# ![@wonderosakatrip Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1778702067236061185.png) @wonderosakatrip obsessed with stocks❤️‍🔥

obsessed with stocks❤️‍🔥 posts on X about ai, $arm, strong, data the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1778702067236061185/interactions)
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- [--] Week [---] -77%
- [--] Month [-----] +466%

### Mentions: [--] [#](/creator/twitter::1778702067236061185/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1778702067236061185/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [---] +391%

### Followers: [------] [#](/creator/twitter::1778702067236061185/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1778702067236061185/c:line/m:followers.svg)

- [--] Week [--] -36%
- [--] Month [--] -10%

### CreatorRank: [---------] [#](/creator/twitter::1778702067236061185/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1778702067236061185/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[ai](/topic/ai), [$arm](/topic/$arm) #49, [strong](/topic/strong), [data](/topic/data), [future](/topic/future), [company](/topic/company), [performance](/topic/performance), [cloud](/topic/cloud), [ecosystem](/topic/ecosystem), [scale](/topic/scale)

**Top accounts mentioned or mentioned by**
[@arm](/creator/undefined) [@armjpn](/creator/undefined) [@softbankgroup](/creator/undefined) [@armsoftwaredev](/creator/undefined) [@grok](/creator/undefined) [@nvidia](/creator/undefined) [@paurooteri](/creator/undefined) [@panospanay](/creator/undefined) [@amazon](/creator/undefined) [@lenovo](/creator/undefined) [@elonmusk](/creator/undefined) [@werideai](/creator/undefined) [@softbank](/creator/undefined) [@jwat5](/creator/undefined) [@googlecloud](/creator/undefined) [@nvidias](/creator/undefined) [@jwat_5](/creator/undefined) [@flowandthe9s](/creator/undefined) [@sahezrex](/creator/undefined) [@theaustinlyons](/creator/undefined)

**Top assets mentioned**
[Arm Holdings plc (ARM)](/topic/$arm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@elonmusk @grok Elon Musk please listen. None of us want to hear anything about @Grok. Im speaking on behalf of every shareholder who believes in you and has invested in you. Clear the regulations implement full FSD and show the robotaxi revenue on the income statement"  
[X Link](https://x.com/wonderosakatrip/status/1992220433316458694)  2025-11-22T13:15Z [--] followers, [---] engagements


"Elon Musk please listen. None of us want to hear anything about @Grok. Im speaking on behalf of every shareholder who believes in you and has invested in you. Clear the regulations implement full FSD and show the robotaxi revenue on the income statement. Please provide examples where @Grok needs to improve in replies. Showing how another AI does it better would be helpful. These examples should be of Grok going wrong today as we fixed many bugs from earlier in the week. Please provide examples where @Grok needs to improve in replies. Showing how another AI does it better would be helpful."  
[X Link](https://x.com/wonderosakatrip/status/1992220516640555320)  2025-11-22T13:15Z [--] followers, [--] engagements


"@grok @elonmusk Its meaningless if its not fully autonomous. Look at the stock price. Investors arent reacting at all. Quickly and skillfully convince politicians and vested interests in each country. Thats the central play Tesla should be making right now"  
[X Link](https://x.com/wonderosakatrip/status/1992222212435464338)  2025-11-22T13:22Z [--] followers, [--] engagements


"@elonmusk Ill repeat this. Im speaking on behalf of all shareholders. No one wants to hear about @Grok. You can deal with Europe later. First achieve fully driverless autonomous driving across the entire United States right now and show explosive profits on the income statement"  
[X Link](https://x.com/wonderosakatrip/status/1992427754688856146)  2025-11-23T02:59Z [--] followers, [--] engagements


"Ill repeat this. Im speaking on behalf of all shareholders. No one wants to hear about @Grok. You can deal with Europe later. First achieve fully driverless autonomous driving across the entire United States right now and show explosive profits on the income statement. Grok [---] Thinking mode is best for tough questions Grok [---] Thinking mode is best for tough questions"  
[X Link](https://x.com/wonderosakatrip/status/1992427771768062109)  2025-11-23T02:59Z [--] followers, [--] engagements


"@grok not met any of the target timelines. In the meantime the cars are no longer selling. The decline in vehicle sales comes from people believing that full FSD will never be implemented and that its just an ordinary EV. Everyone is fed up with these constantly broken promises"  
[X Link](https://x.com/wonderosakatrip/status/1992430420198346799)  2025-11-23T03:10Z [--] followers, [--] engagements


"@Humbertogp21 First full approval for completely driverless FSD is essential. In the near term everything depends on whether the robotaxi initiative succeeds. Investors who prefer $TSLA over $GOOG believe that once Tesla secures approval it can scale rapidly and consistently at a low cost"  
[X Link](https://x.com/wonderosakatrip/status/1993584279566373362)  2025-11-26T07:35Z [--] followers, [--] engagements


"@sohtanagasaka Agoda made a reservation for local payment without permission and no money accommodation occurred. I was told that I would not guarantee it even if I inquired and would not tell me the information of the guest. In the end the customer service staff yelled at me.shitty company"  
[X Link](https://x.com/wonderosakatrip/status/1993679124909772839)  2025-11-26T13:51Z [--] followers, [--] engagements


"@wayneterprises With the resurgence of the x86 camp ARMs previously expected roadmap is being challenged and the stock is being heavily sold off. What is your view on ARM under these circumstances"  
[X Link](https://x.com/wonderosakatrip/status/2011248510759551482)  2026-01-14T01:26Z [--] followers, [--] engagements


"@TradesKai From a fundamentals perspective ARM is in a very poor position right now. Intels A18 has a negative impact on the revenue growth ARM had expected in the data center segment"  
[X Link](https://x.com/wonderosakatrip/status/2011248852544995690)  2026-01-14T01:27Z [--] followers, [--] engagements


"@Arm @LinusTech Hurry up and raise the stock price because the oracle is fine Your job is to raise the stock price Show more with the will to die good performance and expectations for the future"  
[X Link](https://x.com/wonderosakatrip/status/2011360509518598516)  2026-01-14T08:51Z [--] followers, [--] engagements


"@Arm @Lenovo @nvidia @WeRide_ai Hey. Face the reality of this ridiculous collapsing chart. Arent you ashamed Instead of pushing garbage news hurry up and make the royalties explode"  
[X Link](https://x.com/wonderosakatrip/status/2011428565624201223)  2026-01-14T13:21Z [--] followers, [--] engagements


"@Arm @Lenovo @nvidia @WeRide_ai Is your company complete garbage or what Isnt your social media PR team embarrassed that theyre not increasing the companys value at all In a booming year like this are you seriously a company so incompetent that it keeps driving its stock price down nonstop"  
[X Link](https://x.com/wonderosakatrip/status/2011598627425354236)  2026-01-15T00:37Z [--] followers, [--] engagements


