Arm

Upcoming earnings that could affect the semiconductor and memory sector:

Memory-focused companies

$HY9H.F SK hynix (July 23) – a key producer of HBM memory. The results will be an important indicator of demand for AI infrastructure.

$SSNLF Samsung (July 24) – investors will watch the development of the memory business and the pace of capacity expansion.

$STX Seagate (July 28) –...
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So today I sold 25% of my position in $ARM and 20% of my position in $LRCX and took a pretty decent profit. In recent months it had driven the whole portfolio ridiculously high and I was starting to get a bit nervous. I've always had trouble selling positions and I always will, like with selling $PLTR. I notice I almost prefer when it falls and I can buy more, rather than when...
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Arm $ARM faces a new regulatory risk in the US: according to Bloomberg, the FTC has opened an antitrust investigation into whether the British chip designer is attempting to illegally monopolize parts of the semiconductor market through the way it licenses its IP. Investigators are examining whether Arm plans to refuse or "worsen" licensing terms for its CPU designs — that is,...
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Sell or hold $AMZN? 📈

I’m currently thinking about what to do next with my position in $AMZN.

Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈

Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.

Good evening, I would be interested in your opinion on these stocks, thank you very much

Instacart $CART - An online grocery delivery platform that has a strong market position in the U.S. and potential for further expansion.

Arm Holdings $ARM - A semiconductor company specializing in designing chips for mobile devices and other technologies.

Stripe - A company providing payment...
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📉 ARM results!
Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ...
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🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.

This is a British technology company that specialises in the...
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.

📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.

🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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📉 Arm Holdings: solid results, but a more cautious outlook knocked the stock down 6%!

UK chip technology provider Arm Holdings $ARM posted strong third-quarter 2024 numbers on Wednesday . Revenue rose by 19 % to $983 million, beating analysts' expectations. Still, the company narrowed its full-year forecast for revenue and earnings per share, leading the stock to fall more than...
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:

Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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📱Arm Holdings: bold transformation on the horizon!

Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor...
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?

The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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