ARM Arm
Depreciation Integrity 14
Capex-vs-Demand Gap 63
Insider-Selling Intensity 50
Financing Opacity / Circular Leverage 53
Energy & Diminishing Returns 33
Organic End-User Demand 50
Watch
Convergence flag: PARTIAL / WEAK — two independent elevated signals (valuation RED + capex–demand AMBER–RED), with related-party concentration as a third, correlated SoftBank vector (Ind 3 + 4 overlap). Not NVDA-style multi-red convergence (no circular financing, no ecosystem depreciation red, SoftBank not dumping).
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

ARM forward P/E ~193×; trailing P/E ~495×; P/S ~9Verified sheet
Alternate forward P/E estimates:~71–89× (Investing.com / BarVerified sheet
Semiconductor sector (Damodaran, Jan 2026):forward P/E 37.3× / current Verified sheet
Analyst consensus price target ~$269vs. ~$419 spot = −36% implieVerified sheet