6/27/25 :: VROCKSTAR :: 
ARM
tf?
- narrative follows price, not the other way around
- you don't get away with billion dollar SBC (stock comp) when you hardly will pull down 2 bn in fcf in '26 (on optimistic numbers but for now - let's dream). but let's just assume 2 b is just that. a lick above 1% fcf yield.
- but V, they power the future of the world?
- lol yeah, and nvda does too and already won in their (much larger B2B vertical) and does 3+% fcf yield and grows faster and has better mgns
- so while stupid can persist as long as the casino remains open (you been to a casino lately? that's a real trip to Hades on earth.)
- so if u own this, you might want to make sure you have an edge, because if you are just drawing lines on a chart... and like 90% of other ppl on trading view that do just that i'll be polite and warn you "you don't have an edge".
- i'm a fundamentals guy. so yeah. i'm in btc, gamb and nxt. big cash. and i find hedges here in this environment.
- have a great weekend everyone.
V
ARMtf?
- narrative follows price, not the other way around
- you don't get away with billion dollar SBC (stock comp) when you hardly will pull down 2 bn in fcf in '26 (on optimistic numbers but for now - let's dream). but let's just assume 2 b is just that. a lick above 1% fcf yield.
- but V, they power the future of the world?
- lol yeah, and nvda does too and already won in their (much larger B2B vertical) and does 3+% fcf yield and grows faster and has better mgns
- so while stupid can persist as long as the casino remains open (you been to a casino lately? that's a real trip to Hades on earth.)
- so if u own this, you might want to make sure you have an edge, because if you are just drawing lines on a chart... and like 90% of other ppl on trading view that do just that i'll be polite and warn you "you don't have an edge".
- i'm a fundamentals guy. so yeah. i'm in btc, gamb and nxt. big cash. and i find hedges here in this environment.
- have a great weekend everyone.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.