Feb. 24 at 3:15 PM
Nothing, and I mean nothing, gets done without
$ARM
Data center?
$ARM +
$NVDA
Robotics?
$ARM chiplets/SoC
Autonomous Vehicles?
$ARM +
$RIVN
eVTOL?
$ARM +
$NVDA +
$ACHR
If you have a company that is nearly irreplaceable in every innovative sector of the economy, you become indiscriminate in buying.
And ARM is pretty cheap if you are willing to look past PE (50x fwd earnings isn’t even that expensive) and see the potential for 30 to 50%+ annual growth in the next decade.
This isn’t a normal company and should never be analyzed as one.
Our full thesis remains in tact, we entered +18% ago:
https://kryptonresearch.substack.com/p/flying-ai-space-datacenter-robots
