We weren’t quite expecting things to move this fast… but it did.

I posted about ARM to our members that said this:

“ARM’s architecture underpins a significant portion of the global chip ecosystem, giving it broad exposure to long-term technology trends.

Short-term performance can be influenced by valuation sensitivity, licensing growth, and broader semiconductor sentiment, but the company’s licensing model provides structural leverage to industry growth.

The stock is circling the $165 area, with recent action suggesting this level is acting as a short-term decision zone for buyers and sellers.”

When this was shared, ARM was trading at $165.

Now, the chart below tells the story.

ARM ended up hitting $237 - which was around a 43% climb in JUST 4 DAYS…

It’s easy to look at a move like that and focus on the result.

But the real difference is what happens before it.

When it’s still unclear, and there’s not much attention on it yet, that’s usually where the opportunity sits.

Most people only recognise it once it’s already underway.

That’s the part we spend our time on.

— Jordan

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