PREMIUM
Nvidia soars without its Arm….
Nvidia announced another set of results that had markets gushing with exuberance; meanwhile, Arm, once the FTSE 100's finest tech company, prepares for the NASDAQ. Should investors jump and grab an armful of shares in both companies?
Nvidia's success is partly down to the end of a law, which describes, or at least used to describe, the exponential trajectory applying to advances in computer power. See https://www.investorschampion.com/channel/portfolio/nvidia-does-it-again for more.
For around 50 years, following Moore's Law, computers approximately doubled in processing capability every 18 months.But there are limits; once computer chips start having transistors approaching the size of an atom, then they can't get much smaller.
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