I started to DCA into ARM because I believe the company sits at the center of the AI and semiconductor ecosystem. Almost every major smartphone chip already runs on ARM architecture, and now the same dominance is expanding into AI servers, edge computing, automotive chips, and data centers. As AI demand keeps accelerating globally, ARM is positioned to benefit from the long-term growth of computing power.

What attracted me most is ARM's business model. Unlike chipmakers that need massive factories and inventories, ARM mainly earns through licensing and royalties. That creates a more scalable and asset-light model with strong margins. The more devices and AI chips shipped worldwide, the more ARM potentially earns without carrying the same manufacturing risks as traditional semiconductor companies.

I also see strong strategic backing behind the company. Major players like NVIDIA, Apple, Qualcomm, and Amazon are all deeply tied to ARM's ecosystem. With hyperscalers increasingly designing their own custom AI chips, ARM's CPU architecture could become even more important in the next generation of AI infrastructure.

Of course, ARM is still a volatile growth stock and valuations are not cheap. That is exactly why I chose to DCA instead of going all in at once. I see ARM as a long-term AI infrastructure play, and I'm gradually building exposure while focusing on where the semiconductor industry could be heading over the next 5 to 10 years.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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