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>> No.57541068 [View]
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57541068

>>57540856
Softbank just presented really good numbers (mostly on account of ARM). I think you are underestimating their growth potential. Normally I would agree with you but with so much money and talent in tech right now... they are bound to make something unforeseen that will benefit them. The AI market is big enough for everyone to get a fair share.
ARM is gonna have to step up their game though. If they don't step into AI, their growth potential is limited. Does it even matter in this bull run though? PE of 100 is apparently considered low now
>>57540998
Based Lumeen poster

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