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

⚡ TradesZ research ·Updated July 23, 2026 ·~2 min read ·Grounded in SEC data

Both ARM and JOBY have caught the attention of some of the same big-name investors, so they share a certain buzz — but when you look at the details, the data tells two different stories about where each one stands.

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What our data shows

Arm Holdings plc American Depositary Shares logo ARM Arm Holdings plc American Depositary Shares 🟢Bullish lean
Over 831 big investment funds have reported owning ARM — including household names like Berkshire Hathaway — and it's squarely tied to the AI computing boom, which is one of the hottest areas investors are chasing right now.
🐋 13F · 831AI compute
Joby Aviation, Inc. logo JOBY Joby Aviation, Inc. Neutral
621 major investment funds hold JOBY — also including Berkshire Hathaway — which shows real confidence from serious money, though it has fewer backers than ARM and is tagged under the Space theme, which is a longer-horizon, more speculative bet.
🐋 13F · 621Space

The takeaway

Neutral

ARM shows up in more investor portfolios and is tied to a red-hot theme right now, while JOBY has solid backing too but fewer funds have taken a position — so the trade-off is really between a more widely-held bet versus a smaller but still notable one.

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.
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Informational research, not personalized investment advice.