"Is your company complete garbage or what Isnt your social media PR team embarrassed that theyre not increasing the companys value at all In a booming year like this are you seriously a company so incompetent that it keeps driving its stock price down nonstop See how @Lenovo is scaling Level [--] robotaxis with a centralized production-ready compute platform built on Arm-based @nvidia DRIVE AGX Thor powering @WeRide_ais mass-produced GXR Robotaxi. Learn how Arm enables performance efficiency & safety for physical AI at scale 👇 https://t.co/WQ6SjuRd11 See how @Lenovo is scaling Level [--] robotaxis"  
[X Link](https://x.com/wonderosakatrip/status/2011598660996649080)  2026-01-15T00:37Z [--] followers, [--] engagements


"@Arm_JPN Is your company just trash Arent your PR and social media people ashamed of doing nothing to raise shareholder value How do you even manage to keep tanking the stock in a booming year"  
[X Link](https://x.com/wonderosakatrip/status/2011598751421645239)  2026-01-15T00:38Z [--] followers, [--] engagements


"@SoftBank Are you even doing a proper job selling ARMs CSS and v9 Did you actually get Oracle to adopt CSS or not Show it already prove it. The stock price is absolute garbage right now. If youre in PR then do your damn job and raise the stock"  
[X Link](https://x.com/wonderosakatrip/status/2011604437769601164)  2026-01-15T01:00Z [--] followers, [--] engagements


"Are you even doing a proper job selling ARMs CSS and v9 Did you actually get Oracle to adopt CSS or not Show it already prove it. The stock price is absolute garbage right now. If youre in PR then do your damn job and raise the stock. # CO2 https://t.co/JuLCjbpgVH #SoftBank https://t.co/qmN6ejnXMd # CO2 https://t.co/JuLCjbpgVH #SoftBank https://t.co/qmN6ejnXMd"  
[X Link](https://x.com/wonderosakatrip/status/2011604502122807552)  2026-01-15T01:01Z [--] followers, [--] engagements


"@WILDLABSNET @Arm This kind of useless bullshit info doesnt matter at all. Just put out something meaningful already like whether Oracle actually adopted CSS or not. Have you even looked at the stock price What the hell are you being so relaxed about"  
[X Link](https://x.com/wonderosakatrip/status/2011604848857551249)  2026-01-15T01:02Z [--] followers, [--] engagements


"Please just please Change the momentum AI demand is still there Save $ARM TSMC $TSM is expected to report a 27% increase in profit in Q4 to a record NT$475.2 billion ($15.02 billion) on strong AI demand and high advanced node utilization. $NVDA $AMD $AVGO $AAPL TSMC $TSM is expected to report a 27% increase in profit in Q4 to a record NT$475.2 billion ($15.02 billion) on strong AI demand and high advanced node utilization. $NVDA $AMD $AVGO $AAPL"  
[X Link](https://x.com/wonderosakatrip/status/2011634061547356541)  2026-01-15T02:58Z [--] followers, [---] engagements


"However from a PLG (Product-Led Growth) perspective people myself included are already using AI every single day. Its impossible to imagine a future where such a convenient tool simply disappears"  
[X Link](https://x.com/wonderosakatrip/status/2011636867280880118)  2026-01-15T03:09Z [--] followers, [--] engagements


"That said we have to acknowledge broader market factors: a lack of new compelling catalysts and the reality that there is a finite pool of investment capital making it difficult to attract additional inflows"  
[X Link](https://x.com/wonderosakatrip/status/2011636999707672768)  2026-01-15T03:10Z [--] followers, [--] engagements


"Given ARMs already elevated valuation multiple either earnings must catch up or growth must accelerate enough to justify further multiple expansion. This is precisely why ARM needs aggressive adoption of CSS among mid-tier ecosystem players"  
[X Link](https://x.com/wonderosakatrip/status/2011637058968944849)  2026-01-15T03:10Z [--] followers, [--] engagements


"Why is your stock behaving in such an ugly way even after GUC doubled its shipment forecast for Googles Arm-based chips from the consensus of [---] million units to [---] million units and even after TSMC delivered such strong earningsA real leader would never allow this to happen What does strong leadership really look like 💭 In this Tech Unheard episode @panos_panay Senior Vice President at @Amazon joins Rene Haas to talk about empathy humility and aligning teams around a clear mission. From his time leading iconic products at Microsoft to https://t.co/4HIW42uYSK What does strong leadership"  
[X Link](https://x.com/wonderosakatrip/status/2011935846233227564)  2026-01-15T22:57Z [--] followers, [--] engagements


"@drewhenry @SharpaRobotics As an $ARM investor Im disappointed by the recent stock weakness. With GUC doubling shipments of Arm chips for Google and TSMC posting strong results why is ARM still seeing no reaction"  
[X Link](https://x.com/wonderosakatrip/status/2011949905175273546)  2026-01-15T23:53Z [--] followers, [--] engagements


"@Wackytaff @Arm @Lenovo @nvidia @WeRide_ai Seriously lol 💥 I invested in ARM and Im honestly saddened by the recent weakness in its stock price. With GUC doubling shipments of Arm-based chips for Google and TSMC reporting strong earnings why is ARMs decline this ugly"  
[X Link](https://x.com/wonderosakatrip/status/2011951617734562029)  2026-01-16T00:00Z [--] followers, [--] engagements


"@paurooteri The Decline in Importance of ISA (Instruction Set Architecture) The flow has shifted to: AI Model Compiler (Graph) Fabric (NVLink) Execution Unit. In this paradigm "how to flow data without bottlenecks (Bandwidth/Latency)"  
[X Link](https://x.com/wonderosakatrip/status/2011971813145002002)  2026-01-16T01:20Z [--] followers, [---] engagements


"@paurooteri " has become far more critical than "which language the instructions are written in (ISA)." Previously ARM was favored as a power-efficient and flexible partner to the GPU especially compared to x86"  
[X Link](https://x.com/wonderosakatrip/status/2011971955117998132)  2026-01-16T01:21Z [--] followers, [--] engagements


"@paurooteri However NVIDIAs new design philosophy has reached a point where even the latency of "asking the CPU for instructions" is considered a waste of resources"  
[X Link](https://x.com/wonderosakatrip/status/2011972044330865045)  2026-01-16T01:21Z [--] followers, [--] engagements


"@paurooteri Former Role: The CPU (ARM) acts as the commander instructing the GPU on what to calculate next. Future Role: The fabric (Enfabrica technology) autonomously manages data flow while Groq-like "deterministic pipelines" complete calculations without CPU intervention"  
[X Link](https://x.com/wonderosakatrip/status/2011972072323629190)  2026-01-16T01:21Z [--] followers, [--] engagements


"@paurooteri In short ARM is being demoted from "a partner that doesn't get in the way" to "a component that may or may not even be necessary." Question: Is this shift causing a significant contraction in ARMs valuation multiples"  
[X Link](https://x.com/wonderosakatrip/status/2011972156566212952)  2026-01-16T01:21Z [--] followers, [--] engagements


"2026 Update: ARMs Data Center Dominance Is Unstoppable While NVIDIA is moving to seize the soul of AI ARM is steadily taking full control of the body of the data center. Even after stepping down from the commanding role ARM keeps winningfor three clear reasons $ARM"  
[X Link](https://x.com/wonderosakatrip/status/2011984400507138542)  2026-01-16T02:10Z [--] followers, [--] engagements


