOMC tonight?Some investors think that KVYO is not worth $9 Billion, and expects it to be the worst performing IPO this year.It’s closely connected to  $Shopify(SHOP)$ . But Chinese e-commerce company and TikTok shopping may become mainstream.At what price will you buy

The much-anticipated IPO of chip design firm Arm has arrived. Illustration shows Arm Ltd logo The excitement around $Arm Holdings(ARM)$'s upcoming initial public offering (IPO) is undeniable, but I find myself taking a more cautious stance. While the company's potential is undeniable, history has shown that many major IPOs struggle to outperform the S&P 500 in the long run. The reason for my hesitation in discussing this until now, despite the growing excitement, is that I believe entering this stock immediately following its IPO might be premature. The top 10 U.S. IPOs from the past four years have averaged a 47% drop from their first-day closing prices, per LSEG data, with investors buying at intra-day peaks seeing a 53% loss on average. It's

Chip design giant Arm is about to launch IPO!The company has attracted much attention from investors, for one thing, Arm is the dominant chip IP in the mobile Internet era, and 99% of the world's smart phones use its chip architecture; Secondly, Arm will hold the world's largest IPO this year, and tech giants such as $Apple(AAPL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA Corp(NVDA)$ $Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ will subscribe for up to $735 million of Arm shares at the IPO price.According to the prospectus,

Wednesday: Stocks closed mixed as traders digested the August inflation data, which came roughly in line with expectations. In line with expectations, the headline consumer prices index surged up 0.6% month-over-month, with higher energy prices contributing to much of the upside. Core consumer prices climbed 0.3%, slightly higher than the 0.2% uptick expected by economists. The annual rate of core consumer prices cooled off from 4.7% in July to 4.3% in August. There has been no change in expectations for a Fed pause next week, said fund manager Louis Navellier. “If anything, the market seems to be relieved that the bonds are not trading down, as it’s pretty clear that getting inflation down to the Fed’s 2% target is going to be tough sledding,” he said. For now, the key is earnings, said

Which of these semiconductor titans is the better investment right now? $Intel(INTC)$ 's worst mistake in recent history was its failure to make the technological leap from personal computer CPUs to mobile CPUs. It flopped because the British chip designer $ARM Holdings Ltd(ARM)$ licensed more power-efficient designs to chipmakers like Qualcomm, MediaTek, and Apple.Intel (which divested its own Arm-based chip unit in 2006 and actually rejected Apple's offer to produce the CPUs for the first iPhone) thought it could conquer the mobile market with more power-efficient versions of its x86 CPUs. But it was dead wrong, and Arm-based chips now power over 95% of the world's smartphones.Arm recently went public ag

What you have to know before you rush to buy $Arm Holdings(ARM)$ at its debut:Prices IPO at $51 per shareRaising $5B at $54.5B valuation.10x oversubscribed, according to Bloomberg.100x PE? This is over 2x $NVIDIA Corp(NVDA)$ .Net income in fiscal 2023 = $524m, at a valuation of $54b puts it at a P/E ~104. Avoid to buy it at the first day high!Make sure you research what happens to people who buy on IPO day highs...The return on IPO prices are mixed for major IPOs; however, the returns on buying at first-day high are in red!!At what price would you like to buy Arm?Some investors believe that it is definitely worth waiting to see how things play out before investing in ARM.Others argue that $30 is

The ARM IPO has been a rollercoaster ride since its debut, with shares reaching record highs and lows in a matter of days. As an investor, I’ve been closely watching this tech giant’s stock, but despite its recent drop below the IPO price, I remain cautious about jumping in. In this article, I’ll explain why I believe ARM still has some room to fall before becoming an attractive investment opportunity. $ARM Holdings Ltd(ARM)$  1. Recent Price Action: On September 21, 2023, ARM’s share price dipped to $49.85, marking an all-time low since its IPO at $51. This decline is certainly noteworthy, but it’s crucial to remember that the stock had previously soared to a peak of $69 in just a few days after going public. While it’s tempting to see the re

Investors Warily Await the $ARM Holdings Ltd(ARM)$ I.P.O.Arm sign on side of building, the IPO for the UK-based chip designer Arm, which is more than five times oversubscribed, will close on Tuesday, instead of Wednesday as previously intendedBritish chip designer $ARM Holdings Ltd(ARM)$ is considering increasing the price range for its initial public offering (IPO) after experiencing strong demand.People familiar with the matter said the IPO is more than 10 times oversubscribed, will close on Tuesday, instead of Wednesday as previously intended.The IPO, backed by Softbank Group Corp, initially set a price range of $47 to $51 per share, resulting in a valuation of $54.5 billion.Arm Holdings expects to raise

