$NVIDIA(NVDA.US)$ The stock might also have benefited from bets that Nvidia's weighting in the $70 billion Technology Select Sector SPDR ETF will have to be increased. The ETF is scheduled to rebalance its holdings on June 21, based on stocks' closing prices for Friday. If Nvidia's market value is larger than that of either Microsoft or Apple, it could take their spot as one of the fund's top two holdings, triggering an allocation of more than 20%, from just 5.7% currently.
Currently Nvidia is ...

$Arm Holdings(ARM.US)$  After the lockup period why should major shareholders wanted to sell? To bring down their own net worth? To float more shares into the market & let others take up a stake? If you know how well your company going to perform in months or years to come wont you hold tighter the shares you already owned? You are holding All The Aces During AI Boom Why You Need To Dump?!!!

$Arm Holdings(ARM.US)$ Arm co operation wt Samsung another positive catalyst for Arm

$Arm Holdings(ARM.US)$ 10% mkt float after splendid qtr results fund started to take up stake so mkt float now should be less than 10%
Nvidia  did try to buy Arm fr softbank bk in 2020 what stopping them now fr taking a bigger stake
and Since Nvidia is on exponential growth trajectory they need to purchase more chips fr ARM by paying licensing or royalties fee per chip..why not take up bigger stake n gain  fr ARM growth.

$Arm Holdings(ARM.US)$ Nvr ever rule out Nvidia buying a bigger stake as Nvidia did try to buy over ARM fr softbank this another big reason u got to hold arm as we might continue to hear news of Nvidia buying more of ARM in the near future.