#ARM #IPO #FinancialAnalysis #AI #Softbank #blockbuster $52BN
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0:00 Introduction
01:19 Patreon Poll
01:40 IA Should I Buy - 90%+ WIN RATE
02:01 IA Equity Valuation Process
02:35 The IPO - $47 to $51 a share
03:24 What it Does
04:02 The IPO
04:20 The Customers Turn Investors
04:58 Pervasive but 99% Smartphones
05:25 Background
05:38 How it Plays
06:07 Industry Disruption
06:36 AI Play
07:32 Value Proposition
07:51 Technology & Developers
08:13 Share Allocations
08:39 Social Activity
09:14 The Financials - Shrinkage
10:06 Valuation
10:44 Revenue
11:25 EBITDA
11:55 Ecosystem
12:27 Apple Relationship
13:07 Qualcomm Relationship
13:31 ARM Longevity
13:56 Softbank Track Record
14:55 Softbank Financials
15:09 The Competition - Open Source
16:12 Competition - Chinese Design Houses
17:07 Risks
17:48 Pierre Gerragu IPO Prediction
18:16 IA IPO Prediction - True Value Estimate
20:14 Want a recap? [ Ссылка ]
20:29 Conclusion
21:01 There is One 90% Whale

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