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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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2 views
ARM's rally has been well supported by the durable AI-related spending trends, growing hyperscaler demand for custom silicon, and NVDA's launch of Arm-based Grace Blackwell superchip. These explain its robust FY2025 performance and promising FQ1'26 guidance, as observed in the growing monetization/ royalty opportunities thus far. Even then, ARM's rally may have occurred overly fast and furious, as observed in the premium valuations, the pulled forward upside potential, and the reversing momentum.
