https://finance.yahoo.com/news/intel-eyes-increased-ai-product-182543849.html

https://en.antaranews.com/tag/bulungan

https://en.antaranews.com/tag/bulungan

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

https://youtu.be/HJyLAbQl86o?si=R_pVWWZ9rUZovitr

https://restofworld.org/2024/data-centers-environmental-issues/

https://restofworld.org/2024/data-centers-environmental-issues/

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-01-story-h-160569336-NOTION_JCY_DUFU_ARE_STILL_ON_UPTRENDING_MODE_DUE_TO_REAL_AND_FUTURE_EAR

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-01-story-h-160569336-NOTION_JCY_DUFU_ARE_STILL_ON_UPTRENDING_MODE_DUE_TO_REAL_AND_FUTURE_EAR

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-01-story-h-160569336-NOTION_JCY_DUFU_ARE_STILL_ON_UPTRENDING_MODE_DUE_TO_REAL_AND_FUTURE_EAR

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-31-story-h-160594161-Tsh_Resources_hit_goldmine_as_it_s_Bongan_80_000_acres_lands_are_locate

https://en.antaranews.com/news/314517/ikn-development-spurs-economic-growth-in-eastern-indonesia-adb

Correct

Notion started with pure investors
Then traders and contra players joined in
Then Insiders walloped kaw kaw
Later Kaboom gang 🔥🔥🔥 joins in
Then it will 🚀🚀🚀

Then be careful to sell and buy laggard like Dufu to preserve your profits

You are most welcome Xiaoeh

Calvin hope you do very well being a contrarian investor

Lessons from Pm Corp

I bought Pm Corp at 15 sen
And Pm Corp dropped and dropped

At its bottom I picked up Pm Corp at all time low at only 7.5 sen ( when people all frozen in panic )

Later Pm Corp sold Woodlands factory and gave 8 sen cash payout

On hindsight those Pm Corp shares bought at bottom 7.5 sen when naysayers abound was the best buy

So TSH is now full of critics and naysayers is our very best buy

No

I sold goldenagri and keeping Bumitama only

Goldenagri got 7 palm oil mills will be impacted by high Cpo prices are their cost of buying Cpo to convert to cooking oil is prohibitive

So pure upstream like Bumitama and TSH will fare better

Plus I prefer TSH with 80,000 in Kutai West plus another 14,000 acres in Kutai east will benefit greatly from ikn Nusantara boom

Bumitama lands are far away from East Kalimantan so will only benefit from high Cpo prices

Only TSH got the good fortunes of both high Cpo prices plus assets exposure to Booming Ikn Nusantara

But Notion bull can run wild like mad
So there is no telling how high it can reach

Good question do Xiaoeh


Since Dufu has not moved and Notion moved the most the best course of action is to sell some Notion into strength and reinvest proceeds into Dufu on weakness

In this way we are still holding HDD shares with maximum exposure for the Bull run

Data center use very little manpower

Just like guarding a factory or warehouse which store goods or equipment

Minimal need only 50 person per one data center enough

What Data Center needs are

Land space
Power
Water

Land is a must as it is used to Store huge amount of Computers and inside each Computers are HDD or Sdd disk drives

Then lots of energy because Ai will cause Disk to heat up and so lots of electricity is needed

Two types of heating

1. When we access information by searching www. Then it will connect to Data Center to activate HDD in which a particular data (knowledge or figures or numbers) is stored

Heat will be generated and we get our info very fast at the speed of light

Now in Ai (Artificial intelligence ) info is not stored as normal
When we ask Ai a question it will trigger 280,000 CPU all at once to compile the best info

As such lots more energy is used up

Like this

When you go to a Restaurant
They will heat up ready made pre-cooked food to serve you
Little energy is used as it is just warming up

But if they cook for you on the spot then lots more energy will be needed

So is Ai . they cook food , so to say, or compile knowledge on the spot and so lots more Data space and energy will be needed

Ai needs for HDD or Ssd will cause a Superbull run for HDD related stocks

FROM BULL TO SUPERBULL

Jtiasa was 63 Sen when we bought in 2020

It went up to Rm1.13 in 2022

Then it dropped to 60 Sen even below our cost of purchase at 63 sen

So?