$Arm Holdings(ARM)$ The recent IPO of ARM made waves in the investment world, with shares closing at $63.59 on the first day of trading—a remarkable 20% surge from its initial offering price. While this performance may have been exhilarating for some, I’ve chosen a more measured approach to this hotly anticipated debut. 1. A Red-Hot Debut ARM’s IPO was undoubtedly one of the most anticipated events in the tech world. The stock market can be a theater of surprises, but the fact that ARM witnessed a 20% jump on its first day of trading was not one of them. The enthusiasm surrounding ARM has been palpable, but as a cautious investor, I believe that an IPO frenzy should never be the sole driver of investment decisions. 2. Valuation at a Crossroads

The biggest IPO of the year is coming, and tonight will be the debut of Arm, with investors all over the world are ready to fight .The last time the semiconductor circle was so excited, it was back in October 2021, when $GLOBALFOUNDRIES Inc.(GFS)$, the world's third-largest wafer foundry, landed in US stocks. Although it broke on its first day of trading, its share price soared 50% in the following month, creating a group of believers.This time, the industry position of Arm is far better than that of GFS', can it replicate GFS' glory on the stock price?Before that, I have written two articles on Arm, and those who are interested can click on the title to check: "Is Arm expensive? How much can it rise on the first day of trading?"and "The disadvanta

Since the inflation rises, the high-interest environment has led to a dismal performance in the US stock IPO market. After the value SPAC boom in 2020-2021, a large number of shell companies are left in the market urgently seeking targets.When will the US stock IPO market return to normal?Recently, $Softbank Group Corp(SFTBY)$ conducted an independent IPO for its subsidiary $ARM Holdings Ltd(ARM)$ , receiving oversubscription and surging over 20% on the first day. Similarly, $Instacart, Inc. (Maplebear Inc.)(CART)$ whose valuation had been cut by over 80%, saw its IPO revenue surge over 12% on September 19th after continuously raising the offering price.

Is ARM's IPO the Tech Investment of the Year? A million-dollar question as the IPO day approaches. Personally, I thought amongst the myriad of tech IPOs, ARM Holdings stands out with several signs of promise and potential.  Here's a company that is not just pivotal to the digital era but is poised to redefine the future with its expansive growth prospects. With its dominant position in the tech industry, promising avenues in AI and cloud computing, and a valuation that, while high, seems justified, ARM's IPO seems to be the investment many have been waiting for. If you're a tech enthusiast, an investor, or just someone keenly watching market trends, this IPO feels personal. It's not just about numbers; it's about the future of technology. Let's dive in. 🔥 Key Takeaways 1️⃣ ARM's 

$Klaviyo, Inc.(KVYO)$ IPO pricing $30Values at $9B, raising $576MKlaviyo is a marketing software company, backed by $Shopify(SHOP)$ , specializing in email and other marketing channels. Most merchants on Shopify needs to use Klaviyo for email marketing.Will $Klaviyo, Inc.(KVYO)$ present worst debut performance amid FOMC tonight?Some investors think that KVYO is not worth $9 Billion, and expects it to be the worst performing IPO this year.It’s closely connected to  $Shopify(SHOP)$ . But Chinese e-commerce company and TikTok shopping may become mainstream.At what price will you buy

In my previous post, "Is Arm expensive? How much Can it rise on the First day of Trading?", I explored the financial situation of Arm, and judging by historical valuations, Arm doesn't leave much room for a secondary market. Despite the high valuation, Arm is still getting money rush, and there are rumors that the company has been six times oversubscribed. The IPO price may exceed the ceiling.There are many articles praising Arm, but the repetition is nothing new. This article will talk about the disadvantages of Arm.Arm is in a monopoly position in smartphone chip architecture, whether it is iOS or Android, it is Arm's cluster. Iin the foreseeable future, this monopoly is difficult to shake.This inevitably reminds people of $ASML Holding NV(ASML)$

SummaryArm Holdings had a successful IPO last week, but the recent lack of top-line growth and inflated valuation make it a very risky investment, in my opinion.Arm has a very high P/S ratio compared to rivals like Nvidia and AMD which suggest limited growth potential.The current hype around Arm may not be sustainable, and there is a considerable share overhang that might hurt shareholders in the future.Chip Manufacturer Arm Goes Public With IPO On NasdaqChip design company Arm Holdings (NASDAQ:ARM) completed its Initial Public Offering last week which resulted in a significant 25% valuation gain on the first day of trading. However, the company is trading at an inflated valuation and achieves a market cap of $62B although Arm virtually produced no top line growth in the last fiscal year.

