Arm Holdings. Every tracked FinTwit mention of $ARM, newest first. 254 mentions since the first on Jun 21, 2025. See the price chart.
June 2026 · 30 mentions
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…↗
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.…↗
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
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…↗
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↗
May 2026 · 94 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…↗
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 — 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…↗
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…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Serenity — @RiskAdjustedMe Tbh I like all of the names I’ve mentioned. Win Semi and $ARM were the newest ones out of the bunch.
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 19
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 17
Mike Investing — $GOOGL will become the most valuable company in the world very soon…
One of its most notable features is the diversified portfolio which includes:
~ Search & Advertisement ($2T)…↗
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↗
— 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…
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…↗
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…↗
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
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…↗
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…↗
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↗
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↗
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…↗
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…↗
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…↗
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…↗
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…↗
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 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%…↗
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
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…↗
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 7
Shay Boloor — @FuturumEquities $AMD and $ARM showed why CPUs are cool again.↗
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
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
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
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 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
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…↗
— @__visionxry__ Bro $ARM is up 45% this month, what are you complaining about lol
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Apr 28
Michael Sikand 🦑 — The photonics bottleneck had SO many layers.
That's what it made it so damn fun.
But I think it's messed with our heads a little on FinX.
We got a bit addicted to hunting niche…↗
Apr 28
Jason Luongo — 3. $ARM - Arm Holdings
The architectural backbone of every custom AI server CPU being built by hyperscalers - Google Axion, Amazon Graviton, Microsoft Cobalt. CEO said CPU core de…↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 26
Michael Sikand 🦑 — $QCOM - the CPU supercycle's dark horse trading at a dirt cheap multiple?
Qualcomm has been punishing investors for years.
But with growing attention towards CPUs, I'm going to b…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
InvestmentGuru — The AI trade is evolving — and CPUs may be the next breakout.
For the last two years, everyone chased GPUs. That made sense — training models needed massive parallel compute.
But…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
TheValueist — $GOOGL $ARM $NVDA $LITE This is an outstanding interview. Lots of great visibility into Google's cloud and TPU business, as well as color on some of their key customers.
EXECUTI…↗
Apr 25
Serenity — @coreyagonzalez I mentioned 30 US names that I liked recently.
A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM…↗
Apr 25
Jason's Chips — $INTC + $ARM
$AMD is great but I think you're forced to take a view on their (warrant driven) GPU biz that I don't have↗
Apr 25
The Future Investors — Agentic AI is making CPUs more important in AI infrastructure 👀👇
AI inference is about more than just GPUs.
As workflows become more complex, CPUs handle more orchestration, me…↗
Apr 24
Jason's Chips — $INTC $AMD $ARM
Why DeepSeek V4 is hyper bullish CPUs
Models way cheaper GPU-wise like DeepSeek V4 that are just below the frontier are perfect for agents. As they get integrated,…↗
Apr 24
TheValueist — $AMZN the sleeper CPU provider.
$INTC $AMD $ARM $NVDA↗
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Serenity — Everyone’s out there sharing new YTDs after $MRVL, $INTC to $ARM went up…
I think I’ll stop sharing mine just to let others feel better?↗
Apr 23
TheValueist — $ARM $AMD trading higher on $INTC print. https://t.co/dmLPrZf79q↗
Apr 23
Jason's Chips — Gonna call it now.
OpenAI's GPT 5.5 and insane new codex features will cause a market share recapture and narrative shift. Private market valuation will overtake Anthropic again a…↗
Apr 23
Vulture trades 🦅 — $ARM OFFICIALLY 2000% GAINER 🤯
1.15 —> 25.00
TRADE OF A LIFETIME https://t.co/CKsrTrm0cu↗
Apr 23
Vulture trades 🦅 — $ARM 1600% Gainer at 20.00 from 1.15 🔥
Congrats to all the holders
Printed. https://t.co/GE8tp9X9ym↗
Apr 23
Vulture trades 🦅 — $ARM our May calls are up 700% at 10.20 from 1.25 insane 🦅 https://t.co/ZkPVXkLpWV↗
Apr 23
Vulture trades 🦅 — $ARM 1300% GAINER AT 16.00 FROM 1.15 🤯
$115 turned into $1600. https://t.co/0aLln5cZe9↗
Apr 23
Jason's Chips — $INTC $ARM $AMD
The consensus is nowhere near bullish enough on CPUs. I literally think it can become a trillion-dollar market. Here's a silly analogy to explain why.
Humanity mor…↗
Apr 22
Serenity — Bruh it’s only been one day with $ARM.
How does a $200B+ company go up 12% https://t.co/4BNSjjk88c↗
Apr 22
TheValueist — This is one aspect driving the explosion in CPU demand.
$INTC $AMD $ARM $NVDA↗
Apr 22
Evergreen Capital — $GOOGL's TPU v8 design is very positive for $ARM:
1) For the first time, Google's single-threaded Arm CPU (Axion) is the head-node for the TPU.
2) To meet surging agentic demands…↗
TheValueist — $ARM working and one way to play the CPU demand explosion. I am long 1/21/28 calls. https://t.co/gdHQKL9YKV↗
Apr 22
Vulture trades 🦅 — $ARM 800% ripper 🦅
Are you not entertained?
