Incredible opportunity for the US to consolidate its tech dominance further. I expect both China and the EU to try to block Nvidia from acquiring ARM. Nvidia's

Incredible opportunity for the US to consolidate its tech dominance further. I expect both China and the EU to try to block Nvidia from acquiring ARM. Nvidia's stock is comically overvalued like most things in this market (~74 times operating income). They should hand SoftBank 16% of their very inflated market cap in an all-share deal, if they'd go for it (I'm guessing SoftBank will want a lot of cash though, given their financial desperation right now). In terms of partisan positions, this would at least be far better than Intel or Qualcomm eating ARM. It's just hard to imagine China or the EU being ok with Nvidia extending their current quasi-monopoly position in GPUs into another critical monopoly position. China won't want to see ARM in US hands under any scenario; the EU for its part would tolerate that only if those US hands are not someone like Nvidia, Intel, Apple, Google, Microsoft, Amazon, etc.