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Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Arm Holdings

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

21 min read 05 Oct 2023
Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Arm Holdings
13 min read 25 Sep 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)

Summary * Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the AI tailwind, and its growth prospects were hampered. * RISC-V will cap growth but the risk is overhyped. Arm's position in the core mobile market and growing PC/server market is still

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