CPU真是明牌，
$ARMG 盘后瞬间暴跌15%，抄底抄少了，
立马又爆拉回来。
看看快讯Arm Holdings2026财年Q4营收14.9亿美元，同比增长20%；调整后EPS0.6美元，同比增长9%。平平无奇，但price in 的都是为了下半年的财报cpu用量提升业绩爆炸。

Today's AMD earnings report,
Can we swallow the pie painted by AMD's Su Ma?
AI entering the agent era will cause CPU usage to surge beyond 1/1, multiple times higher. $AMD $ARM $INTC all went crazy on the stimulus. According to Su Ma, it's not just storage—CPU is about to x.com/xiaomustock/st…

川沐｜Trumoo

Twitter

The CPU is a completely open secret.
$ARMG A sudden 15% plunge after hours; too little buying at the buy the dips.
It immediately rebounded.
According to the news flash, Arm Holdings' revenue for Q4 of fiscal year 2026 was $1.49 billion, a year-on-year increase of 20%; adjusted EPS was $0.6, a year-on-year increase of 9%. Nothing particularly remarkable, but the price is all in preparation for a surge in CPU usage and explosive performance in the second half of the year.

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