ARMs stock price has risen, and Sun Zhengyi once again gambled.
Especially after ARM announced the financial report recently, the stock price of the short three trading days has soared by more than 90%.Public fundraising, ARMs stock price has almost three times.
This means that Sun Zhengyi, who holds about 90%of ARM shares, has completely turned over again.
In November 2022, suffered a cash flow crisis, Sun Zhengyi, who had led SoftBank charge, solemnly announced that he would formally withdraw from managementAt the same time, Alis $ 38.7 billion of stocks were also rested at the same time, and 270 billion yuan was cash.
The most emotional thing is that the Softbank Investment has lost a huge loss. After calculating the account, the 65 -year -old man even owed nearly $ 5 billion in SoftBank.
However, this aggressive investment giant did not admit defeat, but once again bet on the paradestes of the semiconductor company ARM.Essence
But fortunately, the God of Lucky once again stood on the side of Sun Zhengyi:
"The King of AI Chip" echoed each other, and was almost regarded by investors as "Nvidia Second" to help Sun justice earn a lot of money.
Because I bought ARM, Sun Zhengyi once became a global capital laughing stock, and now this semiconductor company has a market value of 100 billion US dollars.Beautiful turning battle.
Sun Zhengyi who was lost
The biggest impression of many people may be that in the past, Ma Yun was betting on Ma Yun:
1999, Starting, Ma Yun used a 6-minute speech, so he just gave a speech, soSuccessfully persuaded Sun Zhiyi to invest 35 million US dollars for him, and has continued to add.
15 years later, Ali was listed on the New York Stock Exchange. Sun Zhengyis investment instantly made nearly 4,000 times, which caused a sensation.
However, even if such a famous investment in the rivers and lakes, it is difficult to escape the "rollover" bad luck, not only almost dragged the soft silver into the hell that is not repeated.It has also changed from "investing in the godfather" to "teachings".
In 2017, Sun Zhengyi, who was booming in the venture capital, found Saudi Saudi Fund, raised a total of $ 100 billion to set up a vision fund.
Sun Zhengyis abacus is very good:
The sharing economy, Da Shi and AI.As long as you pay attention to betting on money, quickly build it as a unicorn in the industry, and you can earn flying up after listing.
If it was placed in the early years, the Internet industry was full of opportunities, and Sun Zhengyis investment model of nine defeats and one victory may be feasible, but the problemThe times have changed.
For example, the global shared office giant WeWork, Sun Zhengyi led SoftBank to bet on $ 18 billion in its capital. As a result, the IPO plan declared failed and finally went bankrupt.
18 billion US dollars all hit the water. Sun Zhengyi, who was lost, frankly frankly said that "this investment is stupid", WeWork became the largest Waterloo in his investment career.
According to the SoftBank financial report, in the three years after the first phase of the vision fund, a total of 88 entrepreneurial projects haveThe benefits of investing in Uber, OYO, etc. are not ideal.
Due to the losses of one after another, SoftBank Groups cash flow is tight, and Sun Zhengyi is forced to sell Alis stocks to return blood. Under such a "black hole" loss, Sun Zhengyi almost almost almostThe Ali stock cleared up, and even the ARM, which had high hopes, put it on the shelf.
At that time, Sun Zhengyi sold ARM at a price of $ 60 billion., Reaching an agreement with Yingwenda Huang Renxun, preparing to sell ARM at a price of $ 40 billion.
But what makes people cry and laugh is that the transaction eventually blown it because of the intervention of the United States, Britain and the European Union.This also forced Sun Zhengyi to make up his mind to invest all his energy into the re -listing of seeking ARM.
ARMs stock price soaring, "Investment Godfather" returns
ARMs mergers and acquisitions failed with Nvidia, and again Sun ZhengyiIt was sent to the cusp of public opinion. For a while, the former investment leader became the "loser" in the media.
But Sun Zhengyi did not choose to give up, but put it on the ARM.
On September 14, 2023, ARM successfully landed on Nasdaq, becoming the largest IPO in the past two years, which has attracted worldwide attention.
and SoftBanks shares holding more than 90%of ARMs shares have obtained a return on the imagination from it.
We can calculate this account:
In 2016, SoftBank spent $ 31 billion in the British chip giant company, Still hold about 90%of ARMs issued shares today.
And now the market value of ARM has risen to about $ 130 billion, This means that the market value of ARM stocks in SoftBanks hands is as high as $ 117 billion and earned 86 billion US dollars, not only not onlyIt completely compensates for the loss of the past few years, and it can also leftover a lot.
But even so, Sun Zhengyi believes that this is still not the end point of ARM, and has publicly declared that "ARMs income will increase by more than 5 years."
If everything becomes true, Sun Zhengyi will undoubtedly climb again to the peak of his investment career.
Once again to win the future?
This time ARMs stock price soared, the main reasons are two points:
First of all, the 23 -year Q4 financial report performance is bright, achieving total revenue824 million US dollars, a year -on -year increase of 14%, far exceeding market expectations.
Followed by the right track, the downstream is currently actively investing in the AI terminal market, so there is a strong demand for the ARM CPU.Grand acquisition, have more imagination space.
But although some people have given ARMs high valuation and optimistic expectations, there are still different opinions:
On the one hand, the growth of ARM mobile phone processor business is facing challenges, and its attempts and layouts in cloud computing processors, car chips, and AI have not formed a monopoly position.
In other words, ARM just tells everyone a good story. As for whether this story can be realized in the future, we must still get a big question mark.
On the other hand, after the IPO, SoftBank retains 90.6%of ARMs shares. According to LSEG data, the top 10 shareholders of ARM controlled the companys nearly 95%of the shares of the company. This meansOnly a small part of ARM stock scores can be traded.
So In the case of a very small supply of ARM stocks that can be tradable, ARM is actually a small -cap stock , it is easy to be fired to an extremely extremeHigh prices, huge bubbles.
Of course, no matter what the future of ARM, anyway, Sun Zhengyi has been "shameful before the snow", and temporarily obtained an excess return.
ARMs stock price is soaring, Sun Zhengyi won a beautiful turning battle.
However, the old man with nearly 70 years is still far from being satisfied. This year, it is prepared to raise 100 billion US dollars to create an AI chip company to achieve "transcending Nvidia, unify global AI chip"The ultimate goal.
As for whether Sun Zhengyi will create a miracle again this time, we might as well wait and see.
