The big issue for ARM (why I sold at 260)....

來源: 三心三意 於 2026-05-07 07:33:05 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (447 bytes)
回答: 短期 ARM 最弱的半導體 由 wavegreen 於 2026-05-07 07:08:00

The business case for ARM is its CPU chip, nothing else matters. While it sees $2B pipeline, I think it will take time and face supply chain constraint to get there. At 260, its forward PE is 100, valuation a bit too much and risk of other macro events until all these are converted from PPT to delivered product.

The earning conference call confirmed my worry

Will get back to ARM when opportunity shows up again

所有跟帖： 

• The AGI CPU pipeline doubled in 6 weeks是個信號。 -bogbog- ♀ 給 bogbog 發送悄悄話 bogbog 的博客首頁 (64 bytes) () 05/07/2026 postreply 07:45:54

• 是的，前途光明，等待機會 -三心三意- ♂ 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 05/07/2026 postreply 07:51:44

• 是的 -dancingpig- ♀ 給 dancingpig 發送悄悄話 (0 bytes) () 05/07/2026 postreply 08:54:05

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