NVDA
NVIDIA
-- 127.380 PLTR
Palantir
-- 88.260 TSLA
Tesla
-- 315.365 HIMS
Hims & Hers Health
-- 39.030 TEM
Tempus AI
-- 62.640 
I sold half of it.
$Arm Holdings (ARM.US)$ Hey, will it become the basis of arm in the future, multiplying by 10? 100 times? Most of those watching on their phones now have arm inside! It's dangerous, dangerous. People buying here should know naturally.
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新div : Apple iPhone 16
Google's Gemini-equipped mobile phone
If future mobile phones implement AI,
ARM with low power consumption design is indispensable for mobile phones.
Increase the position before the name of ARM is known to the world.
Monitoring price movements to purchase as cheaply as possible.
pinkotu OP 新div : Around 90 dollars, maybe around 80 dollars? Did I buy too early for the additional pickup~
新div pinkotu OP : I will start buying more when it drops below $100.
ARM
The forecast for the full year ending in March 2025 is lower than the consensus forecast for the financial results for the period from January to March 2024, which has been revised downwards.
This is because the forecast did not exceed investor expectations.
The previous financial results exceeded the forecast, but the full year forecast is within the range of the forecast.
70% of the world's population uses ARM chips.
ARM has released 280 billion chips so far.
99% of mobile phones are involved in ARM design.
50% of all CPUs in personal computers use ARM-based processors.
ARM's technology has the ability to accelerate the development of AI-equipped automobiles by 2 years.
There is a possibility that the stock price will be pushed up by the contract with Apple in the future.
In any case, the stock price is unstable and I want to gather it as soon as possible, anticipating the future growth potential.
There will also be future collaboration with SoftBank Group, so SoftBank's investment in AI will be amazing.
ARM's technology is definitely necessary.
新div 新div : ARM's gross margin of 97.2% is simply amazing. We can expect royalty income from chips involved in ARM's design in the future.
pinkotu OP 新div : I knew ARM was amazing, but I didn't predict it would go this far. I regret selling it. The average value is going up, but I want a little more. Is it expensive in terms of numbers? No, I think it's a dangerous stock in terms of its future prospects.