THE INVESTMENT APPROACH OF CALVIN TAN

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

calvintaneng
Publish date: Tue, 14 May 2024, 07:47 AM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

Dear fiends of i3 Forum


Every once a While there comes An INVESTMENT THEME IN KLSE caused By "CATALYSTS"


Yes! We repeat,  'Every once a While there comes An INVESTMENT THEME IN KLSE caused By "CATALYSTS"'

Examples:


Furniture Theme in Year 2014 When Ringgit Crashed Against USD caused Malaysia's furniture Export theme into a Bull run


There there was the "GST Theme"


In Year Petronas Pumped Rm30 BILLIONS into OGSE "UPSTREAM"

And OGSE UPSTREAM Stocks like CARIMIN (Currymee), PENERGY, UMWOG (Velesto), Naim (DAYANG) went up into a POWERFUL BULL RUN TIME


We posted buy call on Carimin


See


TOP 10 REASONS WHY CARIMIN PETROLEUM IS NOW A STRONG BUY (Calvin Tan Research)

Publish date: Fri, 26 Jan 2018, 11:41 AM

TOP 10 REASONS FOR BUYING CARIMIN PETROLEUM

 

1) AT 39 SEN CARIMIN HAS FALLEN BY 65% FROM ITS RM1.10 IPO PRICE.

BUYING CARIMIN NOW IS BUYING AT HUGE DISCOUNT TO IPO PRICE.

 

2) MARGIN OF SAFETY

At 39 sen with NTA of 67 Sen Carimin is selling at a nice Discount of 42%. This meets Ben Graham criteria of 30% Discount To NTA as a Margin of Safety.

 

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/145533


CARIMIN JUMPED FROM 39 SEN TO THE PEAK OF RM1.48 (379%)


Then we have the Glove Superbull Caused by COVID 19


So CORONA VIRUS in year 2020 was the "CATALYSTS" for Glove Superbull when Topglove, Supermax, Kossan & Harta ALL WENT ABOVE RM20,000! A SHARE

Those that bought at the beginning of the Year 2020 early & sold at Peak have Made A Whopping 1,000%


As one who has participated Calvin bought Supermax in April 2020 at Rm1.73 & Sold above Rm20.00 for a nice gain of 1,000%


Then we switched all Gloves into the Next Theme

PALM OIL BULL (Year 2022)

Cpo shot past Rm7,000 a ton when Russia invaded Ukraine & Indonesia banned export. Many Palm Oil stocks then went up in PALM OIL THEMATIC BULL RUN


AND NOW!!


THE NEXT THEME IS HDD MANUFACTURERS' THEME PLAY


Why HDD or HARD DISK DRIVE THEME?


The Answer is This:


MANY MANY DATA CENTERS HAVE COME TO MALAYSIA


See


Let's  Take A Look


In 2022, Google Cloud announced that it would bring its new cloud region to Malaysia. In the following year, 

https://theedgemalaysia.com/node/710954

Amazon Web Services (AWS) said it planned to invest US$6 billion (RM25.5 billion) in Malaysia by 2037 to strengthen its cloud services infrastructure in the country.



Microsoft announces US$2.2 billion investment to fuel Malaysia's cloud and AI transformation. Microsoft Chairman and CEO Satya Nadella announces a $2.2 billion investment to advance new cloud and AI infrastructure in Malaysia during the Microsoft Build: AI Day on May 02, 2024 in Kuala Lumpur, Malaysia.2 May 2024


At USD1 to Rm4.71 -- USD2.2 Billions equal to Rm10.36 BILLION 


Then Ytl Power Jv with Nvidia

Nvidia & YTL Power partner for $4.3bn AI data centers in Malaysia

First phase to be operational in mid-2024

Nvidia and Malaysian conglomerate YTL's power unit (YTLP) are developing $4.3 billion in artificial intelligence cloud and supercomputer infrastructure in Malaysia.

Reported by Reuters, the first phase of the project is expected to be operational by mid-2024.