Im the only one on X preaching $ARM for weeks now https://t.co/SCtCpjZRGC↗
Apr 22
Vulture trades 🦅 — $TSM new highs 🔥
Moving with $ARM https://t.co/1gnocSSrS1↗
Apr 22
Vulture trades 🦅 — $ARM 500% Gainer 7.00 from 1.15 🔥
Who listened? https://t.co/pv1SVHujq7↗
Apr 22
Vulture trades 🦅 — $ARM 300% Gainer I told you to watch this
1.15 —> 4.90 https://t.co/je58LtVgx4↗
Apr 21
Evergreen Capital — Some CPU thoughts: It's known CPUs have become the bottleneck for agentic workloads, accounting for the majority of program runtime across scenarios (Raj et al., 2026). What's less…↗
TheValueist — If you are a new connection or new to my timeline, I have attended every NVDA GTC in San Jose and Washington, DC since 2023. One of my highest signal takeaways from GTC San Jose la…↗
Jason's Chips — $ARM is double share gainer and CPUs will run for a decade↗
Apr 21
Serenity — Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs.
But I'm predicting parts of localized inference to be handl…↗
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 17
Vulture trades 🦅 — Omg $ARM just EXPLODED
Our calls are up 30% now at 1.50 https://t.co/FDtQIhHvOJ↗
Apr 17
Vulture trades 🦅 — So much volume coming into $Arm calls, watch this next week↗
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 8
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 6
Evergreen Capital — Why higher batch size for LLMs might be incrementally bullish for $ARM versus x86…↗
Apr 6
Evergreen Capital — Moreover, CPU energy consumption rises non-linearly at high batch counts due to weaker parallelism relative to the GPU. At n=128, the CPU accounts for 44% of total dynamic energy c…↗
Apr 6
Evergreen Capital — (🧵 1/n) Excellent paper from @intel on the architectures, HW/SW requirements, and bottlenecks of Agentic workloads. My takeaway: structurally bullish for CPUs, Memory, and Nvidia…↗
Apr 4
Serenity — Who is even writing this?
We don't need more leverage over our allies like Japan, Europe, or South Korea.
We need them over Russia and China.
- In SEA over 40% of gas stations i…↗
Evergreen Capital — The authors find the impacts a) worsen with long prompts/batched requests (high TPS) and b) improve with higher CPU:GPU ratios. So even before considering agentic, frontier inferen…↗
Serenity — Google's TurboQuant...
And it's effect on $SNDK, $MU, SK Hynix, and others:
What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs
It's a compress…↗
Mar 25
Serenity — @Jornka329996 Thanks! $SIVE is high conviction for me personally. Even so at these levels around ~$400m MC.
$ARM and $AAOI seems promising long term at these levels too!
I did h…↗
Mar 25
Serenity — I'm telling you guys... Even if I buy small cap $170 Billion dollar companies like $ARM.
They just go up 20% like $TSEM or $SIVE the next day as well? https://t.co/ULZkv65d27↗
Mar 25
TheValueist — I agree, and how will the stock respond? I feel like $ARM can take out the all-time high of ~$185 on this TAM expansion over the next two years. Or you simply buy $NVDA here??↗
Mar 25
Serenity — @Rationalmind__ Bro $ARM is a $140B MC company↗
Mar 25
TheValueist — Looking to take down $ARM 1/21/28 calls. ARM looks increasingly well positioned in the GAI CPU stack, with real architecture momentum building as x86 loses ground in more conversat…↗
Mar 25
TheValueist — $ARM EXECUTIVE OVERVIEW
Arm’s March 24, 2026 launch of the Arm AGI CPU is best understood as a business-model transition, not merely a product introduction. The company disclosed…↗
Serenity — @piyush1337 I didn't long $ARM bc of RISC-V cannibalizing their model, but pivot to AI CPUs themself...
It's an incredibly massive game changer, esp if you look at revenue project…↗
Mar 25
Serenity — @JOptionEngineer $ARM is a small cap $143B dollar company.↗
Mar 25
Serenity — FYI: I went long on $ARM at $139.
Genuinely a compelling long at $143B MC as markets shift more from training -> inference.
Then $ARM AI CPUs cannibalize the market for inferen…↗
Mar 25
The Future Investors — $ARM $META Arm launched its first-ever in-house CPU (AGI), designed for AI data centers 🤖
Meta is the first major customer and co-developer, planning multiple generations 🤝
The…↗
Mar 24
Serenity — @mi20483980476 Not exactly. I'm just saying $ARM probably deserves to be a re-rated a tad higher if they're 5xing their revenue from a new product line.↗
Mar 24
Serenity — $ARM expects $15B in annual revenue from the the AGI CPU:
"The company projects that the new chip business will generate over $15 billion in annual revenue" within the next 5 year…↗
Mar 24
Serenity — @455BAG I'm actually personally pretty bearish on both $ARM and $QLCM.
Probably not the best person to ask on $ARM since I did help out RISC-V quite a bit so I'm a little biased.…↗
Mar 24
Serenity — @GiovandomenicoC If $ARM does $4.67B annual revenue.
Then $ARM introduces a new product that does billions in annual revenue.
That would be very material. Of course need more ti…↗
Mar 24
Serenity — @B8trades I need more time to model in $ARM estimates, just saw the news recently.↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
— The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…
Ray Wang — $ARM CEO Rene Haas said the constraints on memory chips were “the most severe I have seen in at least two decades.” https://t.co/XgBMHFESEx↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Ray Wang — $ARM CEO Rene Haas: "Unprecedented compute demand has led to our data center new verse royalties to more than double YoY.
Licensing revenue rose 56% to $515 million as companies…↗