"2 Elimination of Royalty Middlemen Drives Higher ARPU With ARMv9 and the widespread adoption of pre-designed kits like CSS (Compute Subsystems) royalties per chip have surged to up to [--] those of ARMv8. Source: Futurum Group / Arm Financial Report"  
[X Link](https://x.com/wonderosakatrip/status/2011984653247528996)  2026-01-16T02:11Z [--] followers, [--] engagements


"3 Meta & Googles Post-NVIDIA Strategy Becomes a Tailwind Concerned about NVIDIAs vertical integration (NVLink) Meta and Google are adopting ARM as the foundation for their in-house AI accelerators. The very forces pushing back against"  
[X Link](https://x.com/wonderosakatrip/status/2011984895850295417)  2026-01-16T02:12Z [--] followers, [--] engagements


"Conclusion: Even if NVIDIA captures the heart of AI computation the full ARM-ification of data center infrastructure means ARMs revenues are hitting all-time highsdriven by both volume and royalty per chip"  
[X Link](https://x.com/wonderosakatrip/status/2011985168731685288)  2026-01-16T02:13Z [--] followers, [--] engagements


"A smartphone CPU company Low royalty per core Shipments royalty Growth tied to device volumes This framework is already wrong. ARMs revenue model has expanded far beyond CPU cores. Hyperscalers now design their systems assuming ARM compatibility by default"  
[X Link](https://x.com/wonderosakatrip/status/2012095806384529602)  2026-01-16T09:33Z [--] followers, [--] engagements


"🟡 JanJun [----] Rubin enters volume deployment Datacenter designs refresh Grace / Vera / CXL-native architectures The structure is built but revenues are not yet visible"  
[X Link](https://x.com/wonderosakatrip/status/2012096689977594159)  2026-01-16T09:36Z [--] followers, [--] engagements


"🟠 AugOct [----] (Q3) Market reaction: GPUs look amazing but why isnt ARMs DC royalty exploding 👉 Growth exists but the market misreads it"  
[X Link](https://x.com/wonderosakatrip/status/2012096810727473327)  2026-01-16T09:37Z [--] followers, [--] engagements


"ARM vs NVIDIA / x86 what the market is still missing NVIDIAs unified computing vision is often misunderstood as CPU-less AI. Its not. Its a redefinition of the CPUs role: RBC Capital Initiates Coverage on $ARM with Outperform Rating PT $140 Analyst comments: "We attribute the stock's recent underperformance to concerns about 1) potential impact on smartphone demand from higher memory prices 2) related-party contribution (SoftBank 15% of https://t.co/2fRJHwvjKw RBC Capital Initiates Coverage on $ARM with Outperform Rating PT $140 Analyst comments: "We attribute the stock's recent"  
[X Link](https://x.com/wonderosakatrip/status/2012101129728094531)  2026-01-16T09:54Z [--] followers, [--] engagements


"GPUs run computation and scheduling CPUs become infrastructure: control security memory coherence That shift hurts x86s traditional strengths not ARMs. Now about Agentic AI this is where people get confused. Yes agentic workflows often favor x86:"  
[X Link](https://x.com/wonderosakatrip/status/2012101370896318504)  2026-01-16T09:55Z [--] followers, [--] engagements


"Heavy branching & synchronization Control-plane logic Massive legacy software stacks But this is NOT ARMs battlefield. ARM was never meant to win control-heavy agent runtimes. And thats the key point: 👉 Agentic AI does NOT negatively impact ARMs roadmap. Why"  
[X Link](https://x.com/wonderosakatrip/status/2012101480791281834)  2026-01-16T09:55Z [--] followers, [--] engagements


"Because ARMs growth is no longer about: ❌ CPU core counts ❌ smartphone unit volumes Its about: ✅ IP density per node Modern data center nodes increasingly bundle:"  
[X Link](https://x.com/wonderosakatrip/status/2012101550836179259)  2026-01-16T09:56Z [--] followers, [--] engagements


"ARM CPUs (Grace / Neoverse / Vera) AMBA / CHI coherence NoC CXL-aware control Security & virtualization CSS (Compute Subsystems) [--] node = a bundle of ARM IPs"  
[X Link](https://x.com/wonderosakatrip/status/2012101660089496051)  2026-01-16T09:56Z [--] followers, [--] engagements


"Even if x86 dominates certain agentic control paths ARM still sits underneath as the infrastructure layer. NVIDIAs architecture doesnt replace ARM. It turns ARM from a CPU company into a platform embedded in every AI node"  
[X Link](https://x.com/wonderosakatrip/status/2012101730549604375)  2026-01-16T09:56Z [--] followers, [--] engagements


"This isnt explosive growth. Its a structural step-up and the market is still mispricing it"  
[X Link](https://x.com/wonderosakatrip/status/2012101757388857647)  2026-01-16T09:56Z [--] followers, [--] engagements


"Double Down on AI on the Drop 📉🔥 Extremely Bullish on $ARM 📈❤🔥❤🔥❤🔥 OpenAI ChatGPT ads are coming. When Google Search and Meta finally figured out monetization the cash spigot turned on. OpenAI is about to hit that same phase. If ChatGPT keeps eating into search-intent queries dont be surprised when headlines flip and the media starts https://t.co/ARA5NyJbEC OpenAI ChatGPT ads are coming. When Google Search and Meta finally figured out monetization the cash spigot turned on. OpenAI is about to hit that same phase. If ChatGPT keeps eating into search-intent queries dont be surprised when"  
[X Link](https://x.com/wonderosakatrip/status/2012400938993254733)  2026-01-17T05:45Z [--] followers, [--] engagements


"7/ AMD is better positioned than Intel (CPU + GPU strategy) but even AMD faces incremental pressure if ARM-based CPUs become the default host for NVIDIA GPUs. The first casualty is still Intel"  
[X Link](https://x.com/wonderosakatrip/status/2016020362455351408)  2026-01-27T05:28Z [--] followers, [--] engagements


"MediaTek Dimensity 9500s / [----] is a pure ARM win. CPU: ARM Cortex-X & A-series GPU: ARM Immortalis / Mali High-end smartphones higher ASP real volume. This isnt just mobile growth its ARM royalty expansion🔥 MediaTek CPUGPUARM MediaTekDimensity 9500sDimensity [----] - [----] [--] [--] - MediaTek Dimensity [----] Dimensity [----] MediaTek CPUGPUARM MediaTekDimensity 9500sDimensity [----] - [----] [--] [--] - MediaTek Dimensity [----] Dimensity 8500"  
[X Link](https://x.com/wonderosakatrip/status/2013168525242749392)  2026-01-19T08:35Z [--] followers, [---] engagements


"6/🧵 Structural reasons this is strong 1.Less Qualcomm dependency OEMs (Samsung Xiaomi OPPO) now have real choices 👉 ARM wins either way 👉 Qualcomms pricing power weakens"  
[X Link](https://x.com/wonderosakatrip/status/2013185756551160096)  2026-01-19T09:44Z [--] followers, [--] engagements


