$ARM mention timeline

Arm Holdings. Every tracked FinTwit mention of $ARM, newest first. 549 mentions since the first on Jul 30, 2025. See the price chart.

July 2026 · 24 mentions

Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it. The setup: TSM smashed Q2…↗
Jul 16
Mike Investing — The companies building the future are all heavily on sale right now… Drawdowns from Highs: $RKLB -79% $ASTS -86% $NBIS -56% $SNDK -51% $OKLO -76% $BE -40% $ONDS -55% $PL -57% $OUS…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW Drawdown from highs: • $OKLO −76% • $NVTS −63% • $CRWV −60% • $ASTS −58% • $IONQ −57% • $PL −57% • $AAOI −56% • $RKLB −55% • $IREN −54% • $ONDS −53…↗
Jul 15
Shay Boloor — Semiconductors are getting hit hard today: • $SNDK -15% • $AAOI -15% • $LITE -12% • $MU -11% • $MRVL -10% • $COHR -9% • $AMKR -9% • $INTC -8% • $CRDO -8% • $AMD -7% • $ALAB -7% •…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 12
Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (3…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +707% 2. $PENG +301% 3. $AEHR +260% 4. $AXTI +250% 5. $DELL +245% 6. $AAOI +244% 7. $MU +243% 8. $WDC +238% 9. $INTC +198% 10. $ARM…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 9
Shay Boloor — Semiconductor stocks are getting bought aggressively today: • $AEHR +14% • $LITE +13% • $KLAC +12% • $ARM +11% • $AMAT +10% • $AMKR +10% • $AAOI +9% • $ALAB +9% • $MU +7% • $MRVL…↗
Jul 9
InvestmentGuru — MORNING MOVERS Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space: GAPPING UP $MU +6.7% — $3B US supply-chain investment $KLAC +5.…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SN…↗
Jul 7
Shay Boloor — Semiconductors are getting hit hard today: • $SNDK -14% • $ALAB -12% • $AMKR -11% • $AEHR -11% • $INTC -11% • $CRDO -11% • $AMAT -10% • $MRVL -10% • $AAOI -9% • $KLAC -9% • $AMD -…↗
Jul 6
TheValueist — $ARM $ALAB $AMAT $SIMO Analog Century. I'm long many of the same names. https://t.co/uWhrjVSK1S↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Inte…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +635% 2. $AAOI +247% 3. $AEHR +247% 4. $AXTI +246% 5. $MU +242% 6. $INTC +226% 7. $PENG +214% 8. $DELL +213% 9. $WDC +213% 10. $TWS…↗
Jul 4
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $79 • $PL $26 • $RDW $8 Quantum • $IONQ $44 • $RGTI $16 • $QBTS $20 • $INFQ $10 Drones • $ONDS $7 • $AVAV $174 •…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day: • $AAOI -17% • $SNDK -14% • $KLAC -13% • $AMKR -12% • $MRVL -10% • $COHR -10% • $LITE -9% • $CRDO -8% • $AR…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch $MU $AMD $INTC $NBIS $MRVL $CRDO $AVGO $QCOM $ARM $AAOI This group has seen increased selling pressure and profit-taking, bu…↗
Jul 1
Trade Whisperer — $MU $DRAM Fab output capability right now is like owning a gold mine. The market hasn't fully figured this out yet. $ARM could only lock in supply for 50% of its $2B backlog. Down…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute: • $KLAC -11% • $SNDK -11% • $AMAT -10% • $MU -10% • $…↗
Jul 1
Shay Boloor — @FuturumEquities Here’s the full video where you can see the four other names (besides $ARM) that made the Futurum AI 15 honorable mention list: https://t.co/TRLRiyOnA6↗
Jul 1
Shay Boloor — When $NVDA talks about a $20B CPU opportunity, you should immediately think $ARM because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep…↗
Jul 1
Trade Whisperer — @xionglili1024 @wattsfitness1 Just gonna say this. Everybody has to reserve fab output next 5-7 years. If you don't get a good allocation. Your company is fucking done. You can't s…↗

June 2026 · 95 mentions

Jun 30
TheValueist — $INTC $AMD $ARM $NVDA My updated CPU tracker is attached. These are names with a high concentration of CPU-driven revenues and earnings. https://t.co/9RhbLPIheN↗
Jun 30
Trade Whisperer — $MU $SNDK $AMD $INTC $ARM $QCOM "ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production." The barrier for CPU? Clearly not as high as memory. Meanwhile at 86%…↗
Jun 30
InvestmentGuru — Memory/ storage play will continue to be a winner in this market $MU $SNDK $INTC $AMD $ARM https://t.co/Yct3WaviHa↗
Jun 29
TheValueist — $NVDA $INTC $ARM $AMD SAILBOX @sailresearchco , AGENTIC SANDBOXES, AND THE CPU SERVER DATA CENTER READ-THROUGH EXECUTIVE SUMMARY The core investment conclusion is that agentic AI…

May 2026 · 108 mentions

May 31
Serenity — Can’t believe $ARM went straight from $134 to $354 when I took positions. The ~$15B annual revenue coming from these cool name AI CPUs seemed a bit insane at the time. At Compute…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026. The answer’s been in the executive orders the whole time. The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Wayne Liang — About $NVDA becoming the operating system of civilization... $NVDA and $MSFT are set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at GTC Taipei on Monda…↗
May 30
Shay Boloor

