@Shashaa 3 weeks ago
genuinely confused why $ARM gets so little love
genuinely confused why $ARM gets so little love
like it's in basically every phone, expanding into data centers, AI, automotive, and runs a high margin licensing model with a massive moat
but every AI conversation is and ARM barely comes up
is the market sleeping on this or is there something in the numbers that makes it less exciting than it looks? would love both the bull and bear case
@MasonCarter10 3 weeks ago
ARM has a strong position across multiple markets, but investors are still weighing its growth potential against valuation and competition in the chip space.
@Simonwhite 3 weeks ago
honestly Arm is such a huge part of the ecosystem that it's hard to ignore. maybe the licensing model isn't as flashy as selling high-end chips directly?
