Arm Holdings (ARM) is priced for tremendous growth going forward. Alex Coffey and Jenny Horne discuss ARM after its IPO. They talk about how its exposure to A.I. is very important. They also note that Bernstein gave ARM a premium valuation on hope that the company will benefit from A.I., but say it is “too soon to call it an A.I. winner.” Alex and Jenny note that more competition will flood market and semiconductors were down this week. They then compare ARM to Nvidia (NVDA). Tune in to find out more about the stock market today.