"7/🧵 Flagship + volume = ARM sweet spot Apple: high-end but internal only Qualcomm: high-end expensive MediaTek: high-end + price competitiveness 👉 High ASP + real shipment volume 👉 Royalty maximization zone for ARM"  
[X Link](https://x.com/wonderosakatrip/status/2013185844434153607)  2026-01-19T09:44Z [--] followers, [--] engagements


"8/ Big picture: This is NVIDIA operationalizing ARM at scale not just endorsing it. ARM is shifting from alternative architecture default AI-era server CPU option. Thats a long-term structural tailwind"  
[X Link](https://x.com/wonderosakatrip/status/2016020410316542066)  2026-01-27T05:28Z [--] followers, [--] engagements


"TPU expansion custom silicon everywhere megatechs going all-in. Broadcom ( $AVGO) sits at the center of it all. Hard to find a stock with a higher win probability this year. $AVGO J.P.Harlan Sur [---] https://t.co/XaKI11Xt8K $AVGO J.P.Harlan Sur [---] https://t.co/XaKI11Xt8K"  
[X Link](https://x.com/wonderosakatrip/status/2016251598117470344)  2026-01-27T20:46Z [--] followers, [--] engagements


"Tweet [--] Important nuance: Grace didnt fail. It was optimized for AI systems not broad enterprise CPU replacement. Vera exists because NVIDIA now believes Arm CPUs are ready for mainstream server workloads not just AI adjacency"  
[X Link](https://x.com/wonderosakatrip/status/2016319582831837514)  2026-01-28T01:17Z [--] followers, [--] engagements


"Tweet [--] Why this matters for Arm: Custom Arm cores (not Cortex commodity) Hyperscaler & cloud-first adoption Expanding TAM beyond AI accelerator companion CPUs NVIDIA wouldnt enter the CPU war unless Arm economics + performance were already compelling"  
[X Link](https://x.com/anyuser/status/2016319636275659027)  2026-01-28T01:17Z [--] followers, [--] engagements


"@Arm @nvidia Arent you embarrassed With news this good the stocks reaction and this ugly selloff is ridiculous. What are IR and PR even doing If you cant support the stock price thats basically not doing your job"  
[X Link](https://x.com/wonderosakatrip/status/2016321632491733498)  2026-01-28T01:25Z [--] followers, [--] engagements


"While the broader market and peer companies were performing well across the board $ARM alone suffered a massive collapse. Investing in this company has made me deeply unhappy. I trusted $ARM with my money and as a result I lost hard-earned capital. This is absolutely the worst Cloud developers are facing pressures to buildAI-ready infrastructurethat is not just powerful but scalable cost-efficient andenergyaware. By enabling Arm-based compute developers can run end-to-end AI workloads with strong performance-per-watt and software compatibility https://t.co/rfSJuGJLYP Cloud developers are"  
[X Link](https://x.com/anyuser/status/2016684823574892785)  2026-01-29T01:28Z [--] followers, [---] engagements


"@flowandthe9s This price action is truly disgusting. While every other company is performing well ARM alone is showing the worst possible performance"  
[X Link](https://x.com/wonderosakatrip/status/2016685368855408674)  2026-01-29T01:30Z [--] followers, [---] engagements


"@KryptonCEO The momentum is absolutely terrible. While other companies are performing well this company alone is moving like absolute trash"  
[X Link](https://x.com/wonderosakatrip/status/2016685887418228929)  2026-01-29T01:32Z [--] followers, [--] engagements


"@flowandthe9s AI is crashing SaaS stocks but unlike business or creative tools being replaced Netflix benefits more from AI-driven cost cuts. We dont know when it will go up but buying while the PER is low means it should rise once sentiment turns. $NFLX"  
[X Link](https://x.com/wonderosakatrip/status/2016704264643760533)  2026-01-29T02:45Z [--] followers, [---] engagements


"@Arm @amazon @panos_panay This is beyond ridiculous. Your companys stock price is absolutely nauseating. What a damn joke. The whole OpenAI camp abandoned by NVIDIA dragging Sam Altman with you straight to hell. Do something"  
[X Link](https://x.com/wonderosakatrip/status/2017568644277145723)  2026-01-31T12:00Z [--] followers, [--] engagements


"This is beyond ridiculous. Your companys stock price is absolutely nauseating. What a damn joke. The whole OpenAI camp abandoned by NVIDIA dragging Sam Altman with you straight to hell. Do something. AI innovation doesnt slow down and neither can product delivery. Rene Haas and @amazon SVP of Devices and Services @panos_panay discuss how cloud-first approaches enable rapid iteration frequent updates and better customer outcomes in an AI-driven world. 🎧 Listen now https://t.co/aG6Ak1Ta5u AI innovation doesnt slow down and neither can product delivery. Rene Haas and @amazon SVP of Devices and"  
[X Link](https://x.com/anyuser/status/2017568719938195501)  2026-01-31T12:00Z [--] followers, [--] engagements


"@JPStanleyX @Arm @Arm_JPN I have bet my life on $ARM. I have put all my assets into ARM. ARM doesnt often talk much about the fundamentals itself but it is a wonderful company. I just wish they were better at promoting themselves. If ARM dies as it is then I will die too"  
[X Link](https://x.com/wonderosakatrip/status/2012151729174028632)  2026-01-16T13:15Z [--] followers, [--] engagements


"@Arm @Arm_JPN 4/ The revenue surge in FY2025 Q4 likely reflects large licensing deals. What matters is the next phase: when those designs translate into royalty revenue"  
[X Link](https://x.com/wonderosakatrip/status/2012525680689594770)  2026-01-17T14:01Z [--] followers, [--] engagements


"@Arm @Arm_JPN 5/ At first glance a +1020% uplift in total royalties may look modest. It is not"  
[X Link](https://x.com/wonderosakatrip/status/2012525861757665551)  2026-01-17T14:02Z [--] followers, [--] engagements


"I read Paulos note on Intel and felt uneasy at first but it is now clear that ARM is not losing to Intel. Investors who misread this and dumped ARM should buy back now or risk serious regret.💣 $ARM $INTC @Arm @Arm_JPN CEOLip-Bu Tan43 CEOLip-Bu Tan43"  
[X Link](https://x.com/wonderosakatrip/status/2014528782322041225)  2026-01-23T02:41Z [--] followers, [----] engagements


"Why is it that ASML delivers blowout earnings and proves real AI-driven demand semiconductors are rallying and yet you guys are collapsing How worthless is your work seriously @Arm @Arm_JPN"  
[X Link](https://x.com/anyuser/status/2016544909600387154)  2026-01-28T16:12Z [--] followers, [--] engagements


"@SahezRex @tommking7 Business reality and investor view differ. Products may be needed but going public and not raising the stock harms investors. Public means returning profits. Any excuses @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group"  
[X Link](https://x.com/wonderosakatrip/status/2018936421240000680)  2026-02-04T06:35Z [--] followers, [--] engagements


"@pradeeepk Broadcom revives quickly. The demand is really huge but I hate the bad market sentiment $AVGO"  
[X Link](https://x.com/wonderosakatrip/status/2018936804188291180)  2026-02-04T06:36Z [--] followers, [---] engagements


