Saad Ullah
● Trader Za recently called ARM Holdings ($ARM) a "big beautiful base" — a bullish chart pattern that often signals an incoming breakout. With SoftBank still controlling roughly 90% of the company and a fresh OpenAI deal in play, ARM is catching attention across semiconductor and AI investing circles.
● The setup has promise but comes with questions. SoftBank's massive ownership gives it serious control but also limits how much stock actually trades, which could keep some institutional investors on the sidelines. The OpenAI partnership could open doors to cutting-edge AI workloads and chip optimization, but it also puts ARM in direct competition with giants like Nvidia, AMD, and Intel — all pushing hard into AI chips.
● Technically, ARM looks solid. The stock hit $170.68, up 2.45%, with its 10-, 20-, and 50-day moving averages all trending upward — a classic bullish signal. Traders are watching $188.75, the prior high, as the key level to break. For SoftBank, keeping such a huge stake means riding the AI chip wave, though they might eventually sell some shares to improve liquidity.
● ARM sits at a unique crossroads: chip design meets AI infrastructure. The OpenAI tie-up could push ARM's energy-efficient architecture into future AI data centers, potentially challenging the x86 and GPU systems that dominate today.
Saad Ullah