The project will be hosted in a data center at YTL's data center park in Kulai, Johor. Here, the companies will develop Malaysia's fastest supercomputers using Nvidia's AI chips. YTL will also use Nvidia's AI cloud computing platform to build a large language model in Malay.

"Malaysia is an important hub for Southeast Asia computing infrastructure, which requires access to land, facilities, and power, and YTL could play a great role in that," said Nvidia CEO Jensen Huang, prior to the announcement of the partnership.


And USD4.3 Billions = RM20.25 BILLIONS


All these add up Rm25.5 BILLIONS + RM10.36 BILLIONS + RM20.25 BILLIONS


= RM56.11 BILLIONS


Just these 3 Combined already RM56.11 BILLIONS for DATA CENTERS


Above are INVESTMENTS FROM THE USA!


See further


JOHOR COULD APPEAL TO US, CHINA FIRMS

Johor’s data centre boom is driven by its proximity to land-scarce Singapore which, between 2019 and 2022, paused new data centre development.

Another factor is United States-China strategic competition, which has spurred corporations from China and the West to diversify and expand in Southeast Asia in the semiconductor and digital infrastructure space

Malaysia has made international headlines for becoming an unlikely beneficiary of the US-China trade war, which has impacted the global supply chain in crucial sectors like semiconductors and manufacturing.

Various US semiconductor firms have set up shop in Penang, which has a free-trade zone and industrial parks. Cheap labour and its large English-speaking population are additional draws.

Related:

Sedenak Tech Park is still under construction. (Photo: CNA/Zamzahuri Abas)

US curbs on Chinese technology, especially in higher-value chip activities such as wafer fabrication and integrated circuit design, could lead to a spillover effect on Johor’s data centre industry. 

Dr Ong Kian Ming, Malaysia’s former deputy minister of international trade and industry, said the data centre industry in Johor would appeal to both sides of the aisle in the trade war. 

“Not only is there demand coming from US-based companies but many Chinese companies are also looking for opportunities to invest in data centres in Johor and other parts of Malaysia, he said.

“These are not well-covered in the press because many of these companies want to maintain a low profile lest they incur the attention of the US authorities,” added Dr Ong, who is also a board member of the Malaysian Investment Development Authority (MIDA), a government-


Read again

t many Chinese companies are also looking for opportunities to invest in data centres in Johor and other parts of Malaysia,

 these companies want to maintain a low profile lest they incur the attention of the US authorities,



SO BOTH USA & CHINA = COMING TO MALAYSIA TO START DATA CENTERS!!!






THAT'S IT


ONGOING TRADE WAR BETWEEN USA & CHINA HAVE MADE MALAYSIA INTO A HOT SPOT FOR NEW DATA CENTERS!!!


AND AT THE VERY CORE OF A DATA CENTER IS HDD (Hard Disk Drive) Or SDD 


And that is Why Companies Like Seagate & Western Digital are seeing An Upsurge in HDD Orders


See

[News] Western Digital Customer Letter Confirms HDD Supply Shortage! NAND Flash and Hard Drive Prices Continue to Rise

2024-04-09

The demand for large-capacity HDD products driven by the artificial intelligence market has caused overall HDD prices to surge. According to the latest updates, American memory giant Western Digital confirmed for the first time on April 8th that there is a supply shortage for both HDD and SSD. They issued formal customer letters notifying of ongoing price adjustments for NAND Flash and hard drive products.

Western Digital stated that the demand for both flash memory and hard drive products has exceeded expectations, leading to supply constraints. These challenges in the electronics industry’s supply chain further affect availability. This quarter, they will continue to adjust prices for flash memory and hard drive products, with some changes taking immediate effect.




[News] AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow with Price Increases

2024-04-22

Following the announcement of a price increase by the U.S. memory giant Western Digital Corporation (WDC), hard drive manufacturer Seagate Technology has also announced that it will raise prices in response. Seagate stated that they will immediately increase prices for new orders and demand exceeding previous commitments.


