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> Such as alternative chips or that the Chinese will go in-house sooner than we think. Nvidia’s moat is not as permanent as people think. SoftBank have holding
by lonelyasacloud 11mo ago
> Such as alternative chips or that the Chinese will go in-house sooner than we think. Nvidia’s moat is not as permanent as people think.
SoftBank have holdings in Arm and likely to know what is coming down the pipeline.
- NullPrefix 11mo agoWouldn't that be insider trading?
- lonelyasacloud 11mo agoNo: SoftBank bought Arm in 2016, then refloated in 2023. They have good lawyers and a lot money.