>It seems like ARM is in a really strong position for the next decade or two. What? They just had a massive layoff which culled 15% of their staff? In this cl

>It seems like ARM is in a really strong position for the next decade or two. What? They just had a massive layoff which culled 15% of their staff? In this climate, no way in hell they would be rated as an instant buy. Their revenue growth and revenues in general are tiny what $2.8 billion, and mostly restricted to licensing/royalties. They were gonna be bought by nvidia for what 40-60 billion dollars? They are also competing in the space with massive players a la Nvidia, AMD, Intel who are looking to eat their lunch. The landscape is shifting by adopting the Big Little structure, adding more core counts, and a much bigger prioritization towards dedicated accelerator offload cards. Not to mention an increase in prioritization to RISC V. I wouldn't put them as an instant BUY.