ARM — every tracked call

ARM

6 tracked calls · 6 long · 0 short · last 90d: 5L/0S

first called by Semi Doped 3mo ago

ARMARMLONG4w ago

“Design Service/IP Arm Holdings $ARM Cadence Design Systems $CDNS Synopsys $SNPS”

P Equity Research 📰

AI chip design complexity multiplies EDA and IP licensing demand; ARM is the foundational IP licensor named in the Design Service/IP layer of the supply chain

ARMARMLONG@ $327.75

$243.54-25.69%

since call Jun 27

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ARMARMLONG4w ago

“Design Service/IP Arm Holdings $ARM Cadence Design Systems $CDNS Synopsys $SNPS”

P Equity Research 📰

Arm's CPU architecture is the foundational IP layer for AI chip design globally, collecting royalties on every design win

ARMARMLONG@ $327.54

$243.54-25.65%

since call Jun 27

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ARMARMLONG4w ago

“Design Service/IP Arm Holdings $ARM Cadence Design Systems $CDNS Synopsys $SNPS”

P Equity Research 📰

ARM licenses the CPU architecture underlying every AI chip category in this map, collecting royalties as global AI silicon scales

ARMARMLONG@ $327.23

$243.54-25.57%

since call Jun 27

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ARMARMLONG1mo ago

“first-class beta sector: cpu sector $intc $qcom $arm primary upside recipient of upcoming anthropic ipo having to heavily bullpost agentic ai as their primary b”

ARM is first-class CPU beta to the memory trade: Anthropic's IPO forces agentic AI hype, lifting CPU/IP demand; ARM architecture underlies the entire inference stack.

ARMARMLONG@ $334.94

$243.54-27.29%

since call Jun 25

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ARMARMLONG1mo ago

“We have huge, huge demand for the product, which is an Arm AGI CPU driven by I would say, you know, somewhat selfishly, it's a great product.”

TBPN · Rene Haas

Arm now sells its own AGI CPU at 2x performance per watt, with agentic AI driving demand past supply

ARMARMLONG@ $432.67

$243.54-43.71%

since call Jun 18

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