Mark this date:
On March 31st, 2026...
The biggest scam in the history of gold markets will be exposed...
It's the math that keeps bankers up at night...
The gold chart that has Wall Street shaking in its loafers...
That's the day the public will see that their gold ETFs are nothing but paper...
The rush from ETFs to real assets will be unlike anything we've seen in 300 years.
One stock on the receiving end of this epic transfer, is set to explode 1,000% as ETF holders could get wiped out.
This isn't a hunch - it's math.
See all the evidence for yourself right here and take your position before it's too late.
"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets | | | | | | |  | Fresh Insight for You |
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Is Arm the next Nvidia?
(Our honest take.) |
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Quick Market News: |
Iran cracks Hormuz open — "non-hostile" ships transit with permission, ~20% of world oil flows through Brent drops 9% to ~$99, WTI at $87 — but oil still up 35% since Feb 28 S&P futures +0.83%, Dow +0.85%, Nasdaq +1% — S&P holds above 200-day MA at 6,615 $580M oil trade placed 15 min before Trump's post — Krugman calls it "treason," SEC silent Musk announces $25B "Terafab" chip factory in Austin — Tesla + SpaceX + xAI combined, 1 terawatt/year goal OpenAI signs $50B cloud deal with Amazon — Microsoft may sue over Azure exclusivity, $135B stake at risk Pre-IPO Round Closes: Google, Microsoft, & Meta Partnered With This Pre-IPO AR/VR Startup**
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On March 24, 2026, Arm Holdings made history. |
Their first-ever in-house chip, the Arm AGI CPU, launched with Meta as customer #1, OpenAI right behind, and $25 billion in annual revenue projected by 2031. |
Here's what it means for your portfolio and the future of AI. |
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The Architect Finally Decided to Build |
Think of Arm like the architect who designs every house on the street, but never actually builds one. For three and a half decades, that's exactly how Arm worked. Companies like Apple, Qualcomm, and Amazon paid Arm for the blueprints. |
Then they built their own chips around those designs. Arm collected a royalty on every chip sold and walked away. It was a brilliant, low-risk model that made them rich without ever touching a factory floor. |
On March 24, 2026, that changed. Arm walked onto the job site for the first time, and brought Meta, OpenAI, and Cloudflare with them as their very first customers. |
Here's what we know: The new chip is called the Arm AGI CPU. It's built specifically for AI data centers, the massive server farms that power everything from your ChatGPT conversations to Meta's Instagram feed. And it's already promising to cut data center costs in a serious way, with potential savings of up to $10 billion per gigawatt of AI data center capacity. |
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Why the Timing Makes Sense Right Now |
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You've probably heard a lot about AI over the past couple of years. But here's something most people miss: running AI isn't just about graphics cards, or GPUs. As AI systems get smarter and more "agentic," meaning they can plan, reason, and act on their own, they actually need a ton of general-purpose CPU horsepower too. |
Think of it this way. A GPU is like a massive assembly line. It's perfect for doing the same operation millions of times at once, like training an AI model. |
A CPU is more like a seasoned manager. It coordinates everything, routes data, and makes smart decisions in real time. The more autonomous your AI becomes, the more you need that manager. |
Arm estimates that the rise of agentic AI will require more than 4x the current CPU capacity per gigawatt of data center power. Data centers are already running at the edge of their power limits. So the question becomes: how do you fit more computing power into the same amount of electricity? Arm's answer is this chip. |
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What Makes the Arm AGI CPU Different |
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Here's where the specs actually matter, and don't worry, I'll keep it plain. |
Intel and AMD make x86 chips. They're the old standard. Most data centers today run on them. But x86 chips carry a lot of historical baggage, decades of backward-compatible code that makes them bulky and power-hungry by modern standards. |
Arm's chip starts fresh. It runs on TSMC's 3-nanometer process, the same cutting-edge factory tech Apple uses for the iPhone chip. According to Arm, the AGI CPU delivers more than twice the performance per rack compared to a comparable x86 setup, in the same power envelope. For a data center trying to squeeze every last bit of AI compute out of a single gigawatt of electricity, that's a meaningful difference. |
The numbers: up to 136 cores per chip, up to 8,160 cores in a single air-cooled rack. For customers who want liquid cooling, that jumps to 45,000+ cores per rack. Arm says this could save up to $10 billion per gigawatt of AI data center capacity in CAPEX, upfront build costs. |
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That gap matters more than you might think. Meta is currently building a 5-gigawatt data center in Louisiana. If those savings numbers hold up, the math starts looking very interesting for a company spending $115 to $135 billion on infrastructure every year. |
| | The Pre-IPO AI Company Tech Giants Tried to Acquire | #1 work app on the Meta Quest Store.
Samsung headset's launch partner.
Intel's former CEO invested.
1.5M users have already adopted Immersed's spatial computing platform. The company is now building Visor for the computing shift expected to follow the smartphone, and you can invest before a potential public listing.
Current Pre-IPO price: $0.66/share.
