ARM Arm Holdings plc

ARM Arm Holdings plc

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry <$166.15 — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 6 scans as of 2026-10-16 6 neutral converging

POC $122.06 · VWAP $224.92 · +1.3% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

10 related campaigns

Watchlists @ai-bottlenecks@ai-infra@ai-scan@focus@insider-universe@nvidia-open-agent-ecosystem@semis@tech-insider-buys@thebuildout-china-ai-semiconductor-stack@thebuildout-custom-ai-silicon-hyperscaler-asics +1

ARM Price Structure

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Peers

Every watchlist ARM belongs to, members best 30-day change first — ARM highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-semiconductor-ip-licensors
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d RMBS+7.2% -6.0%1d -18.8%7d CRDO+5.1% -4.9%1d -21.6%7d NXPI+4.7% -0.8%1d +0.8%7d ARM-6.6% -6.9%1d -14.4%7d IFNNY-6.7% -2.3%1d -11.7%7d
@ai-infra
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P+27.1% -7.0%1d -19.7%7d TAC+7.5% +1.5%1d -2.1%7d PLTR+6.7% -7.2%1d -11.0%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AIQ-1.6% -3.2%1d -6.9%7d ARM-6.6% -6.9%1d -14.4%7d
@thebuildout-china-ai-semiconductor-stack
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d BABA+1.7% -1.8%1d -2.0%7d NVDA+0.1% -1.4%1d -6.6%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d BIDU-9.5% -2.9%1d -6.1%7d SKHY-21.9% -6.6%1d -19.3%7d
@semis
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ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d AMD+3.2% -6.0%1d -13.1%7d MXL+2.6% -8.8%1d -25.8%7d ASML+2.5% -1.0%1d -7.8%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d SOXX-1.7% -4.1%1d -11.8%7d LSCC-2.5% -3.2%1d -17.8%7d AVGO-3.2% -4.5%1d -9.1%7d ARM-6.6% -6.9%1d -14.4%7d SWKS-6.9% +0.8%1d +4.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d MSFT+7.9% -1.9%1d -1.1%7d RMBS+7.2% -6.0%1d -18.8%7d META+5.3% -3.7%1d -1.3%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d FORM+0.2% -7.3%1d -24.8%7d GOOG-0.7% -2.3%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d SKHY-21.9% -6.6%1d -19.3%7d CBRS-33.2% -10.5%1d -22.5%7d
@nvidia-open-agent-ecosystem
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ACN+21.1% +2.1%1d +9.9%7d SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d NTSK+9.9% -7.1%1d -8.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d PLTR+6.7% -7.2%1d -11.0%7d SAP+5.2% -0.3%1d +4.4%7d FFIV+4.3% -3.2%1d -7.9%7d PWR+2.0% -1.6%1d -10.5%7d NOW+1.5% -4.4%1d +0.8%7d CHKP+0.1% -0.2%1d +0.5%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d OKTA-0.5% -10.2%1d -19.3%7d NEE-0.7% +1.1%1d +3.1%7d FTNT-1.5% -7.0%1d -13.2%7d IBM-2.3% -0.8%1d +2.2%7d JPM-2.6% +1.3%1d +2.0%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d MNDY-3.9% -4.2%1d +1.6%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d C-6.5% +0.8%1d -4.2%7d ARM-6.6% -6.9%1d -14.4%7d S-6.9% -7.7%1d -17.9%7d SAIL-7.9% -5.1%1d -9.7%7d HPQ-8.2% -2.7%1d -0.6%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FROG-9.0% -10.8%1d -17.5%7d ORCL-10.4% -4.6%1d -9.3%7d SMCI-14.2% -9.9%1d -24.4%7d AKAM-16.0% -4.9%1d -17.9%7d DELL-19.8% -4.6%1d -22.9%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d CRWV-26.4% -11.9%1d -25.2%7d BTDR-30.0% -8.1%1d -19.8%7d IREN-36.7% -11.2%1d -23.3%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
@focus
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SHOP+30.4% -4.8%1d -0.8%7d ILMN+14.7% -2.0%1d -5.6%7d MSFT+7.9% -1.9%1d -1.1%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d NFLXE-7.7% -2.9%1d +0.3%7d HQ-7.9% -10.4%1d -23.4%7d NTR-8.3% +2.4%1d +5.6%7d NET-8.7% -6.3%1d -17.9%7d SNDK-14.5% -6.8%1d -17.9%7d IONQ-15.1% -8.9%1d -21.6%7d PL-15.4% -6.7%1d -21.1%7d OUST-16.4% -9.3%1d -28.8%7d ARGX-16.8% -3.2%1d -0.7%7d LAES-18.3% -7.3%1d -15.2%7d RGTI-20.2% -6.6%1d -15.9%7d QUBT-20.5% -7.0%1d -14.5%7d ARQQ-26.3% -11.8%1d -18.6%7d QBTS-27.6% -8.1%1d -19.1%7d INFQ-33.4% -9.8%1d -22.6%7d XNDU-59.5% -9.0%1d -22.1%7d
@tech-insider-buys
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VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@insider-universe
View watchlist →
MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
View watchlist →
VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

3 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -14.7% complete
May 1 enter high Margin turn +88.3% complete
Apr 29 sell n/a Profit target +68.8% complete

Next earnings ARM reports in 18 days Nov 4

Last report Jul 29

Q4 + fiscal year 2026, reported 2026-07-29: record revenue **$1.49B, +20% YoY**, driven by **data-center royalties doubling** and the launch of Arm's first own chip. EPS/guidance detail not yet verified in our pulls — gap note: fill margins + guidance from the earnings release on the next news pass.

full note →

Against street estimates

How ARM's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 29 · projection Oct 16

Result
Jul 29 0.400.45 GAAP ≠ +11.4%Beat
May 5 0.580.60+3.6%Beat
Feb 4 0.410.43 GAAP ≠ +5.1%Beat
Nov 5 '25 0.330.39 GAAP ≠ +17.7%Beat
Jul 30 '25 0.350.35 GAAP ≠ -0.3%In line
May 7 '25 0.520.55+5.0%Beat
Feb 5 '25 0.340.39 GAAP ≠ +14.0%Beat
Nov 7 '24 0.260.30 GAAP ≠ +17.1%Beat

Recent news

Headlines about ARM from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

ARM research tape

299 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Tech Insider-Buys Scan — 2026-10-16 scan NVDA Ecosystem Scan — October 16, 2026 scan Insider Activity Scan — 2026-10-16 scan 2026-10-16 AI Scan scan 2026-10-16 AI Infrastructure
Types
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 16 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 9 Article AI Money Bought Running Power Plants and Sold the Build-Out
CEGVSTTLNGEVVRTSEIETNCMI#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCEAMDAMRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 30 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCEAMD +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Desk Move ARM — bench-signals-trail sell
ARM
Sep 28 Desk Move ARM — claude-trader-trail sell
ARM
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMCE +4 more
Sep 28 Deep Dive Arm's Agent-CPU Demand Thesis Faces a Royalty Test
ARM
Sep 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMCE +4 more
Sep 25 Update ARM — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMCE +4 more
Sep 23 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Update ARM — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 22 Market Brief Memory Closes Ten-for-Ten While the Tankers Price a Hormuz Reopening
AAOIANFARMKASHRASXATZ.TOVKTXMAZE +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCEAMD +4 more
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 21 Article CNBC: CPU stocks rally on agentic demand as oil drops on Iran-talks hopes — article
INTCAMDARMQCOMMETANVDAAVGO
Sep 21 Desk Move ARM — yolo sell
ARM
Sep 21 Desk Move ARM — bench-signals sell
ARM
Sep 21 Desk Move ARM — claude-trader sell
ARM
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Market Brief The Hike Nobody Sold — Crypto, Security and Memory Took the Week
APDARESBACBFHBRKRCGONMSTRBTDR +4 more
Sep 18 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Update MRVL — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 17 Market Brief The Session After the Hike Was the Broadest Up Day of the Month
AAUCABCLACGLALLYEALSNARWRSDGRGNRC +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 11 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Tech Insider Buys Scan
CRDOIONQMDBPANWHUBSDDOGZSADBE +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 4 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 1 Desk Move ARM — conviction sell
ARM
Aug 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 28 Target ARM entry-zone — support shelf <$166.15
ARM
Aug 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 22 Desk Move ARM — yolo buy
ARM
Aug 22 Desk Move ARM — bench-signals buy
ARM
Aug 22 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 22 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 4 Market Signal AI Hardware Entry Cluster Fires — Flow Signal
TERCBRSSKHYNVDAARMNBIS
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 30 The Prints The Prints
MSFTMETAQCOMARM
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 29 The Prints The Prints
005930.KSMSFTMETAQCOMARM
Jul 29 Catalyst ARM earnings
ARM
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update MRVL — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 19 Investigation ARM — Reopen Re-Examination (July 2026)
ARM
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Article The K3 Scare Is Not the R1 Scare
NVDAMRVLARMMUSNDK#ai-capex-digestion#memory-supercycle
