Zane Loh
05-23

I believe in ARM because AI is not just a trend.

As AI adoption accelerates globally, the demand for high-performance and power-efficient chips will continue to grow, and ARM is positioned right at the center of this transformation.

From smartphones and AI PCs to data centers, robotics, autonomous driving, and edge AI, ARM architecture is already deeply embedded into the ecosystem. That gives ARM a massive long-term advantage that is difficult to replicate.What makes ARM even more attractive is its scalable royalty business model. The more devices and AI systems the world deploys, the more ARM benefits without needing to manufacture chips themselves.

To me, ARM is not just another semiconductor stock, it is one of the foundational companies powering the next generation of AI infrastructure. 🚀

ARM Surges 35% in Two Days: Agentic AI Narrative, Do You Buy it?
ARM rallied another 16.16% today to a new all-time high, bringing its two-day gain to over 35%, driven by analyst projections of a 5x profit surge as AI chip architecture licensing volumes translate into exponential royalty growth. ARM's business model offers unique leverage. With the stock surging from the $175 range to $298 in two sessions — outpacing most institutional rebalancing cycles — near-term overbought signals are clear. Can a 5x profit outlook justify a sustained move above $300, or is this the moment to take profits after a two-day, 35% run?
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