I do believe Notion will break to higher price to $3.00 once the consolidation price get consolidate, stable.
Across all stocks now in KLSE stocks is in correction mode, buyback when its get stable & selling hype in US Nasdaq subside, then we can go and buy in batches once stabilize.

I'm sorry if I m caused Notion share price jerk. Dont get me wrong, I'm still holding a significant shares of Notion, sold half to reserve cash in case US tech AI related stock continue drop. I will use the money to buy back when it get stable with opportunity arise. Share price up down is normal for price fluctuation, consolidation period.

Yesterday I do deep research across all US tech stock related to AI (ex: Nvidia, Oracle, QCOM, Arm, Dell etc) show most of the fund mgr, hedge funds review & comments volume buy-sell pattern seem selling to take profit. So, my experienced tell me be cautions & today Notion observed more seller queue list at 2.28 to 2.32 range vs normal queue sell routine. Just I dont want people buy, but dont know when to trigger to sell if something seem not right. I might be wrong, just I dont want you all get trap in price if it does drop.

I also wish Notion, JCY, Dufu continue go up till the moon, but consolidation, price adjustment along the time is unavoidable, act based on the market force & sentiment move. I cant predict share price movement on dailt or weekly basis, but we can plan for long term Notion price appreciation as long as Notion's mgmt able to deliver & execute with raising business revenue & earnings gradually by next 3Qtrs.

If team feel better if I dont trigger any sell msg in future, I will not do so in future.

Just a caution, US Nasdaq related AI stock drop yesterday night. Potential give a bad sentiment to seller. For those who profit it, can consider take some profit first, wait for US AI stocks to stabilize first. Today Notion seller queue list is big vs normal.

Just be careful. No right or wrong. I'm might be wrong

For Notion, remember now you are buying for turn around business + increasing China+1, Taiwan+1 & Korea customers + in advance negotiation to give business for Notion. I rarely see a business owner with that confidence, to secure business partnership with China+1 Aluminium certainty during the Edge interview column, stated clearly with revenue generate RM500mil/annual. Imagine, a business turn around on Notion Vtec's well diversified business, start production volume build by mid/end 2024 to hit RM1billion revenue target by late 2025 (3x times vs RM345mil in FY2023), PE = 10 with $3.28 price aligned with HLIB research target price.

To share team, this still not factor in the raising massive AI Data center on HDD volume surge to meet data center requirement. This still undervalued & conservative projection, imagine what it will be in next 6mth with AI DC start to ramp up aggressively start end 2024 till 2030 for next 5 years and growing some more. Notion to hit $4.50 to $6.00 by next year is doable as long as Notion mgmt continue deliver next 3Qtrs result gradually + good future guidance prospect especially on China+1 Aluminium work.

For now, I will continue hold & add if buying pattern trend is changing. FYI, I observed a obvious pattern trend of big buyer + huge volume is buying Notion since last week, push up on Friday with retailer investors joining the crowd.

Well done JCY fighters & holder. Congrats!

For Notion, it still undervalued for now, bigger room to growth further, possibility exceed $3.00 in very short period of time with HLIB research on TP $3.28 out. HLIB research, does align to my initial research study after met with Notion's top mgmt with the report out. It already provide certainty during the Edge interview column, so confidence to stated a coming big business partnership with China+1 Aluminium with revenue generate RM500mil/annual. Plus more customer from Taiwan+1, China+1 & South Korea business in advanced negotiation to secure work with Notion.

Leave aside on AI DC's HDD in coming 5 years to growth, that already can provide Notion share price hit $3.00 with PE=10 (now, we talking of Notion's business turn around). Imagine inclusive HDD growth + upcoming business from these partnership.. that will be explosive growth, similar to YTLPWR on providing power & management support to Nvidia's data center.

We do need a vision leader like PMX Anwar & Tengku Zafrul, he truly an amazing, vision foresight leader we as Malaysia should have to lead us to a better nation build up.
From the quote below,

As Minister of Investment, Trade and Industry Tengku Datuk Seri Zafrul Aziz rightly pointed out, Malaysia has a “once-in-a-generation opportunity” to propel the country’s E&E industry forward.

“We must act now, become more resilient and seize the opportunity because failing to do so may result in a missed economic advantage that could set us back for years,” he said during a media briefing on the NSS in Putrajaya a day after it was unveiled.

A great, well done job so far for Msia under their leadership to bring up nation economy in macro level.

I truly appreciate of what our current Malaysia's unity government lead by PMX Anwar & Tengku Zafrul & Miti teams, they really push Msia toward a new dawn of better economy, respectable by other countries + moving into correct direction. Within >2years, more and more foreign big corporate investors come and invest in Msia in this short of period of time to gain confidence of foreign investor. That was a very tough job!

