I Was Dead Wrong About Arm Holdings and Its Artificial Intelligence (AI) Prospects. Here's Why.

When a business first goes public, analysts and financial writers -- myself included -- race to read through the regulatory filings, which are often more than 100 pages long. Poring over the recent financial results, discerning the addressable market, and understanding where the company fits into the overall ecosystem are all puzzle pieces that help provide insight into the company's future.It's that last piece that I got wrong when I first read up on Arm Holdings (ARM -4.00%) late last year. I fully unders ...