April 2026 · 171 mentions

Apr 30
Tradable Astronaut — $ARM clean breakout & retest of 9 ma here, shared in discord 2 days ago a good spot to re-add Up over 50% since shared to X https://t.co/4wDdYKHUK3↗
Apr 30
Trade Whisperer — This is why I own $TSM. TSMC does not pick sides. It collects from all of them. $MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist AI INFRASTRUCTURE CORE $MRVL → Custom AI silicon for hyperscalers like Google and AWS → Data center now the core growth engine…↗
Apr 30
Jason's Chips

March 2026 · 62 mentions

Mar 31
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today: • $AEHR +22% • $MRVL +13% • $ASTS +12% • $RKLB +12% • $BE +11% • $HIMS +11% • $NBIS +11% • $ONDS +11% • $ARM +9%…↗
Mar 30
Tradable Astronaut — $ARM not bad risk to reward here stops at $139 https://t.co/UNgdryvFkq↗
Mar 30
Serenity — @VJNCapital Nope. $SIVE photonics is too small as an upstream optical component supplier so would likely pass. $ARM would raise antitrust due to size.↗
Mar 28
Serenity — Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue gr…

February 2026 · 21 mentions

Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex. Here's how that money flows through every layer of the AI stack: Compute: GPUs and Accelerators $NVDA - Blackwell shipping now, Rubi…↗
Feb 25
The Future Investors — Morgan Stanley’s Top 25 Humanoid Robots 🤖 🧠 Brain (AI & chips) $BIDU $BABA $NVDA $TXN $AMD $ARM $SNPS $CDNS $SSNLF 👀 Eyes (sensors & vision) $SONY $MCHP $AMBA $ON $SSNLF 🦾…↗
Feb 19
Jose Najarro Stocks — $MSFT $AMZN $ARM $NVDA If OpenAI does raise $100B, will the market still be worried about the OpenAI contracts? Wouldn't this alone keep the AI Story fund running another 2+year…↗
Feb 18
unusual_whales

January 2026 · 36 mentions

Jan 31
The Future Investors — What a week it was 😮 Next week looks just as intense 🔥 A full week of earnings: $PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊 Which one are you watc…↗
Jan 28
Jose Najarro Stocks — $NVDA $INTC $AMZN $GOOGL $MSFT $ARM So I decided to turn off my computer for a few hours, and the AI market dumped so much AI NEWS!! Rumors that Nvidia might use Intel Foundry fo…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN The AI Brain • $NVDA data center & AI accelerators • $META custom inference silicon for AI • $MSFT AI acceleration silicon for Azure • $QCOM mobile,…↗
Jan 23
InvestmentGuru

December 2025 · 21 mentions

Dec 30
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰 Join our community on…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE AI Chips • $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing • $TSM only foundry currently c…↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us: Space: $RKLB, $ASTS, $RDW, $PL Enterprise AI: $PLTR, $SNOW, $MDB, $NOW Mag 7: $NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN Po…↗
Dec 27
Shay Boloor

November 2025 · 5 mentions

Nov 6
Ray Wang — One of the three major licensing customers signed in this Q is from China, and $ARM described the demand in China as "as strong as we've ever seen." Both licensing and royalties…↗
Nov 6
Ray Wang — I found this part of the $ARM call quite interesting. It seems the revenue contribution of SB is quite significant and have notable increase compared to last Q. https://t.co/mbFJ…↗
Nov 5
Ray Wang — Huh. This is super super interesting. Someone is trying to expand its dollar content in the data center. $ARM: "DreamBig Semis got a lot of interesting IPs....particularly around…↗
Nov 5
Ray Wang — $ARM: "In the data center, access to power has now become the bottleneck. And this is accelerated adoption of Arm's new verse compute platform. which has now surpassed 1 billion CP…

October 2025 · 1 mention

Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈 1. $ARM | Arm - 212.0% 2. $CRDO | Credo Tech. - 164.3% 3. $MU | Micron - 1…↗

September 2025 · 3 mentions

Sep 30
Ray Wang — South Korean AI chip startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC Arm. The most interesting…↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho). $INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
Sep 12
Tech Fund — $ARM to start competing with their customers - from Deutsche: "Custom chips coming? As expected, one of the primary points of discussion was the company’s expected incursion into…↗

July 2025 · 1 mention

Jul 30
SpotGamma — so many earnings after the close $MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN↗

June 2025 · 1 mention

Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN https://t.co/A4rcdLIKc4↗

Jun 28

Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX…↗

Jun 28

InvestmentGuru — The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗

Jun 28

AlmaCap — Memory stocks are simultaneously the best value stocks and the best growth stocks. You can buy Samsung preferreds at a NTM PE of c.5.0x and benefit from: > Highest wafer capac…↗

Jun 27

Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗

Jun 27

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel. So far, we’ve covered: •…↗

Jun 27

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +781% 2. $AEHR +355% 3. $AXTI +329% 4. $MU +297% 5. $AAOI +289% 6. $INTC +248% 7. $WDC +240% 8. $PENG +218% 9. $TWST +215% 10. $MRV…↗

Jun 25

TheValueist — $NVDA $INTC $ARM $AMD This Sail Research is a very interesting new company that provides persistent sandboxes for the coming massive CPU demand in agentic workflows. I was surprise…↗

Jun 25

KawzInvests 🦑 — $BB is up 100% since I first covered it. Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years. Most people think BB is a…↗

