ARM is a bloody financial hand grenade. 10% of the stock is floated. 90% of the stock is owned by Masa who used it for collateral for his 18 billion loan for

ARM is a bloody financial hand grenade. 10% of the stock is floated. 90% of the stock is owned by Masa who used it for collateral for his 18 billion loan for Stargate. THat is against 33 banks who have a strong incentivise to dump in a margin call situation. Their revenues are circular for the last 4 years, with 30% growth purely coming from Softbank shuffling their own money. They are gonna be the canary in the coal mine for when the AI bubble implodes.