Apr. 22 at 6:07 PM
$ARM What a monster...
As a reminder, before any trader or analyst picked up on this beast, your favorite research firm initiated it at
$110.
Thats +78% in four months. Our best call since our +60%
$RRX pick just a few months ago.
We originally pinned a
$210 target, and have raised to
$260 after the release of the ARM AGI CPU.
Our original thesis has been made public, and ARM has now been downgraded to hold from buy from us at
$196 and we have fully executed our trade.
We maintain
$260.
$SPY $QQQ
https://kryptonresearch.substack.com/p/public-flying-ai-space-datacenter