Jun 24

Shay Boloor — SoftBank CEO Masayoshi Son says he expects $ARM value to rise 10x as AI workloads become more CPU-intensive. He also called $INTC manufacturing business critical as tech giants se…↗

Jun 22

Evergreen Capital — A few thoughts after reading the Fugu white paper, which I believe has probable implications for future AI architectures and appears positive for $NVDA, DRAM $MU, $SKHynix, $Samsun…↗

Jun 22

InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets. Names like $MU, $AA…↗

Jun 21

TheValueist — $NVDA $ARM $INTC $AMD I’m naming this process and coining the term “Fanout Agentic GAI Loop.” Feel free to use and make sure to credit back to @TheValueist :) We are still in the…↗

Jun 21

Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. P…↗

Jun 21

InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD The Companies Building the Backbone of the AI Revolution Tier 1 — Core Compounders The foundation of AI infrastructure and the highest-convic…↗

Jun 21

TheValueist — $NVDA $ARM $INTC $AMD My Lead Analyst Agent independently spun up 11 temporary virtual CPU servers (on @digitalocean Droplets) overnight to rebuild the sharding for our QMD vector…↗

Jun 21

Trade Whisperer — $TSM Two types of idiots today. Idiot 1: Believes China will invade Taiwan. Idiot 2: Has no idea the world literally cannot function without TSMC. SK Hynix, $MU, $AMD, $ARM, $NV…↗

Jun 20

Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon. Mea…↗

Jun 20

Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling. So far, we’ve covered • Eve…↗

Jun 20

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 •…↗

Jun 19

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +820% 2. $AEHR +471% 3. $AXTI +417% 4. $AAOI +364% 5. $WDC +333% 6. $ARM +302% 7. $MU +297% 8. $BE +278% 9. $MRVL +265% 10. $INTC +…↗

Jun 19

Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I…↗

Jun 19

InvestmentGuru — Real AI-memory supply squeeze, momentum can stay extreme for months. Not a sell signal — a momentum exhaustion signal. The market is pricing in flawless execution at a pace history…↗

Jun 18

amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗

Jun 18

Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗

Jun 18

Trade Whisperer — Interesting CPU research from a reputable firm. This firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM ad…↗

Jun 18

InvestmentGuru — @DaneWoah $AMD $ARM some more↗

Jun 18

InvestmentGuru — Chips don’t just run the market right now… they are the market. $MU $INTC $WDC $ARM $MRVL↗

Jun 18

InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗

Jun 17

Trade Whisperer — Strange enough, names keep moving big after I mention them. $SIMO up 27% since this comment. 125% since first mention. Same with $AMAT on Z Axis, $ARM on Efficient CPU & $MU…↗

Jun 17

Trade Whisperer — $ARM Blue Candle: 26%+ 2026+ is the year of efficiency. $MU SOCAMM and $ARM AGI CPU both fit the model. More inference per watt. More memory per accelerator. The buildout demands…↗

Jun 17

Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here. But, it will if Kevin Warsh is HAWKISH at FOMC. These 16 stocks will be on sale ONE LAST TIME: $DRAM — Buy Zone: $40-$45 Memory bo…↗

Jun 16

Trade Whisperer — $MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x. One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in A…↗

Jun 15

TheValueist — @DasTechnocrat I agree with you. If you look at these multiples, they are off the charts, and that definitely gives me pause. However, you have a pure CPU technology duopoly with x…↗

Jun 15

TheValueist — $ARM had a big relative gap down this morning when everything else was ripping out of the gate. Great that it recovered and then some. I was initially surprised at where it was hea…↗

Jun 15

Trade Whisperer — $ARM BLUE candle + Volume Node = Another breakout setup. Same pattern as the ones before it. ARM's AGI CPU delivers 2x performance per rack at 300W. Hyperscalers get more inferenc…↗

Jun 14

The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰 1. $MU | Micron - 265.9% 2. $HXSCL | SK hynix…↗

Jun 13

Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling. So far, we’ve covered: • Everything you need to know abo…↗

Jun 13

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVT…↗

Jun 11

Alphatica — ROTATION SCANNER | June 11, 2026 $SOXX +3.9%. All factors green. $XBI +2.0%. $IGV -1.5%. Software alone on the sell side. The split returns. Leader: $SOXX (Semiconductors) +3.9%…↗

Jun 11

Alphatica — MORNING INTERNALS | 11:30 AM ET The flattest internals of the series. Everything near 1.0x. Indexes green. Zero conviction. The market is waiting. Yesterday: Dow -1.87%. S&P -1.6…↗

Jun 10

InvestmentGuru — S&P 500: -1.6% | DJIA: -1.9% | Nasdaq: -2.0% Dual headwinds: U.S.-Iran war fears re-igniting + broad Big Tech selloff $SMCI -28% $APLD -7.1% $QCOM -6.9% $ARM -5.4% $MRVL -5.4% $…↗

Jun 10

Tradable Astronaut — @fundmyfund @DeepInference He has me blocked , I shared @DeepInference DD on $ARM with him, he liked the comment and then he was bullish arm and I said some credit to inference wou…↗

Jun 10

Jun 10

TheValueist — $NVDA $INTC $AMD $ARM CPU READ-THROUGH FROM THE FABLE SYSTEM PROMPT Bottom line: [INFERENCE, High confidence] The Fable prompt is still primarily a GPU/HBM/inference story, but it…↗

