To The Moon

I continue to DCA into my ARM position because I believe the long-term opportunity is much bigger than the short-term price fluctuations. Arm is increasingly becoming a critical part of the computing ecosystem, with its architecture powering smartphones, cloud infrastructure, AI accelerators, automotive systems and increasingly PCs. As computing demand continues to expand, I see Arm's position as an important semiconductor IP provider giving it exposure to multiple long-term growth trends without having to manufacture chips itself.

Another reason I continue averaging in is the growing importance of energy efficiency in AI and data centers. As AI workloads become more demanding, hyperscalers and chip designers are looking for ways to improve performance while controlling power consumption. Arm's architecture is well positioned for this shift, particularly as its technology expands beyond mobile devices into data centers, automotive and edge computing. I also believe the broader adoption of custom silicon could create additional opportunities for Arm, as more companies design specialized chips while relying on Arm's underlying architecture and IP.

That said, I am not treating ARM as a low-risk investment. Its valuation can be sensitive to expectations, and semiconductor cycles, competition and slower-than-expected adoption could create significant volatility. That is exactly why I prefer DCA rather than trying to perfectly time the market. My strategy is to build the position gradually while the long-term thesis remains intact. For me, the goal is not to predict where ARM will trade next week, but to accumulate exposure to what I believe could become an increasingly important piece of the global AI and computing infrastructure over the next several years.

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