Arm: Computex Update, CPU Core Demand Hinted at Being Higher

We believe it is worthwhile to revisit Arm for a couple of reasons: the first being the fact that shares have meaningfully broken out post-earnings, at one point up more than 100% over the last month, and the second being to make sure the we have not overlooked any pieces of Arm’s story given the strengthening thematic tailwinds from agentic AI driving the CPU to GPU closer to parity due to higher orchestration needs.

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