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Arm Holdings (ARM) shares jumped nearly 25% in its market debut, giving the company a valuation of about $65 billion. But for Radio Free Mobile Founder Richard Windsor, a value investor, the stock is too expensive. Windsor says when he looks at the semiconductor sector, he sees "much better valued good companies," such as Qualcomm (QCOM), MediaTek (2454.TW), Taiwan Semiconductor (TSM) and even Nvidia (NVDA). Watch the video above to find out why.