THE INVESTMENT APPROACH OF CALVIN TAN

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

calvintaneng
Publish date: Thu, 13 Jun 2024, 02:20 AM
calvintaneng
0 1,860
Hi Guys,

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

Dear Friends of i3 Forum,


Almost every week we hear of New Listed Companies & Even Unlisted Companies joining the Data Center Race


And these Ones Joined the DATA CENTER Building Boom & Now Joined the Race


1. Gamuda or Gajah or "Elephant"

Elephant joins the Data Center Race!


2. MAHSING


Mah as for "Horse" in Mandarin

Sing as in "Singing"

So Mah Sing the Singing Horse

joined the Data Center Race


3. Jakel

Sounds like Jackal

Also join the Data Center Race


Then we got UEMs, Singtel, Etc Etc


More and More and More Joining the DATA CENTER Race


WHY? OH WHY?


Let Calvin Tell you "THE REASON WHY?"


1. SURGE OF Ai (ARTIFICIAL INTELLIGENCE) 

Like this

Every Tesla Car is Actually an Ai (Artificial Intelligent) Robot operating through a Car


Last time was iphone

Computer operating through a phone or Phone using Computer Chips to operate?


Every time a Tesla Car is driven or "Drive Itself" by Ai on the Road it gathers Data

Traffic condition, traffic lights, Road condition, Distance & time to destination, how many other cars on the Road, Contours of landscape, Etc, Etc Etc & Etc


This Self Driving & "SELF LEARNING" & KEEP ON LEARNING & COLLECTING DATA AFTER DATA ROBOT Of A Car then Transmit its Gathered Knowlege Instantly "AT THE SPEED OF LIGHT" To All Other Millions of Ai operated Cars in USA, UK, Japan, Singapore, Australia, Europe, Korea, and all other Countries in the World

All the Others are "DOING THE SAME AS WELL"!!

MILLIONS OF AI OPERATED CARS COLLECT MILLIONS, BILLIONS, TRILLIONS, ZILLIONS OF DATA AND MORE


THIS "MUSHROOMING" OF DATA INFO NOW GO INTO DATA CENTER


THERE WILL BE HUGE NEED FOR MORE STORAGE OR ELSE?


Or Else there will Be DATA JAM (JUST LIKE TRAFFIC JAM) & Cars are Stalled

So Computers Can Stalled


Remember?


During the Frenzied Trading of Medical Glove SUPER BOOM Year of 2020 April to August 2020

With many people Locked in at Home due to MCO Plus the SUPERBULL OF GLOVE TRIGGERED BY CORONAVIRUS


A Few Times even "BURSA TRADING" Was Halted

Why Bursa got to Halt & Stop Trading?

The Answer was the HUGE VOLUMES OF TRANSACTIONS Which Flooded into the SYSTEM & JAMMED TRADING


BURSA MALAYSIA RESUMES NORMAL TRADING AFTER DISRUPTION TO TRADING SYSTEM

17 Jul 2020  (Peak of Glove Super Bull Frenzied Trading that caused the System crash)

Kuala Lumpur, 17 July 2020 – Trading on Bursa Malaysia Securities Berhad (“Bursa Malaysia” or the “Exchange”) resumed today at 9:00am as normal after trading was halted at 3:30pm the previous day.

The disruption was caused by a technical issue which resulted in the trading halt on the Exchange’s securities trading system. The trading halt was not due to any cybersecurity-related issues and our systems remain secure and protected. Immediate action was taken by the Exchange to diagnose the problem and communicate to all participants while determining the cause and impact.

Bursa Malaysia Chief Executive Officer, Datuk Muhamad Umar Swift said, “We apologise to all our valued clients and stakeholders for the interruption in trading. Together with our partner NASDAQ, we are taking appropriate action to prevent similar issues from recurring in the future.”






So?


SO THERE IS A NEED FOR MORE DATA SPACE


But what Bursa Experienced also Happened to Many Many other Different Companies All Over The Whole World


A SUDDEN INCREASE OF INTERNET TRAFFIC & STORAGE


So by end 2022 there is A RUSH TO BUILD MORE DATA CENTERS ON EARTH


Even with current 10,000 Data Centers also not enough as During MCO Lock in many ordered food online by Grab Food

Many streamed Nexflix, Many bought by e- Commerce. Many more did e Banking & all things in the Cyberspace!


