To The Moon

$Cerebras Systems(CBRS)$ Cerebras just got coverage from two analysts. UBS initiated with a Buy rating and a $300 price target. Morgan Stanley initiated with an Overweight rating and a $250 price target. Both are bullish on the stock at its current level around $201.

Fastest growing semiconductors (11-15). $Taiwan Semiconductor Manufacturing(TSM)$  → 30.8% $Lam Research(LRCX)$  → 28.6% $COHERENT(COHR)$  → 27.5% $ARM Holdings(ARM)$  → 27.3% $Arista Networks(ANET)$  → 26.1% Strong growth figures. The question is, which ones are the best picks? I'd look for solid support levels, recent pullbacks, and exposure to the AI/cloud cycle. $Taiwan Semiconductor Manufacturing(TSM)$  and $ARM Holdings(ARM)$  stand out as core long-term hol

$ARM Holdings(ARM)$ Other companies in the past that also had P/E ratios similar to ARM include: Amazon, which was known for high multiples. NVIDIA before it took off looks a lot like ARM does now. Also Cisco Systems and Microsoft.

$ARM Holdings(ARM)$  I've been buying more. I'll keep buying if it goes down further. It's a great investment in my view.

$ARM Holdings(ARM)$ Buyers stepped in exactly where they needed. Get ready.

$NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $ARM Holdings(ARM)$ $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ I think this is a 10-year cycle. So my estimate is we have 4-5 more years to run. There will be retracement and pullback for sure.

$ARM Holdings(ARM)$ All semis are down. I'm holding onto my shares, though.

$ARM Holdings(ARM)$  ARM-based processors use the RISC design, known for its high energy efficiency. They power almost all smartphones, smartwatches, and tablets. They're also the core of smart home devices, smart TVs, and automotive systems. Now NVIDIA is using this architecture to build a PC processor, competing directly with Intel and AMD. The future looks promising for ARM.

$ARM Holdings(ARM)$  We should set new highs tomorrow, only down because of Broadcom. 425 to 430.

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