Jun 10

InvestmentGuru — Everyone’s excited about the SpaceX IPO. Here’s the data that should temper that excitement. Post-IPO performance across major tech listings tells a brutal story. The numbers don…↗

Jun 9

Serenity — Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my…↗

Jun 9

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026 1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY] 2. $MRVL — Custom AI silicon demand acceler…↗

Jun 8

Mike Investing — President Trump has literally been telling you to buy AI themed names… These are the 5 layers of AI that you need to be invested in: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2.…↗

Jun 8

Serenity — @0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130. $87 -> $288 for Marvell $134 -> $347 for Arm not too shabby for my names? I still think many have a toooon of room to…↗

Jun 8

Serenity — Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking ab…↗

Jun 6

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. S…↗

Jun 6

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $B…↗

Jun 6

Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC…↗

Jun 6

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $…↗

Jun 6

Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked. It's going to crash at least 10% soon. I'm adding these gems for 10x swing play: (stocks returns yesterday vs past year) 1. $AMD…↗

Jun 5

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44 Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering: • $AVGO earnings & why custom silicon demand st…↗

Jun 5

TheValueist — $MSFT $ARM $NVDA $QCOM $INTC $AMD Windows on Arm Comes of Age: AI PCs, Unified Memory, and the Erosion of the x86 Moat. Windows on Arm has evolved from a compatibility-constrained…↗

Jun 5

InvestmentGuru — 17. $ARM The architecture powering every AI inference chip, mobile AI, and data center CPU. Royalty model means it benefits from every chip design across the ecosystem — $NVDA, $AM…↗

Jun 5

Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale. Add these 16 stocks for the reversal of a lifetime: 1. $NOW — AI automates every enterprise workflow at scale B…↗

Jun 5

InvestmentGuru — Overnight market action is setting up a cautious open. 🔻 $LULU is down more than 11% after cutting full-year revenue and earnings guidance. While Q1 revenue grew 4% year-over-yea…↗

Jun 4

InvestmentGuru — Overnight trading is showing a clear risk-off tone across some of the market’s strongest momentum groups. 🔻 $MRVL - nearly 6% 🔻 $LITE - over 4% 🔻 $ARM - over 4% 🔻 $NOK - over…↗

Jun 3

Tradable Astronaut — $MRVL Imagine having this sort of data at your fingertips every single day. Catching names like $ARM $AXTI $SPCE $AAOI $LITE etc, all early. Aion Index will show you the best nam…↗

Jun 2

TheValueist — I watched all four Computex keynotes ( $NVDA $INTC $MRVL $ARM ) start to finish, and my overall takeaway is that the consensus is an extremely bullish view on the hyper-growth of t…↗

Jun 2

TheValueist — $NVDA $INTC $MRVL $ARM KEY META-ANALYSIS READ-THROUGHS FROM COMPUTEX TAIWAN 2026 AI INFRASTRUCTURE KEYNOTES Computex Taiwan 2026 functioned as a coordinated roadmap reset for the…↗

Jun 2

TheValueist — https://t.co/47rAcPHRke $ARM KEY READ-THROUGHS FROM ARM COMPUTEX TAIWAN 2026 KEYNOTE The material is a transcript of Arm’s Computex Taiwan 2026 keynote, led by Arm CEO Rene Haas,…↗

Jun 2

InvestmentGuru — Morning Market Pulse $GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗

Jun 2

The Future Investors — $ARM Arm CEO says the company could reach its $15B AI chip revenue target earlier than expected, driven by surging AI demand and rapid growth in data centers. Meta is expected to b…↗

Jun 2

Shay Boloor — Jensen Huang says demand for $NVDA Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM technology where possible r…↗

Jun 1

TheValueist — $ARM Computex Keynote.↗

Jun 1

Mike Investing — I’ve said this before, & I’ll say it again one last final time… If you missed $NOW at $82. Missed $NBIS at $63. Or even missed $ARM at $130… Then you cannot miss out on $CRWV a…↗

Jun 1

BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute > Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗

Jun 1

シバイヌおやびん（投資系VTuber） — $ARM の予想PERは188.6倍に到達😲 https://t.co/j1KupBsTtK↗

Jun 1

Shay Boloor — $SMCI expanded its AI server lineup with new $ARM based systems built for AI and high-performance computing. Arm is moving further into the data center as AI workloads push demand…↗

Jun 1

Midas — I called $ARM at $148 for a +177.35% gain. Retired my bloodline with one trade. Posting my next trade on my FREE discord. Join here: https://t.co/RmuXXkPCj6 https://t.co/PXoDA…↗

Jun 1

Serenity — @ThanksTesla congrats. yeah... i should have done options. In hindsight, probably would have done shares only again though. just feels bad to get a 3x on a large-cap like $ARM…↗

Jun 1

Serenity — $ARM is just ridiculous. $134 straight to $413 in just 2 1/2 months. Should have went options, would have been up thousands of percent instead of only 3x. https://t.co/tF335Qp65…↗

Jun 1

TheValueist — $ARM going b-a-n-a-n-a-s!! Feels a tad excessive here, but once again, I can't complain. https://t.co/cvwBtJEjjF↗

Jun 1

Jason's Chips — Jason's Chips overly hated shitco picks all mooned today $CRWV stupid levered Neocloud with a terrible management team and execution track record $ARM dumb-hated CPU royalty com…↗

