ARM HOLDINGS (ARM STOCK): WILL CRASH?

ARM stock is going bananas! Thoughts on ARM, the AI revolution and who will actually benefit?

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[unrivaled]

ARM is a possible AI Winner, but how much is already baked into the price? Can investors find better bargains? For example, just this past week I bought a stock growing at multiples of ARM's rate, at less than 1/5 ARM's valuation! For more check out www.unrivaledinvesting.com for expert investment insights, stock ideas and market commentary. Thank you to all the UNRIVALED INVESTING subscribers that keep this channel going!

[maxwellOk]

I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.

[soup]

there are better AI plays than ARM. the only reason the stock ran up so quickly is because Softbank owns most of the shares. The rest of us are fighting over the few shares they allowed to float.

[hansmeier]

Think of the end of the lockup period mid of March combined with the freefloat of around 10%.
There are lots of reasons why this might just be short term highs.

[dlvl]

Your information is alway so on point. You should have 1mi followers, not 85k. 100% agree on the assistant take and the mention on Clayton Christensen research (I'm a programmer working on an assistant product now). I'm a paid community member as well and I have a percentage of $ allocated to follow your EXACT allocation you do on the private community and you have outperformed everything else I have.

[Martin_Gark]

Thanks Daniel! Very good analysis again.

[TraderGater]

Don’t forget Softbank owns 90% of the shares and the lockup period is almost over. My guess is that they are taking some profits.

[Bam_Boozler]

Great Video! I bought ARM at $67 and I'm in it for the long haul. I'm very glad I found this channel. Looking forward to watching other videos.

[MrAnarchocapitalist]

I finally agree with you on moving some to cash. I'm seeing the distinct possibility of a pullback in SPY to as low as 435-ish before June. I'm not getting a full set of sell signals yet, so I'm not shorting, but taking some money out of the market seems prudent. Should rally hard after that, though. Could be 535 by year end.

[nicoo]

Where did you get that shirt? its like the one John Lennon wore

[OliverCharity-ds]

I love watching your channel because it really helps against FOMO 😁 Thank you 🙏

[bigjigyeah]

I would say for the Innovator's Dilemma to work you would need the incumbent (in this case Google) to be disincentivized in some way from investing in the new technology (AI) allowing the new player to develop their technology unimpeded. You could say that Open AI performs slightly better than Google Bard in its current incarnation, but you can't really say that Google are asleep at the wheel and resisting investment in AI so I don't think it really applies.

I would argue Toyota's reluctance to invest in EVs is a more clear-cut contemporary case of the innovator's dilemma

[onlythetruthformeandyou]

Nice presentation, but you are not counting how many chips will be using arms in the future...

[clifforddoney]

Have you checked out the SBC on this. Its 20% of revenue 77% of free cash flow. Not much returns for investors and management is sucking the money dry out of this stock, based on that, I wouldn't touch it.

[stuart]

We have heard the big investor started to sell today… it’s supposed to drop 60% over the next week. We have all agreed to short it and watch it crash. You do what u want.. the company is worth around 35 bucks a share.. decent company.. just not worth 130 a share.. do your research

[arianalayden]

Please cover some cannabis stocks, Kamala is pushing for legalization now. Was thinking about starting a position in Tilray, what do you think?

[ObackBaramaUSA]

Love the videos Daniel. Id sell my soul to see you do a video on $Hiti! 😎😎

[stuart]

So SoftBank owns 90% of the stock… they done tried selling it for 40 million a couple months ago .. but people are buying these 10% of the stock for crazy prices… why wouldn’t SoftBank just sell them and make the 140 billion now and leave these others with the bag lol. Think bout that!!!

[andrewereynolds]

💎 Cognizant Technologies (CTSH)💎. Moving Forward 2024

[pat-c-pc]

I thought Nvidia would crash and it didn't. So NO!