Compare to past PM leaders, Msia was in bad condition with massive swindling, corruption like 1MDB. I dont expect the best of Msia government can perform, hoping our nation's economy, policy are getting better, prosperous & in correct path to developing further on par with Singapore, Taiwan nation build-up.

https://theedgemalaysia.com/node/714968

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

For Notion, we are investing on a turn around business with more customer revenue line up to work with Notion, will be triple out its revenue, business start operate & producing earning by mid to end 2H'24. That's a firm business secure, certainty & growing partnership with China+1 & Taiwan+1.

2nd, Notion is riding on AI DC theme play with massive growth oppurtunity for many years to come (at least 5years) with rising tons of billions of HDD parts require to support more & more Data centers (double up to 10,000 on top of current 10,970 data center) + support entire big giant customer (Nvidia, Microsoft, Google, Meta + others IBM, Salesforce, Dell, HPQ, etc) through selling to WD & Seagate.

Imagine how big it is! Target $3.00 is very conservative (PE=10) still not factor in the HDD AI DC qty, just purely on China+1 Aluminium business. So to hit beyond $4.50 or $6.00 is doable if PE readjust to PE 15 to 20 in next year once the volume start to fly high with certainty on its EPS result gradually up in next 3 Qtrs.

So, you can do the math. Simply like how YTLPWR up, also based on the concept if can hold & see in bigger aim future growth.

There is a reason why JCY drop last fews days ago, too many retailer fear & run away of dropping, take profit, sell at 0.77 to 0.82 range. But if you observe the buying selling trend, there are big volume buyer are collecting at 0.79 to 0.81 now, eating most of all smaller fish retailer. Eventually it will back push higher to 0.90 again, then stable for awhile & push up to 1.00.

I'm not crystal fortune teller, but i do practice fundamental, technical analysis + momentum sentiment movement to determine if to buy, hold or sell. I might be wrong, but at least so far Notion, JCY does run as it seem as long as big macro sector, theme play of AI DC still intact & continue to be big massive run especially by mid/end 2H'24 as i see now.

Dont worry. With upraising Notion share price up, JCY & Dufu will follow up as well.

Congrats to all. I tell you Notion target $3.00 (PE=10) still very conservative. This only for China+1 & Taiwan+1 partnership, it can go even further if AI DC boost up its HDD revenue much higher. Just hold firm as it goes. Easy to say, but hard to practise & hold. But if look on bigger aim, then it worth it.

Like what OTB said, keep & continue invest for long term make you millionaire, not trade in and out in fast mode as long as business fundamental intact & growing.

Good for you rainmann, macam menang banyak itu :)

With Notion continue rise, it just a matter of time JCY will follow up rising above $0.85 soon. Once break, will go toward $0.90

As I said, for Notion those who bought earlier already sold out almost all, remain now is the med to long term investor who aim for $3.00 & beyond. Notion is very cheap, only PE=10 even hit $3.00 based on 3x revenue up starting China aluminium business, start by mid/late 2H'24. Anytime from now, Notion will be announce it business secure. I believe coming next Qtr mid/end Aug, Notion will announce for future prospect. This already stated clearly in the TheEdge interview report, it already a given 'Green' card for long term hold investor to buy & gain profit

Notion will hit $2.50 vy soon, then follow by JCY 0.85

Notion will hit $2.50 vy soon, then follow by JCY 0.85

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

Notion, Dufu turn Green. Now we know, why majority punters never make & become millionaire. Big fund is collecting shares at lower price due to fear of novice retailer investors. JCY is going to Green.

Now we know, why majority punters never make & become millionaire. Big fund is collecting shares at lower price due to fear or novice retailer investors. Going to turn Green. Notion & Dufu go green.

That's true. Thanks Calvin for your good time & efforts. Notion is turn around company with very bright future ahead.

Punters will not make & become millionaire as they like to trade in and sell out in very short period of time, especially during price pulldown. I believe majority punters already sell out Notion, now remain Notion's share holders are new investors category, patience hold, buy & add for medium to long term share price gain toward next $3.00. It will be realize soon once Notion's business segment on automotive, EMS, aluminium extrusion & machining venture start to run, optimize and fully operate, $3.00 is certainty with PE =10.

With current data center theme raising, projection toward year 2030 + HDD, SDD shortage memory to meet data centers' end customers demand (Western Digital, Seagate) especially on larger capacity storage memory + Notion's revenue earning getting more stable, secure, diversify business (less volatile), imagine what its share price will be if market force readjust its to PE 15 or PE 20 later on (baseline to semiconductor sector; PE >30). I believe Notion share price can grow even higher once its earning result show higher & more promising.

