The first shipments of racks with Blackwell GB200 chips have been overheating and exhibiting glitches in the way chips connect to one another, the Information reported....

https://finance.yahoo.com/news/nvidias-biggest-customers-delaying-orders-153930803.html

Another delay for data centers or just use the older AI chips...

The first shipments of racks with Blackwell GB200 chips have been overheating and exhibiting glitches in the way chips connect to one another, the Information reported....

https://finance.yahoo.com/news/nvidias-biggest-customers-delaying-orders-153930803.html

Another delay for data centers or just use the older AI chips...?

Natgate works with xFusion of Zhenzhou, China to export rack, blade and AI servers.
S'pore then re-export servers globally as S'pore already had its data centres installed and now spilling over to Johor, Malaysia. Will these Malaysia-China Nvidia AI servers be a sustainable export model, you need to ask yourself? Better still, ask GI Joe.

I keep telling....announcements on details of Nvidia curbs on Friday, if not next week and likely more on Trump 2.0. Poor Joe just want to steal as much thunder as he can before he leaves the White House.
Both Great White sharks from Sarawak and Great Barrier Reef are still feeding in the waters ...

Better to stay away....tricky dates for this month in US :
Semiconductor, tsmc on the 16th, Tesla, Microsoft and the rest of tech announce their quarterly results at the end of the month, and Fed rates review

RHB Research concludes: The new restriction could affect supply chains that are in the ecosystem of GPU and CPU servers. Names like Nationgate (>85% of revenue) and PIE Industrial ( <10% currently) could be directly affected given their businesses in the AI-server/switches assembly businesses.
This Nvidia AI chips curbs & rules are quite similar to the restriction of Malaysia gloves to US market in 2020...so what can you expect from Trump 2.0 or more?
Just wait, investing now is between a 20% risk and 80% uncertainty.
There will be curbs for certain...but how severe?
Remember, TopGlove dived from rm30 to rm1 and still in comatose situation.

US intending ban on AI chips exports can be a big blow to suppliers of data servers and data centres…..
https://theedgemalaysia.com/node/740358

Today many investors became a quarry of MacQuarry rating of rm 4 for Natgate. MacQ did the same in Jun 2020 when it upgraded Topglove to rm 30 then it fell like a rock, then sold and later downgraded it a month later. Watch out for this white sharks from the Ausralian coast they are super killing machines… everytime!

Anyone from Penang knows why the CTO resigned on 20 Dec?
Also why COO and Finance directors sold their shares in December?
Underpaid Directors selling shares for Christmas presents and Ang Pows?
Macquarry up TP to rm 4??! But they are in the structured warrant and shark bizness….Why only heighten increased orders of servers in 2nd qtr of 2025?
I am curious on 4Q24 n 1Q25 results?

Income from Bristol for next 5 years...
https://www.brabazon.co.uk/blog/news/revised-masterplan-approved

Anything that is broken can always be fixed.
It is not like the Titanic or Sapnrg, once it's sunk, it is sunk....

Senheng is in the business of selling electrical & electronic goods. IPO price is RM1.05, current price 58 sen. Tech products like PCs & phones are on a down cycle. US recession & loss of jobs in tech sector are happening.
Tread carefully.

Gartner is forecasting worldwide semiconductor revenue growth to decline by 3.6% in 2023 while the World Semiconductor Trade Statistics projects the global semiconductor market to contract by 4.1% to US$557bil.

Genting to sell Miami property for $1 B. then to bid for New York casino licence 10 yr for $1 B. Is it a good deal?

“Fake news,” say Disney officials about ‘Disney City’ theme park in Melaka

https://waupost.com/fake-news-disney-officials-rubbish-claims-of-a-disney-city-theme-park-being-built-in-melaka/

The Macau casino players will continue to bleed until 2023.
Macau, the world's biggest gaming hub raked in $36 B. in gambling revenues in 2019 - six times the Las Vegas Strip, before COVID decimated it to $10.8 billion in 2021.

Currently Macau issued 6 licences with many satellite casinos using same licence. Many satellite casinos already shut down or ask to within 3 yrs in new law.
Also, new gaming law do not allow more 5% crossholdings between concessionaires. The Ho siblings own and run MGM China, Melco and SJM.

If GMM gets licence, it will start to build an integrated resort in 2023 that will add more revenues starting in 2024 or 2025. Genting's biggest draw is the fact that the Genting runs Asia’s two largest theme parks. It's a sensible growth plan for the next 5 years.
GENM is a GEM!

METMalaysia forecast heavy rains & thunderstorms in West Malaysia states. Plantations in west Malaysia affected but plantations elsewhere OK.

The Company recorded accumulated losses amounting to RM690.6 M (largely from impairment losses and some from its non-producing Australia venture). The purpose of this capital reduction exercise is to offset these losses using the cash generated.

