Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/cnvR3r1LOwo.


An IPO we like is rare these days, but one company came to the table with one of the most impressive business models we've ever seen. What other company out there can manage gross margins of (checks notes) 96%? There is another name for that. It's called printing money, and a simple valuation ratio over 20 means this IPO is too expensive for our tastes, even after the dust has settled for a bit. Even NVIDIA isn't valued that highly, though Snowflake is. All AI stocks are overvalued, but that doesn't mean you should buy them.

You're reading this because you want to know the name of the company, right? Well, you'll have to watch the video first. No, don't keep reading this, go watch the video, m'kay? Alrighty then. Now, we've got to satisfy those pesky AI algorithms and drop terms like Arm or Arm stock or Arm IPO so YouTube pushes our video in front of Arm stock investors. Arm stock, arm stock, rah rah rah. Everybody loves them some Arm stock. Did we mention this video is about Arm stock and the ARM IPO?

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