[jacurtis]

And that's why $ARM is a good buy. Selling swords and steel to all these armies as they go to war.

[silisili]

ARM is just collecting royalties in this space. Their reference designs aren't exactly competitive.

I'm not saying it's a bad buy, either, but if and when they turn the screws, there will be a mass exodus. Solid long term play perhaps, but not going to see Nvidia like price action.