So we loaded up more Jtiasa while others feared their unfounded fear

Then ?

Then Jtiasa shot up again
Shot past Rm1.13 to higher price over Rm1.50

Jtiasa is a success story just like Kulim, Kwantas, Tmakmur, Ijmplant and Bplant

Success begats success

And the best is yet to come

Which one ?

Answer:

TSH RESOURCES , OF COURSE

LOUD AND CLEAR

IF YOU GOT EARS TO HEAR THEN BETTER HEAR NOW

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

They say, "In investing you must look beyond the obvious. Public Research tells you Tsh no good. But Public
Mutual Funds loaded up more and more Tsh shares

Combined their total is in Top 8 out of Top 30 in Tsh holders

As for upstream palm oil cos in Indonesia they are doing fine

Calvin bought Bumitama at 46 Sen
Now Bumitama is 68.5 Sen or up 49%

Plus Bumitama has also given excellent dividends better than Spore banks

Also bought Goldenagri at 14 Sen and now Goldenagri is 26.5 Sen or up 47%

As for Tsh all it's earnings from asset sale and operation have been used to pare down over Rm1 Billions debt

Tsh is now on a clean slate with 188,000 acres land banks plus above all it's prime 80,000 acres are located in Bongan West Kutai where Ikn Nusantara is just next door

So we know what we buy and will hold as long as Value is intact

To all dear holders/investors of Tsh Resources

Greetings to you from Calvin Tan now in Tokyo

Do not be disheartened or dismayed due to Tsh being sold down to Rm1.05

Calvin also recommended Jtiasa at 63 sen in year 2020. Jtiasa went up to Rm1.13 in year 2022 but Calvin holding

Then Jtiasa crashed to 60 sen (below my first buying cost of 63 sen)
Calvin did not fear but bought more Jtiasa on offers. Then Jtiasa rose up and past Rm1.13 to reach Rm1.50

So now that Tsh fell below Rm1.09 (1st buy call) to Rm1.05 is good opportunity to add

Hahaha

Jcy was 32 sen and Notion 52.5 sen when it was 1st posted to Eagle Group

at that time it was ice cold
now no more

both Notion and Jcy are hot stocks 🔥 with many "experts" posting there

so will be Tsh Resources when time is ripe

if you do not believe then better not bother

just go buy whatever you want

no one force you to buy

all got their own free choice

Investing has got to do with the future

And the future is not just one or two qtrs but we invest in view of at least 6 months to one year or more

Jcy has already stated that 2nd half year WILL BE BETTER than 1st half

By proxy we already Know Dufu 2nd half will be equally good or better

Happy morning all
We are in the 4th industrial revolution

Long ago for thousands of years men have used horse drawn carriages
Then came the motor car
And it was no bubble or mirage

I was in Penang for two years from ,
1979 to 1980 when Fdi came to Penang. Bayan Lepas was dotted with factories. Today after more than 40 yeas they are still there (no bubble)
In fact factories grew and spread to Batu Kawan

Now is Data Center time. And these are also real
Will be here as a permanent feature
And part of our life to use handphone , iPad, Laptop, PC (personal computers ) and Artificial intelligence
In fact intelligence is found in our lives every day when we use Waze to drive out cars
Google maps help us to locate all import addresses
And many many more

Certainly concrete and real and no bubble at all

Vstec? Or Ecs ict 4 years ago when Calvin promoted at Rm1.17 on 29 May 2020. After one for one free bonus Vstec was only 58.5 sen and now Rm3.72 which means it is up 635%
Where were you when Vstec was 58.5 sen?

