Arm Holdings Stock Discussion

103998930 : Because Palantir is not a Chip haha

103400781 : What’s happening

70194009 : When are Cpi and ppi

MomentumPython1337 : how do you know it's them. could be any other hedge fund or big fund

JC1616OP MomentumPython1337: Always think who will be the beneficiary in the end then you will know who has the initiative to do it, just like war benefit to US, so we can assume that US will be the major pusher in every war
PE now 600, which fund will keep pumping their money to push even higher where ARM’s quarter profit range is always around 100 - 500m, there is not any significant increment so far for this Company at this so call AI decade
Nvidia is different case where it’s revenue and profit did increase significantly, but ARM seems not the same as Nvidia that having fundamental change
The only beneficiary in this case is SoftBank itself, just like they pushing Alibaba in the 2015 + to 100+ PE, do you see Alibaba go up after SoftBank decided to dispose part of Alibaba shares?
Also I am not saying Softbank directly buying the shares in ARM, but definitely having some connection or control with those trusts buying on ARM

Kevin Chen15 JC1616OP: The problem is that 10 years ago no one would have known what artificial intelligence is about the concept of artificial intelligence, nor is it clear or not sure if it will make money. Would you have exaggerated the comparison 10 years ago?? How can you not get the 2000 year tech bubble than back then?? And the arm was only bought directly by SoftBank before it was listed on the London Stock Exchange!! SoftBank's sale of Alibaba is all about stepping on both wework and uber before they have to be sold, but the arm was originally going to be sold to nvda in exchange for money to make up for the financial loss! And are you going to see who is Alibaba's biggest shareholder right now???