Arm’s Sky-High Valuation Check
3:13–4:18 · 66s
Quast cautions that Arm’s projections imply over 10x forward sales and ~23x adjusted earnings four years out, arguing excitement has outrun fundamentals.
3:13–4:18 · 66s
Quast cautions that Arm’s projections imply over 10x forward sales and ~23x adjusted earnings four years out, arguing excitement has outrun fundamentals.
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