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Consensus Narrative from 16 Analysts
AI And ARM Performance Will Impact Future Earnings Amid Volatility Risks
Key Takeaways Strategic investments in AI-driven innovations and ARM's performance bolster revenue growth and long-term profitability. Vision Fund 2's success in AI IPOs and T-Mobile stake solidify earnings and asset value.
View narrativeJP¥11.60k
FV
18.5% undervalued intrinsic discount4.69%
Revenue growth p.a.
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6 days ago author updated this narrative