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Personal Finance 7w
How to we feel about ARM as an individual stock being like 10% of the portfolio
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11
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Anonymous 7w

Personally I would do a tech or AI ETF instead.

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Anonymous 7w

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

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😉
Anonymous 7w

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 -> #2 7w

Arm is tech, while they’re not the ones who actually make the most chips they have a lot of recognition in the field due to their technology. The little screen in your car, your smart tv, and even some phones/laptops are arm chips

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Anonymous replying to -> OP 7w

I think 2 is saying instead of trying to pick winners in a sector just buy ETFs for the sector that own a piece of everything

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Anonymous replying to -> #3 7w

Ah that makes sense. Seems like I misunderstood

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Anonymous replying to -> digiteratus 7w

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 7w

Also what are your thoughts on TSMC

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Anonymous replying to -> OP 7w

Great company but massive geopolitical risk.

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Anonymous replying to -> #2 7w

Very fair assessment, especially but the current evolving political climate

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Anonymous replying to -> #2 7w

I have 20% FTEC in my Roth. Very happy with it

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