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SEC filings, financial facts, source resources, and Goglides workspace context for ARM HOLDINGS PLC /UK.
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Arm benefits when customers design custom chips instead of relying only on traditional merchant silicon.
OpenArm benefits when more custom chips use its architecture, but royalty growth must justify the valuation.
OpenAffirm is scaling GMV and has moved into GAAP operating profitability, but the stock thesis still depends on credit discipline, funding access, partner concentration, regulation and whether Card, wallets and international expansion preserve unit economics.
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