「Stock God」 Serenity Reviews ARM's Great Victory: From $134 to $354, $15 Billion Revenue Target Now Fully Justified

BlockBeats News, June 1st, "Stock God" Serenity stated that ARM, which was bought at $134, has surged to $354. The initially thought "a bit crazy" $15 billion annual revenue target now seems completely reasonable. The latest catalysts include NVIDIA launching ARM architecture new processors at Computex, and a Counterpoint report predicting that ARM's CPU share in AI ASIC servers will skyrocket from 25% in 2025 to 90% in 2029. Giants such as Google, AWS, Meta, Microsoft, OpenAI, and others are all in the ARM camp. Serenity concluded that everything seems to be developing in a positive direction and will continue to maintain an extremely bullish attitude.

Serenity had previously been very bullish on ARM on April 21st, believing that Agentic AI would make workflows increasingly complex, and the latency bottleneck would shift from the GPU to the CPU. The CPU's share has significantly increased in scenarios such as Orchestration, RAG, and multi-tool Agents, and data centers need massive traditional CPU computing power. Meta and OpenAI are also procuring "AGI CPUs." At the same time, AI will descend to the edge, and local inference will use CPUs more. At that time, he had already bought at around $134, believing that ARM's $15 billion annual revenue target was "starting to look reasonable."

According to Bitget market data, in the US stock overnight trading, Arm Holdings (ARM.US) continued to rise by over 8%, with a year-to-date increase of over 220%.