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 16% on NVIDIA Bet: Is Intel in Danger?
ARM soared 15.73% to a record high after NVIDIA formally committed to ARM architecture for next-generation PC chips, partnering with Microsoft, Dell, and HP to target the $200 billion PC CPU market. NVIDIA gained 6.26% in tandem, while Intel — the direct target — tumbled 4.67%. ARM's narrative has expanded from data centers and smartphones to AI PC beneficiary, unlocking the royalty model's full upside potential. With x86's moat cracking and the PC chip landscape shifting, are you backing the NVIDIA-ARM alliance or buying the dip in Intel?
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