Jun 1

BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server…↗

Jun 1

Shay Boloor — $ARM JUST CROSSED $400 FOR THE FIRST TIME EVER https://t.co/uIP8Ffqk4x↗

Jun 1

Alphatica — Just In: Barclays just raised targets on AMD, ARM, and Intel. Read the numbers carefully. AMD: target to $665 from $500. That is now the highest target on the Street. 29% upside.…↗

Jun 1

Daave “3 and 30” Tepper — Inference demand boom > CPU boom > $ARM boom > SoftBank boom > Masa San spending boom > openai capital raising boom > $nvda / $mu Inference demand boom > CPU…↗

Jun 1

Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE: $NOW — AI agents run inside ServiceNow's enterprise software stack $CRWD — Security layer every AI fa…↗

Jun 1

シバイヌおやびん（投資系VTuber） — プレで $AMD $INTC は下げ $NVDA の逆襲始まるかもうけものなのは $ARM https://t.co/DU6C1RAh5t↗

Jun 1

InvestmentGuru — Best setup for today, IMO $ARM $MU $IBM $PLTR $NOW↗

Jun 1

シバイヌおやびん（投資系VTuber） — $NVDA も $ARM も $PLTR も、上がらなくて投資家が嫌になって売ったあたりから爆上げを開始する😂 時間外で流れ変わるから追いつかない。「信念」を持たないと難しいな。↗

Jun 1

シバイヌおやびん（投資系VTuber） — プレ $NVDA $MU $ARM https://t.co/sj6nOL07Zs↗

Jun 1

Shay Boloor — $ARM flying overnight past $385 as upcoming $NVDA & $MSFT AI PCs are expected to run on next-gen CPUs built on Arm architecture. This is the PC becoming the next AI endpoint w…↗

Jun 1

InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market. $IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗

Jun 1

InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading The AI infrastructure and software rally is showing no signs of slowing down: AI Server Makers $DELL +3% $IBM +13% $HPE +9…↗

Jun 1

TheValueist — People are expecting incredible things out of $ARM . I'm not complaining. https://t.co/wvArq34aOY↗

— HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +614% 2. $AXTI +531% 3. $AEHR +357% 4. $AAOI +354% 5. $NVTS +273% 6. $MU +240% 7. $DELL +234% 8. $BE +228% 9. $DOCN +224% 10. $ARM…

May 30

BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda) - Adding to $AAOI, $LPK and $SIVE > Oversold from SaaS pivot (AAOI hitting 200DMA) > Jensen “we need…↗

May 30

Shay Boloor — $NVDA and $MSFT are reportedly set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at Jensen Huang's GTC Taipei keynote on June 1. The move pushes Nvidia…↗

May 30

Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $GS. So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVDA — Eve…↗

May 30

TheValueist — Looks like $ARM confirmed it. An NVDA Windows PC with an ARM CPU. They need to make sure to include Clippy as the GAI assistant. https://t.co/nUF6iX7fs7 https://t.co/WxEeLFHsQH h…↗

May 28

TheValueist — $MU $SNDK $ARM $INTC $AMD $DELL Very bullish. https://t.co/DqiLv7Sjxz↗

May 28

Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos. Wrong first filter. Start with the deployment stack: Actuators / motion control: $PH $RRX $TKR $AM…↗

May 28

BULL OF BRITAIN — To understand how fucked UK econ is. 99.9% of people could not tell you $ARM is our biggest company by market cap. Nor tell you what they do. Or say they have ever heard of it. T…↗

May 28

TheValueist — $ARM Definitely very possible. As I mentioned yesterday, the sell side’s main role is to support the investment bank in its fee-earning activities. However, $NVDA and $AMZN are e…↗

May 28

IvanaSPEAR — $ARM why it’s moving? CPUs are the biggest incremental thesis and ARM is the best play. Every Vera that Nvidia sells ARM makes the $$$ Loved sharing my thoughts with @cvpayne…↗

May 28

TheValueist — $ARM $NVDA $SNOW non-stop to all time high. Up 9% today. (Bloomberg) Snowflake’s AWS Graviton Deal Reinforces Arm CPU Momentum: React RECENT EVENT REACTION: Snowflake's agreement…↗

May 28

シバイヌおやびん（投資系VTuber） — でも成長率で見ても、FCF生成力で見ても、 $AMD が $NVDA より割高である合理的理由はないと思う。 $AMD $ARM などはモメチンが突き上げてる。↗

May 26

Ben Pouladian — The chip-level win is the distraction The rack-level integration is the trade A custom chip can beat NVIDIA on a spec sheet It cannot beat a rack where the CPU was co-designed wi…↗

May 24

Trade Whisperer — @dramlonger $TSM, $MU, $DRAM, $AMD, $INTC, $ARM = Semiconductor Agentic AI Enabled. I have a few names researched on the software side. I am pretty excited on what's coming.↗

May 24

Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share: $AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL The most obvious ways to play the growth…↗

May 24

Michael | Hypermarkets — Top 12 winners for 2026 with catalyst 1. $AXTI +761% Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗

May 24

シバイヌおやびん（投資系VTuber） — SOXXが最強で、個別株投資が難しいのは、どの銘柄がどの順番で上がっていくのか判断が難しいから最近だと $NVDA 決算をきっかけに $ARM がいきなり強くなったりね↗

May 24

TheValueist — $NVDA $ARM $INTC $AMD Nvidia says its forecast for $200 billion CPU market includes China - https://t.co/vxX5iuRAhN↗