Take reference of Vstecs, impressive share price up since 1 year ago from $1.26 rise up to $4.18 now, support for local Malaysia market only. Now we are talking about Notion, JCY, Dufu to meet global market demand, not localized Malaysia market with tons of billions HDDs need for data centers, that a huge market opportunities to support

That's true. Thanks Calvin for your good time & efforts. Notion is turn around company with very bright future ahead.

Punters will not make & become millionaire as they like to trade in and sell out in very short period of time, especially during price pulldown. I believe majority punters already sell out Notion, now remain Notion's share holders are new investors category, patience hold, buy & add for medium to long term share price gain toward next $3.00. It will be realize soon once Notion's business segment on automotive, EMS, aluminium extrusion & machining venture start to run, optimize and fully operate, $3.00 is certainty with PE =10.

With current data center theme raising, projection toward year 2030 + HDD, SDD shortage memory to meet data centers' end customers demand (Western Digital, Seagate) especially on larger capacity storage memory + Notion's revenue earning getting more stable, secure, diversify business (less volatile), imagine what its share price will be if market force readjust its to PE 15 or PE 20 later on (baseline to semiconductor sector; PE >30). I believe Notion share price can grow even higher once its earning result show higher & more promising.

Take reference of Vstecs, impressive share price up since 1 year ago from $1.26 rise up to $4.18 now, support for local Malaysia market only. Now we are talking about Notion, JCY, Dufu to meet global market demand, not localized Malaysia market with tons of billions HDDs need for data centers, that a huge market opportunities to support,

The key is to hold, patience wait & add when opportunity come for next big gain.

On the positive side, today give investor opportunity to add & increase their portfolio JCY shares for next $2.00 in next 6mths to 1 year share price appreciation. The key is to hold, patience wait & add when opportunity come for next big gain.

Also i do monitor & observed that a buying pattern of wave big buyers buying Notion by batches throughout last 3weeks, that prove why last Friday & today big buyers come and wallup all the shares. FYI, Notion share is very limited now as many big fund (med to long term) buyers including big retailer investors are accumulating for next $3.00 share price up.

Notion is already well known that big business revenue come from China partnership, new coming Korean business & ramping up automotive + HDD business in 2H24 will be realize soon and official announce to public, either by earlier month of June or July or 2H'24.

i'm adding 0.82 to 0.84

Actually Notion share price up, received UMA is simple direct reason. First of all, for those mid to long term investors (institution/retailer/corporate) continue to buy Notion for its future projection revenue growth of more data centers going to be build, ready & operate by end of 2024 & 2025 onward, which gradually convert into producing more output part ship to larger capacity HDDs volume growth (both Western Digital & Seagate). This to support data centers expansion requirement to extend into year 2030 (per industry expert projection of CAGR 9.6% annually). As a result, tons of billion of HDDs will be produce to meet data centers' customer demand across the globe due to raising AI cloud & AI data centers shortage storage memory.

2nd, Notion's executive Chairman Mr. Thoo reported on his last May'24 TheEdge interview column, clearly stated Notion upcoming end FY25 will observe major catalyst boost of Notion's revenue as its new catalyst aluminium extrusion & machining venture will increase additional +RM500mil/annual. Currently in, advanced negotiation stage with potential Chinese partnership will be reported by 2H'24.

Below is the catalyst from the TheEdge interview summary for review:

a) HDD: Revenue up 30% + high confidence continue expand 5 years due to recovery enterprise cloud & new data centers volume expansion.

b) Automotive: Revenue up 35% + continue grow on new customer South Korea supply volume production of solenoid valves, starting 2HFY2024

c) EMS: Revenue up additional 35% due to few new EMS clients taken on-board in high-end electrical appliance

d) Aluminium extrusion & machining venture [New catalyst]: Revenue additional RM500mil/annual + advanced negotiation stage with potential Chinese partnership driven by need to relocate out of China operation due to US-China trade tension & US tariff hikes on Chinese imports, starting early FY2025


For FY2024, Notion's Board is confident that it is a turnaround year, expectation is for 2H'FY2024 to out-pace 1H'FY2024


https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

I believe is an opportunity to add JCY, Notion & Dufu if price being push down occur.
Let's see as time goes.

Stay Happy, Stay Invest!