NO WONDER


WESTERN DIGITAL SHARE PRICE JUMPED


See

Market Summary >  Western Digital Corp
70.97 USD +34.22 (93.12%) past year




So is SEAGATE Share Price


Market Summary >  Seagate Technology Holdings PLC
93.15 USD +32.09 (52.55%) past year




NOW WESTERN DIGITAL & SEAGATE ARE THE WORLD TOP TWO CHAMPIONS FOR MANUFACTURING HDDS (HARD DISK DRIVE) & SDD


AND DATA CENTERS NEED THEM!


Data centre industry still needs hard disk drives

CIOs are looking for storage solutions that lower cost of ownership

By Jaganathan Chelliah

The pandemic ushered in a tsunami of data created by the growing use of digital content via OTT platforms, e-commerce, WFH, education, banking, et al. With 813.94 million internet users in India, we continue to create data at an explosive rate. The boom in the digital economy has also contributed hugely to the data centre (DC) industry growth.


AT THE VERY CORE OF A DATA CENTER ARE HDD (HARD DISK DRIVES) & SDD


In KLSE three Stocks Make HDD (HARD DISK DRIVES)


1) JCY

2) NOTION

3) DUFU


We will Talk More About these three HDD Stocks in later posts. Since not many  Analysts or Research Houses have recommended them as yet we think their Upside will be IMMENSE


ALL THESE HAVE SEEN BLEAK TIMES & ARE NOW STRONG TURNAROUND STOCKS DUE TO NEW FOUND CATALYSTS OF "NEW DATA CENTERS"!


Just as we posted OGSE Carimin (Currymee) just too early at 39 sen when few were aware so now JCY, NOTION & DUFU 

Just a Reminder


OGSE Bull Run CATALYSTS was Petronas Rm30 Billions Capex for OGSE "UPSTREAM"


So  RM56.11 BILLIONS for DATA CENTERS by GOOGLE, AMAZON & YTL POWER JV NVIDIA Will Be "CATALYSTS" FOR MALAYSIA'S HDD STOCKS"



With Kind Regards


Calvin Tan


Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager























More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
Be the first to like this. Showing 10 of 10 comments

calvintaneng

notion first to 🔥🔥 up

4 weeks ago

calvintaneng

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

3 weeks ago

calvintaneng

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

3 weeks ago

calvintaneng

Inside a Google Data Center

See

https://www.youtube.com/watch?v=XZmGGAbHqa0

See carefuly

At the Very "Center" of Data Center are HARD DISK DRIVES (HDD) Rows and Rows and Rows of HDD!!

0 seconds ago

JCY

NOTION

DUFU

2 weeks ago

calvintaneng

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTUERERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-25-story-h-160749967-THERE_ARE_MORE_THAN_10_000_DATA_CENTERS_IN_THE_WORLD_ONLY_3_HDD_MANUFAC


calvintaneng

53,609 posts

Posted by calvintaneng > 3 minutes ago | Report Abuse

SEE MALAYSIA MENTIONED IN DATA CENTER NEWS

https://www.datacenterdynamics.com/en/news/

only Seagate, Western Digital & Toshiba supply HDD to all these thousands of DATA Centers Worldwide

JCY
NOTION
DUFU

WILL BENEFIT TREMENDOUSLY

FROM NOW TILL REST OF THE DECADE THE HOTTEST THEME IS AI AND DATA CENTERS

2 weeks ago

Goldberg

IN FOCUS

Is flash storage the key to effective and sustainable AI?


Legacy IT infrastructure is among the top barriers preventing the pervasive use of AI. Also, research by the International Data Corp found that inadequate or lack of purpose-built infrastructure capabilities often cause AI projects to fail.

Agreeing with that finding, Pure Storage’s CEO Charlie Giancarlo asserts that the conventional hard disk drive (HDD) — which consists of a spinning disk to read and write/store data magnetically — will not be able to cope with the demands of an AI-driven organisation. “HDDs used to be in everything, but they’re no longer in your laptop, handphone and more. Today, enterprise mass storage, data centres and hyper scalers are the last remaining bastions of hard disks,” he said in his opening keynote at last month’s Pure//Accelerate 2023 conference in Las Vegas. He also boldly claims that no new HDDs will be sold by 2028 as they will be entirely replaced by flash storage, whose capabilities have been rapidly developing over the years to address the needs of AI.