"@jwat_5 $ARM has consistently betrayed investors failing to fulfill its responsibility after going public and raising funds repaying kindness with harm for years. Its truly disgusting and harmful behavior for investors"  
[X Link](https://x.com/wonderosakatrip/status/2018937545510547799)  2026-02-04T06:39Z [--] followers, [--] engagements


"@Arm you are far too slow. In a massive structural shift you grow only 20% keep issuing garbage conservative guidance crash the stock and punish investors. I sold everything once it turned green. Years held for tiny gains. Fundamental flaws.@Arm_JPN @ArmSoftwareDev $ARM Nvidiax86 Nvidiax86"  
[X Link](https://x.com/wonderosakatrip/status/2022362968374276379)  2026-02-13T17:31Z [--] followers, [---] engagements


"$ARM @Arm @Arm_JPN There are both macro factors and company-specific factors behind ARMs continued stock decline. On the macro side there are concerns about whether AI investment will truly generate sustainable profits"  
[X Link](https://x.com/wonderosakatrip/status/2011636754672189683)  2026-01-15T03:09Z [--] followers, [--] engagements


"If it doesnt reverse here it will be a straight drop into the abyss. The supplydemand dynamics will become the worst possible. Management needs to be conscious of this and release timely positive news. The Market is especially receptive to CPU-related narratives. @Arm $ARM $ARM is more oversold than it has ever been. But it's a higher low. This is bullish. https://t.co/Sw8rudbEPr $ARM is more oversold than it has ever been. But it's a higher low. This is bullish. https://t.co/Sw8rudbEPr"  
[X Link](https://x.com/wonderosakatrip/status/2011761631483887903)  2026-01-15T11:25Z [--] followers, [---] engagements


"@Arm @Arm_JPN $ARM Please listen carefully. This is the markets current view of your company. You need to break this narrative and justify a higher valuation or employees who trusted you with stock options will suffer. @paurooteri The Decline in Importance of ISA (Instruction Set Architecture) The flow has shifted to: AI Model Compiler (Graph) Fabric (NVLink) Execution Unit. In this paradigm "how to flow data without bottlenecks (Bandwidth/Latency) @paurooteri The Decline in Importance of ISA (Instruction Set Architecture) The flow has shifted to: AI Model Compiler (Graph) Fabric (NVLink)"  
[X Link](https://x.com/wonderosakatrip/status/2012033777921646703)  2026-01-16T05:26Z [--] followers, [--] engagements


"@Arm @Arm_JPN Many people misunderstand $ARM. ARM is no longer just a CPU or ISA company. The market still values ARM using an outdated framework which leads to systematic undervaluation: 1/9 🧵 Ever wondered who's behind the tech powering 99% of smartphones and a growing chunk of AI data centers That's Arm Holdings $ARM. In this thread I'll break down what they do and why they're a must-watch for investors in [----]. https://t.co/Gmu6wBtDvx 1/9 🧵 Ever wondered who's behind the tech powering 99% of smartphones and a growing chunk of AI data centers That's Arm Holdings $ARM. In this thread I'll"  
[X Link](https://x.com/wonderosakatrip/status/2012095749149061549)  2026-01-16T09:33Z [--] followers, [--] engagements


"2/ ARM intentionally avoids becoming a full SaaS / subscription business. That would smooth revenue in the short term but cap upside and destroy long-term optionality"  
[X Link](https://x.com/wonderosakatrip/status/2012525429735952807)  2026-01-17T14:00Z [--] followers, [--] engagements


"3/ By staying license + royalty based ARM accepts volatility. Revenue and stock price swing quarter to quarter in exchange for extraordinary EPS leverage. $ARM @Arm @Arm_JPN"  
[X Link](https://x.com/wonderosakatrip/status/2012525610652893578)  2026-01-17T14:01Z [--] followers, [--] engagements


"@Arm @Arm_JPN 6/ ARM operates a near-pure software model: No fabs Minimal CAPEX Gross margins 90% on royalties Opex grows slowly This creates non-linear profit expansion"  
[X Link](https://x.com/wonderosakatrip/status/2012525904841314531)  2026-01-17T14:02Z [--] followers, [--] engagements


"@Arm @Arm_JPN 7/ In practice: A +1020% increase in royalty revenue can translate into roughly +2035% EPS growth without any meaningful increase in costs"  
[X Link](https://x.com/wonderosakatrip/status/2012526004338597893)  2026-01-17T14:02Z [--] followers, [--] engagements


"@Arm @Arm_JPN 8/ This is why ARM often looks expensive on todays earnings. The market is pricing a future earnings inflection not current stability"  
[X Link](https://x.com/wonderosakatrip/status/2012526059930132519)  2026-01-17T14:02Z [--] followers, [--] engagements


"@Arm @Arm_JPN 9/ Once this leverage becomes visible in reported EPS the valuation will no longer look cheap and the opportunity will already be gone. ARM is designed for asymmetric long-term returns not short-term comfort"  
[X Link](https://x.com/wonderosakatrip/status/2012526118763413730)  2026-01-17T14:03Z [--] followers, [--] engagements


"Reports suggest Xiaomis Xuanjie O2 is built on ARMv9 ISA with a likely custom CPU design. Not just smartphones tablets PCs and automotive next. Higher ASPs broader adoption. Bullish for $ARM @Arm Chinese media reported that Xiaomis Xuanjie () O2 will use TSMCs N3P process rather than a 2nm node. The report also said Xiaomi plans to expand the use of the Xuanjie O2 beyond smartphones to broaden the adoption of its in-house chip. Xiaomi is expected to roll out the https://t.co/IpKHgspFNr Chinese media reported that Xiaomis Xuanjie () O2 will use TSMCs N3P process rather than a 2nm node. The"  
[X Link](https://x.com/wonderosakatrip/status/2013161874406474178)  2026-01-19T08:09Z [--] followers, [--] engagements


"1/🧵 MediaTek just launched a full ARM-powered flagship SoC and is going straight at Qualcomm. This is very good news for ARM. Lets break it down. @Arm $ARM MediaTek Dimensity 9500s / [----] is a pure ARM win. CPU: ARM Cortex-X & A-series GPU: ARM Immortalis / Mali High-end smartphones higher ASP real volume. This isnt just mobile growth its ARM royalty expansion🔥 MediaTek Dimensity 9500s / [----] is a pure ARM win. CPU: ARM Cortex-X & A-series GPU: ARM Immortalis / Mali High-end smartphones higher ASP real volume. This isnt just mobile growth its ARM royalty expansion🔥"  
[X Link](https://x.com/wonderosakatrip/status/2013185384377892943)  2026-01-19T09:42Z [--] followers, [--] engagements


"1/ Will Intels CPU market share rebound The data across desktop notebook and server suggests the problem isnt cyclical its structural. And ARM is at the center of that shift. @Arm $ARM Heres Intels data center CPU market sharesomething Im sure many of you are curious about: https://t.co/gqst4kp5gu Heres Intels data center CPU market sharesomething Im sure many of you are curious about: https://t.co/gqst4kp5gu"  
[X Link](https://x.com/wonderosakatrip/status/2013999594603257905)  2026-01-21T15:38Z [--] followers, [--] engagements


