ARM Holdings Share Price: ARM Holdings Greatly Benefits from Intel’s Retreat from Mobile Processors

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First. 
  • My recommendation is going long on ARM Holdings. It’s a beaten-down stock that has a lot of potential upsides.
  • Intel’s decision to cancel further development of its Broxton and Atom mobile processors is a long-term tailwind for ARM Holdings.
  • Without Intel’s highly-subsidized Atom tablet and smartphone processors, more OEMs will stick to ARM-based processors.
  • Top-ranked phone vendor, Xiaomi’s decision to license its own ARM-based processor is another tailwind for ARM Holdings.
  • I Know First is currently bullish on ARMH stock for the mid and long term

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