Position
ARM
Arm HoldingsNASDAQ
LONG+36.8%
- Entry
- APR 13$198.64
- Last
- $271.72
Thesis
A royalty on instruction sets, collected regardless of which fab or which vendor wins. Custom silicon in the data centre widens the base it is collected from without Arm having to build anything.
Writing
Notes on ARM
Nothing written on this one yet. A note lands here the moment it is tagged ARM, so the thesis above and the writing behind it never drift apart.