Mar. 18 at 3:18 AM
$ARM CEO Rene Haas made it extremely clear right from the start of the last earnings call that they would not take any question about "ARM Everywhere" and that they were extremely excited, thats all.
If this was just a regular conference/marketing event like
$NVDA GTC, there is no need for that statement.
There is an increasingly likely chance that ARM unveils its own custom chip design, which would add major, high margin, incremental revenue on top of its dominance through Vera CPUs in data centers.
ARM just looks incredibly opportune at these prices, especially with the existing trend in CPUs and call option value of its own chip design coming soon...
Pressures
$AMD heavily, and to an extent
$INTC even though Intel will probably end up fine as it takes the manufacturing route.
x86 is in dire straits.
Our full ARM thesis was published when we initiated our position at
$110 and can be found here:
https://kryptonresearch.substack.com/p/flying-ai-space-datacenter-robots