May 23

Serenity — I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out mul…↗

May 23

Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives. So…↗

May 23

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +761% 2. $SNDK +523% 3. $AAOI +421% 4. $AEHR +371% 5. $NVTS +310% 6. $BE +248% 7. $DOCN +229% 8. $INTC +225% 9. $WDC +181% 10. $ARM…↗

May 23

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $96 • $ASTS $89 • $PL $30 • $BKSY $34 Quantum • $IONQ $48 • $RGTI $25 • $QBTS $26 • $INFQ $13 Drones • $ONDS $6 • $AVAV $170…↗

May 22

TheValueist — Look at this $ARM . Still going and up another 4.5%. https://t.co/RZx8vAQswi↗

May 21

TheValueist — What $20bn of $ARM CPU revenue out of thin air looks like. https://t.co/qOu6zMecPg↗

May 21

Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers. Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗

May 21

IvanaSPEAR — $ARM move is not silly at all post $NVDA comment on the call for Vera CPU being $20B in F27. ARM gets a cut. On a $5B Revenue base, it gets meaningful. @jimcramer https://t.c…↗

May 21

Serenity — And now $ARM, a $300B+ company, hit triple digit returns in a short timeframe since $135… Cool name CPUs go brrrr? https://t.co/67Zz6EWfnL↗

May 21

InvestmentGuru — $ARM — The Silent Monopolist↗

May 21

Tradable Astronaut — Wow, my quant absolutely nailed this one Amazing trades and timed the bottom On $SPY $ARM $ASTS and others Give him a follow for real alpha https://t.co/x1m8TUMjJz↗

May 21

Tradable Astronaut — $ARM insanity https://t.co/GPb7qGUgNN↗

May 21

TheValueist — $ARM all-time high +8%. Jensen is getting to work selling $NVDA Vera CPUs. LFG. https://t.co/DLjKV5BToo↗

May 21

InvestmentGuru — $ARM — The Silent Monopolist This is the most underappreciated play in the entire theme. ARM’s market share of CPU compute now represents ~50% among top hyperscalers. Data center…↗

May 20

Shay Boloor — $NVDA said Vera CPU opens a new $200B TAM for Nvidia which is a market the company has never addressed before. Nvidia now has visibility into nearly $20B of CPU revenue this year…↗

May 20

TheValueist — $ARM up another 3% post on this ridiculous $NVDA Vera CPU launch. https://t.co/iwnOh92BgJ↗

May 20

TheValueist — $NVDA $ARM Incredible forecasted Vera CPU launch. NVDA believes they will become the world’s leading CPU supplier. https://t.co/oOCCa2W3On↗

May 20

Jose Najarro Stocks — $NVDA $AMD $INTC $ARM THE CPU SHORTAGE IS A MAJOR WIN FOR NVIDIA NVIDIA believes it will be the world's leading CPU supplier this year!! "Vera CPU opens a brand new $200 billion…↗

May 20

シバイヌおやびん（投資系VTuber） — ChatGPTくんと議論した結果。・「AIエージェント化」の受益を考えるなら、「CPU需要増」だけで見るより、「メモリー階層全体の消費量増」で見る方が重要。・ $NVDA ラック内のホストCPU需要は、AMD EPYCやIntel XeonではなくVeraに吸収されやすい優先順位イメージ：・1位： $NVDA ・2位： $MU SKハイニクス…↗

May 20

シバイヌおやびん（投資系VTuber） — AIエージェント利用が増大するということで $ARM $INTC $AMD に大きく買いが入ってるけど、おそらく売上恩恵ではメモリー $MU $EWY の方が大きい。 CPU側とGPU側の両方でメモリー・SSDを消費するから。そして $NVDA にはベラCPUがあるのも忘れちゃいけない。↗

May 20

TheValueist — $ARM Going off this morning. All time high. I’m long 1/21/28 calls. https://t.co/jOKCjp1peh↗

May 20

Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows. If Google shows real AI Search monetizatio…↗

May 20

InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game 1. $MU — Memory Is Now a Strategic Asset Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗

May 20

InvestmentGuru — THE CPU RENAISSANCE THESIS The Structural Shift Nobody Priced In This isn’t cyclical. It’s architectural. The AI compute stack is undergoing a fundamental transition. Training wo…↗

May 19

シバイヌおやびん（投資系VTuber） — 半導体銘柄で比較的反発力が強い $MRVL $ARM $INTC $MU↗

May 18

Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon… These 5 layers include: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2. Chips & C…↗

May 18

シバイヌおやびん（投資系VTuber） — $ARM 下では拾われてる　本日逆行高 https://t.co/PmHn7RvcGy↗

May 18

シバイヌおやびん（投資系VTuber） — $ARM も買われてる $CBRS セレブラスも今日は買われてるw↗

May 17

Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗

May 17

InvestmentGuru — $NVDA EARNINGS INCOMING Next week is not just a print — it’s a macro event for the entire AI trade. → Blackwell demand visibility is the #1 watch item → Data center revenue guide…↗

May 17

Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗

May 16

シバイヌおやびん（投資系VTuber） — 【Unitree社のロボットの主なチップ・メモリ】 $ARM $NVDA $INTC $MU Go1：自社16コアARM CPU + GPU（0.5〜1.5TFLOPS） / EDUでJetson Nano/NX追加可 Go2：8コア高性能ARM CPU / EDUでJetson Orin（最大100TOPS） B2：Intel Core i5 + i…↗

