ARM HOLDINGS PLC ADR
Commented by Tarik Dede on June 23rd, 2026 | 07:10 CEST
Royalties & licensing: investors can win with ARM Holdings, RE Royalties and Franco-Nevada!
You can build business models with high margins without owning a single factory or site. On the capital markets, that's mainly companies that collect license fees or royalties. Companies provide capital and in return share in their partner's revenue. This has long been the case in the music industry, and likewise in mining, the chip industry, the cleantech sector and the pharmaceutical industry. For investors, such companies offer big advantages, since in most cases they carry little or no operating risk. Because the contracts often run for years or decades, the income they generate is also very stable. While mining and cleantech players tend to offer steady payouts, tech pioneers use the cash flow for massive growth. Today we therefore look at the shares of ARM Holdings, RE Royalties and Franco-Nevada!
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Commented by André Will-Laudien on November 27th, 2024 | 07:10 CET
Artificial intelligence and crypto with a 200% opportunity! SMCI, Power Nickel, Infineon and ARM Holdings on the buy list
The crypto and AI boom is now quite advanced. Yesterday, Bitcoin hit a wall at just under USD 100,000, and Nvidia was also unable to reach new highs despite good Q3 figures. This suggests that a technical consolidation is underway, which could extend well into early 2025. However, some stocks have already fallen more sharply and are reappearing on investors' buy lists. 2025, the first year of the re-elected Donald Trump's term in office, is likely to bring a great deal of unrest, as the US will have to reposition itself in international trade. Announcements of introducing punitive tariffs are currently dominating the news, which are largely counterproductive. We highlight the opportunities for risk-conscious investors.
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Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET
Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings
The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.
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Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST
Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!
After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?
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