$ARM

A couple weeks ago I initiated a position in the family portfolio in $ARM because I thought the CPU bottleneck was being badly underappreciated as AI shifts toward agentic systems that execute real tasks. I chose Arm as my CPU exposure because its architecture is built around exactly what should matter more in an agentic world like efficiency, core density, memory access & working alongside accelerators as AI systems become more orchestration-heavy. Its architecture is already embedded across much of the AI stack including $NVDA Grace, $AAPL M-series, $AMZN Graviton & $QCOM data center chips. Now it is moving further up the stack with its first in-house chip (the AGI CPU) built for AI inference in data centers with $META as the launch customer. Happy all-time high to Arm shareholders