10/8/25 - $arm - the armpit of semis... P...U...

10/8/25 :: VROCKSTAR :: ARM
the armpit of semis... P...U...

- beyond a "hey we also #metoo signed a deal with openai"...
- what do you actually think you have here?
- you hold masa son's bag?
- you believed a hedge fund when they said it would 3x? (in bitcoin terms right? /sarc)
- this thing is >20x sales
- valuation 100% matters
- so insane that all i see these days is shorts
- it's hard to own anything, but if u do buy semis, i think it's clear that you just buy the winners nvda, tsm... as have written about a lot
- avoid this trash, leave it for someone else to fafo.

V