Sell ARM by Dec 28, 2026.

Been thinking a bit on Softbank and curious to get some others' options on this. With them looking to refinance $11bn of debt as potentially double-digit rates, they could be forced to liquidate available assets to service \~$1bn of interest repayments a year. Being the majority shareholder of Arm, this could drag that stock down and then as with all market moves see that ripple out around peer companies, including Nvidia, and rippling out to the wider tech sector. While …