$Arm Holdings (ARM.US)$
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.
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$Arm Holdings (ARM.US)$
The fact that sales and net profit fell below market expectations in ASML's financial results for the first quarter of 2024 was a major factor, and semiconductor-related stock prices have declined.
ASML is a leading global semiconductor manufacturing equipment company, and its performance has a major impact on investor sentiment in semiconductor-related stocks. In response to the current slump in financial results, it is thought that selling pressure was applied to related stocks due to heightened sense of caution against a slowdown in demand in the industry as a whole.
I don't think there is a direct relationship between ARM and ASML, but...
The fact that sales and net profit fell below market expectations in ASML's financial results for the first quarter of 2024 was a major factor, and semiconductor-related stock prices have declined.
ASML is a leading global semiconductor manufacturing equipment company, and its performance has a major impact on investor sentiment in semiconductor-related stocks. In response to the current slump in financial results, it is thought that selling pressure was applied to related stocks due to heightened sense of caution against a slowdown in demand in the industry as a whole.
I don't think there is a direct relationship between ARM and ASML, but...
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$Arm Holdings (ARM.US)$
Microsoft has been using x86 CPU/GPUs from the past, but they are trying to achieve higher power efficiency and cost reduction by introducing ARM semiconductors designed in-house. MAIA, an ARM GPU, is one of the key initiatives to respond to growing demand for generative AI.
Also, Microsoft recently announced plans to invest approximately 440 billion yen in the Japanese business, expand data centers in Tokyo and Osaka, and introduce the latest GPUs such as MaiA.
A social revolution with AI is inevitable.
Microsoft has been using x86 CPU/GPUs from the past, but they are trying to achieve higher power efficiency and cost reduction by introducing ARM semiconductors designed in-house. MAIA, an ARM GPU, is one of the key initiatives to respond to growing demand for generative AI.
Also, Microsoft recently announced plans to invest approximately 440 billion yen in the Japanese business, expand data centers in Tokyo and Osaka, and introduce the latest GPUs such as MaiA.
A social revolution with AI is inevitable.
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$Arm Holdings (ARM.US)$
Google has announced the development of the server chip “Axion” using Arm technology. The new chip is said to have even higher performance and better energy efficiency than the previous one.
As a result, the reliability and practicality of ARM technology will be further enhanced, and it is thought that it will lead to increased adoption of ARM technology, and by emphasizing improvements in performance and energy efficiency, Google will further promote adoption of ARM technology in fields such as data centers, etc., and there is a great possibility that it will contribute to ARM market expansion and profit improvement.
Google has announced the development of the server chip “Axion” using Arm technology. The new chip is said to have even higher performance and better energy efficiency than the previous one.
As a result, the reliability and practicality of ARM technology will be further enhanced, and it is thought that it will lead to increased adoption of ARM technology, and by emphasizing improvements in performance and energy efficiency, Google will further promote adoption of ARM technology in fields such as data centers, etc., and there is a great possibility that it will contribute to ARM market expansion and profit improvement.
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$Arm Holdings (ARM.US)$
Arm Holdings announced that it will report financial results for the fourth quarter of fiscal year 2024 on 5/8 (Wednesday) ~ in Japan time, it's probably around 6:00 in the early morning of 9th (Thursday)? It's exciting after Golden Week ♪
Arm Holdings announced that it will report financial results for the fourth quarter of fiscal year 2024 on 5/8 (Wednesday) ~ in Japan time, it's probably around 6:00 in the early morning of 9th (Thursday)? It's exciting after Golden Week ♪
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$Arm Holdings (ARM.US)$
I wish I had the physical strength to buy more at times like this. Let's take a closer look without jittering.
I wish I had the physical strength to buy more at times like this. Let's take a closer look without jittering.
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$Arm Holdings (ARM.US)$
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
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$Arm Holdings (ARM.US)$
“Google collaborated with Qualcomm to announce an Arm-based Chrome browser for Windows PCs. Achieve a fast and secure browsing experience on Snapdragon-equipped PCs. It uses the Snapdragon X Elite platform equipped with a CPU and GPU developed in-house by Qualcomm to provide excellent CPU performance and AI execution capabilities. A version for Snapdragon X Elite will also be released later this year.” The news came out, didn't it?
“Google collaborated with Qualcomm to announce an Arm-based Chrome browser for Windows PCs. Achieve a fast and secure browsing experience on Snapdragon-equipped PCs. It uses the Snapdragon X Elite platform equipped with a CPU and GPU developed in-house by Qualcomm to provide excellent CPU performance and AI execution capabilities. A version for Snapdragon X Elite will also be released later this year.” The news came out, didn't it?
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$Arm Holdings (ARM.US)$
It is conceivable that stock prices will suddenly rise in a situation where there are no earnings announcements of any kind, but I think it is a very good trend that they gradually rise while going up and down.
Right now, a social revolution with AI is about to occur, and news of new services using AI is popping in on a daily basis. There is a high probability that “ARM Holdings” is behind this, so I feel that there is a possibility that it will clear the abnormal height of PER at an abnormal speed.
However, I would like to consider additional investments when the timing declined before various good materials were announced.
It is conceivable that stock prices will suddenly rise in a situation where there are no earnings announcements of any kind, but I think it is a very good trend that they gradually rise while going up and down.
Right now, a social revolution with AI is about to occur, and news of new services using AI is popping in on a daily basis. There is a high probability that “ARM Holdings” is behind this, so I feel that there is a possibility that it will clear the abnormal height of PER at an abnormal speed.
However, I would like to consider additional investments when the timing declined before various good materials were announced.
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$Arm Holdings (ARM.US)$ It really is an investment in a growing company, and it is a holding stay. I'm looking forward to Arm's next financial results.
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