WITH SO MUCH TRAFFIC MANY COMPANIES CANNOT ACCESS THEIR DATA ON TIME


Now Many Companies Rent Space from Hosting Companies which have Paid Space in Data Centers

Many others are using the "Shared Space"

To illustrate think of a Public Swimming Pool

Anyone can enter by paying an entrance fee


What if on a Holiday? And a Hot Day?

The Swimming Pool will be Filled


See


Crowded Swimming Pool, Sichuan, China - Travel Photographer of the Year

How to Swim like That???


And after frustration these Companies not able to Access Their Data


THEY WANT TO BUILD THEIR OWN "DATA CENTER" Like Building Own Private Swimming Pool


See


496,700+ Swimming Pool Stock Photos, Pictures & Royalty-Free ...

How nice. Easy access


2. COMPANY WANT OWN DATA CENTER due to Confidential Secret

We visited India in year 1987

When i was there i was surprised to see no "Coca Cola" drink in India and i Asked Why?

They said India wanted Coca Cola to reveal the formula "ingredient" used to make the drink

How can?

This is Top Secret of Coca Cola tightly guarded from competitors for a hundred years

So Coca Cola refused to comply and disclose its secret formula

So India banned Coca Cola in 1987 and created India own version of Coca Cola called "THUMBS UP"


Thums Up Soft Drink, 750 ml

AS FOR COCA COLA IT MADE ITS OWN DATA CENTER

The Amazing Ways Coca Cola Uses Artificial Intelligence And Big Data To Drive Success


The Coca Cola Company is the world’s largest beverage company selling more than 500 brands of soft drink to customers in over 200 countries. Every single day the world consumes more that 1.9 billion servings of their drinks including brands like Coca Cola (including Diet and Zero) as well as Fanta, Sprite, Dasani, Powerade, Schweppes, Minute Maid and others.

Of course, this also means that it generates mountains of data – from production and distribution to sales and customer feedback, the company relies of a solid data-driven strategy to inform business decisions at a strategic level.


3. THE 3RD REASON IS COST

In Singapore After MCO locked in many Malaysians cannot return to Malaysia due to March 18 2020 when Malaysia closed its doors

due to Covid 19


Hundreds of thousands of Johoreans were locked in 

They got to find Accommodation in Singapore

4 Room HDB Flat used to rent for S$1,000 a month. Now is S$1,200 per room

Renting one room more expensive than renting the Whole Flat?

Must be crazy?

No. Because DEMAND FAR EXCEEDED SUPPLY

As a result after Malaysia Opens its Borders again in year 2022 Many of these Johoreans Rushed Back to buy Property in Johor

At S$1,200 rental a room  is Rm4,200 and more than enough to pay for monthly housing loan for a Nice Semi Detached House in JB

So the same with DATA CENTER

Where they only charged a nominal fee before now Public  DATA CENTERS charge very high fees

So being Forced by Constrain of High Prices Many resort to Building Their Own

Others take advantage to build in hope of renting out for lucrative prices later


4. On Prem or  "Premises" Reason

Still others want their own "MINI DATA CENTER" Built in their Own Company "Premises" for convenient of Access & upgrade or downgrade whenever and whatever they wanted


We may use a Shared Data Server from USA. Although physically far away but the Wonder of Optic Fibers

We are connected Instantly in split second by the speed of light

However, to change HDD/SSD in Data Center we still have to go there physically

So Companies want their Own Data Center physically in their own office building

And So Demand for DATA CENTERS will Rise

And with the MUSHROOMING OF MORE DATA CENTERS

DEMAND FOR HDD/SSD by JCY, NOTION & DUFU can only increase for more good years to come


You Can SEE THE DEMAND CHART


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
3 people like this. Showing 24 of 24 comments

calvintaneng

THE BUILDING OF DATA CENTERS ARE REAL

DEMAND FOR HDD/SSD, ELECTRICITY & WATER, LANDS ARE ALL REAL

INDUSTRIES THAT CATER TO DATA CENTER WILL SEE "BULL RUN" TIME

Not Pump & Dump

JUST BUY EARLY AND HOLD TIGHT FOR THE LONG BOOM

2024-06-13 02:44

Sslee

Many will end up as white elephant.

