ARM +16% today but NVDA only +6%. ARM is getting a bigger premium than the company actually building the chip?? Is the market pricing ARM as a picks-and-shovels play across the entire AI stack or is this just momentum?? 🙋 genuinely curious how people are valuing this
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments