What is the comparison made between ARM and NVIDIA in terms of valuation?
Top Calls: Arm Soars in Trading Debut

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2.
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How does the speaker perceive the role of AI in the semiconductor industry's growth?
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What factors are mentioned that could affect ARM's growth in the next few years?
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What is the significance of royalty rates in the context of ARM's revenue?
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What is the current situation regarding smartphone market saturation according to the speaker?
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