ARM Holdings (ARM)
The speaker analyzes the market share growth of ARM architecture in data centers and AI applications requiring energy efficiency.
* Does not constitute investment advice
Yükleniyor...
How recommendation distribution changed over time
Covered by 4 analysts
Mixed views among analysts
Last evaluation 33+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker analyzes the market share growth of ARM architecture in data centers and AI applications requiring energy efficiency.
CNBC TelevisionThe sectoral impacts of custom chip (ASIC) designs and strategic collaborations among tech giants are examined.
CNBC TelevisionThe speaker analyzes ARM Holdings' recent guidance, which also points to challenges from memory chip shortages. He scrutinizes the implications for the company's royalty sales due to stalling mobile processor sales, and reviews management's communication of these issues.
Yahoo FinanceThe speaker examines the company's critical role in chip architecture and its long-term investment potential.
Kemal HiçyılmazThe speaker addresses the current status and holding strategy of this asset as one of the technology stocks in their portfolio.
Kemal HiçyılmazThe speaker interprets the outlook and current cost strategy following the stock's loss of its technical support zone.
Kemal HiçyılmazThe speaker examines the current situation of ARM stock, noting the share price at 124 and the market's bearish trend. They state that the existing position is held with profits taken, but express regret for not selling at the 180 level.
Kemal HiçyılmazThe speaker evaluates the ongoing ARM Holdings position and the technical bounce from the 124 level.
Kemal HiçyılmazThe speaker examines the stock's reaction from the technical support level and the status of the current position.
Kemal HiçyılmazThe speaker comments on his long-term portfolio position and the reaction from bottom levels.
Kemal HiçyılmazThe speaker analyzes the market share growth of ARM architecture in data centers and AI applications requiring energy efficiency.
* Does not constitute investment advice
The sectoral impacts of custom chip (ASIC) designs and strategic collaborations among tech giants are examined.
* Does not constitute investment advice
The speaker analyzes ARM Holdings' recent guidance, which also points to challenges from memory chip shortages. He scrutinizes the implications for the company's royalty sales due to stalling mobile processor sales, and reviews management's communication of these issues.
* Does not constitute investment advice
The speaker examines the company's critical role in chip architecture and its long-term investment potential.
* Does not constitute investment advice
The speaker addresses the current status and holding strategy of this asset as one of the technology stocks in their portfolio.
* Does not constitute investment advice
The speaker interprets the outlook and current cost strategy following the stock's loss of its technical support zone.
* Does not constitute investment advice
The speaker examines the current situation of ARM stock, noting the share price at 124 and the market's bearish trend. They state that the existing position is held with profits taken, but express regret for not selling at the 180 level.
* Does not constitute investment advice
The speaker evaluates the ongoing ARM Holdings position and the technical bounce from the 124 level.
* Does not constitute investment advice
The speaker examines the stock's reaction from the technical support level and the status of the current position.
* Does not constitute investment advice
The speaker comments on his long-term portfolio position and the reaction from bottom levels.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice