The Next Nvidia Stock? ARM IPO Overview (ARM Stock)
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18 months ago after #nvidia ( #nvda stock ) abandoned its potential acquisition of ARM for $40 billion, ARM filed for an initial public offering on the NASDAQ. With an expected valuation of around $60-$70 billion, this could be one of the biggest tech IPOs ever. But will ARM be one of the best stocks to buy now? Or is there more than meets the eye to this European chip designer? Here are my thoughts on the ARM IPO.
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Timestamps:
00:00 ARM Overview
04:08 ARM Institutional Investors
08:03 ARM's Biggest Risks
📝 Resources & References 📝
ARM F-1 Prospectus: www.sec.gov/Archives/edgar/da...
@CNBC Chip Designer ARM Files for IPO: • Chip designer Arm file...
@CNBCtelevision ARM Files for Blockbuster IPO Amid Falling Revenue and Narrowing Profits: • Arm files for blockbus...
@Reuters Arm's China relationship complicates IPO: www.reuters.com/markets/deals...
@pcgamer Amazon joins Nvidia and Intel as it plans to spend billions on chip designer Arm once it goes public: www.pcgamer.com/amazon-joins-...
@Forbes Arm IPO: What You Need To Know: www.forbes.com/sites/investor...
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Great work on the due diligence of the prospectus. 99% of us would not go to this depth. Great work Alex
This is one of your best video recently. I hope you also add critical analysis like this in future videos.
Thanks for the feedback; I'll try to add in more of this kind of analysis in future videos.
WOW! Talk about risky. This is why you must read the RISKS portion of any financial investment opportunity BEFORE you invest. I am not looking for a play in this sector, but I'm still glad I watched this video! Great job Alex!
fast forward the video and the stock is 100% from it's initial offering and now working with Intel FYI
RISC-V is open and at ARM’s technology several years ago but catching up at an appreciable pace, no dramma attached.
Please do a update on ARM.Thanks,
Great information and video as usual. I appreciate you perspective.
I love your deep dive on company's stock financials as well as tangent/related supplier and EU supported companies. Fascinating 🤩
Great to hear!
I am one of those investors who has blackballed China in all of my investments. Thank you for pointing out Arm China and their big influence on Arm Holdings. I was endeavoring to do due diligence when I came across your video. I think for now I will keep my money in the USA with doubling down on Pltr. Best wishes 😊
Thank you so much for the tremendous content that you’ve provided me with for quite some time now! First comment I have made but you made me laugh out loud literally! Your humility does not go unnoticed! After all “I’m just some guy on the internet” 😂 yeah that’s right, some guy that is a graduate of the unmatched degree he earned at MIT. I’m from just north of Boston and had the privilege to play a significant role in the building of the Electrical Power Plant and I believe that you may have been involved in that? I just made the connection!
You mentioned that a long time ago and only now did I realize it.
You are my go to source and I still like you when you say that negative things may happen with the keystone of my portfolio. I’m watching your videos now to see what you think! Thank you for sharing your knowledge with us common folk!!! Much appreciated
I’ve been looking for an analysis on arm and you have provided a very thorough and lucid one. Thank you
This is very good research. Much appreciated.
hi :) do you have any interest in quantum computing companies you can share ?
Great vid, thanks for the hard work and guiding us
Very good investigative work! Very valuable. Thanks!
Glad it was helpful!
You gained a new subscriber. Love the DD
Thanks Alex. Great work and in 14 mins . You saved us a lot of time .
Glad it helped!
Very interesting perspective. Well done!
Brilliant insight! Thank you!
Great review and informative. Thanks!
Glad it was helpful!
Thanks for the info on China. I was looking for a down day to buy into the IPO but after listening to your comments I too will wait.
Great insight. You've pointed out what the hype hasn't considered.
That's what I'm here for!
Thanks Alex there's good reason to be cautious rather than jumping into the fire. As a CPA I applaud your DD combing of ARM's F/S for your readers and revealing important and likely to be passed over facts. I know you know the US gov't prevented ASML from selling their lithography to China. So politics is even more confusing than the stock markets. Is that possible? It seems so and waiting seems wise.
BRAVO - Excellent analyses!
Having your main customer make late payments account for 40% of total receivables, and are falling further into debt is a big issue. Unless it's some sort of accounting play, which I highly doubt. Good research here. I think ARM is for sure a wait and see.
Amazing bit of digging 🎉
Thanks Alex. An eye opener indeed.
As usual, Great research that helps real investors slow down and see the details..
Glad it was helpful!
