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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
Value Hive Podcast
Navetia - What Do You Think About It?
Navetia looked at arm and saw this asset that's, it's super strategically important. Arm is in everything. If you don't have the IP to get your, your, your product solution to market, you throw some arm in there. I think of it as just, um, gentsons,. like this is just gentsons really huge ambition to try to really catapult himself to the front of data center and dethrone Intel for once in, in the data center for friends. So well, yeah, go ahead.
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