ARM

"Super highquality businesses that yes maybe crowd strike falls into this. Palanteer falls into this. Right? These are probably maybe arm holdings as well."

"Microsoft had of course a big announcement along with Nvidia and ARM, right? They're coming out with the new era of PCs, the AI PCs that will be released later this year powered by Nvidia."

"Nvidia is up 6.2%. ARM is up quite nicely today as well."

"Companies like ARM and Cerebras. For the last 35 years, ARM let everyone else fight their chip war while they sat back and collected royalties from all sides, Nvidia and AMD, Apple, and Qualcomm."

"Okay, so stocks that's still going to join the party. You got Lyft going to join that level. You got Sofi that's going to join that level. You have Rosen will join that level. You have some You definitely have some tickers. You got Wolf, ticker symbol WLF. Okay. But again, as coach put these on your radar, you have to understand it's still a long game component to it. Okay. It's still a marathon for me. So, get in your bag, but also have the right perspective. But of course, I'm going to make yo"

"you into quality before they are $400 and stuff like that. Okay, Sofi used to be $4. Okay, uh Lyft used to be $7. Okay, it's all about trying to position you properly. All right, when you buy is what matters. All right, the next one is VRT. Okay, Verdiff holdings. But you see how this one, although it is a banger and a winner, it's more higher priced. Okay, this is what I'm taking about. Always trying to look out for you guys. But sometimes, don't get caught up in how much a stock costs. That ha"

"You have ARM, Nvitas, Cybers or whatever, Astera Labs, Samsung Electro, Credo."

"I mean look at just the performance of ARM into the Nvidia print. Look at the performance of AMD into the Nvidia print."

"Whether it's AM Core, whether it's ARM, whether it's AMD, Intel, CPU, you know, Jensen's been talking about CPU since GTC in January."

"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs."

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"ARM went [267s] public on September 14th of 2023."

"The best part of their technology is power efficiency. Arm designed chips run cooler and use less electricity than competing architectures, which matters as much in your phone as it does in a data center running hundreds of thousands of AI accelerators. The main drive for them is to move into AI specific compute."

"In March, Arm announced something that breaks their 35-year-old business model. They're going to sell chips directly to customers for the very first time. The product is called Arm AGI CPU, and Meta and OpenAI are committed customers, with production expected by the end of 2026."

"Next on the list is Arm Holdings, the company whose chip architecture powers virtually every smartphone in the world. As a reminder, Arm doesn't manufacture any chips. They license the design to companies like Apple, Qualcomm, Samsung, and Nvidia, who pay Arm a royalty on every chip that's shipped. And that's exactly why their gross margins look more like a software company than a semiconductor."

"Arm split the company into three new business units, Edge, Physical AI, and Cloud AI, and it's launching their first proprietary chip alongside the legacy royalty business. They're going from licensing the design to actually selling the product. And Arms data center royalties just doubled year over year with a 97% growth margin."

"ARM's royalties from data center chip designs more than doubled year-over-year, beating every estimate. And these royalties have insane 95% gross margins, much higher than even the best software companies, let alone hardware firms."

"For the last 35 years, ARM was the ARMS dealer that never picked a side. They sold blueprints to Nvidia and AMD, Apple, and Qualcomm, and they collected royalties while everyone else fought the actual chip war."

"Meta did, too. That's why they are ARM's first and flagship customer for the AGI CPU. And early demand for this chip is through the roof."

"You're looking at high-quality names [181s] like Nvidia, ARM, and WDC."

"Moving on to ARM. Now, ARM, again, going back to what we were starting to say during the video, ARM is a company that's doing very, very well."

"Shift4, ARM, Axon, a lot of companies actually reported Wednesday after hours or this morning. Shift4 was one where they reported before the market opened. This is a company that's worth $3.7 billion. It's down 45% year over year. Today it was up actually 15%. Now it's down to only being up 7%. So, what has happened with a Shift4? And then we'll jump into ARM. And ARM again is a very important player in this whole AI semiconductor ecosystem. But it's again one of those players where to me the va"