3/25/26 :: VROCKSTAR :: 
ARM
like the company. i don't like the stock (at all!)
- great product
- doesn't make money
- take out SBC and you have a $165B company that makes no real cash
- let's pretend SBC is non-issue because stonk go up (not my view, but hey) and you're at below 1% fcf yield. yes compounding. but you'll be better off in T bills... which is discouraging for the believers
- ARM... take one, leave one
- be warned.
V
ARMlike the company. i don't like the stock (at all!)
- great product
- doesn't make money
- take out SBC and you have a $165B company that makes no real cash
- let's pretend SBC is non-issue because stonk go up (not my view, but hey) and you're at below 1% fcf yield. yes compounding. but you'll be better off in T bills... which is discouraging for the believers
- ARM... take one, leave one
- be warned.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.