$ARM Holdings(ARM)$ I'm super bullish. Get ready for the melt up.

$ARM Holdings(ARM)$ I've been invested in NVDA for 20 years. ARM seems to be following a similar path. It still feels like we're just at the beginning.

$ARM Holdings(ARM)$ Anxiously waiting for the next quarterly release, because I'm expecting stellar results. Good luck to all.

$ARM Holdings(ARM)$  I think shorts might be desperate to get more shares before tomorrow morning. I'm buying more. NVDA's challenge to the PC market lies with ARM chips, plus the upcoming physical CPUs and GPUs.

$ARM Holdings(ARM)$ ARM is pulling back today, I'm looking to buy the dip.

$Palantir Technologies Inc.(PLTR)$ A potential area for growth is the development of a fraud detection AI platform specifically for federal and state government use. PLTR's strong federal ties suggest they've likely already started working on this for the Vice President's team, and we might see a news release about it within the next 12 months. There could also be something similar developed for the IRS, as well as for auto and health insurance companies. This company has room for more growth. The need is there.

$ARM Holdings(ARM)$ I picked up shares in the 120s, and now it's in the 400s. It just made sense that data centers and consumer products would shift to ARM for its energy efficiency advantages.

$ARM Holdings(ARM)$  Haas mentioned that demand for Arm's data center CPU is stronger now than it was eight weeks ago, which is one reason the company could announce two new, large customers. The company expects the data center chip to generate around $15 billion in annual revenue in about five years, representing a new line of business for the storied British firm. Back in May, Arm had already doubled its demand guidance for the new chips to $2 billion across fiscal 2027 and 2028.

$ARM Holdings(ARM)$ ARM shares are up over 10% premarket. Nvidia, in collaboration with Microsoft, unveiled its RTX Spark platform, which is built on Arm architecture at its core.

$ARM Holdings(ARM)$ This price is way too cheap for a company of this caliber.

$ARM Holdings(ARM)$ Arm Holdings surged 14.35% intraday after Nvidia unveiled the Arm-based RTX Spark Superchip and the Vera data center processor at Computex in Taipei. The RTX Spark, co-designed with MediaTek, targets premium Windows PCs, with over 30 laptop and desktop designs from Microsoft, Dell, HP, Asus, Lenovo, and MSI launching this fall. Vera is set to ship in Q3 2026. Every chip sold adds to Arm's royalty stream.

$ARM Holdings(ARM)$  SoftBank still owns 90% of ARM, which is worth roughly $400 billion in market cap. Well done, Masayoshi Son.

$ARM Holdings(ARM)$ Here's what one analyst thinks: thanks largely to the market's strong enthusiasm for AI stocks, Arm Holdings stock has soared more than 210% since the start of 2026. One firm believes the stock is poised to climb even higher. This new bullish outlook is driving the semiconductor stock higher during the trading session.

$ARM Holdings(ARM)$ A trillion-dollar market is on the horizon. Royalty prices are going up. What's really needed are agentic AI CPUs. Demand for these will far outstrip GPU demand. We're talking hundreds to thousands of millions, even billions, of agents—each requiring a CPU.

$ARM Holdings(ARM)$ Regarding ARM stock, there's news adding that Nvidia now has visibility of roughly $20 billion in sales this year for its Vera CPU design. Since Vera uses Arm-compatible CPU cores, analysts believe this could lead to increased royalty revenues for Arm over time. Furthermore, according to Jefferies, as CPU demand continues to grow due to agentic AI applications, Arm's long-term revenue target of $15 billion by 2031 for its AGI CPU business might actually turn out to be “conservative.”

$ARM Holdings(ARM)$ SoftBank has a NAV of 13000 but is currently trading around 7500. ARM's market cap is 14% greater than SoftBank's, and each SoftBank share at $48 is backed by $321 worth of ARM shares. SoftBank looks like the better value play as it also owns 13% of OpenAI, valued at $200 billion, which adds another $40 per SoftBank share. That puts SoftBank's value at around $113 per share, while it's selling for $48.

$ARM Holdings(ARM)$ Compared to pure-play memory providers like Micron, Arm Holdings has a more robust architectural moat. It's not tied to cyclical hardware cycles but benefits from compounding, high-margin IP royalty streams from every custom AI hyperscaler CPU deployed. With the intense power bottleneck in data centers favoring Arm's 50% energy efficiency edge, and backed by a multi-billion dollar order backlog, the share price sustaining its parabolic move from the current high of $306.51 to reach an institutional breakout target between $425.00 and $450.00 by the end of 2026 seems plausible.

$ARM Holdings(ARM)$ Nvidia had a record quarter this week, but the market's clear winner wasn't Nvidia. Shares of Arm Holdings climbed 38% in three sessions, leapfrogging Micron Technology to claim second place in the iShares Semiconductor ETF's year-to-date performance ranking. The British chip designer is now up roughly 170% in 2026.

$Palantir Technologies Inc.(PLTR)$ Looks like something's about to happen. I'd say there's a good chance PLTR hits 140.

$Palantir Technologies Inc.(PLTR)$ NVDA has been following a pattern lately: it drops every night after hours, but then turns green again by the morning open. Honestly, I'm hoping NVDA beats expectations by a lot and the market conditions improve going forward.