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I expect further price increases for Arm Holdings (ARM) in the short term despite the extremely high revenue-to-valuation ratio of over 73. CEO Rene Haas expressed himself "very confident" in a Bloomberg interview about reaching the revenue target of $15 billion for 2031 with the company’s AGI CPU (Arm General Infrastructure) earlier than planned. Alongside development partner Meta, there are new customers including Oracle (i) and ByteDance. The CPU delivers more than double the performance per rack compared to traditional x86 platforms and is...
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