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home / news releases / META - Arm Holdings: High Valuation Is Deserved


META - Arm Holdings: High Valuation Is Deserved

2024-05-17 06:14:14 ET

Summary

  • Arm Holdings is a semiconductor company known for its Acorn RISC Machine architecture, dominating the smartphone CPU market.
  • Having dominance in the smartphone CPU market allows the company to enjoy sky-high gross margin, which is aggressively reinvested back into business.
  • ARM has significantly improved its revenue mix in recent years and has robust potential to disrupt a huge data center industry with its ARM architecture for CPUs.
  • The valuation is sky-high, but not unrealistic.

Investment thesis

For further details see:

Arm Holdings: High Valuation Is Deserved
Stock Information

Company Name: Meta Platforms Inc
Stock Symbol: META
Market: NASDAQ
Website: facebook.com

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