6/27/25 - $arm - tf?

6/27/25 :: VROCKSTAR :: ARM
tf?

- narrative follows price, not the other way around
- you don't get away with billion dollar SBC (stock comp) when you hardly will pull down 2 bn in fcf in '26 (on optimistic numbers but for now - let's dream). but let's just assume 2 b is just that. a lick above 1% fcf yield.
- but V, they power the future of the world?
- lol yeah, and nvda does too and already won in their (much larger B2B vertical) and does 3+% fcf yield and grows faster and has better mgns
- so while stupid can persist as long as the casino remains open (you been to a casino lately? that's a real trip to Hades on earth.)
- so if u own this, you might want to make sure you have an edge, because if you are just drawing lines on a chart... and like 90% of other ppl on trading view that do just that i'll be polite and warn you "you don't have an edge".
- i'm a fundamentals guy. so yeah. i'm in btc, gamb and nxt. big cash. and i find hedges here in this environment.
- have a great weekend everyone.

V