Like AirAsia, HPB will have a cleaner balance sheet.
Will there be growth in earnings in future quarters?
Both depends on the oil price.
Ask the USA, they can guide you on the oil price futures...

Hibiscus finally has to pay RM85.7M SST tax to Sabah Govt although it does not consider oil as taxable goods. It's just a simple arrangement. If no payment, no work permits for your workers... your choice

https://news.yahoo.com/buffetts-firm-buys-more-apple-223926675.html

Berkshire's biggest single investment got a bit bigger during the quarter because it bought nearly 4 million more Apple shares, giving it 894.8 million shares of the iPhone maker. The tech-averse investor's conglomerate also picked up more than 10 million Amazon shares, giving it nearly 10.7 million shares.

China firing live firing rounds this time after Pelosi visit is called the 4th Taiwan Straits crisis. The 3rd Taiwan Straits crisis was in 1995 when Taiwan President Lee Teng-Hui visited Cornell U, USA. The 1st Taiwan Straits crisis was in 1954... so wait n watch the next Taiwan Straits crisis again.

Anyway, President Yoon of South Korea has snubbed Pelosi by not meeting but holidaying... The Foreign Minister of S Korea also not meeting her, only the speaker.
The whole trip has a poor ending for Pelosi ...

Hotel association Malaysia may consider hire ex-convicts to alleviate manpower shortage...

https://malaysia.news.yahoo.com/hotels-considering-hiring-ex-convicts-024138308.html

If there is consumption n no unemployment, recession or depression not so soon in Malaysia. When your neighbour's young son is out of work, then maybe a downturn is coming.
Most likely, your neighbour's son doesn't want a 9-5 job but want to be a free-n-easy swing trader!

Many are wondering whether EPF is liquidating assets after some 100 B withdrawals from the i-Lestari, i-Sinar, i-Citra schemes & the one-off RM10K?
Presently, any sale n purchase of assets by EPF is part of its investment balancing activities. For instance, from Jan to Aug 2022, EPF added a 100 M shrs of Inari, 24 M shrs to Ambank, 26 M shrs of RHB, etc.
It's just that EPF is doing a bar bell approach to investment between risk and reward.
(No swing approach needed here)

"China appears to be positioning itself to potentially take further steps in the coming days and, perhaps, over a long time horizon," adding, "These potential steps include military provocation, such as firing missiles in the Taiwan Strait or around Taiwan."

"We will not take the bait or engage in sabre-rattling,"
"At the same time, we will not be intimidated."

Pentagon Spokesman

Dufu posts higher profits, mostly from forex gains, gives higher dividends...

US' one-China policy has not changed with Taiwan visit:

US National Security coordinator John Kirby on Monday said that the United States is clear about its One China policy and does not support "Taiwan independence" amid the reports of US House Speaker Nancy Pelosi's visit to Taiwan.
"We are clear that nothing has changed about our one China policy which is guided by Taiwan Relations Act. We do not support Taiwan's independence," Kirby said while addressing a media briefing.
"We expect to see China use inflammatory rhetoric and disinformation in the coming days," Kirby added.

Swing traders love 'rhetoric n disinformation', but some have gone ...

Taiwan, Shanghai n HK markets down 2-3%.

Pelosi is Italian... she will do what she says, and an Italian never thinks about the consequences. Never mess with an Italian... you can't scare her but she can scare you!

If Taiwan semiconductor industry is down, perhaps Malaysia's semiconductor will shine.
Pelosi is in Malaysia for some deals - certainly not about gloves, palm oil n forced labour

What's important to note in Unisem's report is the mention of
"The higher profit before taxation was primarily attributable to improved gross profit margins and the appreciation of USD/MYR exchange rates."

This is going to apply for the Malaysia OSAT companies results this qtr.

Mobile Vendor Market Share in China - June 2022

Huawei
29.78%
Apple
23.97%
Unknown
15.55%
Xiaomi
10.5%
Vivo
6.86%
Oppo
5.87%

Mobile Vendor Market Share in United Kingdom - June 2022

Apple
51.06%
Samsung
29.38%
Huawei
4.6%
Xiaomi
2.98%

Mobile Vendor Market Share Malaysia | Statcounter Global Stats
Percentage Market Share: Mobile Vendor Market Share in Malaysia - June 2022; Apple: 26.94 % Samsung: 17.2 % Oppo: 12.92 % Huawei: 12.7 % Xiaomi: 11.42 % Vivo: 11.08 % .......

