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3 comment(s). Last comment by calvintaneng 2 hours ago
Posted by PureBULL ... > 2 hours ago | Report Abuse
INVESTORS, [2024-07-10 4:31 AM]
These > 50 DC operators in JB r giant TECH co.
they hv everything n only need cheap chip land, power, water n manpower 1st in msia.
their tech knowhow r far ahead of our cyber security stocks n others.
some small players as colocation DC n local DC might need them.
its just bull run on DC stocks for yr/s.
LOVE all stocks deeply, play v small if hv doubt on that stock.,.
in DC theme,
General building contractors n their sub-con like PWRWELL, MNHLDG etc will do v well n 1st to make big money from these giant tech co.
then the tech contractors n suppliers like SNS n VSTECS shd do well too...
NB: they r many stocks try to
Fake it to Make it, as DC stocks to fly high.
1 did but failed instantly, i.e. sistec,,,
Posted by calvintaneng > 2 hours ago | Report Abuse
The very heart of Data Center is the storage of data
And to store data you need Hdd drive and Ssd drive
Just like in a wedding you need the two most important persons - The Bride and the Bridegroom
Others are less important
So buy these Hdd/Ssd part makers
Jcy
Notion
Dufu
No result.
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‘TRY TO REMEMBER’: A Tribute Concert To Chin Yoong Kim - Koon Yew Yin
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CS Tan
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
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Posted by calvintaneng > 18 hours ago | Report Abuse
At the bottom line most listed property companies got few hundred acres left while some got several thousand acres
All will eventually run out of land holdings and got to buy more
And ultimate holders of lands are plantation companies
Many own tens of thousands of acres while some own few hundred thousand acres and a few rare ones own up to a million acres
So better go buy palm oil shares as they will be ultimate beneficiaries