10/8/25 :: VROCKSTAR :: 
ARM
the armpit of semis... P...U...
- beyond a "hey we also #metoo signed a deal with openai"...
- what do you actually think you have here?
- you hold masa son's bag?
- you believed a hedge fund when they said it would 3x? (in bitcoin terms right? /sarc)
- this thing is >20x sales
- valuation 100% matters
- so insane that all i see these days is shorts
- it's hard to own anything, but if u do buy semis, i think it's clear that you just buy the winners nvda, tsm... as have written about a lot
- avoid this trash, leave it for someone else to fafo.
V
ARMthe armpit of semis... P...U...
- beyond a "hey we also #metoo signed a deal with openai"...
- what do you actually think you have here?
- you hold masa son's bag?
- you believed a hedge fund when they said it would 3x? (in bitcoin terms right? /sarc)
- this thing is >20x sales
- valuation 100% matters
- so insane that all i see these days is shorts
- it's hard to own anything, but if u do buy semis, i think it's clear that you just buy the winners nvda, tsm... as have written about a lot
- avoid this trash, leave it for someone else to fafo.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.