2 people like this.

11 comment(s). Last comment by kkwong13 2024-05-31 08:56

paperplane

21,659 posts

Posted by paperplane > 2024-05-30 09:34 | Report Abuse

this kind of story recycled 10 years ago. so boring, no new story kah

Income

12,440 posts

Posted by Income > 2024-05-30 10:47 | Report Abuse

Vtec = Honda engine technology laaaa

gohkimhock

3,129 posts

Posted by gohkimhock > 2024-05-30 11:03 | Report Abuse

AI cloud & datacenter are overhyped. Same like dotcom bubble 24 years ago. 95% of the people cannot even define what it is.

pang72

51,533 posts

Posted by pang72 > 2024-05-30 15:09 | Report Abuse

This is the beauty of investment mah..
How come rumours can push up the stock price multiple time for certain stock but good earning like ytl will tank?

.... Market like blur blur event but not fact..

calvintaneng

56,633 posts

Posted by calvintaneng > 2024-05-30 22:17 | Report Abuse

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

Posted by NatsukoMishima > 2024-05-30 22:52 | Report Abuse

This is pump n dump stock lah bro , dont bring people to holland ! Only vstecs , ranhill are the real AI , DATA CENTER ,5G benifited stock !

Agjl

5,759 posts

Posted by Agjl > 2024-05-30 22:58 | Report Abuse

Haha jepun bro, u also in this forum kah. Cheers!

calvintaneng

56,633 posts

Posted by calvintaneng > 2024-05-30 23:21 | Report Abuse

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

calvintaneng

56,633 posts

Posted by calvintaneng > 2024-05-31 08:22 | Report Abuse

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

kkwong13

168 posts

Posted by kkwong13 > 2024-05-31 08:56 | Report Abuse

I believe some investor might not read my research and finding from what Mr. Thoo, Executive chairman during TheEdge interviewed session last week. This prediction of $3.00 and beyond still not factor in the massive opportunity revenue create from AI cloud & data center yet for Notion. This revenue is purely on new existing & new catalyst business for Notion instead only, that already potential boost to Rm1bil revenue generated, starting FY25 and will report real core revenue but FY26 alone.

Imagine what happen if you include AI cloud & data center massive increase sales order and better ASP price for all Notion , JCY & Dufu bring towards it's revenue in 2H'24... What's that will happen as more and more big giants corporate Nvidia, Microsoft, Google committed to invest total Rm30billions+ and more to come in Msia to build data center here. What the future ahead for data center which contribute to data storage of HDD & SDD throughout now till year 2030? That will be a blowout massive revenue for all related Western Digital, Seagate & other tier2 , tier3 supply chain.

Do the maths, that you know why Notion, JCY & Dufu their huge potential of revenue growth.

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