ARM Holdings is a powerhouse in the semiconductor industry, and its pivotal role in shaping future technology cannot be understated. A key highlight of ARM's journey is its close collaboration with NVIDIA, a tech giant leading the AI revolution. While NVIDIA's attempted acquisition of ARM faced regulatory hurdles, their ongoing partnerships signal immense synergy in areas like AI, GPUs, and high-performance computing.

ARM's importance is further amplified by global initiatives such as the Trump Stargate AI program, which emphasizes cutting-edge AI innovation and infrastructure development. ARM's architecture, being widely adopted in AI-driven devices, positions the company to benefit significantly from such initiatives.

Additionally, the emergence of Deepseek as a competitor is a double-edged sword. While it introduces competition, it will likely drive ARM to push the boundaries of innovation, further solidifying its position as a leader in the semiconductor space.

ARM's blend of strategic alliances, industry relevance, and adaptability makes it a company to watch in 2025 and beyond.

This will be the first few AI companies which I will be slowly adding into my long term portfolio.