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How to we feel about ARM as an individual stock being like 10% of the portfolio
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Anonymous 27w

Depends on your risk tolerance. Don’t know anything about that company tbh

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😉
Anonymous 27w

Solid stock, but not the best chip stock. The problem with arm is that it’s oriented towards individual devices and not big data that are build out. That’s why Nvidia and AMD are rocking. As a comparison and look at Intel, which is slowly dying.

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Anonymous replying to -> digiteratus 27w

Aren’t nvidia and amd overpriced tho? I expect their prices to fall, which is why I haven’t put anything into them specifically. Intel is doing pretty rough tho, and I do see your point about big data. I currently only have two shares of ARM, might liquidate when I have some profit on it and go for something else

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Anonymous replying to -> digiteratus 27w

Also what are your thoughts on TSMC

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Anonymous 27w

Very fair assessment, especially but the current evolving political climate

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