Raspberry Pi Share Price (RPI)

"It amazes me how something worth 291p is worth 700p 6 weeks later?!!? I should have put all my cards on it!"

It can also go back to sub 300p in no time! This is an unbelievably volatile share. I see also from the recent director dealings that some of the board of directors have been playing these wild swings like pros by selling large tranches of shares at the current high end of the range.

It amazes me how something worth 291p is worth 700p 6 weeks later?!!? I should have put all my cards on it! It's true there is so much money to be made on the LSE and not just NASDAQ

Arm's Increased Investment in Raspberry Pi: Risks & Advantages

For Arm

Advantages

• Defensive lock-in against RISC-V. Pi joined the RISC-V Foundation in 2018; a 13%

stake makes a future RISC-V-based flagship Pi commercially and politically harder.

Pi is the world's most influential developer on-ramp to a CPU architecture — losing it

would matter.

• Edge AI ecosystem alignment. Fits Arm's "cloud-to-edge-to-physical" AI narrative.

Pi's new AI HAT+2 (running LLMs/VLMs on-device) is exactly the edge story Arm

needs to tell investors.

• Cheap insurance. £50m is rounding-error to a company doing $4.92bn in annual

revenue. Disproportionate strategic value per dollar.

• Influence over roadmap. Larger stake = stronger board/observer rights, earlier

visibility into Pi's architectural decisions.

Risks

• Antitrust optics. Arm is now a chipmaker competing with licensees while taking

equity in a key ecosystem participant. Regulators blocked NVIDIA's 2020-22

acquisition on similar grounds.

• Capital tied up at a high entry price. Pi trades on ~72x trailing earnings, ~40%

above analyst consensus targets. Arm bought at 550p in a market that has run hot.

• Reputational risk if Pi stumbles. A Pi product recall, supply-chain failure, or

DRAM-driven margin collapse becomes Arm-adjacent news.

For Raspberry Pi

Advantages

• Validation and credibility. A strategic shareholder of Arm's scale signals to

industrial OEMs that Pi is a serious supplier, not just a hobbyist brand. Reinforces the

"board-to-board" industrial push.

• Architectural certainty for customers. OEMs designing 5-10 year industrial product

cycles want assurance Pi won't pivot to RISC-V mid-roadmap. Arm's stake is that

assurance.

• Liquidity for the Foundation. The £50m went to the charitable Foundation, funding

its educational mission without Pi diluting itself.

• Potential technical/commercial collaboration. Closer alignment with Arm's IP

roadmap, possibly favourable IP terms (unverified — my inference).

Risks

• Reduced architectural optionality. Harder to credibly explore RISC-V variants

(which the engineering team has flirted with) without provoking the 13% shareholder.

• Strategic capture risk. As Arm increases its stake, Pi's independence — a core part

of its brand identity with the maker community — becomes questionable.

• Reduced free float. Combined Foundation (41%) + Arm (13%) = 54% locked up,

leaving ~46% free float on a £1.1-1.3bn market cap. Lower liquidity, higher volatility,

harder index inclusion.

• Brand dilution risk. Pi's appeal to hobbyists and educators rests partly on being the

scrappy underdog. Increasingly visible big-corporate ownership could erode that,

particularly in education-focused communities.

• Conflict of interest if Arm pushes its own silicon. Arm now sells its own chips (AGI CPU).

Summary

For Arm, this is a low-cost, high-strategic-value defensive move —

the upside is keeping the world's most-influential edge development

Is it anything to do with drone technology ????

Thanks guys moving away from penny stocks what a shambles that turned out to be