I don't know whether it's the contrarian in me or the part that is just fascinated by the mechanics of finance, but I feel like I would weight more highly commentary about the Vision Fund if it were followed with "And that's why I shorted it, using publicly traded instruments."
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How would one go synthetically long ARM? I don't know; ask an actual professional in this. My guess, to a first approximation, is go long a semiconductor index and accept that there may be some outperformance of ARM versus semiconductors generally.
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