ARM HOLDINGS (ARM STOCK): WILL CRASH?
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- Опубліковано 24 лип 2024
- ARM stock is going bananas! Thoughts on ARM, the AI revolution and who will actually benefit?
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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!
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.
Because Apple has surpassed the competition, it may be difficult to locate the next Apple inside the tech stock industry. It is best to look beyond technology stocks.
Well things are different now, same market strategies applied over last decade wouldn’t apply to the current market, so to actually figure out how to outperform the market and stay afloat for the next decade, you should reach out to a financial advisor, that’s how I’ve managed to properly diversify across the right asset classes and gained over $450k in profit this past couple years.
@dolanjordan Her name is Sharon Ann Meny can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
@@danieljackson87 Thank you for sharing; I will need all the help I can get because I recently sold some of my assets in order to invest in the stock market.
Thanks Daniel! Very good analysis again.
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.
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.
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.
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.
I’m in at $59. Got it on IPO day. Let’s go!
Sky is the limit for Arm and Nvidia!
I love watching your channel because it really helps against FOMO 😁 Thank you 🙏
Really glad to hear that! Thank you for sharing.
Where did you get that shirt? its like the one John Lennon wore
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
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.
Very reasonable take!
Exactly
Yes, you were right
Love the videos Daniel. Id sell my soul to see you do a video on $Hiti! 😎😎
Glad you like the videos. No need to sell your soul, but premium subscribers at UNRIVALED INVESTING can make the case on our Discord why I should look into a stock and I'll often provide feedback.
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.
what does the lockup period mean? Heard that already a few times.
In some circumstances when a company is taken public, certain shareholders with a large vested interest in the company (majority shareholders, insiders, IPO underwriters, etc) have a period of time where they cannot sell their shares after it goes public. This is to prevent those with a large stake to sell off for a profit immediately after the company starts trading as retail investors come in and inevitably increase the stock price. In ARM’s case SoftBank still owns 90% of the company and their lockup period ends this month. Meaning what they decide to do with their shares could have a sizeable impact on the price short term (for reference their position in ARM has increased 73 billion in the last 6 months)
Nice presentation, but you are not counting how many chips will be using arms in the future...
Enough to boost their gross income X45 to compare against their mkt cap of 134B? Right now their revenue is close to 3B against 134B. Do you think they can hit, hell, even 100B in yearly sales over the next 5 years with a profit margin of 20%? Not to mention all the competition flowing in over the next 5 years? That’s what he means. Perfection is priced into the stock to the 10th degree and just waiting for a nice rug pull on retail investors down the road, which is what Wall Street is best at 😅
@@theyomie5482 1. They are already doubling prices of v9, 2. There is no close competition within the solar system, do some proper research, 3. Tech stocks are volatile regardless of earnings multiple. If you like a value trap, go buy a bank.
Good presentation once again, but poorly researched at best.
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.
Please cover some cannabis stocks, Kamala is pushing for legalization now. Was thinking about starting a position in Tilray, what do you think?
going to $420
Going to $42 😂
💎 Cognizant Technologies (CTSH)💎. Moving Forward 2024
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
Come on, that's a bit harsh. I think it's worth at least $42/share. Be fair!
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!!!
how about AMD and TSM?
Yes it will crash
it won’t ....they have some of the biggest customers. apple. samsung. nividia. google. this isnt some pennystock that went from $10 to $90. if you have a cell phone, ARMS infrastructure is inside it.
I thought Nvidia would crash and it didn't. So NO!
It will, but no one knows when. Timing it is hard.
Uh oh
Well this aged like fine milk, down 20% today.
@@anescapepathuh😭
It’s up 10% again, still impressive after such a bullish run. Most of the big tech stocks tanked shortly yesterday then gained today. Nvidia just revealed a stake in Arm valued at $147 million so I guess they see the value in Arm.
ARM will be back at 70 next week….
Nice take bro
No. ARM will crush other shares.
90% are still locked until 12th March. So it will crash in the next few months… short this sucker
I can’t believe guy speaking about future who can’t even pick up-to-date shirt
God forbid a guy has his own sense of style
Come on, you have missed the whole AI revolution and you are still talking like you know. Please stick to your lane and analyse the boring stocks