"@Arm @theaustinlyons Hello @Arm @Arm_JPN I had to cancel my weekend BBQ because your stock dropped on Friday and sent me into depression. Is making investors miserablethe ones who believed in you and trusted you with their capitalpart of your business model $ARM"  
[X Link](https://x.com/wonderosakatrip/status/2014984482240241714)  2026-01-24T08:51Z [--] followers, [--] engagements


"I had to cancel my weekend BBQ because ARMs stock dropped on Friday and sent me into depression. Sadly this company shows zero regard for the investors who trusted ARM with their hard-earned capital. Is your business model to make investors miserable $ARM @Arm @Arm_JPN Did someone say chiplets On the most recent episode of Arm Viewpoints @theaustinlyons breaks down the chiplet ecosystem and why modular silicon open standards and system-level thinking are reshaping the future of compute. https://t.co/idhvxjIKoK https://t.co/b5d6AQTjbp Did someone say chiplets On the most recent episode of Arm"  
[X Link](https://x.com/wonderosakatrip/status/2014985156743090485)  2026-01-24T08:54Z [--] followers, [--] engagements


"ARM🧵 1/ 🚨 NVIDIACoreWeave20Vera CPU GPU ARMCPU $ARM $NVDA $INTC $AMD @Arm @Arm_JPN NvidiaCPU NvidiaVera CPUCoreweave NvidiaCPU NvidiaVera CPUCoreweave"  
[X Link](https://x.com/wonderosakatrip/status/2016020908406968328)  2026-01-27T05:30Z [--] followers, [----] engagements


"8/ NVIDIAARM ARM ARM **AICPU**"  
[X Link](https://x.com/wonderosakatrip/status/2016021365024030768)  2026-01-27T05:32Z [--] followers, [--] engagements


"9/ Vera ARMTAM CoreWeave   Intel ARM ARM $ARM 🚀🚀🚀 @SoftBank @Arm @Arm_JPN"  
[X Link](https://x.com/wonderosakatrip/status/2016021616296435960)  2026-01-27T05:33Z [--] followers, [---] engagements


"@Daedal222 @Arm @nvidia This company seems to have absolutely no intention of rewarding the people who believed in Arm and invested in it. @Arm_JPN @SoftBank @Arm $ARM"  
[X Link](https://x.com/wonderosakatrip/status/2016322025904820510)  2026-01-28T01:26Z [--] followers, [--] engagements


"This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unaccept 🎉 N4A is now GA on @GoogleCloud Built on Arm Neoverse N3 Google Axionpowered N4A delivers up to 2x better price-performance - with support from the broad Arm ecosystem to help customers scale efficiently and optimize TCO for cloud-native workloads. https://t.co/FCBY1fzWEt 🎉 N4A is now GA on @GoogleCloud Built on"  
[X Link](https://x.com/anyuser/status/2016544822962827372)  2026-01-28T16:12Z [--] followers, [--] engagements


"Every time ARMs official account posts about edge AI or physical AI it makes me sick. They hype nonsense instead of reporting real DC results. Just do your job. $ARM @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group / AI/AI 6G Samsung HBM3E  RISC-V ARM / AI/AI 6G Samsung HBM3E  RISC-V ARM"  
[X Link](https://x.com/anyuser/status/2018934337505472957)  2026-02-04T06:27Z [--] followers, [---] engagements


"@jwat_5 $Arm is reporting earnings in the worst possible market environment. Its the kind of company that drives investors straight into despair. It keeps driving its stock price down and continuously making investors unhappy. @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group"  
[X Link](https://x.com/wonderosakatrip/status/2019103553491726829)  2026-02-04T17:39Z [--] followers, [---] engagements


"@ttvresearch @traderTVLIVE @Arm @renehaas237 Every time ARMs official account posts about edge AI or physical AI it makes me sick. They hype nonsense instead of reporting real DC results. Just do your job. $ARM @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group"  
[X Link](https://x.com/wonderosakatrip/status/2019114349697331380)  2026-02-04T18:22Z [--] followers, [---] engagements


"@jwat_5 @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Help me Please support the stock and hold it up"  
[X Link](https://x.com/wonderosakatrip/status/2019388085952475520)  2026-02-05T12:30Z [--] followers, [--] engagements


"Hang in there ARM If you dont hold the line here death is waiting for you Do not let this level break under any circumstances $ARM @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to proliferate across industries & form factors Arm serves as the common foundationaccelerating innovation with partners across the ecosystem: https://t.co/RzcawkMl9d https://t.co/DhBTym1eRR Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to"  
[X Link](https://x.com/anyuser/status/2019445553793278151)  2026-02-05T16:18Z [--] followers, [---] engagements


"$ARM is basically over.The dream is dead. Technically important but in AI datacenters its a supporting role not a leader. In a once-in-a-generation opportunity only 20% growth and conservative guidance. Terrible as a stock. Id only reconsider at PER [--] @Arm @SoftBank_Group Vera shows respectable improvements over Grace particularly regarding SMT and L1/L2 cache performance. The bottleneck however lies in the fact that the BlueField [--] DPU is essentially Grace-based. This ARM processor is likely to cause regressions and due to data semantics Vera shows respectable improvements over Grace"  
[X Link](https://x.com/anyuser/status/2022369563078533489)  2026-02-13T17:57Z [--] followers, [--] engagements


"Rescue every shareholder suffering under $ARM. Stand up everyone. Put pressure on ARM and SoftBank. Force the stock price up and reclaim our happiness. Its time for investors to become activists and take control of their future"  
[X Link](https://x.com/anyuser/status/2011614178856116338)  2026-01-15T01:39Z [--] followers, [---] engagements


"$ARM is basically over.The dream is dead. Technically important but in AI datacenters its a supporting role not a leader. In a once-in-a-generation opportunity only 20% growth and conservative guidance. Terrible as a stock. Id only reconsider at PER [--] @Arm @SoftBank_Group Vera shows respectable improvements over Grace particularly regarding SMT and L1/L2 cache performance. The bottleneck however lies in the fact that the BlueField [--] DPU is essentially Grace-based. This ARM processor is likely to cause regressions and due to data semantics Vera shows respectable improvements over Grace"  
[X Link](https://x.com/anyuser/status/2022369563078533489)  2026-02-13T17:57Z [--] followers, [--] engagements


"Vera shows respectable improvements over Grace particularly regarding SMT and L1/L2 cache performance. The bottleneck however lies in the fact that the BlueField [--] DPU is essentially Grace-based. This ARM processor is likely to cause regressions and due to data semantics issues those problems will propagate to Vera. That said it remains a significant step up from the GB300"  
[X Link](https://x.com/anyuser/status/2022302724902297626)  2026-02-13T13:31Z 54.1K followers, 19.9K engagements


"Hang in there ARM If you dont hold the line here death is waiting for you Do not let this level break under any circumstances $ARM @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to proliferate across industries & form factors Arm serves as the common foundationaccelerating innovation with partners across the ecosystem: https://t.co/RzcawkMl9d https://t.co/DhBTym1eRR Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to"  
[X Link](https://x.com/anyuser/status/2019445553793278151)  2026-02-05T16:18Z [--] followers, [---] engagements


"Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to proliferate across industries & form factors Arm serves as the common foundationaccelerating innovation with partners across the ecosystem: https://okt.to/bRZXv3 https://okt.to/bRZXv3"  
[X Link](https://x.com/anyuser/status/2019156568151867552)  2026-02-04T21:10Z 90.7K followers, [----] engagements


"You people keep making the same mistake over and over and over again. Issuing an ugly embarrassing guidance every time has become a shameful routine. Why dont you ever learn Enough of this bullshit. Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to proliferate across industries & form factors Arm serves as the common foundationaccelerating innovation with partners across the ecosystem: https://t.co/RzcawkMl9d https://t.co/DhBTym1eRR Celebrating a strong Q3 FYE26 with revenue exceeding $1B for the fourth consecutive quarter. As AI"  
[X Link](https://x.com/anyuser/status/2019198104449478791)  2026-02-04T23:55Z [--] followers, [--] engagements


"They always issue stupidly conservative guidance. The stock crashes after earnings always disappointing. Theyve missed the AI boom likely due to bloated employee pay in flashy offices without real performance. The stock always proves it. $ARM What should you watch out for on $ARM upcoming earnings [--]. AI demand: Last quarter revenue jumped 34% on AI and data center growth. Watch if demand sustains. [--]. Margin durability: Gross margin hit 97%. Any compression could impact sentiment. [--]. Valuation risk: Stock trades well https://t.co/MoePKKyyWM What should you watch out for on $ARM upcoming"  
[X Link](https://x.com/anyuser/status/2018939020697616433)  2026-02-04T06:45Z [--] followers, [---] engagements


"What should you watch out for on $ARM upcoming earnings [--]. AI demand: Last quarter revenue jumped 34% on AI and data center growth. Watch if demand sustains. [--]. Margin durability: Gross margin hit 97%. Any compression could impact sentiment. [--]. Valuation risk: Stock trades well above fair value. Guidance will be critical. https://twitter.com/i/web/status/2018820848690348526 https://twitter.com/i/web/status/2018820848690348526"  
[X Link](https://x.com/anyuser/status/2018820848690348526)  2026-02-03T22:56Z [---] followers, [---] engagements


"Every time ARMs official account posts about edge AI or physical AI it makes me sick. They hype nonsense instead of reporting real DC results. Just do your job. $ARM @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group / AI/AI 6G Samsung HBM3E  RISC-V ARM / AI/AI 6G Samsung HBM3E  RISC-V ARM"  
[X Link](https://x.com/anyuser/status/2018934337505472957)  2026-02-04T06:27Z [--] followers, [---] engagements


"/ AI/AI 6G Samsung HBM3E  RISC-V ARM"  
[X Link](https://x.com/anyuser/status/2018531982670766497)  2026-02-03T03:48Z 54.1K followers, 17.3K engagements


"What the actual fuck is wrong with you you disgusting piece of shit STOP THE FUCKING STOCK PRICE FROM CRASHING RIGHT NOW Im not joking Im literally going to fucking die like this The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant. Analyze codebases containers and CI pipelines in minutes and move from uncertainty to clear guidance for Arm-based cloud migration. 👀: https://t.co/TgxaxZaeqM https://t.co/rBNgfjRlyX The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant. Analyze codebases containers and CI pipelines in"  
[X Link](https://x.com/anyuser/status/2018724472350818575)  2026-02-03T16:33Z [--] followers, [--] engagements


"The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant. Analyze codebases containers and CI pipelines in minutes and move from uncertainty to clear guidance for Arm-based cloud migration. 👀: https://okt.to/Hnbpjr https://okt.to/Hnbpjr"  
[X Link](https://x.com/anyuser/status/2018415149267231187)  2026-02-02T20:04Z 90.7K followers, [----] engagements


"You clearly have no clue and your direction is completely wrong. Every time you mention edge AI or physical AI the market punishes you. No one expects thatits a trash market. Wake up to your failures. Stop running and take wins where results actually matter. The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant. Analyze codebases containers and CI pipelines in minutes and move from uncertainty to clear guidance for Arm-based cloud migration. 👀: https://t.co/TgxaxZaeqM https://t.co/rBNgfjRlyX The Arm MCP Server brings Arm cloud migration intelligence into"  
[X Link](https://x.com/anyuser/status/2018708070344376516)  2026-02-03T15:28Z [--] followers, [--] engagements


"You clearly have no clue and your direction is completely wrong. Every time you mention edge AI or physical AI the market punishes you. No one expects thatits a trash market. Wake up to your failures. Stop running and take wins where results actually matter. Developers are you shipping with hardware ray tracing or holding back Take this [----] minute survey from@RojinVishkaie Staff UX Researcherto share what youre shipping whats blocking adoption and what would help shape future tools hardware and support. https://t.co/RzhjwhuciQ Developers are you shipping with hardware ray tracing or holding"  
[X Link](https://x.com/anyuser/status/2018708006330892710)  2026-02-03T15:27Z [--] followers, [--] engagements


"Developers are you shipping with hardware ray tracing or holding back Take this [----] minute survey from@RojinVishkaie Staff UX Researcherto share what youre shipping whats blocking adoption and what would help shape future tools hardware and support. https://okt.to/NrQERA https://okt.to/NrQERA"  
[X Link](https://x.com/anyuser/status/2017264573837947002)  2026-01-30T15:52Z [----] followers, [---] engagements


"Seriously cut it out already. Your stock price is genuinely a nuisance to everyone. Just delist yourselves. You do nothing but make people unhappytheres no reason for you to exist. Your very existence is a problem for everyone. The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant. Analyze codebases containers and CI pipelines in minutes and move from uncertainty to clear guidance for Arm-based cloud migration. 👀: https://t.co/TgxaxZaeqM https://t.co/rBNgfjRlyX The Arm MCP Server brings Arm cloud migration intelligence into your favorite AI assistant."  
[X Link](https://x.com/anyuser/status/2018702779418587263)  2026-02-03T15:07Z [--] followers, [--] engagements


"This is beyond ridiculous. Your companys stock price is absolutely nauseating. What a damn joke. The whole OpenAI camp abandoned by NVIDIA dragging Sam Altman with you straight to hell. Do something. AI innovation doesnt slow down and neither can product delivery. Rene Haas and @amazon SVP of Devices and Services @panos_panay discuss how cloud-first approaches enable rapid iteration frequent updates and better customer outcomes in an AI-driven world. 🎧 Listen now https://t.co/aG6Ak1Ta5u AI innovation doesnt slow down and neither can product delivery. Rene Haas and @amazon SVP of Devices and"  
[X Link](https://x.com/anyuser/status/2017568719938195501)  2026-01-31T12:00Z [--] followers, [--] engagements


"AI innovation doesnt slow down and neither can product delivery. Rene Haas and @amazon SVP of Devices and Services @panos_panay discuss how cloud-first approaches enable rapid iteration frequent updates and better customer outcomes in an AI-driven world. 🎧 Listen https://okt.to/0gNrF9 https://okt.to/0gNrF9"  
[X Link](https://x.com/anyuser/status/2017283757238104307)  2026-01-30T17:08Z 90.7K followers, [----] engagements