BEST SELLING PHONES IN INDIA Last Updated: Wednesday, July 27, 2022 There are many bestselling smartphones across price categories in India. If you want to get your hands on such a smartphone, then we have listed some of these bestselling smartphones that you can buy right now. #1 Apple iPhone 13

TOP REASONS WHY PALM OIL STOCKS COULD DOWNTURN AND WEAKEN FURTHER

1. High inventory of palm oil stocks. Indonesia will have 10 M tonnes of stocks by end of July. Malaysia took 2 years to reduce inventory from 2 M to 1.5 M tonnes. For a long time, Malaysia has some 10% of its annual production as stocks. Now Indonesia has some 20% as stocks while producing some 4 M tonnes of palm each month. It already happening in Indonesia, when your tanks are full at the mills, the harvesting has to stop. In Malaysia, the inventory stocks are adding some 6% each month. Knowing oil palm, the second half of the year procduces some 60% of the annual crop.
2. There is a significant increase of fertiliser costs in plantations. Plantations use lots of Potash, Nitrates and Phosphates. The costs are already eating into the profits and margins. Most Quarterly results will show increased revenues but net profits remain prosaic.
3. FFB yields per hectare and labour productivity have not increased for the past years in Malaysia. Harvesting, maintenance and transport of produce has remained the same. There is shortage of labour, increased in minimum wages and higher fuel prices. Minimum wage of RM1500 means all maintenance workers cost will rise. Higher palm prices mean harvesters are paid more because they are piece-rated based on palm oil prices.

So, lower palm prices and higher operating costs is the tide you are going to face...

What's Next for Broadcom, Inari, Apple, Samsung with RF and Wifi 6....

An entirely new canvas...
https://www.fiercewireless.com/devices/samsung-vp-wi-fi-6e-entirely-new-canvas

What's Next for Broadcom, Inari, Apple, Samsung with RF and Wifi 6....

An entirely new canvas...https://www.fiercewireless.com/devices/samsung-vp-wi-fi-6e-entirely-new-canvas

What happened to RSS interest in Inari?

EPF & KWP are accumulating, albeit slowly......
On Jan 2022, EPF has 6.1% shareholdings, today 8.35%.
On Jan 2022, KWP has 8% shareholdings, today direct & indirect 9%.
Progressing ....

Breakouts have begun in TSMC (in nyse), Foxconn (in twse), Frontken (in klse)...
Just wait for Dnex's turn this tiger year...

RSS is now turning the boat around (piloted by Trev, Bob & Minah?)
Date RSS vol(M) %
13/12/21 25.203 0.8
21/12/21 21.943 0.7
03/01/22 20.044 0.6

When asked "do you think crypto is going to replace the dollar?"
Jack Dorsey replied: "Yes, bitcoin will."
If you like Zainal better than Jack, buy Dnex.
Anyway, Twitter, Oil & Semicon are all trending...

RSS started to change course n changing plans this week.
Already bot back 3 M shrs. It's an inflection point.
HODL 'til next year.

If US is not serious about its machinations, why do you think Anthony Blinken is visiting S E Asian countries and setting up the groundwork?

If a rating agency rate your company as "RD" (restricted default) that means the company is in distress and unable to make due interest payments to its bondholders.
Serbadk and Evergrande are recently rated as "RD" and therefore are in distress.

Forget about the noise & distress from Omicron, Evergrande, Serbadk & Sapura...
Just wait for SilTerra to develop....

◉Anthony Blinken's visit : How Putrajaya and Washington mulling to renew defence/maritime cooperation and explore new joint inititatives & investment. All Malaysia asked is " Show me the money"...

◉Paul Gelsinger's visit : Intel will strengthen its global service center by expanding the production capacity of Malaysia’s advanced semiconductor packaging plant. With this US$7B. investment, Malaysia will be positioned as one of the major centers of manufacturing and shared services... Plans in Malaysia will underscore how Asian semicon manufacturing will be crucial to Paul & Intel turnaround efforts.

◉Potential US ban on SMIC could choke China's semiconductor supply chain.
Bear in mind the words... "I have not seen any manufacturer that can make chips without U.S. technologies"

There are rumors that the US Department of Defense is ready to come up with a proposal to restrict the Chinese SMIC chipmaker’s access to lithographic equipment and components from American manufacturers.

Just wait for it to happen.

This is just a speculative venture on the first EV to be manufactured in Malaysia by Foxconn.
Stellantis already bot over Naza auto plant in Gurun.
With the Stellantis n Foxconn JV, it's imperative to sign an LTA contract with Silterra.

https://www.autoevolution.com/news/stellantis-latest-deal-with-foxconn-may-be-their-path-out-of-chip-shortage-175947.html

Watching the fire... RSS is burning!

“The real king of the jungle is not the lion, the real king of the jungle is the jungle itself! "

Some who write here in I3 have mild DID (Dissociative Identity Disorder) or commonly known as multiple personality disorder. You know it's showing symptoms when the "core" personality starts to congratulate or pat the "alter" personality. Some people with DID can have up to 100 alters. Other symptoms can be 'anxiety', anger, etc. (especially when their investments are not going their way).

The most effective treatment is therapy or group counselling. With counselling, we can help to merge your separate identities into a single identity.

We are here to help because we all have same interests (in Dnex).