Actually Notion share price up, received UMA is simple direct reason. First of all, for those mid to long term investors (institution/retailer/corporate) continue to buy Notion for its future projection revenue growth of more data centers going to be build, ready & operate by end of 2024 & 2025 onward, which gradually convert into producing more output part ship to larger capacity HDDs volume growth (both Western Digital & Seagate). This to support data centers expansion requirement to extend into year 2030 (per industry expert projection of CAGR 9.6% annually). As a result, tons of billion of HDDs will be produce to meet data centers' customer demand across the globe due to raising AI cloud & AI data centers shortage storage memory.

2nd, Notion's executive Chairman Mr. Thoo reported on his last May'24 TheEdge interview column, clearly stated Notion upcoming end FY25 will observe major catalyst boost of Notion's revenue as its new catalyst aluminium extrusion & machining venture will increase additional +RM500mil/annual. Currently in, advanced negotiation stage with potential Chinese partnership will be reported by 2H'24.

Below is the catalyst from the TheEdge interview summary for review:

a) HDD: Revenue up 30% + high confidence continue expand 5 years due to recovery enterprise cloud & new data centers volume expansion.

b) Automotive: Revenue up 35% + continue grow on new customer South Korea supply volume production of solenoid valves, starting 2HFY2024

c) EMS: Revenue up additional 35% due to few new EMS clients taken on-board in high-end electrical appliance

d) Aluminium extrusion & machining venture [New catalyst]: Revenue additional RM500mil/annual + advanced negotiation stage with potential Chinese partnership driven by need to relocate out of China operation due to US-China trade tension & US tariff hikes on Chinese imports, starting early FY2025


For FY2024, Notion's Board is confident that it is a turnaround year, expectation is for 2H'FY2024 to out-pace 1H'FY2024


https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

Stay Happy, Stay Invest!

Fundamentally, Notion is way undervalued, lagging behind both JCY & Dufu. In term of share price, it has huge opportunity to raise higher. That's target price $3.00 still has not factor in the massive growth HDDs demand in data centers build across the globe. Notion market cap is smaller than JCY, Dufu and yet more stable, diversify, undervalued & certainty share price go higher $3.00.

Again, Notion still has not factor in the upraising of massive HDDs sales order from continue grow of 10,000 data centers across the globe in next 2030. Opportunity for Notion is humongous, same apply to JCY & Dufu in next 6mths to 1year.

Please do your deep study & research of what AI going to transform in future moving forward. Data is fuel to AI, which require HDDs, SDDs storage memory to work. Without storage memory, no matter how fast AI GPU performance chip is, its still require memory to store & retrieve for data processing.

If you sensitive enough toward what macroeconomic world change right now especially on AI technology, there are massive AI cloud & data centers are in expansion mode. Going to be double the data center to ~10,000 by 2030 on top of current 10,970 available data center now. That's a massive HDDs storage memory require for raw data memory storage, expected hit 3200 billions of HDDs by 2030 as per industry expert stated CAGR 9.3% growth annually.
Also, if you do further read on AI, Meta stated & announced in their latest Q1'24 result that Meta will "accelerate infrastructure investments" for AI, raises its capex to $35bn-$40bn alone for end 2024, spend billions of dollars more on servers and data centers as it continues to ramp up its infrastructure investments in order to support artificial intelligence (AI).

That's follow by Microsoft, Google each will spend a whopping total of $40 to $50bil throughout year 2024 to continue expanding their AI infrastructure data center investment. Not to mention other like Oracle, IBM, Salesforce, Dell, HPQ and other joining the AI data center & AI infrastructure. That's a huge explosive of AI data centers to be build, which require tons of exabytes storage memory HDDs, SDDs for many years to come.

Now AI is like a baby starting to crawl, big massive opportunity in AI for many years to come. For those who still in denial mode, stated AI is just hype, you will regret deeply in next 6mth to 1year later on.

FYi, I'm gradually adding 1.71 to 1.78, let see as time goes.

That's correct investorbat. From past 3weeks, I observed Notion is continue collecting every 8 to 10 days with high volume buyers. Eventually, there will be less Notion shares in the market, with continuous buyers collecting with volume buying in batches of volume buy, it will be easily push up Notion share price to next level. See if today can hit first $2.00. Notion give you a well certainty of secure, stable and mostly raise due to proven earnings quarter result & future next 3Qtrs guidance revenue grow, easily hit $3.00 by Aug, Nov & Feb'24 Qtr result. The key element for investor now is patience hold & add JCY, Notion & Dufu as time goes.

I'm adding Notion at 1.71. Observing, we all knew Notion has huge potential & big room to raise further with certainty to hit $3.00 by next 3Quarters result out, set for PE 10 valuation. In term of PE value, its way lagging behind compare to Dufu, remain key for HDDs manufacturer tier1 supplier, raising higher with more data centers expansion build across the globe, storage memory business sector is highly secure & stable.

