ARM

"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."

— I Was Wrong. This Is a Historic Buying Opportunity.

"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."

— I Was Wrong. This Is a Historic Buying Opportunity.

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

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"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."

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"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."

— I've Bought Every AI Correction Since 2018. Here's My List

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

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"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."

— I've Bought Every AI Correction Since 2018. Here's My List

"For the last [608s] 35 years, ARM was the ARMS dealer that [611s] never picked a side. They sold [612s] blueprints to Nvidia and AMD, Apple, and [616s] Qualcomm, and they collected royalties [618s] while everyone else fought the actual [620s] chip war. That is until now. A few weeks [623s] ago, ARM launched the AGI CPU, the first [626s] chip they've ever designed and sold [628s] themselves in the history of the [630s] company."

— I Was Wrong. This Is a Historic Buying Opportunity.

"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."

— I Was Wrong. This Is a Historic Buying Opportunity.

"That's why they are [750s] ARM's first and flagship customer for [753s] the AGI CPU. And early demand for this [756s] chip is through the roof. As soon as ARM [758s] started taking orders, their demand [760s] doubled in the first six weeks. And on [762s] their earnings call just a few days ago, [764s] ARM's CFO said they expect to sell over [767s] a billion dollar worth of these CPUs in [770s] the first year alone and hit $15 billion [773s] in annual chip revenue by 2031."

— I Was Wrong. This Is a Historic Buying Opportunity.

"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."

— The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next

"A few weeks ago, ARM launched the AGI CPU, the first chip they've ever designed and sold themselves in the history of the company. And right off the bat, the specs are pretty serious. ARM's AGI CPU has up to 136 cores per chip and 60 chips per rack."

— I Was Wrong. This Is a Historic Buying Opportunity.

"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."

— I've Bought Every AI Correction Since 2018. Here's My List

"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. As you can see, stock-wise, has gone up significantly over the past couple of weeks, month, month and a half or so. Up 71.3% year-over-year and year-to-date 85.4%. But ARM is a company worth $226 billion, uh, generating $5 billion over the past 12 months, approximately. So, yes, you're paying here a huge huge premium. It's very very profitable. The narrat"

— The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next

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

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"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"

— The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next

"And on their earnings call just a few days ago, ARM's CFO said they expect to sell over a billion dollar worth of these CPUs in the first year alone and hit $15 billion in annual chip revenue by 2031. The entire company makes less than $5 billion a year today. So ARM is expecting this chip to quadruple their annual revenue over the next 5 years."

— I Was Wrong. This Is a Historic Buying Opportunity.

"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."

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