@Shyon：
$ARM Holdings(ARM)$ The recent pullback across AI and semiconductor stocks has created a very different market environment from the euphoric rally we saw earlier this year. Rising rate concerns, profit-taking, and the upcoming wave of macro events have pressured many high-growth technology names. While some investors are becoming cautious, I see this correction as a healthy reset rather than the end of the AI investment cycle. One stock I have been gradually accumulating during this pullback is ARM Holdings. Unlike many semiconductor companies that depend heavily on manufacturing capacity, ARM sits at the center of the global chip ecosystem through its licensing and royalty model. Its architecture powers billions of devices worldwide, from sma