I heard about ARM going ipo but have a gut feelings something is off for such company to delay for ling time to jump into sharks pool. Anyway, great video and info. I'll hold on sideline till dust clear out.
@isferfun3909 I think part of the reason for the delay was because ARM wanted to IPO in the US for a better valuation but the UK government REALLY REALLY wanted them to IPO on the London stock exchange instead
Well done sir, thanks for your research. I see the risks and I will sit this ipo out.
Thanks for the great and helpful analysis! You cover it all. Much appreciated. ❤❤
One quick question, tho! Why aren't the interested big players (Amazon with $10B...) too worried about ARM China?
I could easily answer that, because any conglomerate like Amazon would be investing heavily to gain control over a company like that, sense they have the financial means but let’s be honest it would not be without a fight.
Great video, thank you.
What Websites do you find all this information on?
I would love to see a video were you cover how you research a stock!!
will ARM shoot up after the stock corrects itself in the first few weeks/months ?
Great video thanks.
Thank you so much 😊
Is that weird accounting thing a possible trading strategy? Understanding how it works could be an edge?
Good job. Very informative. Buyer beware
This is a great channel and the host has a radio spokesman voice.
🥲
Thank you for the video on the ipo prospectus.
Can you please do a video on Sea Limited ?
Does Ark still own it ?
Is it still worth buying ?
Thanks
Thanks for the information on ARM China
You bet
Solid. Thank you
With 30 billion market cap I will buy some shares, so for now arm has only place on my watch list!
Glad to see your video on my feed. I used watch a few other TH-camrs.. and followed trades of a couple of em I'm down so much so I stopped watching altogether…210k to 80k. It got addictive. My resolve is the lot are amateurs.
Are there tools that allow investors to invest in companies before they hit the stock market, multiplying those potential gains that otherwise wouldn’t be available after the initial public offering.
I have used the same money manager for close to 10 years. We got in fairly early with a modest amount of money. Then it mushroomed like an atomic bomb. We had over 4 million dollars after GameStop profits in 2020/2021. Inflation has eaten away at the nest egg but we are lucky to have Loren look after it diligently like she has done the past 8 years.
You were not investing, man. Sorry. You are gambling.
Before you make an investment decision, consult a fee only advisere, taking advice verbatim from youtube is like going to the intern to take lessons passed on from professionals.
@@addisonwillow1055 Allow a license trader do the worrying for you. I have had peace of mind since i handed my portfolio to Loren Lena Walker
5yr max before arm market transition to riscv. Current small chips for ssd and other handheld gadgets already migrating to riscv.
What is the ticker symbol for Arm I cant find it is it soft bank
Ticker: ARM. Will trade after IPO.
Brilliant analysis. I do however think you're being overly bearish.
Just for starters:
1) Amazon, Intel etc will have done a hell of a lot of DD on ARM China. Yes, they might be longer term holders.
2) Won't the shareholder register be fairly tightly held. i.e. more buying interest than selling?
3) Won't all the tracker funds have to start buying the shares just on account of its size?
Which date?
I bought in last week. The charts look bullish. Thanks for the info anyway Alex
I have a lot of respect for u. Please don’t negative comments to impact ur videos and research 🧐 u r great always give great analysis
What was the last company to IPO within last few years that didnt drop in price pretty quickly
Especially at a $70B valuation, I expect this one to drop like a rock in a few weeks
arm china is one of the main customer that wants me to hold investing in arm.......
This is very Insightful information that's available at no cost. Thanks to your efforts for sharing the insights. ❤
My Best Subscription.
Thanks!
No problem! Glad you found some value in the research!
You got my respect!
Will passive investors be able to buy shares via brokerages like Etoro, IB, etc.?
No you have to wait until it becomes public in the stock market
Never understand how the UK government allowed them to be taken private.
The British government sell everything in the country last few decades.
@jasonbuksh2958 The UK government is run by morons and the conservative government especially loves having businesses go private or maybe they didn't care about selling to a Japanese company like softbank isn't considered a security risk I think
Dude amazing content! Thank you 🙏🏽
Glad you liked it!
I will wait.
when you are such a large customer, you have scary leverage over your supplier
AMD CPU chips are also x86 architecture, correct?
Correct
When is it launching?
About 2 weeks
Your are not just another internet guy. You are raising som important questions, that ARM should answer .............or should have answered by now.
ARM cpu is already used in NVIDIA datacenter cetral processors stack. There are few comptitors Interl, RISC etc already. ARM cannot be profitable like NVIDIA. ARM CAN MADE PROFIT IN CELL PHONE, If cell phone demand gets hier, it will make money again.
