$ARM Holdings(ARM)$ AI or no AI, companies still need ARM.
That's the part bears keep missing.
Smartphones. Cloud servers. Automotive. Edge devices. IoT. Data centers.
ARM architecture is embedded across the entire technology ecosystem.
AI is the accelerator, not the entire thesis.
If AI spending keeps exploding, ARM wins.
If AI cools off, companies still need faster, more efficient chips.
That's what makes ARM different.
It's not just an AI trade. It's an everything-compute trade.
The world keeps demanding more compute, more efficiency and lower power consumption.
ARM gets paid either way.
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