HDD, SDD storage business to skyrocket, massive revenue growth for Notion, JCY & Dufu

I believe Notion will stay firm at 1.50 range as last 3 days (Thur till Today), there are surge in major buyers volume collecting at 1.49 to 1.60, all small retailer that sold their stock had been eating up, new round of long term buyers are collecting for next round price appreciation for next TP $2.00 physiological level.

Per Notion chairman's statement in report, Notion experience very strong demand in recent months and this will continue in next 5 years or more, driven by new demand in generative AI data. Mr Thoo also mention he anticipate exciting times ahead for Notion Vtec's HDD segment, which in short term contribute about 30% to group revenue. Plus upcoming South Korea's automotive business 35% growth + already on board few new customers in EMS for 30% grow. Net net, it is a very powerful revenue in coming 2H'24 result. Just hold and gradually collect as it goes, not miss again this another big massive multi-baggar return for next 5years down the road as what he confidence stated in last The Edge interview.

In summary, net net all 3 stocks, no matter Notion, JCY & Dufu, all highly potential as the HDD, SDD storage memory is booming to another new level we have not seen before with massive expansion of AI cloud & data center infrastructure sector require for memory storage. Expert, banker, analyst across globe reported AI infrastructure & data center will boom till year 2030 and beyond with total $12trillon business growth (>27% CAGR till year 2030) return. That's super massive return.. imagine Notion hit $8.00, JCY $5.00, Dufu $10.00 in next 5years down the road based on business revenue growth, no speculation here.

FYI, expert also reported demand for data centers is very strong across Southeast Asia, where societies are rapidly going digital. "Some companies still have their regional or global headquarters in Singapore, but they are expanding their data center portfolio into countries like Malaysia, Indonesia, Vietnam, Thailand, and even the Philippines, due to cost considerations"

As of latest year 2024, currently total enterprise HDD vs SDD memory storage requirement for AI cloud & data center is based on 88% vs 12%, that mean HDD memory still require massive storage memory opportunity due to TCO benefit. Based on the IDC's Apr'2024 chart, reducing total cost of ownership (TCO) is a primary driver when it comes to a cost-benefit analysis of storage solutions which the reason of cloud architects continue to use 88% HDDs vs 12% SSD as the primary workhorse for enterprise data centers, to embrace a new digital advantage that enables them to capture, store, and analyze massive amounts of data. 

Although there is competitive relationship between HDD & SSD, each used to complementary both in AI cloud & data center business. The faster & more stable SSD will be used for data applications, such as AI learning models, while the HDD with obvious cost advantage 7x to 8x times cheaper cost per Terabyte data will used for raw data storage or database.