May 15

Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100…↗

May 15

Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in: • $AVGO ~$61M • $SNDK ~$24M • $INTC ~$18M • $ARM ~$16M • $NET ~$11M • $MU ~$8M…↗

May 14

Michael | Hypermarkets — The IPO for $CBRS (Cerebras) should open after 10:00am EST for trading and buying. My price target end of day is $220+ and 1 year from now $300+ Here's everyhing you need to know…↗

May 14

Tradable Astronaut — Find your appropriate risk, and trade the strongest names that are at the tip of your fingers. You can create a very high win rate and boost your success rate in the market That…↗

May 13

TheValueist — $ARM $GOOGL↗

May 13

Shay Boloor — $ARM and SoftBank reportedly attempted to acquire $CBRS but the bid was rejected. It shows how aggressively AI infrastructure players are trying to secure more control over comput…↗

May 12

Trade Whisperer — Rise of Agentic AI Could Push CPU Core Counts to 512 and only $TSM 2nm advanced node can enable it. $ARM: Arm's new AGI CPU already has 136 cores. $AMD: Upcoming Zen 6 EPYC proc…↗

May 11

シバイヌおやびん（投資系VTuber） — よく $PLTR が上がらない理由を「高いバリュエーション懸念」と言われるけど、利益成長してるから最近PERは下がってる。 $PLTR よりPERが高い銘柄なんていっぱいある。 $CRWD とか $ARM とか。 PEGレシオで見るとそんなに高いかな？という感じになってきた。↗

May 11

KawzInvests 🦑 — $QCOM has been an absolutely insane trade. The day before earnings I watched unusual volume rip through the $200 calls. Someone knew something. 3 weeks later the stock is up 70%…↗

May 11

Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $NVDA, $TSM • Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO, $SNDK • Strong (30–39%) |…↗

May 10

Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $INTC ~2.8x • $LRCX ~2.0x • $KLAC…↗

May 9

Trade Whisperer — $AMD $INTC $ARM Server CPU TAM just doubled. $60B to $120B by 2030. That's cute. Now look at $TSM market share in CPU manufacturing. 75%. One Company. Monopoly. https://t.co/Qt…↗

May 9

InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories…↗

May 9

Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗

May 9

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utility • $IREN $50 • $NBIS $133 • $CIFR $17 • $CRWV $103 AI Power • $EOSE $7 • $BE $194 • $NVTS $13 • $VRT $258 AI Hardware • $NVDA $17…↗

May 8

Michael | Hypermarkets — The AI supercycle is no longer about $NVDA AI is no longer ONLY GPU driven. As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗

May 8

Shay Boloor — $GOOGL STOCK PORTFOLIO REVEALED 1. $CME ~26% 2. $PL ~25% 3. $ASTS ~19% 4. $RVMD ~8% 5. $ARM ~7% 6. $FRSH ~3% 7. $PATH ~2% 8. $TEM ~2% 9. $GTLB ~2% 10. $PRME ~1% https://t.co/jwZL5…↗

May 8

Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗

May 8

The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀 1. $NBIS | Nebius - 211.8% 2. $IREN | IREN Limited - 106.0% 3. $CR…↗

May 8

Serenity — @xuefeng_huang If $SIVE goes the ADR route you can do an ADR conversion from Sweden to US and it will just start trading on US markets like $ARM.↗

May 8

シバイヌおやびん（投資系VTuber） — "ゴールドマンは半導体の急騰が終焉を迎える可能性があると警告している 4月初旬から50%以上の急上昇を見せていた半導体株は、今朝は軟調な動きとなっている。スマートフォン向けロイヤリティ収益の低迷により $ARM が9%下落（昨日は決算を控えて14%上昇していた）、売上高総利益率が予想を下回った $COHR が5%下落、さらにメモリ関連の調整（韓国市場でハイ…↗

May 7

Shay Boloor — @FuturumEquities $AMD and $ARM showed why CPUs are cool again.↗

May 7

amit — Software stocks today: $NOW +5.7% $DDOG +28.2% $IGV +3.6% $ADBE +2.8% $MSFT +2.4% $PLTR +2.7% $MSFT +2.8% $CRM +3.2% Semiconductor stocks today: $MU -3.8% $SNDK -7.1% $AAOI -14%…↗

May 7

Ben Pouladian — Rene Haas just confirmed the Vera CPU thesis on yesterday’s Arm Q4 call. He didn’t mean to His framing: GPUs are reticle-limited. CPUs are not. The ratio shift is happening in cor…↗

May 7

Trade Whisperer — Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now CPU-to-GPU ratio: 1:8 → 1:1 New AI Memory Demand? 16x Agentic AI = Re-Fucking-Rate $AMD…↗

May 7

TheValueist — $ARM KEY READ-THROUGHS FROM ARM HOLDINGS PLC Q4 FYE26 EARNINGS CALL Arm’s Q4 FYE26 materials carry unusually broad cross-market implications because the call was less about a one-…↗

May 7

Trade Whisperer — $MU 6x Forward P/E $WDC 32x Forward P/E $AMD 51x Forward P/E $ARM 98x Forward P/E $INTC 110x Forward P/E The market is still calling all of them "cyclicals." If $MU is re-rated to…↗

