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Get what investors say about ARM next
Follow ARM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ARM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ARM
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-30 | Rene HaasCEO, Arm Holdings; CEO, SoftBank Group International | Bullish | All-In Podcast | ARM architecture is the only solution uniquely positioned to deliver AI inference workloads in… |
| 2025-03-02 | Jay GoldbergSenior Analyst, Seaport Research Partners | Bullish | Business Breakdowns | ARM's 30x revenue valuation is justified by multi-market expansion into data centers, automotive, and IoT —… |
| 2024-10-13 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | ARM's 300 billion device installed base positions it as the orthogonal competitor to NVIDIA — while NVIDIA… |
| 2021-05-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Think Invest | ARM and RISC-V are displacing Intel in data centers and will grow at 45% annualized over the next decade as… |
| 2021-02-21 | Cathie WoodCEO & CIO, ARK Invest | Bullish | samlyn | ARM and RISC-V will collectively displace Intel in the data center, growing at a 45% annualized rate over 10… |
Next report: 5 Nov 2026
Notable options days
Sessions in the last 120 where ARM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-24 | ||||||
| 2026-09-22 | ||||||
| 2026-09-21 | ||||||
| 2026-09-17 | ||||||
| 2026-08-04 |
ARM on the Wheel
ARM did not pass our 1-month put test (V1, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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