ARM Arm Holdings plc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
20:22
31 авг
31 авг
Endorses Arm CEO's data center ecosystem defense
Author endorses Arm CEO's defense of domestic AI data center ecosystem, framing political resistance as the primary risk to AI infrastructure buildout, supporting Arm's central role in the AI factory/token production narrative.
Сред.
17:32
31 авг
31 авг
Author questions whether SoftBank's refinancing path will be easy and hints at potential ARM.
Author questions whether SoftBank's refinancing path will be easy and hints at potential ARM selling, but no explicit position or directional call is made.
Низ.
18:06
30 авг
30 авг
US chip bottleneck benefits large US firms
ARM is listed among US companies dominating semiconductor output as a beneficiary of upstream bottlenecks, but no explicit author position is stated.
Сред.
06:30
27 авг
27 авг
The tweet presents a factual comparison of forward revenue growth expectations and P/E.
The tweet presents a factual comparison of forward revenue growth expectations and P/E valuations across chip designers without expressing a personal position or trade call.
Низ.
20:00
26 авг
26 авг
One upvoted comment says “MRVL and ARM may start the regard run on this NVDA pump.” Custom silicon and ARM-based AI names often follow NVDA earnings as sector beta; traders may rotate into laggards after NVDA runs. Watch for early confirmation in MRVL/ARM; only enter if the whole AI complex is holding gains. “Regard run” implies high-risk, low-conviction momentum; no fundamental thesis beyond sympathy with NVDA.
Сред.
00:42
26 авг
26 авг
Author describes ARM's AGI CPU as a well-rounded mid chip without taking a directional view.
Author describes ARM's AGI CPU as a well-rounded mid chip without taking a directional view on market positioning versus Intel or Nvidia.
Низ.
21:16
25 авг
25 авг
The author reminds followers of past NVDA earnings-day moves in related AI names.
The author reminds followers of past NVDA earnings-day moves in related AI names, framing it as a historical observation rather than a current trade recommendation.
20:23
25 авг
25 авг
Arm AGI signals rising server CPU importance in AI
Arm AGI, a full commercial server CPU, highlights the rising value of host CPUs in heterogeneous AI data centers, shifting Arm toward a platform vendor; no author direction given.
Сред.
18:53
25 авг
25 авг
The author highlights historical post-earnings moves in NVDA-related names as a factual.
The author highlights historical post-earnings moves in NVDA-related names as a factual reminder, not a current trade recommendation.
Низ.
16:32
25 авг
25 авг
Arm expands but channel conflict looms
Arm expands value capture across AI infrastructure but faces channel conflict. Research framing suggests monitoring, not directional positioning.
Сред.
19:22
24 авг
24 авг
Arm CPU products available today
Reports Arm executive says Arm CPU products are available today at Hot Chips; no directional view stated.
Низ.
22:46
23 авг
23 авг
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
20:26
19 авг
19 авг
Adds Intel and Arm to long book
Author added INTC and Arm today alongside other buys, committing new long exposure to both semiconductor names; no additional catalyst provided.
Сред.
20:19
19 авг
19 авг
Author noticed a daily pattern in ARM and INTC, took a start position today with tight stop.
Author noticed a daily pattern in ARM and INTC, took a start position today with tight stop loss and clear risk/reward, indicating a fresh long entry.
Низ.
21:59
17 авг
17 авг
Server CPU demand lifting AMD, Intel, ARM
Evercore ISI expects second-quarter server CPU shipments to grow sharply and sees Intel, ARM, and AMD outperforming. AMD also has a rumored Google TPU collaboration that pressured Broadcom, while Intel's CEO bought $10 million of stock, adding positive server CPU news flow.
Сред.
06:34
15 авг
15 авг
Author lists past positions taken earlier in the year or last year as historical context.
Author lists past positions taken earlier in the year or last year as historical context to rebut skepticism, not as new forward-looking trade ideas, so all tickers default to watch.
