To The Moon

What I like about ARM:

• Their business is licensing chip designs and technology that nearly everyone uses — think smartphones, data centres, edge devices. The company just reported annual revenue of over US $4 billion, and royalty/licensing revenue hit new highs. 

• They’re not just dominant in what they’ve already done — they’re positioned for what’s next. AI workloads, new data centres, specialised processors, edge computing — ARM’s tech is right in the middle of all that.

• Because their model is more about IP/licensing (less about owning big manufacturing lines), there’s leverage: as more devices and applications use their architecture, profits could scale nicely over time.

Here’s why I feel pretty bullish:

If you believe that the future has more chips everywhere (in vehicles, in appliances, in edge servers, in AI units) and that these chips need efficient, licensed technology to accelerate design cycles, then ARM is well placed. Essentially: their tech becomes more valuable as compute demands increase and companies want faster, more efficient chips.

Of course, nothing’s guaranteed — so a few things to keep in mind:

• Even with great long-term story, stock performance can wobble because short-term results might disappoint or guidance may be cautious.

• Their growth will still depend on how quickly new deals convert into real royalty/usage revenue.

• Macro factors — global chip cycles, licensing delays, competition, regulation — all could affect execution.

But if you’re thinking 5-10 years out and you’re comfortable holding through ups and downs, ARM feels like a company you can stake a claim in now and just leave it to run. In plain words: buy it and hold it if you believe in where computing is going (which I do).

In short: ARM is one of those stocks that feels like a “keep it and watch it grow” type for the next decade. If they execute, it could really pay off.