Now some day in future when things are clear like Vstec then too late to buy Hdd bull stocks

Blur blur correct

Bull run already started with Hdd/Ssd makers

Western Digital
5 year up 104%

Seagate 5 year chart up 125%

Nvidia who is starting Data Center in Sedenak
Up 3,300% in 5 years

So Jcy, Notion and Dufu are prime beneficiaries

Rm2.45 for Dufu very cheap still in view of it going back to Rm4 - Rm5 range yet ahead

Both Jcy (was 32 sen now near 50 sen) notion (was 52.5 sen now near Rm1.30)

In a bull market target prices can change if earnings increase more and more

Look at earnings

Very high demand by Ai for HDD will see Dufu accelerate it's revenue and profits from now and next few years

Buy while prices are weak and undemanding and then hold

Real HDD bull is based on real demand plus high prices due to Ai demand plus shortage

Sustain your patience great movements take time to develop

With 50% operational capacity Jcy already seen much improvement due to selling higher value HDD.

Now with operation accelerating plus ever increasing prices due to shortage plus high demand by AI the profits of 2nd half year should amplify
Intelligent investment is based on real facts and figures so pullback on weakness is opportunity as the HDD bull is real and solid

Steady
2nd half year result will be better than 1st half

Wonderful closing price
51.5 sen

For Glove superbull in 2020

the CATALYST WAS 8 BILLLION PEOPLE NEEDING PPE PROTECTION

SO AI CREATED HUGE DEMAND FOR STORAGE SPACE IN DC AND LOTS OF HDD NEEDED

THAT IS WHY A BULL RUN MUST BE BASED ON REAL CATALYST

A SUDDEN SURGE IN DEMAND

There is a Big Difference between Pump & Dump and stocks with REAL CATALYSTS

DURING 2019 OGSE STOCKS WENT UP DUE TO PETRONAS GIVING OUT RM30 BILLIONS FOR CAPEX
THE REAL CASH INJECTION POWERED UP OGSE STOCKS TO 300% - RM500% PRICE RISE

SO INJECTION OF RM56 BILLIONS BY AMAZON, NVIDIA AND GOOGLE INTO DATA CENTER WILL POWER UP JCY, NOTION AND DUFU

In a bull market every stock in the same industry will eventually move up in tandem

It has been and will be

In a real lasting bull market buy and hold is best

Better go get a latest copy of Edgedaily to see

Notion boss giving interview and insights into Hdd next 5 years good prospects

As for Dnex it is pure rumour for now. Last time they goreng up by "siltera hype" and many were caught. And cloudpoint has neither Hdd nor Ssd and no Margin of safety in Nta

Stay safe in Notion as it has genuine and real profitable businesses

I also no fortune tell for Jcy, Notion or Dufu as to who will come out top at its finality

So i just buy all 3 and hold as long as their profits increase in coming months and years

Jcy came down from almost Rm2.00 previous historic high

Now that Jcy ramping up production from 50% to 100% capacity plus products now at inflated prices due to short supply and hot demand there is no telling how high and how far Jcy can rebound back to

Only time will tell

And time is needed for Investors

"Sustain your patience great movements take time to develop'

FortuneBlooming

I no fortune teller

But read these facts

1. Jcy sells both Hdd and Ssd. It captures both compared to others

2. Jcy said this qtr profit up even though it has only 50% operation

3. Reason for higher profit is due to selling higher value Hdd

4. And best of all
Jcy said

2nd half results to be better than 1st half

For traders price will fluctuate

For investors price expected to move higher but not in a straight line

So decide carefully based on facts

SEE THIS LIFE LIKE SUPERCOMPUTER AI TALKING FAST AND VERY INTELLIGENTLY

https://www.youtube.com/watch?v=xvNvj7ku5pY

WATCH VERY CAREFULLY TILL THE VERY END
IT NEEDS BACK UP BY 280,000 CPU OF DATA CENTER!


THAT IS HOW DEMAND FOR DATA CENTER WILL SKYROCKET

THEIR SUPER INTELLIGENT KNOWLEDGE IS TRANSMITTED AT THE SPEED OF LIGHT THROUGH OPTIC FIBER WITH INFO TRANSMITTED
FROM DC

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

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

AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

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