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lonelyasacloud parent
> Such as alternative chips or that the Chinese will go in-house sooner than we think. Nvidia’s moat is not as permanent as people think.

SoftBank have holdings in Arm and likely to know what is coming down the pipeline.

NullPrefix
Wouldn't that be insider trading?
lonelyasacloud OP
No: SoftBank bought Arm in 2016, then refloated in 2023. They have good lawyers and a lot money.

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