This is nearly right - I don't think he's a stock analyst but he clearly gets some work from Intel, Dell etc - so hardly an independent reviewer (not sure Grube

This is nearly right - I don't think he's a stock analyst but he clearly gets some work from Intel, Dell etc - so hardly an independent reviewer (not sure Gruber would claim to be either fwiw) although he's also written this on Arm over the last few days. https://www.forbes.com/sites/patrickmoorhead/2020/12/02/30-years-in-and-arm-looks-stronger-than-ever/?sh=7fc7ab9f49c3 https://www.forbes.com/sites/patrickmoorhead/2020/12/02/30-y... In any event he could have led with "Why you might want to wait" rather than "Why you might want to pass" given that most of the criticisms are likely to be fixed soon.