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u/huzaifazahoor

Reddit r/ValueInvesting
· tracked since <span data-utc="2026-03-26T07:12:37Z" data-utc-fmt="my">Mar 2026</span>
Calls
1
Win Rate
100.0%
return
+117.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ARM long +117.3%
Worst Calls
No live losers yet
Most Mentioned
ARM ×1
Recent Calls
ARM long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +117.3% Long Return +117.3% Short Return -
Average Return
7d +9.0%
30d +39.5%
90d +132.0%
Result
Result
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ARM Arm Holdings plc Arm Holdings plc
Long
Mar 26
$154.80
+117.3%
Arm unveiled its first in-house CPU, shifting business model; Raymond James upgraded to Outperform with $166 PT (~23% upside). This move into fabless chip design is expected to boost operating profit and create a new revenue stream on top of licensing, timed with the AI data center CPU demand boom. The strategic shift is seen as a positive catalyst that may not be fully priced in, offering potential upside. Execution risk in new business line; increased competition with INTC and AMD; potential for market to have already priced in the news.
Arm unveiled its first in-house CPU, shifting business model; Raymond James upgraded to Outperform with $166 PT (~23% upside). This move into fabless chip design is expected to boost operating profit and create a new revenue stream on top of licensing, timed with the AI data center CPU demand boom. The strategic shift is seen as a positive catalyst that may not be fully priced in, offering potential upside. Execution risk in new business line; increased competition with INTC and AMD; potential for market to have already priced in the news.
AI/Semi
REDDIT
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u/huzaifazahoor has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: ARM.