Invest Before the Pre-IPO Round Closes | **Disclaimer: Immersed is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. The valuation is set by the Company and there is currently no public market for the Company's Common Stock. Please read the offering circular and related risks at invest.immersed.com. Nasdaq ticker "IMRS" has been reserved by Immersed and any potential listing is subject to future regulatory approval and market conditions. |
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Meta Is In. OpenAI Is In. Who Else? |
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Meta isn't just a customer here. They co-developed the chip alongside Arm. That's a different level of commitment. It means Meta's engineers worked side by side with Arm's team in Austin, Texas, where Arm spent $71 million building a brand-new chip lab over 18 months. Over 1,000 engineers now work there. |
| ❝ | | | "Delivering AI experiences at global scale demands a robust and adaptable portfolio of custom silicon solutions, purpose-built to accelerate AI workloads and optimize performance across Meta's platforms." | | | | Santosh Janardhan, Head of Infrastructure, Meta |
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But Meta is far from alone. Arm confirmed a lineup of committed customers that reads like a who's-who of AI infrastructure: OpenAI, Cloudflare, SAP, SK Telecom, Cerebras, F5, and Rebellions. |
On the hardware side, Lenovo, Supermicro, and Quanta Computer are already building servers around the chip. Systems are available now, with broader availability expected in the second half of 2026. |
Even more notable? Over 50 companies publicly endorsed the launch, including AWS, Google, Microsoft, NVIDIA, Broadcom, Samsung, and TSMC. Jensen Huang himself showed up with a quote. |
That level of ecosystem support doesn't happen by accident. |
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What This Means for Arm's Business, and for Investors |
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This is the part retail investors really need to understand. Arm's traditional business is licensing. They earn a royalty every time someone ships a chip built on their architecture. It's a high-margin, low-capital model, and it's been good to them. In fiscal 2026, Arm brought in roughly $4.7 billion in revenue, with a gross margin of 97.5%. |
But here's the thing: now they're selling a finished product. That's a completely different revenue opportunity. CEO Rene Haas said on stage that the AGI CPU is expected to generate $15 billion in revenue annually by 2031. Total projected revenue by 2031? $25 billion, with earnings per share of $9. That's more than six times what they made in 2025. |
The stock closed about 1.5% lower at $134.96 on the day of the announcement, then jumped over 6% in after-hours trading after those 2031 projections hit. By March 25 premarket, shares were trading around $148.50, up roughly 10%, on the back of analyst commentary flagging Meta's capex exposure as a major catalyst. |
Analyst Patrick Moorhead of Moor Insights put it plainly: if Arm captures even 5% of Meta's $115 to $135 billion annual capex, "that is a top-line changer for them." The consensus price target from Wall Street sits at approximately $162.95, with MarketBeat showing an average target of $160.81. The stock's current P/E TTM is 179.87×, with a forward P/E of 68.93× on next twelve months estimates. |
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One important note: the stock still trades at a significant premium valuation, and some analysts have flagged free cash flow volatility as something to watch. |
It's not a "buy and forget" situation. But it is one worth watching closely. |
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The Bigger Picture: Is This Arm's Nvidia Moment? |
Nvidia made a similar kind of pivot years ago, from graphics cards to AI infrastructure backbone. The question now is whether Arm can do the same thing with CPUs. |
Futurum Group predicts the CPU market growth rate could outpace GPU growth by 2028. Even Nvidia itself has been saying publicly that CPUs are becoming "the bottleneck" as agentic AI scales up. That's a striking thing to say from a company whose entire brand is built around GPUs. |
Real on-the-ground perspective: Arm isn't trying to replace Nvidia. These chips serve different purposes. What Arm is doing is filling a gap, between the custom chips that hyperscalers like Google and Amazon build themselves, which cost $500 million+ and require 1,000 engineers to build, and the off-the-shelf x86 chips that most smaller companies settle for. The AGI CPU sits right in the middle: better performance than x86, more accessible than full custom silicon. |
| ❝ | | | "You need 1,000 engineers and $500 million to build a custom Arm server CPU. Most companies can't do that. Arm fills the white space between hyperscaler custom silicon and off-the-shelf x86." | | | | Patrick Moorhead, Chief Analyst, Moor Insights & Strategy |
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For 35 years, Arm built the engine that powers 99% of the world's smartphones. Now they're coming for the data center. Whether or not they pull it off at the scale Haas is projecting, one thing is clear: this week's announcement was a genuine turning point for a company that's been quietly laying the groundwork for a very long time. |
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Key Takeaways for Investors |
The bull case: Arm enters a $100B+ addressable market with first-mover advantage in agentic AI CPUs, backed by the deepest customer roster in the industry. Meta's capex alone could fund years of chip revenue. The royalty business doesn't disappear, it becomes the floor. |
The bear case: The stock is expensive at ~198× trailing P/E on premarket prices. The chip business is new. Free cash flow has been volatile. And Arm is now, for the first time, competing with some of its biggest IP licensing customers. |
The bottom line: This is one of the most significant business model shifts in semiconductor history. Whether you buy ARM stock or not, understanding what this chip does and who it's for will help you understand where the next wave of AI infrastructure spending is headed. |
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Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions. |
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