ARM 2X Long ETF

BofA: Intel

Former Senior Director, SoC Design & Development, Data Centre & AI Group at Intel:

$Arm(ARM.US)

The market treats Arm like a typical semiconductor cycle stock, focusing on short term revenue and licensing swings. I see a different story.

Arm is not selling chips, it owns the architecture behind the compute stack. As AI, data centers, and edge devices move toward custom silicon, more designs still rely on Arm’s instruction set, creating a long term royalty stream.

The real moat is its position at the foundation of computing. I am not investing for quarterly momentum, I am investing for structural compounding. Short term noise does not matter unless the long term thesis breaks.

@Captain's Treasure

$Arm(ARM.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟎

Meta’s chip push explodes with help from TSMC, MediaTek, Qualcomm, Arm, Broadcom, DigiTimes reports:

Source: Dan Nystedt

$Arm(ARM.US)

Tech futures pointed to a strong post-holiday bounce, lifting ARM as the market revisits the AI trade. The recent pullback may have cleared some short-term excess and brought buyers back in.

The bigger story is still custom architecture and licensing momentum, which looks stronger than the old royalty model. Demand for specialized compute keeps ARM’s ecosystem sticky and hard to replace.

I’d rather watch the structural trend than react to every daily move. As long as ARM’s architecture edge holds, there’s no need to chase.

@Bridge Buzz SG

📊 Overnight Movers

$Arm(ARM.US)

ARM is seeing mild pressure today after weeks of volatility and a pullback from its recent high. To me, this looks like normal market noise after the sharp valuation expansion earlier this year.

The long-term thesis is still intact as AI infrastructure shifts toward more continuous, power-efficient execution, supporting demand for ARM’s computing cores.

Despite the premium valuation, I’m comfortable adding gradually through dollar-cost averaging to reduce timing risk.

@Bridge Buzz SG

$AMD(AMD.US)

AMD is a well known challenger who has famously done it against Intel and now is giving Nvidia a run for its money. It has carved out for itself a niche in the inference segment and is up against ARM as its closest competitor especially in the agentic AI arena.

Technically though, she probably is still early in her cycle but she is due a breather and will probably pull back a bit before roaring ahead.

@Bridge Buzz SG

$Arm(ARM.US) | UBS reiterates 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟔𝟎

$Blackberry(BB.US) | Stifel Canada 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐁𝐥𝐚𝐜𝐤𝐁𝐞𝐫𝐫𝐲 with a 𝐁𝐮𝐲 rating, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟐

The volatility in semiconductors...

$Taiwan Semiconductor Manufacturing Company(TSM.US) also dropped 6.69%, my core holdings 😂

The AI bubble might soon be popping:

🏆 TOP 10 STREET RATINGS:

$AMD(AMD.US)

AMD is flying sky high now. Only a few months ago, she was stuck in no man’s land. And now she is soaring at the 500 levels.

Inference and agentic AI has a huge part to play in the rally which has also seen the likes of ARM and even Intel making parabolic moves. But such moves have to make us think. Are the markets getting ahead of themselves?

@Bridge Buzz SG

📊 Watchlist for tomorrow (Not Financial Advice)