Arm Holdings has seen an extraordinary surge in its stock price, more than doubling from $72 to over $144 in just four trading sessions. This rally extended Arm's gains to more than 30%, driven by a frenzy in artificial intelligence (AI) stocks. The company's options trading volume spiked, with notable activity on $185c and $150c calls, indicating strong investor interest and speculation about further gains. The explosive rally benefited SoftBank Group, Arm's parent company, significantly boosting its share price and adding billions to Masayoshi Son's wealth due to a 192% rally. SoftBank, which acquired Arm for $32 billion in 2016, now sees its ownership stake valued at approximately $138 billion. However, concerns about the sustainability of these gains and the potential impact of an upcoming IPO lockup expiration on March 12, 2024, have been raised.
Breakingviews - Arm’s weirdly high valuation has legs https://t.co/Id7D2XHDYT https://t.co/Id7D2XHDYT
Nvidia’s red-hot rally has Wall Street analysts rushing to keep up, with at least four firms hiking their price targets on the AI darling this month https://t.co/UeM9JKWpD7
Arm valuation hits stratosphere as AI frenzy widens https://t.co/qVnyQHRNL3 via @business
Nvidia’s red-hot rally has Wall Street analysts rushing to keep up, with at least four firms hiking their price targets on the AI darling this month https://t.co/zuYbcjZ0dw
Nvidia’s red-hot rally has Wall Street analysts rushing to keep up, with at least four firms hiking their price targets on the AI darling this month https://t.co/NYszu7vcpZ
Arm shares jump 29% as post-earnings rally extends to second week https://t.co/0WYBZmHUhp
Arm Holdings was already one of world’s most expensive stocks for its size heading into last week’s earnings report. After three days of manic share buying, it’s now in a league of its own https://t.co/UwzCjAL460
Arm’s race Masayoshi Son Adds $4 Billion to His Wealth on Arm’s 192% Rally https://t.co/mKfjRfmCkl
People think the Arm short squeeze is over, when SoftBank does a secondary, the stock tanks SoftBank can borrow with Arm as collateral to raise capital for AI Furthermore when Arm gets added to QQQ ETF, leads to $3B of buying pressure on $13B public float! On @justbrosef substack https://t.co/DpHSXuBmd2
Softbank's Masayoshi Son is $4 billion richer now, thanks to Arm's 192% rally https://t.co/wCE8ocgGJf
Softbank's Masayoshi Son is $4 billion richer thanks to Arm's 192% rally since its IPO. The billionaire is worth about $15 billion, according to the Bloomberg Billionaires Index. This is because he owns roughly a third of SoftBank, which holds 90% of Arm. https://t.co/GTqHVNxTMn
SoftBank Group shares have been surging following the explosive rally of its Arm Holdings, after the unit made its case last week for how it will benefit from the artificial intelligence boom. https://t.co/xSSO9JOc1z
Softbank's Masayoshi Son is $4 billion richer after Arm's 192% rally https://t.co/dPklrnmnYW
Softbank acquired ARM for $32B in 2016. At ARM's current stock price, Softbank's ~90% ownership stake is worth ~$138B, a gain of over >$100B* * but float is so low that they could never exit at that price https://t.co/MugeVq4Aze
AI: UK chip designer Arm sees shares almost double https://t.co/npUJiHkRba
Do Softbank investors realize that Softbank could never exit $ARM at current prices? https://t.co/gP4vdYNaBo
A 34%, three-day surge in SoftBank Group Corp. has pushed its shares to the most overbought level in more than two decades on the back of Arm Holdings Plc.’s explosive rally https://t.co/zHrvKNqVmt
Masa-son lost an arm and a leg. He’s gained an ARM back. SoftBank Shares Climb Again With Arm’s Explosive AI Rally https://t.co/FYNPUyTr2x
SoftBank Group shares surged for a third day on the explosive rally of its Arm, the chip designer that has almost doubled in value since making the case last week for how it will benefit from the artificial intelligence boom https://t.co/5Fw1BPpwFZ
$ARM is up 1x Chipotle ($75 billion) in 3 days because it raised FY24 sales guidance by $160 million.
$ARM is up more than 93% in 3 days ahead of its partial IPO unlock on March 12, 2024 https://t.co/8edIOt3wSl
Hunt for ‘next Nvidia’ draws options traders to Arm’s soaring stock https://t.co/13o0SBxyie https://t.co/tMPbYJKCru
Shares of Arm Holdings $ARM surged 29.3% today and over 190% during the past three months, outperforming competitors like Marvell Technology $MRVL and NXP Semiconductors NV $NXPI: https://t.co/DHeCQGl8lT https://t.co/ldSvgrq6Ug
⚠️ HUNT FOR ‘NEXT NVIDIA’ DRAWS OPTIONS TRADERS TO ARM’S SOARING STOCK (Reuters) The craze for artificial intelligence stocks sent options traders piling into bets on Arm Holdings on Monday, with many positioning for more gains in the shares after they almost doubled in price… https://t.co/BH5tlvS2z8
$ARM Feb. $100 calls opened at $0.25 on 2/7, today they hit $60, meaning a $10,000 call buy was worth $2.4M Like I said last week, once in a decade type move
$ARM SoftBank theoretical NAV now ¥20500 after 23% surge in ARM overnight. Discount 61% as $9984.JP didn’t trade yesterday due Tokyo exchange holiday. ADR equivalent price ¥8755 so 57% discount. Clearly extreme cynicism that it’s just a short squeeze in $ARM.
Arm shares jump 25% as post-earnings rally extends to second week https://t.co/2FxghV24YB
$ARM Millions worth of Bullish Prints Coming Through 👇 https://t.co/c9Ieaf1r6h
$ARM extends blistering rally in wake of earnings https://t.co/HiPcNygfz6 via @business
$ARM 39K volume on $185c and 36K volume today on $150c Somethings up?!
LOOKS LIKE SOFTBANK WAS SUCCESSFUL IN CREATING A LOW FLOAT SQUEEZE IN $ARM AS I MENTIONED 5 MONTHS AGO SOFTBANK OWNS 91% OF THE SHARES & ONLY ~5% OF ARM SHARES ARE AVAILABLE TO TRADE IPO LOCKUP EXPIRES ON MARCH 12 CAN DUMP MASSIVELY GOING INTO IT ALSO ITS VERY OVERVALUED HERE https://t.co/ia1wXwNGC1 https://t.co/xu0ImtC3fC
$ARM - Exchange tradable options run out at $185. Guess what the price will peak at today?
*ARM HOLDINGS EXTENDS GAIN TO MORE THAN 30% no bubble
In the past four trading sessions alone, $ARM stock has more than doubled from $72 to $144+
$ARM calls already $20 one session later, fortunes made But but the lock-up 🤣 https://t.co/Rjr0V370dg
$ARM baby! Bought more into dip last week, monster move https://t.co/Rjr0V370dg