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NVIDIA's stock fluctuated after earnings: Up or down next?
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Traditionally, Arm’s $Arm Holdings (ARM.US)$ architecture wa...

Traditionally, Arm’s $Arm Holdings (ARM.US)$ architecture was viewed as the best choice for mobile and Intel’s $Intel (INTC.US)$ x86-64 as the best choice for the data center and PCs.
However, we are on the precipice of going through a major shift to where Arm architecture will compete more directly with x86 architecture for PCs.
This kicked off with Qualcomm’s $Qualcomm (QCOM.US)$ Snapdragon Elite X, and will be further tested when AMD $Advanced Micro Devices (AMD.US)$ and Nvidia $NVIDIA (NVDA.US)$ release Arm-based PC systems in 2025.
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  • Money Thrill : Indeed, Snapdragon Elite X is  the "nose of the salmon".  Completely different PROCESSOR!
    With much fanfare, Microsoft announced a new kind of computer at the end of May: the Copilot +- PC. It is equipped with an NPU with at least 40 Tops of computing power, which unlocks special functionality in the operating system. AI functionality of course, because it is 2024 and artificial intelligence must be incorporated into everything.

    During the announcement, Microsoft showed off its own Surface hardware and there was something striking about it. It did not contain an INTEL or AMD processor as usual, but a SoC from Qualcomm. That's not just a different manufacturer, it's a completely different processor. Instead of the x86 architecture that AMD and Intel use, it is based on the Arm architecture [From Tweakers Europe]. [undefined][undefined]

  • 103998930 : Buy more arm before it multiplies just like NVDA did for past years

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