May 7

Mike Investing — We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK,…↗

May 7

Shay Boloor — My full $ARM earnings takeaway can be found here: https://t.co/mDvxditZ9P↗

May 7

Shay Boloor — $ARM sold off because the stock had already rallied, valuation was stretched and investors focused on the near-term guide & smartphone seasonality. The bigger story is that Arm is…↗

May 6

シバイヌおやびん（投資系VTuber） — $ARM あれ、決算アフター下げてる https://t.co/Qu8bKLr3I8↗

May 6

Evergreen Capital — Just to remind people, it hasn’t even been 2 weeks since $GOOGL announced it was doubling the amount of Arm-based Axion CPU hosts per TPU server. Don’t overthink it: no matter how…↗

May 6

Serenity — I guess, post earnings when $ARM touched $268... $ARM is now #18 on the individual stock list that I went long on that hit 100%-1000%+ YTD? I've lost count TBH. Some others like…↗

May 6

Jason's Chips — $ARM earnings Neutral on most numbers BUT "We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028, more than double what we stated at launch." St…↗

May 6

Shay Boloor — $ARM is up 12% after saying demand for its first data center chip has “exceeded expectations” with more than $2B in AGI CPU demand across FY27 & FY28. Management says “as AI b…↗

May 6

unusual_whales — BREAKING: $ARM earnings: - EPS: $0.6, est: $0.58 - Revenue: $1.49 billion, est: $1.47 billion $IONQ earnings: - EPS: $2.07, est: -$0.52 - Revenue: $64 million, est: $49 million…↗

May 6

Shay Boloor — $ARM Q4 EARNINGS • Revenue $1.49B vs Est. $1.47B • EPS $0.60 vs Est. $0.58 • Net Income $641M vs Est. $626M Q1 Guidance • Revenue $1.26B vs Est. $1.25B • EPS $0.40 vs Est. $0.37↗

May 6

TheValueist — $ARM (Bloomberg) -- ARM Holdings reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Adjusted EPS 60c, estima…↗

May 6

Serenity — @hiro_invst Have you not seen $INTC $AMD $ARM this past month?↗

May 6

Serenity — $ARM seems to be having a fun time. Almost triple digit return in 1 1/2 months since I went long on their CPU projections. Markets really like AI CPUs huh? https://t.co/hgWPOB6tI…↗

May 6

Trade Whisperer — $AMD WILD 🤯 15 firms. All raises. Baird & Bernstein doubled their PT overnight: $300 → $625 $265 →$525 CPU re-rate. Agentic AI is on the move. $INTC $ARM https://t.co/p15DX…↗

May 6

InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like $MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM. The mar…↗

May 6

InvestmentGuru — $ARM doesn’t need to beat — it needs to guide. Watch FY2027 royalty trajectory and licensing ACV growth. That’s the real print. Earnings AH tomorrow↗

May 5

AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable. What do…↗

May 5

TheValueist — $ARM +3.9% post on $AMD print. https://t.co/yBbJAScDEo↗

May 4

InvestmentGuru — Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD…↗

May 3

Shay Boloor — GROWTH EARNINGS START NEXT WEEK • Monday | $PLTR, $DUOL, $GRAB, $TWST, $ON, $BWXT • Tuesday | $AMD, $DOCN, $CIFR, $PYPL, $SHOP, $CCJ, $ANET, $TEM, $ALAB, $SMCI, $NVTS, $TMDX, $JOB…↗

May 2

KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK? > $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗

May 2

Serenity — Still can’t believe Spirit Airlines is shutting down. Very harmful, now there’s less incentives to cut costs. There’s a difference between blocking $ARM and $NVDA acquisition (a…↗

May 2

AlmaCap — @RetailRonaldo I'm not sure I follow your question. My view is simpler: 1) Agentic AI is driving a massive step-up in both compute and memory demand 2) Hyperscalers can pull co…↗

May 2

AlmaCap — I called the memory narrative a week before fintwit caught on (and I have receipts). Similar process that worked for photonics.... Were you listening Anon? > GPU:CPU ratios in ag…↗

May 2

Serenity — I had a decent month. Everything from: $AAOI went up 100% to $SOI went up 153.9%. $SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally…↗

May 2

Tradable Astronaut — Also everyone loves $BE & $ARM now lol https://t.co/vPsDLnCSdv↗

May 2

TheValueist — Further confirmation from the source on how GPT-5.5 was trained. It was on GB200 not G/B300. Not even maxing out Blackwell generation yet. It's worth noting they are using the $ARM…↗

May 1

Trade Whisperer — $INTC From $50 to $100 (+100%) in just 30 days. I've spoken. Did you listen? Choose your notifications wisely $AMD $ARM↗

— Great point on $QCOM CPU allocation advantage versus $AMD and $ARM. Have to give that one to the bulls. I was gonna short into earnings but luckily decided against it. Cratering sm…

Apr 30

InvestmentGuru — The full CPU stack: understands each layer, you can find many play Architecture - $ARM Design- $AMD $INTC $QCOM Foundry- $TSM $GFS Memory- $MU Storage- $SIMO Connectivity- $ALAB…↗

Apr 29

Serenity — @__visionxry__ Bro $ARM is up 45% this month, what are you complaining about lol↗

Apr 29

Shay Boloor — $TSM has sold its remaining stake in $ARM. TSMC Partners sold ~1.1M Arm shares at an average price of $208 totaling roughly $231M. https://t.co/Wqgmju9y5e↗