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$Arm Holdings (ARM.US)$ I don't think it's necessary to ask ...

I don't think it's necessary to ask for instantaneous power from an arm. I think it's a type of iterative version upgrade every year, like Microsoft's Windows and Apple's iPhone. Since they have already conquered the smartphone market, version upgrades are good in terms of 5 or 10 years, and loyalty will grow proportionately.
If one manufacturer adopts an arm, other manufacturers will have no choice but to adopt it. Furthermore, data centers and automotive markets will also erode. The era of arms everywhere has just begun.
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    日興證券 HSBC証券 などの証券会社での勤務
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