ARM 是当前市场上最好的股票之一：股价下跌 50%，而营收增长 22%，拥有 40 亿美元现金且没有债务，并掌握半导体行业的核心蓝图，在每个细分领域都收取授权费和版税，自由现金流利润率为 27%，Rule of 40 为 49。它在他的评分卡上得到 125 分中的 115 分，仅因空头持仓比他设定的上限高出 1% 而失分。
逐段跳播
这些是那份名单上最好的股票。好吗？AMD、CrowdStrike、ARM、ASML、Apple、Vertiv、Nvidia。
These are the best stocks from that list. Good? AMD, CrowdStrike, ARM, ASML, Apple , Vertiv, Nvidia.
其实，我为什么不现在就把它直接展示给你看呢？就是 Arm 和 AppLovin。APP 箭头和 Arm 箭头。你现在看到了吗？
In fact, why don't I literally present it to you right now ? These are Arm and AppLovin. APP arrow and Arm arrow. Have you got them now?
如果你想等，视频最后我会展示我的研究，以及我为什么认为 ARM 和 APP 是当前市场上最好的股票，我还会给你另外九只股票。
If you want to wait, at the end of the video I will show you my research, and how I see ARM and APP as the best stocks currently in the market, and I will also give you the other nine stocks.
我刚才跟你说过，我喜欢 ARM，也喜欢 AppLovin，而且我把这一点展示给了我们 13,500 名直播观众，他们昨天参加了我们的培训研讨会，并和我们一起待了 3 个小时。
I told you a moment ago that I love ARM and I love AppLovin, and I showed that to our 13,500 live viewers who attended our training workshop yesterday and stayed with us for 3 hours.
看看 ARM。股价已经下跌了 50%，而营收增长 22%，并且它有 40 亿美元现金，没有债务。我稍后会给你展示完整的分析。
Look at ARM. The price has fallen by 50% while revenues are growing by 22%, and it has $4 billion in cash with no debt. I will present the full analysis to you in a moment.
另一方面，我们有这家公司 ARM，它实际上拥有整个半导体行业赖以运行的基础设施。每个设备都需要一个大脑。而 ARM 实际上拥有这张蓝图。每个细分领域都要付费，付授权费，并且每笔销售都要付版税。
营收增长 22%。自由现金流利润率 27%。40 法则等于 49。很好。它可能不是 114，但 49 已经是精英级别了。这很棒。我在我的积分卡上打了 125 分中的 115 分，丢分只是因为空头持仓比允许上限高出 1%；当然，你没有拿到满分，但 125 分中的 115 分是非常令人印象深刻的分数，是我们收到过的最高分之一。
On the other hand, we have this company, ARM, which literally owns the entire infrastructure that the semiconductor industry operates on. Every device needs a brain. And ARM literally owns this blueprint .
Each segment pays fees, licensing fees, and royalties on each sale. Revenue growth of 22%. Free cash flow margin of 27%. The 40 rule equals 49. Great. It may not be 114, but 49 is the elite level.
That's great. I scored 115 out of 125 points on my points card, and lost only because the short interest was 1% higher than the allowed limit; Of course, you didn't get a perfect score, but 115 out of 125 is a very impressive score, one of the highest we've ever received .