Arm Will Be Good Measure for AI & Tech Market: EquityZen

The video discusses the market's focus on ARM's IPO as a measure of investor interest in tech and AI companies. ARM's reentry into the market is significant despite its challenges, such as exposure to China and declining sales. The demand for tech IPOs is high, especially among retail investors who lack access to private companies. Instacart is highlighted as a promising IPO due to its growth, profitability, and consumer brand recognition.

What is the significance of ARM's IPO in the tech market?

• It measures investor interest in tech and AI-related companies.

• It indicates a decline in smartphone sales.

• It is a direct comparison to other tech companies.

• It shows ARM's dominance in the AI chip market.

What is a major concern for ARM's business according to the bear case?

• Rising net income.

• Increasing smartphone sales.

• Decreasing interest in AI.

• Significant exposure to China.

How has ARM's net income changed year over year?

• It has doubled.

• It has remained the same.

• It has increased by 1%.

• It is half of what it was the prior year.

Why is there a high demand for tech IPOs in the market?

• There is a lack of interest in consumer brands.

• Tech companies are seen as a source of growth and innovation.

• Retail investors have always had access to private companies.

• The market is saturated with tech IPOs.

What makes Instacart an appealing IPO for investors?

• It lacks brand loyalty.

• It is a B2B company.

• It has no exposure to the tech market.

• It is well-understood as a consumer brand with growth and profitability.