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ARM vs NET — which is the better buy? — what our data shows

⚡ TradesZ research ·Updated July 20, 2026 ·~2 min read ·Grounded in SEC data

ARM and NET are both tech darlings that big-money investors are paying close attention to — one powers the chips behind AI, the other keeps the internet safe. But our data shows they're not quite the same story.

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What our data shows

Arm Holdings plc American Depositary Shares logo ARM Arm Holdings plc American Depositary Shares 🟢Bullish lean
A whopping 831 big funds have reported owning this — including household names like Berkshire Hathaway — which tells us serious money is betting on ARM's role in powering AI chips.
🐋 13F · 831AI compute
Cloudflare, Inc. Class A common stock, par value $0.001 per share logo NET Cloudflare, Inc. Class A common stock, par value $0.001 per share 🟢Bullish lean
756 major funds hold this one — also including Berkshire Hathaway — showing strong confidence in Cloudflare as a go-to name in cybersecurity, the business of protecting websites and data from attacks.
🐋 13F · 756Cybersecurity

The takeaway

⚪Neutral

ARM has a slight edge in institutional interest based on filing count, and rides the AI wave, while NET is the pure cybersecurity play — your choice really comes down to whether you're more excited about AI hardware or internet security.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
Sources → Smart-money hub
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