$ARM Holdings(ARM)$ 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.
$ARM Holdings(ARM)$ 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.
$Palantir Technologies Inc.(PLTR)$ 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.