AI’s requirements

At the same conference, Pure Storage’s chief technology officer Rob Lee shares the IT infrastructure (particularly from storage and computing) requirements for AI.

The first is performance. He explains that AI is a game of “who can collect the most data, feed it into graphics processing units (GPUs) the fastest [for analysis], and repeat the process the most”. Therefore, the infrastructure must enable AI to perform all those tasks efficiently and across different data types such as text, images and video.

https://www.theedgesingapore.com/digitaledge/focus/flash-storage-key-effective-and-sustainable-ai

2 weeks ago

Goldberg

Data Storage


WHAT IS FLASH STORAGE?

SSD vs. HDD

Flash Storage in the data center
The future of Flash Storage

Flash storage is a data storage technology based on high-speed, electrically programmable memory. The speed of flash storage is how got its name: It writes data and performs random I/O operations in a flash.

Flash storage uses a type of nonvolatile memory called flash memory. Nonvolatile memory doesn’t require power to maintain the integrity of stored data, so even if your power goes out, you don’t lose your data. In other words, nonvolatile memory won’t “forget” the data it has stored when the disk is turned off.

Flash storage uses memory cells to store data. Cells with previously written data must be erased before new data can be written. Flash storage can also come in several forms, from simple USB sticks to enterprise all-flash arrays.

SSD VS. HDD
Because it uses integrated circuit technology, flash storage is a solid-state technology, meaning it has no moving parts. When flash technology is used for enterprise storage, the term flash drive or flash array is often used interchangeably with solid-state drive (SSD).

SSD technology contrasts with hard disk drive (HDD) technology—the other major type of computer storage, which has been in place since the 1950s. In contrast to SSDs, HDD storage relies on spinning disks, motors, and read/write heads, using magnetism to store data on a rotating platter.

FLASH STORAGE IN THE DATA CENTER

Flash storage offers unique benefits to enterprises that are grappling with exploding data volumes and slow, unpredictable data access. As all-flash storage solutions become increasingly affordable relative to spinning disk, enterprises can now realize flash benefits at scale, including: 

Accelerated application performance. This is often the first benefit that people think of when they think of flash. With 20x the performance of HDD technology, flash can accelerate common enterprise applications, such as Oracle Database, MS-SQL, SAP, and VDI, as well as big data analytics.

THE FUTURE OF FLASH STORAGE

Historically, SSDs have been designed to fit in the same I/O interface as a hard disk drive (HDD), such as the SATA and the SAS interface, to connect to the host computer. Although most SSDs today use 3D TLC NAND-based flash memory, rapid developments in Non-volatile Memory Express (NVMe), NVMe over Fabrics (NVMe-oF), and storage-class memory (SCM) technologies offer tremendous potential in the data center.

NVMe is an interface protocol for accessing flash storage via a PCI Express (PCIe) bus. Unlike traditional all-flash architectures, which are limited to a single, serial command queue, NVMe supports tens of thousands of parallel queues, each with the ability to support tens of thousands of concurrent commands.

NVMe-oF is a host-side interface into storage systems that extends many of the relevant NVMe capabilities over a remote direct memory access (RDMA) or Fibre Channel fabric. With NVMe-oF, it is possible to scale out to large numbers of NVMe devices, even over distances.

SCM, also known as persistent memory (PMEM), is a new type of media technology that is blurring the line between memory and storage because it can be used as either. Examples of SCM include Intel’s 3D XPoint and Samsung’s Z-NAND media.

https://www.netapp.com/data-storage/what-is-flash-storage/

2 weeks ago

calvintaneng

Seagate pushes back against SSD dominance claims
By Chris Mellor -May 1, 2024

HDD maker Seagate wants us to understand three truths about the myth of SSDs replacing disk drives: SSD prices will not match spinning disk prices, SSD fab capacity won’t match HDD fab capacity, and SSDs are a bad fit for nearline disk workloads.

