ARM: The most stable "shovel seller" in the AI era

Revenue of 4.92 billion for fiscal year 2026 (+23%), Q4 gross margin skyrocketed to 97.9%, cash flow surged by 284%, core highlight: AGI CPU orders exceeded 2 billion in 6 weeks, data center royalties doubled, cloud vendor share surpassed 50%!

AI racing positioning maximized: leading semiconductor IP licensing (market share over 40%) + leading high-efficiency AI computing, directly competing with x86, aiming for the top data center CPU by 2030📈

Advantages: 97%+ high gross margin + thousands of partner ecosystem, full scene adaptation in cloud/edge/end-device!

Technical aspect:

Phase one: Listed in 2023, speculation and rise

Phase two: Mid-2024 to end-2025 weekly triangle fluctuations

Phase three: Confirmation of breakthrough, follow the trend of US stocks to start rising

A very decisive weekly level 40% breakout with a large bullish candle

The strongest AI sector has seen multiple stocks with dozens of times growth, and a bunch of near trillion-dollar market cap stocks

And it, with a FDV of 230 billion, has a circulating market cap of less than 30 billion

Just a low circulating "knockoff stock"...

Target $555-655

Take off with the trend

But the risk point is to pay attention to the largest shareholder SoftBank Group's plan to reduce its holdings of about 87% (923 million shares)

The above is just a sharing of ideas, if you like this thought, please give it a thumbs up, this will be the best thanks.

If you have any questions or trading ideas, feel free to comment!

Thank you for your support, I am grateful.

Wishing everyone happy trading.

#ARM

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