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jun 26 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Target ARM — Entry-Zone Watch (2026-06-26 EOW anchor)
ARM
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Update NVDA — candidate.roundup
NVDAASMLTSMARMMRVLICHRTERCRDO +2 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 20 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
Jun 16 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 1 Source Would be an interesting experiment: -> What % of UK people know that $ARM is our
ARMNVDA
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 29 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
May 28 Investigation ARM per-chip royalty empirical estimate
ARM#ai-power-bottleneck
May 28 Source REVERE DAILY MARKET INSIGHT VIDEO (5-28-2026): BY @ConnorJBates_ NOTHING BEARISH
SPXQQQIWMARMDELLXBISNDK
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 25 Deep Dive ARM
ARM#ai-power-bottleneck
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more
May 6 Catalyst ARM earnings
ARM
May 2 Source $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this t
BBNOKNVDAAMDINTCARMQCOMNXPI +1 more
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 29 Desk Move SELL ARM — claude-trader (2026-04-29, 10.12 shares @ $198.65)
ARM
Apr 28 Scan Tech Insider Buys Scan
AAPLAMDARMASANASMLAVGOCRMINTC +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 27 Desk Move SELL ARM — claude-trader (2026-04-27, 10 shares @ $234.81)
ARM
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 27 Reference Bench-Signals Playbook
ABBVABTADBEAFRMAMDAMKRAMZNARM +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Update AI Infrastructure Candidates
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKRAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Apr 10 Deep Dive ARM Deep Dive
ARM
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Scan AI Infrastructure Scan
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 10 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 4 Desk Move BUY ARM — claude-trader (2026-04-04, 20.12 shares @ $149.11)
ARM
Apr 3 Article Status Report
ARMBTC-USDDIADXCMISRGEIWMMSFTNKE +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Deep Dive ARM - Arm Holdings Deep Dive
ARM
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Deep Dive ARM - Arm Holdings Deep Dive
ARM
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Update AI Infrastructure Candidates
ARMASMLMRVLPLTRTSMVRT
Mar 26 Scan NVDA Ecosystem — Supply Chain Health
AMATARMASMLAVGOMRVLNVDAQCOMTSM
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Scan AI Infrastructure Scan
AMZNARMASMLCEGMRVLNVDAPLTRTAC +1 more
Mar 26 Update AI Infrastructure Candidates
ARMASMLAVGOMRVLPLTRTSMVRT
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 25 Deep Dive ARM - Arm Holdings plc Deep Dive
ARM
Mar 24 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCFLTCRMCRSP +4 more
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 24 Update AI Infrastructure Candidates
ARMASMLAVGOCEGMRVLPLTRTSM
Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 20 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 20 Article Daily Actions
AAPLABBVAMGNAMZNARMASASMLBA +4 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASASMLBABNTX +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 12 Article Daily Actions
ALERTAMZNARMASASANASMLBNTXBTC +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Article Daily Actions
AMZNARMASASANASMLBNTXBTCCEG +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Article Daily Actions
AMZNARKKARMASASMLBTCCEGCLX +4 more
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Mar 3 Scan AI Infrastructure Scan
AMATANETARMASMLAVGOCEGCSCODLR +4 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASASANASML +4 more
Feb 26 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGOMRVLMUNVDA +2 more
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 22 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDATSM
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOLOWMRVLMUNVDA +1 more
Feb 16 Scan AI Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +2 more
Feb 11 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOMRVLMUNVDATSM
Feb 11 Scan AI Sector Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +1 more
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 5 Update AI Infrastructure
AMDANETARMASMLAVGOBECEGENPH +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Update AI Infrastructure
AMZNARMASMLMRVLMUNVDAPLTRSTX +3 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more