THE INVESTMENT APPROACH OF CALVIN TAN
NOTION, JCY & DUFU ARE STILL ON UPTRENDING MODE DUE TO REAL AND FUTURE EARNINGS, Calvin Tan
calvintaneng
Publish date: Sat, 01 Jun 2024, 12:51 PM
calvintaneng
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Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Dear friends of i3 Forum,
See
AS ALL CAN SEE
HDD & SSD MAKERS LIKE WESTERN DIGITAL AND SEAGATE ARE ENJOYING UPTURN IN SALES DUE TO AI (ARTIFICIAL INTELLIGENCE) AND OVER 10,000 ESTABLISHED PLUS MANY MANY NEW DATA CENTERS MUSHROOMING ALL OVER THE WORLD WHICH CREATED DEMANDS FOR HDD STORAGE OF DATA
EVERY TIME ANY OF THE 8 BILLION PEOPLE USE IPHONE/OPPO OR ANY OTHER HANDPHONE, OR IPAD OR LAPTOP OR PC (PERSONAL COMPUTER) THERE IS ANOTHER IMPETUS FOR DATA.
SO WILL BE VERY GOOD FOR STOCKS LIKE NOTION, JCY AND DUFU
LONG AGO
PEOPLE USE HORSE DRAWN CARRIAGES
NOW PEOPLE USE MOTOR CAR
AND IN FUTURE
DRIVERLESS CAR WHICH IS COMPUTER CONTROLLED
TESLA CARS ARE ACTUALLY COMPUTERS OPERATING THROUGH A CAR
AND THEY ARE SELF LEARNING ROBOTS ON THE HIGHWAYS/ROADS
EACH TESLA CAR HAS SELF LEARNING ABILITY PLUS ABLE TO COMMUNICATE TO ALL OTHERS IN OVERALL LEARNING AT THE SAME TIME BY FIBER OPTICS AT THE SPEED OF LIGHT
LOTS MORE KNOWLEDGE LEADS TO LOTS MORE DATA GATHERED AND LOTS MORE NEED FOR DATA CENTERS PLUS LOTS MORE NEEDS FOR HDD AND SSD
NO WAY WE WILL GO BACK TO THOSE OLD DAYS OF HORSE DRAWN CARRAGES
NO WAY WE WILL GO BACKWARD TO THOSE TIMES IN 1960S WHEN FEW OWN PHONES AT HOME. TO MAKE CALLS WE HAVE TO GO FIND PUBLIC PHONE BOOTHS AT ROAD SIDE
INSERT 10 SEN COIN TO MAKE CALLS
TODAY EVERYONE CARRIES A HAND PHONE CONVENIENTLY
AS THEY SAY,
“LUXURY ONCE ENJOYED BECOMES A NECCESSITY”
SO TECHNOLOGY HAS BECOME A PART OF OUR LIVES
AND THERE IS NO TURNING BACK
SEE HOW WESTERN DIGITAL, SEAGATE AND NVIDIA PERFORM TO GET A GLIMPSE OF WHAT NOTION, JCY AND DUFU WILL BE
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Discussions
Be the first to like this. Showing 14 of 14 comments
Ok katakan demand is very high sampai astronomical
Adak kah JCY NOTION DUFU have the spare excess production capacity to meet the supposedly hugh increase in demand?
Data center ni macam baru baru je hot kat Malaysia sbb NVidia Microsoft Google etc are coming, did JCY NOTION DUFU foresee this 2 3 tahun dulu?
Klau JCY NOTION DUFU tak foresaw this 2 3 tahun dulu macam mana ada big spare excess capacity to meet the hugh demand to take advantage of increase in demand ?
Klau tak salah Sarifah 3 skyt ni results not good during last few years
Mesin mesin 3 skyt ni besar kemungkinan semua dah sampai masa to scrap
2 weeks ago
Dufu already said they can scale up production to meet demand as they have the skillset
2 weeks ago
Calvin, Dufu will shoot up soon in the coming months. It lagged behind both JCY and Notion. More potential and rooms to grow for DUFU. breaking 52 weeks high soon
2 weeks ago
Agree. Dufu is lagging behind and dufu historical high is 6 bucks. Take their max earnings and with pe of 25 also hit 5 bucks. Believe they can go above their historical profits.
2 weeks ago
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=2903813.
Definitely
If you go back in time you will see Dufu's earnings are superior
Will go back to those good times again
2 weeks ago
Hoplanner
Correct
Jcy stated that they only did 50% and yet profits increased due to selling hogher value Hdd disks
For 2nd half year Jcy expects even better performance due to higher demand plus higher prices
And they will ramp up production as well
2 weeks ago
Calvin, have you sold all your plantation shares and then ALL IN into HDD maker?
2 weeks ago
Now Calvin is trying to selling his hdd- calling bilises to buy so that he can return to plantation - big discount now
2 weeks ago
Hahaha
Calvin got lots of dividend from palm oil shares to buy HDD shares
So Calvin holding best of both worlds
The palm oil bull and HDD Superbull are now the two best industries go buy and hold
2 weeks ago
Magnificent 7 now at stage 7 and on cloud 9
Next will be precipitation
Better sell all and leave early
Palm oil in stage 4 to 5 is now best value buy
HDD is stage 5 to 6 (for Notion it is also going from stage 6 to 7)
Just trade very carefully
2 weeks ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
Every time a Tesla car is on fully auto mode its Computers are gathering Data and transmitting concurrently to all other Computers in every other Tesla cars instantly
Data to tell all about traffic condition, road condition, contours of landscape, lighting, any signal and their timing, and obstruction, traffic jams, distance of travel etc etc etc etc etc and more etc
Millions, Trillions and Zillions of bits and data collected all over the planet earth in which 8 Billion people live and engage
All these data will go into Hdd/Ssd for Storage in Data Centers
2 weeks ago