The big issue for ARM (why I sold at 260)....

来源: 三心三意 于 2026-05-07 07:33:05 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (447 bytes)
回答: 短期 ARM 最弱的半导体 由 wavegreen 于 2026-05-07 07:08:00

The business case for ARM is its CPU chip, nothing else matters. While it sees $2B pipeline, I think it will take time and face supply chain constraint to get there. At 260, its forward PE is 100, valuation a bit too much and risk of other macro events until all these are converted from PPT to delivered product.

The earning conference call confirmed my worry

Will get back to ARM when opportunity shows up again

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• The AGI CPU pipeline doubled in 6 weeks是个信号。 -bogbog- ♀ 给 bogbog 发送悄悄话 bogbog 的博客首页 (64 bytes) () 05/07/2026 postreply 07:45:54

• 是的，前途光明，等待机会 -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/07/2026 postreply 07:51:44

• 是的 -dancingpig- ♀ 给 dancingpig 发送悄悄话 (0 bytes) () 05/07/2026 postreply 08:54:05

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