I don’t believe NVidia will pay $30B. But certainly they might believe ARM has v...

goatinaboat · on July 31, 2020

I’m skeptical that will work, but Son was dumb enough to pay $31B with no strategic value.

At the time I thought Son had clever telco synergies in mind, but I gave him far too much credit

bsder · on July 31, 2020

ARM is actually an okay choice and $31B probably wasn't even that out of whack.

The problem is that Son needs cash, so he's flogging off everything he can to get it.

ece · on Aug 1, 2020

Apparently Son had a stake in Nvidia too which was sold off last year at a slight loss if you believe BI. Crazy.