The points are made in Seagate presentation deck that is effectively a response to Pure Storage CEO Charlie Giancarlo’s assertion that “there won’t be any new disk systems sold in five years,” meaning by the end of 2028. In other words, disk and hybrid array customers could still be buying disk drives after that to replenish existing HDD storage but new storage systems will be flash-based.

We note that Pure is not a commercial SSD supplier, buying in raw NAND chips and building its own Direct Flash Module (DFM) drives. SSD suppliers and NAND manufacturers are not supporting Pure Storage in its claims, at least not publicly.

The disk drive manufacturers – Western Digital, Toshiba and Seagate – think this is wrong. Although SSDs are replacing disk drives in notebooks and desktop computers and also in the enterprise 10.2K 2.5-inch market, they are not replacing high-capacity, 7,200 rpm nearline drives in the enterprise and hyperscaler markets. That’s because the total cost of ownership of SSDs is significantly higher than that of HDDs and will remain so.

Seagate’s pitch deck explains why they think this is true. It identifies three claims:

SSD pricing will soon match the pricing of disk drives
NAND supply can increase to replace all disk drive exabytes
Only all-flash arrays (AFAs) can meet modern enterprise workload performance needs
The Seagate slide deck then rebuts each argument.

Price point
Seagate believes that disk drives will retain a greater than 6:1 $/TB advantage over SSDs through to 2027. The average for the period is 6.6:1, with dips below that happening, but the price differential then recovering.

This is based on its analysis and three reports:

Forward Insights Q323 SSD Insights, August 2023
IDC Worldwide Hard Disk Drive Forecast 2022-2027, April 2023, Doc. #US50568323,
TrendFocus SDAS Long-Term Forecast, August 2023
Partly this is based on Seagate extrapolating disk capacity growth, and that depends upon the HDD makers being able to increase areal density. Equally it depends upon NAND suppliers increasing 3D NAND layer counts and manufacturing capacity. Here’s the chart from Seagate’s deck:

The TCO of HDDs and SSDs is composed of acquisition costs and then running costs, basically meaning power for operation and cooling, and other minor costs. Seagate asserts that SSD TCO is greater than HDD in $/TB terms over the product’s lifetime, saying the disk “price advantage is magnified at scale, where device acquisition cost is by far the most significant element of TCO.”

NAND manufacturing capacity
A NAND fab costs a great deal of money. For example, a coming SK hynix M15X DRAM fab in Korea will cost ₩5.3 trillion ($3.86 billion) and be ready in November 2025. There were 333 EB of NAND manufactured in 2023. TrendForce and IDC analyses predict that 3,686 EB of combined NAND and HDD capacity will be needed in 2027. The NAND industry could build 963 EB of that with HDDs contributing 2,723 EB.

Were that disk contribution to be replaced by NAND, the projected cost would be $206 billion, and Seagate says this makes SSD replacement of HDDs cost-prohibitive, as its chart indicates:

See full message by Seagate

https://blocksandfiles.com/2024/05/01/seagate-is-flash-killing-the-hard-drive-no/#:~:text=HDD%20maker%20Seagate%20wants%20us,fit%20for%20nearline%20disk%20workloads.

seagate

SHARE PRICE UPTRENDING\

https://www.google.com/search?q=SEAGATE+PRICE+CHART&oq=SEAGATE+PRICE+CHART&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIICAEQABgWGB4yCAgCEAAYFhgeMg0IAxAAGIYDGIAEGIoFMgoIBBAAGIAEGKIEMgoIBRAAGIAEGKIEMgoIBhAAGIAEGKIEMgoIBxAAGIAEGKIEMgoICBAAGIAEGKIE0gEJMTA3NDhqMGo0qAIAsAIB&sourceid=chrome&ie=UTF-8

2 weeks ago

calvintaneng

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!

3 days ago

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