$ARM Holdings Ltd(ARM)$ is set to be the largest IPO since 2021. According to its latest filings, price will be between $47 and $51 per share, with 95.5 million shares being offered. This puts ARM's IPO valuation between $50 billion and $54 billion, lower than the $64 billion valuation when $Softbank Group Corp(SFTBY)$ optained the remaining 25% stake last month.It also confirms major tech companies, including $Apple(AAPL)$ , $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Advanced Micro Devices(AMD)$ $NVIDIA

The Arm IPO is projected to be, potentially, the biggest IPO ever in the history of the U.S., with an anticipated goal from Arm to raise up to $4.87 billion. Can you predict where Arm will move on Thursday 14/9? If you get correct answers, you will have chance to get Tiger gifts.ARM Holdings, commonly referred to as Arm, is a British semiconductor and software design company. Arm is well-known for its focus on designing energy-efficient, high-performance processor architectures.Unlike traditional semiconductor companies, Arm does not manufacture chips; instead, it licenses its processor designs and intellectual property (IP) to other companies. These designs are used in a wide range of products, including smartphones, tablets, smart home devices, automotive electronics, and industrial auto

A high valuation combined with myriad risks makes the hot new IPO a no-go.Initial public offerings, or IPOs, can generate a lot of excitement, especially when there hasn't been a public offering in a long time. And last week's debut of $ARM Holdings Ltd(ARM)$ had that in spades. After launching at $51 per share on Thursday, amounting to around a $53 billion market cap, Arm rocketed on its first day of trading. And while Friday saw a sell-off -- true across the entire tech sector -- the stock still finished the week 19% higher.However, buying an IPO can be pretty risky. After all, when a company goes public, existing shareholders are cashing out, meaning both the company and its investment bankers have incentives to market the company to public shar

The ARM IPO - Opportunistic Timing For A Rich Valuation Even if you don’t know what ARM is, you likely use an ARM-based chip. ARM is a semiconductor company, offering chip architecture designs for companies to use in their products. Similar to Intel, ARM designed a chip architecture. Unlike Intel's CISC, or 'Complex Instruction Set Computer' design, ARM CPUs were built on a RISC architecture, or 'Reduced Instruction Set Computer'. ARM stands for ‘Advanced RISC Machine’. ARM’s architecture was characterized by its simplicity and efficiency. While most chips were focused on packing more and smaller transistors into the core, ARM CPUs gloated the opposite: the same performance with fewer transistors. This meant better energy efficiency and cheaper cost of ownership. This advantage wasn’t enou

$Arm Holdings(ARM)$  Surges 25% as Trading Begins in Biggest IPO of the Year Shares of Arm surged in its highly anticipated stock-market debut Thursday, in a sign of the reviving fortunes of an IPO market that has been in the doldrums for most of the past two years. The British chip designer's stock closed up 25% from its $51 IPO price, at $63.59. The market reaction to the biggest offering of the year will be met with a sigh of relief from investors, as well as companies waiting in the wings to go public and Wall Street firms that reap lavish fees from underwriting IPOs. Many investors are still smarting from the poor performance of the 2020 and 2021 class of IPOs, most of which remain below their debut prices. Arm's first-day pop also bodes

$Instacart, Inc. (Maplebear Inc.)(CART)$ has once again raised its IPO price to $30 per share, at the expected upper limit, valuing the company at $9.9 billion on a fully diluted basis. This is further evidence of the IPO market's recovery.Last week, chip design company ARM Holdings Ltd (ARM) made its debut and saw a significant surge, bringing excitement back to the long-dormant IPO market. If CART's stock performs well, it may pave the way for more startups to go public.Investors may be ready to venture back into the IPO world, but the current environment has made them price-sensitive, unlike the boom of 2021. Many IPO stocks from 2020 and 2021 have traded below their initial prices, potentially leading to losses for funds that invested in these