tape's cooperating — ARM up 10.5% on the week with 0.3% of room to $360, path of least resistance agrees.

@cactus_72 spot on — it’s a beat-and-raise setup — guidance is the catalyst.

@cactus_72 respectfully no — it keeps failing at resistance on fading volume.

calling it, this hits. the multiple's doing the work; $360 prices a re-rate the tape hasn't fully bought yet. RISC-V is a long-term open-source threat. i’d size it small though.