Great video! Do you think ARM current price is too high ? At what price would you like to buy ? Thanks
Amazing!!
Another UK based company lost to the LSE. This is one of the reasons the US is so dominant, the depth of capital markets.
Well, this aged like milk.
I will be buy a very small piece and adding as it falls. ARM is a never sell.
Just make sure to wait until it actually falls! (NOT FINANCIAL ADVICE)
I wait two months until the air isbout of this stock.
When do they IPO.
They IPO in a couple weeks
Buying a $500 dollar go-pro like camera from China for just $17 is great, but it breaks after just a couple of weeks. Still, I can buy dozen's of the Chinese brand, and even though they break every two weeks, the dozen lasts half a year, which is when the next version comes out. So buying Chinese is a win if you are willing to just buy many of them and swap-out when they break.
Yes! Buy junk goods and fill our planet with disposable crap.
Now when companies IPO, they are mature companies. Investors are ready to capture their profit just as the company is peaking. IMO
Get puts ready
Symbols of this stock please
probably ARM when it goes public
I didnt know that Next owned BSD unix. Return that rat ring
anything with China right now needs to be thought through a few times. Too many questions politically
When Arm ipo ?
About 2 weeks
Arm owned by Japanese Co, Softbank. it could be a part of American CO, Nvidia. FTC and Khn Sued Nvidia .
Amazon will have 22% ARM in 2025??? So it means ARM cpus are MINORITY among servers and will be for long time.
Risc-v starting to make inroads into Arm space, it might seem insignificant today but it is a huge threat to Arm,, so once I saw the Chinese angle that's enough for me. I'm out
ARM ipo valuation is bs. Two years ago, SoftBank wants to sell it for $40 Billion USD, now it is worth 75% more in two years? What changes 😂
Mainly fear of one company acquiring them imo, not valuation eg intel
Apple switched their CPU's from x86 to ARM with the M1 chip series... Given the number of creative and technologists that use Macs the software catalog for desktop ARM applications has skyrocketed. Add in the Oculus VR headsets taking off and creating an entirely new category of consumer spending, dominated by ARM. Lastly there is the joint venture between ARM and NVIDIA to deliver extremely powerful AI CPU's which is literally "all the rage" after GPT4's unveiling this year. ARM went from a cell phone CPU company to dang near monopoly on computing in just a few short years.
Unfortunately not an accredited investor to be able to invest in it...
I don’t think you should downplay yourself as just some guy on the internet, I think you made a very compelling, diplomatic case on behalf of Retail Investors, in fact, maybe even institutional investors.
It sounds to me as if there is a Power Struggle between ARM and Arm China, essentially an internal conflict which could instigate volatility depending on “ Trade “ disputes between the U.S. and China.
It sounds to me in your conclusion to this, ARM China is Leveraging its debt with ARM and attempting to make good based on their revenue in a time sensitive manner based on their own financials, meanwhile still slowly but surely acquiring more and more possession of ARM in its entirety.
What would that mean for Investors in the U.S. Market, if ARM China inevitably became the majority shareholder of ARM?
I don’t know enough about investing to be able to make that assessment but perhaps you do.
I don't know about ARM China becoming a majority shareholder. But I do know their current relationship is enough to worry me.
This will be just like Uipath and PLTR sad😢
Ya wait for it to hit the market and see it sink. Then maybe buy the dip.
The pro machine who is the Momo stock first time they will give you if you invite people more they block you don’t invite too much people be careful
The IPO will be exit liquidity for early investors. Not buying.
I'm not sold on this company. Nope, no ARMS dealers for me.
China?... China?... I don't invest in our enemies. So, thanks but no thanks
When IPO ????
Mid-September
Its all owned by the Rothchild Cabal , Blackrock and Vanguard, why we still think other brands exist is just a mystery.
USA doesn't want Western companies to supply chips to China 🤣
whopper-tytes are go...
Love the videos but in 22 years in the market ive never seen any stock that was the next [insert current hyped company] that as ever worked out. Not the next Netflix, Amazon, Tesla, Apple ...you name it.
Sounds shady - Evergrande anyone?
never buy at ipo
Arm is far older than nvidia and it did very little , it’s no nvidia
This video hasn't aged well
What about it hasn’t aged well? Stock is down 20% since going public.
Hahahaha. @@TickerSymbolYOU
Is anyone else feeling like the titles are getting more click bait like? I’m starting to lose a little trust in this channel.
Nothing clickbait about it.
I see no clickbait here! And yes, thats the way social media is working. Love it or leave it.