2024-06-13 07:47

GS

When a thing is given too much attention, too high expectations, and too heavy value, it is not far from disillusionment.

2024-06-13 08:31

calvintaneng

Go study Peter Lynch on 6 types of stocks to understand

1. The most powerful class is Cyclicals

Peter Lynch by specialising on Cyclicals beat Warren Buffet

Peter's Magellan Fund
13 years at 29% per year

Beaten

Warren Berkshire at 25%

2024-06-13 09:33

calvintaneng

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

2024-06-13 09:36

calvintaneng

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

2024-06-13 09:36

calvintaneng

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

2024-06-13 09:37

calvintaneng

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

2024-06-13 09:36

calvintaneng

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

2024-06-13 09:37

johnny cash

@Calvin
I just came since yesterday to this i3 site.
If given 4 choices what will be yor picks..
First choice i know hexcap, yor 2nd, 3rd and 4th choice please??

2024-06-13 10:07

Wizman

Bro Calvin, thanks for well-explanation that invest in JCY/notion/dufu bcoz of coming & future earnings not pump&dump. Still many ppl not understand/aware of explosive demand of hdd being use in DC, very new things to investors age 50-80yrs old, even young ppl also didn't discover potential growth of JCY/notion/dufu as earlier as sifu yourself - Msia & Spore 'Peter Lynch'! I hope one day, I be like you able to discover growth stock or new trend of stock investment and abe to write & post to educate innocent retail investors....

2024-06-13 12:09

calvintaneng

Thank you Johnny and Wizman

I am just a student learning from everybody everyday

still got lots more to learn

Yes Johnny

1. Tsh Resources
2. Hexcap
3. Jcy
4. Dufu

2024-06-13 12:21

Greenbull88

Someone just know to buy Insas and every year writing long letter for the board to ask for more dividend. Old man will not understand what is HDD bull

2024-06-13 12:29

calvintaneng

Greenbull88

insas has deep value like Dutaland and Mulpha

the big problem is the bosses not caring for shareholders and so trap them in value

One of stock market investing has got to do with Leadership and Leadership is prices

and they say everything rises or falls on Leadership

of utmost importance we must find good stocks and above all an honest competent leadership as well

2024-06-13 12:37

calvintaneng

Good leadership is priceless

2024-06-13 12:38

calvintaneng

https://asia.nikkei.com/Spotlight/The-Big-Story/AI-s-looming-climate-cost-Energy-demand-surges-amid-data-center-race



AI need for energy will be

10X more

which means 1,000% more per 10'years

or 100% increase per year

that means energy use will double every single year for next 10 years

So?

Will benefit Hexcap as it has Transgrid Ventures

2024-06-13 23:32

Goldberg

TELECOMMUNICATION ENGINEERING- Theta Edge

SERVICES & CIVIL WORKS
Telecommunication networks are the arteries through which information flows, businesses thrive, and communities flourish. It’s not as simple as erecting towers and laying cables; it’s about weaving a network fabric that connects people, places, and possibilities. With this understanding, we craft tailored solutions that seamlessly blend engineering innovation with civil construction.

With Theta as your partner, you’re pioneering the connectivity of tomorrow. Step into our realm of possibilities and be captivated by our visionary approach to your telecommunication infrastructure needs.

Telecommunication Structure (Towers & Poles)
Technical Site Survey & Design
Civil, Mechanical & Electrical (CME) Works
Telecom Installation – RAN & Microwave
Radio Frequency & Network Optimisation
Outside Plant (OSP) Fibre
Broadband Fiberisation (BBF)

2024-06-15 10:25

OrlandoWeb3AI

SSDs are about to become massive, thanks to WD

Western Digital shows off the highest capacity NAND flash memory yet at an investor event, paving the way for huge drives in the future.

2024-06-15 16:01

OrlandoWeb3AI

.... but it shows that high-capacity flash memory chips are already in development, and it’s likely to be only a matter of time before we start seeing larger-capacity drives for desktop PCs as well.

2024-06-15 16:08

Ravi1969

Flash memory has been around for more than 20 years. The cost is way more expensive than HDD and SSD. People were saying HDD was dead with the invention of the SSD. There is a reason why HDD is still around

2024-06-15 17:14

qqq47660

Nokia still got future meh? Same with hdd

2024-06-24 11:32

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