shih-wei Arm Holdings (NASDAQ:ARM) was one of those investment opportunities that I blew big time, just shortly after the company conducted its IPO in the third-quarter of last year. In my initial work on the chip design company in September 2023 I stated that the lack of meaningful top line growth was a reason for me, paired with considerations about valuation, to give Arm a strong sell rating. This obviously did not age well since Arm started to benefit from considerable top line momentum, especially  ...