"While the broader market and peer companies were performing well across the board $ARM alone suffered a massive collapse. Investing in this company has made me deeply unhappy. I trusted $ARM with my money and as a result I lost hard-earned capital. This is absolutely the worst Cloud developers are facing pressures to buildAI-ready infrastructurethat is not just powerful but scalable cost-efficient andenergyaware. By enabling Arm-based compute developers can run end-to-end AI workloads with strong performance-per-watt and software compatibility https://t.co/rfSJuGJLYP Cloud developers are"  
[X Link](https://x.com/anyuser/status/2016684823574892785)  2026-01-29T01:28Z [--] followers, [---] engagements


"Cloud developers are facing pressures to buildAI-ready infrastructurethat is not just powerful but scalable cost-efficient andenergyaware. By enabling Arm-based compute developers can run end-to-end AI workloads with strong performance-per-watt and software compatibility - exactly why purpose-built compute is becoming central to modern cloud strategies. https://okt.to/gSJejl https://okt.to/gSJejl"  
[X Link](https://x.com/anyuser/status/2016576787300417809)  2026-01-28T18:19Z 90.7K followers, [----] engagements


"This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unacceptable. This is unaccept 🎉 N4A is now GA on @GoogleCloud Built on Arm Neoverse N3 Google Axionpowered N4A delivers up to 2x better price-performance - with support from the broad Arm ecosystem to help customers scale efficiently and optimize TCO for cloud-native workloads. https://t.co/FCBY1fzWEt 🎉 N4A is now GA on @GoogleCloud Built on"  
[X Link](https://x.com/anyuser/status/2016544822962827372)  2026-01-28T16:12Z [--] followers, [--] engagements


"🎉 N4A is now GA on @GoogleCloud Built on Arm Neoverse N3 Google Axionpowered N4A delivers up to 2x better price-performance - with support from the broad Arm ecosystem to help customers scale efficiently and optimize TCO for cloud-native workloads. https://okt.to/N51nKG https://okt.to/N51nKG"  
[X Link](https://x.com/anyuser/status/2016244832201552103)  2026-01-27T20:20Z 90.7K followers, [----] engagements


"Why is it that ASML delivers blowout earnings and proves real AI-driven demand semiconductors are rallying and yet you guys are collapsing How worthless is your work seriously @Arm @Arm_JPN"  
[X Link](https://x.com/anyuser/status/2016544909600387154)  2026-01-28T16:12Z [--] followers, [--] engagements


"Its honestly unacceptable that the stock is moving this badly despite such great news. PR and IR clearly arent doing their jobs they dont seem to care about supporting the stock price or communicating the story properly. 🚀 Big moment for compute. In a recent Bloomberg interview @NVIDIAs Jensen Huang confirmed Vera CPUs will be available as a standalone offering - a powerful validation of Arm technology. Learn more about Vera and the new generation of purpose-built silicon for large-scale https://t.co/gANObRG3p2 🚀 Big moment for compute. In a recent Bloomberg interview @NVIDIAs Jensen Huang"  
[X Link](https://x.com/anyuser/status/2016322350292385964)  2026-01-28T01:28Z [--] followers, [--] engagements


"🚀 Big moment for compute. In a recent Bloomberg interview @NVIDIAs Jensen Huang confirmed Vera CPUs will be available as a standalone offering - a powerful validation of Arm technology. Learn more about Vera and the new generation of purpose-built silicon for large-scale AI systems: https://okt.to/X5x0ei https://okt.to/X5x0ei"  
[X Link](https://x.com/anyuser/status/2016213390276899251)  2026-01-27T18:15Z 90.7K followers, [----] engagements


"Why NVIDIAs Vera CPU is extremely bullish for Arm Tweet [--] ARM itself calling this out matters. NVIDIA confirming Vera CPUs as a standalone offering isnt just a product update its a clear signal that Arm-based CPUs are now ready to compete directly with Xeon and EPYC at scale. 🚀 Big moment for compute. In a recent Bloomberg interview @NVIDIAs Jensen Huang confirmed Vera CPUs will be available as a standalone offering - a powerful validation of Arm technology. Learn more about Vera and the new generation of purpose-built silicon for large-scale https://t.co/gANObRG3p2 🚀 Big moment for"  
[X Link](https://x.com/anyuser/status/2016320765088694347)  2026-01-28T01:21Z [--] followers, [--] engagements


"Tweet [--] This is critical validation for Arm: Custom Arm cores not commodity designs Broad server & cloud workloads Direct x86 displacement not niche AI use cases NVIDIA wouldnt enter the general-purpose CPU war unless Arm economics + performance were already proven"  
[X Link](https://x.com/anyuser/status/2016320861859651811)  2026-01-28T01:22Z [--] followers, [--] engagements


"Tweet [--] The takeaway: Arm is no longer just about efficiency. Its about performance scale and ecosystem confidence. Vera is another datapoint that the data center CPU shift toward Arm isnt coming its already underway"  
[X Link](https://x.com/anyuser/status/2016320926154199053)  2026-01-28T01:22Z [--] followers, [--] engagements


"Vera CPU is a BIG positive for Arm Tweet [--] NVIDIA offering its Vera CPU as a standalone alternative to Intel Xeon & AMD EPYC is quietly a HUGE bullish signal for $ARM. This is no longer CPU only to support GPUs. This is Arm going head-to-head with x86 in the data center.@Arm NVIDIA Offers "Vera" CPU as a Standalone Competitor to Intel's Xeon and AMD's EPYC Processors https://t.co/ZeRgM3qaLg https://t.co/63c7VZhx9D NVIDIA Offers "Vera" CPU as a Standalone Competitor to Intel's Xeon and AMD's EPYC Processors https://t.co/ZeRgM3qaLg https://t.co/63c7VZhx9D"  
[X Link](https://x.com/anyuser/status/2016319475327631397)  2026-01-28T01:16Z [--] followers, [--] engagements


"NVIDIA Offers "Vera" CPU as a Standalone Competitor to Intel's Xeon and AMD's EPYC Processors https://tpu.me/a6fm https://tpu.me/a6fm"  
[X Link](https://x.com/anyuser/status/2016077042341609498)  2026-01-27T09:13Z 38.2K followers, [----] engagements


"Tweet [--] Why this matters for Arm: Custom Arm cores (not Cortex commodity) Hyperscaler & cloud-first adoption Expanding TAM beyond AI accelerator companion CPUs NVIDIA wouldnt enter the CPU war unless Arm economics + performance were already compelling"  
[X Link](https://x.com/anyuser/status/2016319636275659027)  2026-01-28T01:17Z [--] followers, [--] engagements


"Tweet [--] Bottom line: Vera = validation that Arm is no longer just efficient but competitive at scale against x86. Another datapoint that the data center CPU shift to Arm isnt theoretical its happening"  
[X Link](https://x.com/anyuser/status/2016319689916612700)  2026-01-28T01:17Z [--] followers, [--] engagements

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