ARM

Everyone loves IPOs… Until this happens. Recent IPO performance: 2026 $SPCX — -32% 2024 $RDDT — -32% 2023 $CART — -42% $ARM — -24% $BIRK — -23% The excitement is always highest on day one. But history shows that great companies can still become bad entries when valuations get too aggressive. Next major IPOs to watch: • Anthropic • OpenAI • Reliance Jio The question isn't: "Is this a great company?" "Am I paying a reasonable price?" Sometimes the best opportunity comes after the hype fades. Would you buy these on day one, or wait for the market to reset expectations?

STOP LOSING MONEY CHASING AI BOUNCES. ⚠ Many traders rush into the first bounce, but the first move is rarely the full story. More often, the market: • Bounces • Sweeps the lows again • Builds a higher low • Then confirms a breakout That’s the setup I’m waiting for. Watching: $ARM $SNDK $DRAM.X $SMH $AAOI I want confirmation before getting aggressive. Watch what price is telling you. Let the market prove the bottom instead of trying to predict it. For more market analysis and setups, check my profile.

How long would it take each company to buy itself back using current free cash flow? $WDC — 30 years $AMD — 34 years $COST — 42 years $INTC — 45 years $ARM — 86 years The market often focuses on revenue growth. But long-term investors should always ask: How much cash does the business actually generate? A company is not truly wealthy because it has a huge valuation. It is wealthy when it can consistently produce strong free cash flow, reinvest, buy back shares, and compound shareholder value. In an AI-driven market, earnings quality and cash generation may become the next major valuation debate. "Make Free Cash Flow Great Again." Which companies have the strongest cash flow advantage? Follow me and visit my profile for valuation breakdowns, AI infrastructure analysis, and high-conviction stock research before the market catches up.

How To Trade A+ Tier 1 Analyst Upgrades $INTC, $ARM & $AMD Watch the video to learn how to trade this repeatable pattern 🎯 https://x.com/i/status/2083704455527330255

$ARM its time for 280 in 2 -3weeks, added here , Positive guidance , we may see some upgrades Post AMD Results next week.. CPU market is larger than Anticipated as per ARM CEO

Rosenblatt Lowers Arm Holdings Price Target to $250 — PT $ARM https://price-target.com/2026/07/31/172688/

Here’s my current game plan and how I’m positioning for the next cycle. Performance so far: • Core portfolio: +1.77% • $SPY: -1.10% • $QQQ: -6.40% • $XLK: -7.85% • $SMH: -14.65% During the pullback, I focused on accumulating quality businesses: Added to my Mag 7 positions Bought insurance and grocery leaders — proven compounders with strong durability Added select technology names like $ARM for long-term exposure Current strategy: I’m staying balanced across: • Mag 7 • Financials • Healthcare • Software • AI infrastructure I’m not rushing to chase the selloff. Once we see a confirmed bottom in areas like $SMH, DRAM, and $XLK, I plan to gradually increase my technology exposure. The goal remains the same: Buy great companies during weakness, stay patient, and rotate into the strongest opportunities when others are fearful. Let’s continue building for the long term.