$Arm Holdings(ARM.US)$
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role

$NVIDIA(NVDA.US)$
Canter Fitzgerald analyst C J Muse maintained a “bullish” investment decision against $NVDA.US (NVDA.US) $ and revised the target stock price upward from 140 to 175 dollars (↑ 25%).