I believe related HDD manufacturer (Notion, JCY & Dufu) on their PE sector should & will be revalue, revise higher PE>=20x or least equal to lower than Bursa Technology Index’s 31x of semiconductor stocks. Potential is huge, thus I continue add into Notion share.

I'm adding Notion at 1.71. Observing, we all knew Notion has huge potential & big room to raise further with certainty to hit $3.00 by next 3Quarters result out, set for PE 10 valuation. In term of PE value, its way lagging behind compare to Dufu, remain key for HDDs manufacturer tier1 supplier, raising higher with more data centers expansion build across the globe, storage memory business sector is highly secure & stable.

I believe related HDD manufacturer (Notion, JCY & Dufu) on their PE sector should & will be revalue, revise higher PE>=20x or least equal to lower than Bursa Technology Index’s 31x of semiconductor stocks. Potential is huge, thus I continue add into Notion share.

I just want to share some info why data centers, big AI cloud corporate still prefer HDD 90% Vs SSD 10%.

Don't mislead investor, there is no doubt SSD is better than HDD, more durable, faster, efficient vs HDD for high transmission data.
Both has it's advantages and disadvantages. You need to understand, since AI require massive of ton exabyte data, some need fast execution speed to operate like SSD, but majority huge data need to be store as raw data storage, only need when required to retrieve.

Question here, why data center still prefer HDD 90% : SSD 10% as data center require larger capacity memory like HDD with ~8x times cheaper than SSD to store as raw data.
Other high speed, fast transmission data require even better like HBM (High Bandwidth Memory), eNVM SSD or ultra NVM SSD but that only for inter-transmission btw AI GPU, CPU & NPU data execution processing data in trillion parameters data transfer only, but it come with super high expensive capacity which take much lesser than 10%.

In terms of data center storage on bigger picture overall, it prefer to use HDDs as it way cheaper than SSD + larger capacity storage, unless in future SSD equal to less 3x vs HDD, then SSD is preferable. For now HDD still use for larger capacity storage, cheaper for raw data storage memory.

Hope it helps to explain some of it.

Don't mislead investor, there is no doubt SSD is better than HDD, more durable, faster, efficient vs HDD for high transmission data.
Both has it's advantages and disadvantages. You need to understand, since AI require massive of ton exabyte data, some need fast execution speed to operate like SSD, but majority huge data need to be store as raw data storage, only need when required to retrieve.

Question here, why data center still prefer HDD 90% : SSD 10% as data center require larger capacity memory like HDD with ~8x times cheaper than SSD to store as raw data.
Other high speed, fast transmission data require even better like HBM (High Bandwidth Memory), eNVM SSD or ultra NVM SSD but that only for inter-transmission btw AI GPU, CPU & NPU data execution processing data in trillion parameters data transfer only, but it come with super high expensive capacity which take less than 10%.

In terms of data center storage on bigger picture overall, it prefer to use HDDs as it way cheaper than SSD + larger capacity storage, unless in future SSD equal to less 3x vs HDD, then SSD is preferable. For now HDD still use for larger capacity storage, cheaper for raw data storage memory.

Hope it helps to explain some of it.

That's true, Calvin. Look the other positive side, this pullback screen out short term investor/traders, giving new path to new med & long term investor/traders to become new JCY share holder. We just patience hold & buy when price pullback. I'm adding at 0.75 to 0.795 as times goes.

AI and Data center is still at early stage like a baby starting to crawl, huge potential in next 5 to 10years growth. Those who smart, future foresight, investors and entrepreneurs understand it's potential, capitalize and monetize it for massive growth opportunities in many years to come.

Across all top 7 magnificent US stock (expect Tesla) all rapid increase massively since last one year especially Nvidia, Google, Microsoft, Meta.. yesterday was Apple up +7% in one day, hit $200bil that in one single day. Those who still on denial mode, will regret after 6mth to 1year later on.

I m adding at 0.795. Lesson learnt from Nvidia, from $100 to $1200, up weekly 10%, compounding into 12 fold even early that time PE was exceeding 100+, then after next subsequent Qtr earning show impressive on gradual grow up. Important as long as macro level HDD shortage, ASP pricing increasing quarterly basis and future prospects guidance JCY, Notion promising towards end 2024 and beyond with more Data centers continue expanding.

There is an certainty that Notion can hit $3.00 with high confidence by end of 2024 to mid 2025, diversify and stable. with CAGR 43% annually, still have not factor in the massive explosive of HDD volume sales in end of Dec'24 yet.