Monkey Bhai

@dileepkudva @ishmohit1 So you are bullish on all the CPU Companies??

@ishmohit1 Because of the generational capex

Next bottleneck

@DaFinancialTool True but this company has long way to go it's just start of the journey.

@bhai_monkey Yep, but look at the trends on arm. At the end of the day feel free to ignore me. Arm pull backs are usually brutal

$arm as someone who has watched arm since ipo I can say the most likely scenario from here is a post earnings call drop that will likely be 40%, if I’m wrong on this it would be the first time. Look at the charts

@tesla_teamx $ARM is partnering with Intel ???

Taiwan's TSMC exits Arm with $231 million share sale as Intel ties grow stronger. $ARM $INTC $TSM stocks.apple.com/AHq42M7tURy-cp…

@DaFinancialTool Then in that case all the stocks will be impacted not just ARM due to crude oil price and US war

@bhai_monkey Yes look at the charts, fair value is currently 135. I could be wrong, this is the basis I have traded on. It’s a very small float at 10% so very volatile historically. Just look at the charts. Oil 105 and will rise, US vehicle defaults.

@StockXcapital What has ARM to do with OPENAI??

Huge open ai news bringing few names down .. $ORCL $ARM $AMD

@__Tauseef__ @Sam_Badawi No softbank won't sell a single share .

@Sam_Badawi It could be Softbank is finally dumping on retail?

WHOA. $ARM is down over 10% today

@AboMaism_ Can you post chart analysis of QCOM ?

$QCOM .. للمتابعة 👍🏻 ممكن يكون في صعود للسهم الافضل ننتظر مناطق 111.1 الى 107 وندخل معاه باذن الله 💚👍🏻

@labubu_trader Why are you so short on QCOM ??

x.com/mingchikuo/sta… LOL, good news are coming along the way to pump this shit My price target is $180 or sell immediately if Wednesday ER is horrible

@sssjeffpu What about Qualcomm and OPENAI SOC Chip ??

Abstract of MediaTek (2454 TT) note – Two More Things! ↑ TP to NT$2,850 (from NT$2,750) # In Talks with OpenAI High chance MTK to win OpenAI’s edge-AI project, likely N3-based SoC and target Tape-out targeted 1H27 • Positive implication — it opens ASIC opportunities with OpenAI. MTK could provide capability proven via TPU 8t tape-out with strong in back-end offerings (CoWoS/EMIB/InFO) # Meta ASIC opportunities • Growing visibility for next-gen AR Glass: 2x SRAM (by AP Memory) + MTK SoC (MTK replacing Qualcomm) • Targeting volume production late-2027 • MTK mgmt earlier expected to highlight 2nd ASIC customer (we think Astrid & Apollo projects were in the bidding process) # Massive broker upgrades after our MTK report on March 25 on Raised CoWoS/EMIB.

@Venu_7_ Hey , can you also review $QCOM once ?? Seems like story is changing

$MRVL - Marvell Technology went from $5B revenue flat in 2023-2025 to $18B by 2028 - 40% growth over the next 3 years EPS inflecting from negative to $3+ in 2026, scaling toward $7.5 by 2028 driven by AI demand for custom ASIC chips Market starting to catch up now

@anni_sen @jukan05 Hi , the link you shared is related to Maxlinear not QCOM

@jukan05 I already did on $QCOM -open.substack.com/pub/senanni/p/…

Should I put together a bull thesis on Qualcomm? $QCOM

@insane_analyst Is QCOM really launching Data centre CPU in June ??.

@investingtomars Hey , can you please update on ARM chart ???

$ARM moved up 26% since my post last month and it has further to go.

@N4irit @MitaliWadher It can also be market hype making ARM go at higher levels

@bhai_monkey @MitaliWadher no expectations. Just reactions to ongoing developments.

last week me would never have thought i would be tracking Intel’s earnings to trail my $ARM position at 2 am in the night but life takes you to weird places

@KryptonCEO Ok thank you sir

@bhai_monkey We have a 12 month target of $260, long term is tough because the company is already priced to perfection so there’s higher execution risk that creeps in. We’ve closed out, the upside has been mostly realized and the risk/reward has now flipped

In just four months, our dedicated research focused on themes and thinking first has proved itself multiple times over. Two 50%+ picks, with $ARM and $RRX and three more picks simmering in the background for their own massive moves. Effort pays off... $SPY $SPX

@N4irit @MitaliWadher What's the price you are expecting ARM to be in long term ?

@MitaliWadher 1000% bullish $ARM to at least 250 now

@tesla_teamx Still holding or sold ???

I’m so glad I invested emotionally and irresponsibility in $ARM a year ago. Selling hundreds of long term held shares in $MSFT.. adding significant margin debt. Subjecting myself to great volatility.. getting accumulation warnings from the brokerage.. I will do it all over again.

Rishabh pant deserves every criticism coming in his way . I don't think he is serious about his white all game. People have huge expectations from him and every game he just find ways to get out . Bro please serious Time to change #RP17 🥲🥲