Низ.
19:00
14 авг
14 авг
Author makes a detailed bullish case for Arteris as a structural AI chip interconnect.
Author makes a detailed bullish case for Arteris as a structural AI chip interconnect beneficiary with accelerating revenue and ARM integration, framing it as a high-conviction investment thesis.
16:34
13 авг
13 авг
BofA projects massive server CPU TAM growth
Summarizes BofA research projecting massive AI-driven server CPU TAM growth by 2030, with AMD and ARM gaining significant unit and value share over Intel.
Сред.
15:27
12 авг
12 авг
Watch ARM on orchestration/serving infrastructure demand.
Watch ARM; open-weight adoption increases CPU-heavy orchestration and serving demand, making Arm a positive read-through beneficiary, but the author expresses no ownership.
Сред.
21:00
11 авг
11 авг
Highlights a new product line based on ARM architecture, expanding SMCI's addressable market and reducing dependence on x86 and NVIDIA GPUs.
Сред.
16:29
11 авг
11 авг
Author recounts historical facts about SoftBank's ARM acquisition and Nvidia's failed bid.
Author recounts historical facts about SoftBank's ARM acquisition and Nvidia's failed bid, plus past NVDA stake sale, without expressing any current directional position.
Низ.
02:00
11 авг
11 авг
Named Nvidia NVLink Fusion Ecosystem partner.
Notes the company's inclusion as a CPU partner in the Nvidia NVLink Fusion Ecosystem, no directional view.
Низ.
14:34
06 авг
06 авг
Author states ARM was their biggest winner ever and remains their favorite.
Author states ARM was their biggest winner ever and remains their favorite, a clear long position disclosure.
14:23
06 авг
06 авг
Added ARM on rare -10% QQQ dip
Author added to ARM as part of a systematic rule to buy favorite tech/speculative names on a -10% QQQ/XLK dip, which the author states occurs roughly once a year and is a high-conviction entry point.
Сред.
17:40
05 авг
05 авг
RISC-V competition threatens embedded royalty opportunity.
Watch ARM on medium negative directional impact for its longer-duration embedded royalty opportunity due to intensifying RISC-V competition.
Сред.
03:12
05 авг
05 авг
US CPU semiconductor trend rising
The AI industry is shifting toward CPU as a key enabler, with ARM, AMD, and Intel representing the US CPU top trio. As AI agents become widespread, CPU will gain importance, making a concentrated bet on the US CPU semiconductor theme attractive.
Сред.
00:38
05 авг
05 авг
Holding ARM long through market choppiness
Author discloses current long positions in ARM and MRVL, holding through expected short-term choppiness on the view that markets remain structurally strong despite near-term bullish crowding.
Сред.
19:36
03 авг
03 авг
Watch ARM as AWS supplier read-through
ARM is presented as an AWS/hyperscaler beneficiary from the AMZN earnings meta analysis; research basket, not a personal long.
Сред.
16:21
02 авг
02 авг
Author notes ARM could fall further but is approaching fair value.
Author notes ARM could fall further but is approaching fair value, advising to watch support rather than taking a directional position.
Низ.
20:00
31 июл
31 июл
ARM reached an extreme valuation of $450 (hyperbolic/options pricing reference). This extreme price action signals a euphoric top in the broader semiconductor sector. The top is in for ARM and potentially other semiconductor stocks, making it a short candidate. The AI trade could see a resurgence, squeezing short sellers.
Низ.
Об аналитическом покрытии ARM
Buzzberg отслеживает ARM (Arm Holdings plc) в 75 источниках. Бычьих сигналов: 121, медвежьих: 4, от 96 аналитиков. Сентимент преимущественно бычий (32%). Всего отслеживается 370 торговых идей. За последние 7 дней: наблюдение: 4. Последние спикеры: firstadopter, thematictrader, aleabitoreddit.