How Meet Kevin’s view on $ARM changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo2 entries

2026-09-21Bullish

“Agentic AI Stocks to Buy! HOLY ROCKETSHIP”

ARM's CPU market share will increase from 17-18% to 40-50% due to strong partnerships with major tech companies.

This is why people are so excited about it, because it uses x86 architecture , meaning you don't pay ARM licensing fees. ARM's stock has risen significantly today thanks to companies like Apple, which are also benefiting from the development of its processors.

By the way , remember that OpenAI bought tens of thousands of Apple Mac Studio and Mac mini computers to develop genomic AI. OpenAI bought them from Apple , and ARM licenses the processor architecture on which these processors are programmed.

Watch the source10:20

2026-09-21Bullish

“SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!”

ARM is an early-stage high-margin play; its CPU market share is projected to grow from 17-18% to 40-50% as it becomes the preferred architecture for key partners.

And that's why people are going nuts here because this is an x86 product, which means you're not paying the ARM licensing fees. ARM stock was up quite a bit today because you have companies like Apple, another beneficiary of the CPU movement.

By the way, remember OpenAI bought tens of thousands of Apple and Mac Studios and Mac minis for a gentic artificial intelligence as OpenAI bought those from Apple and ARM licenses the uh architecture on which these CPUs are programmed. So, their stock was actually up 17% today.

Watch the source2:05:33