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
