Be the first to like this.

13 comment(s). Last comment by vespa 3 days ago

FLYER

11 posts

Posted by FLYER > 1 month ago | Report Abuse

Do you think data centres will use enterprise flash storage or HDDs storage ?

calvintaneng

54,061 posts

Posted by calvintaneng > 1 month ago | Report Abuse

HDD cheap and popular

Data Center use 90% HDD and SSD only 10%

source Seagate

calvintaneng

54,061 posts

Posted by calvintaneng > 4 weeks ago | Report Abuse

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

calvintaneng

54,061 posts

Posted by calvintaneng > 4 weeks ago | Report Abuse

from Jcy balance sheet (refer Bursa)

Cash Rm147 millions
debt Rm33 millions

Cash minus debt

Rm114 Millions

Jcy is a net cash company

both Dufu and Notion are also net cash companies

calvintaneng

54,061 posts

Posted by calvintaneng > 4 weeks ago | Report Abuse

Jcy will play catch-up with Notion as it's share price lower and cash position higher

Plus it has higher exposure to HDD sales

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Very good news from Jcy confirm Demand for HDD and SSD will skyrocket

and then shares will follow 🚀🚀🚀 up

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Inside a Google Data Center

See

https://www.youtube.com/watch?v=XZmGGAbHqa0

See carefuly

At the Very "Center" of Data Center are HARD DISK DRIVES (HDD) Rows and Rows and Rows of HDD!!

calvintaneng

54,061 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTUERERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-25-story-h-160749967-THERE_ARE_MORE_THAN_10_000_DATA_CENTERS_IN_THE_WORLD_ONLY_3_HDD_MANUFAC


calvintaneng

53,609 posts

Posted by calvintaneng > 3 minutes ago | Report Abuse

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

vespa

861 posts

Posted by vespa > 3 days ago | Report Abuse

Calvin you have helped many with your invetsment ideas thanks

Post a Comment
Market Buzz