Posted by paktua73 > 2024-05-27 09:06 |

Post removed.Why?

Posted by pang72 > 2024-05-27 09:08 | Report Abuse

So..

Posted by Killsthebear > 2024-05-27 09:09 | Report Abuse

left right left right 🤣

Posted by pang72 > 2024-05-27 09:09 | Report Abuse

Hdd demand is decline
Or hdd is increase demand...

Do you hv the clear answer?

If not, Notion limit up today...
You may get the answer

Posted by pang72 > 2024-05-27 09:36 | Report Abuse

DUFU, notion, jcy...
3 bros are firing up.

Posted by rainman777 > 2024-05-27 09:41 | Report Abuse

Hahahaha waloa eh macam ferrari bagus, Wakaka

Posted by James_Bond > 2024-05-27 09:41 | Report Abuse

Be informed that I m disposing notion slowly… thanks…

Posted by James_Bond > 2024-05-27 09:48 | Report Abuse

Sold at 1.36, 1.34, 1.31

Posted by James_Bond > 2024-05-27 09:53 | Report Abuse

Sold at 1.30! Thanks.

Posted by James_Bond > 2024-05-27 10:14 | Report Abuse

Sold 1.28! Thanks.

Posted by pang72 > 2024-05-27 10:21 | Report Abuse

Wow! Bro James,..
Thanks for disposing Notion..
Pls continue disposing.. Till zero shares

Posted by pang72 > 2024-05-27 10:22 | Report Abuse

But, I know your shares in Notion is unlimited..
May need 1 to 2 years to disposing completely..
By the time, Notion may hit $3

Posted by paktua73 > 2024-05-27 10:27 |

Post removed.Why?

Posted by pang72 > 2024-05-27 10:28 | Report Abuse

Tutut paktua..
Ask your Amy attack $1.28..
Bro. James cheap sale

Posted by pang72 > 2024-05-27 10:29 | Report Abuse

It is about there $1.28
Then, move up in the afternoon

Posted by dxbman > 2024-05-27 10:32 | Report Abuse

SUPER STONG BUY. TP 2.50-3.00

Posted by James_Bond > 2024-05-27 10:32 | Report Abuse

Moving my funds to dnex and cloudpt! More upside compared to notion!

Posted by James_Bond > 2024-05-27 10:33 | Report Abuse

Bro Pang, you r most welcome to go onboard dnex and cloudpt!

Posted by James_Bond > 2024-05-27 10:38 | Report Abuse

Been to notion site visit a couple weeks ago… nothing has changed from bad to good…

Posted by James_Bond > 2024-05-27 10:40 | Report Abuse

Greatec, cloudpt are good! Dnex waiting for NIISE award, close fight with theta!

Posted by calvintaneng > 2024-05-27 10:44 | Report Abuse

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

Posted by pang72 > 2024-05-27 11:09 | Report Abuse

Bro James,
Bye bye for you in Notion..
Good that you sold Notion and earning money..
I don't like DNEX, cloudpt or Greatech....
Some is speculation stock some is high PE stock...

I like Notion decard turn around with great position benefiting by Data Center

Posted by pang72 > 2024-05-27 11:20 | Report Abuse

Notion 2.72c eps...
Come on! Tech stock... Leh...
Give you pe20 is, way above $2 mah..

Not to mention Greatech pe40.... So, if pe40.. It is $4

Posted by pang72 > 2024-05-27 11:21 | Report Abuse

So, no matter how to count the valuation is $2 above simply

Posted by newbie9893 > 2024-05-27 12:11 | Report Abuse

Big shark disposing notion slowly...better sell now

Posted by James_Bond > 2024-05-27 12:11 | Report Abuse

Been to China hdd companies, fascinating experience! Good quality and most importantly the cost is very low, lower than notion! Be careful Bro Pang!

Posted by pang72 > 2024-05-27 12:16 | Report Abuse

Thanks bro James...
I hv carefully evaluate and didn't see any problem of China threat because mostly China Mfg move out to Malaysia so do benefiting Notion...

Posted by pang72 > 2024-05-27 12:17 | Report Abuse

So, you must be careful of your Greatech, cloudpt and DNEX BecYse I M disposing.... To buy more Notion

Posted by pang72 > 2024-05-27 12:20 | Report Abuse

As far as I know..

Notion business is multi year growth from this QR and exponential growth next few QR..

So,bro James don't worry about me and Notion..

Share price tells the truth story instead of your assumptions:)

Posted by FortuneBlooming > 2024-05-27 12:29 | Report Abuse

not flying yet leh

Posted by FortuneBlooming > 2024-05-27 12:30 | Report Abuse

can buy for accumulate lor

Posted by ChloeTai > 2024-05-27 12:39 | Report Abuse

Dear Calvin Tan, why NOTION-WD goes up 12 sen but the mother share only goes up 4 sen?

Posted by pang72 > 2024-05-27 12:51 | Report Abuse

$1.37 day high..
Show the confidence of the company.
It will continue go up uo up near next QR

Posted by kkwong13 > 2024-05-27 13:16 | Report Abuse

Notion business reported high sales order & revenue increase of +19% & PAT earning rose sharply + 75% despite CNY holiday & short Feb'24 mth (short delivery output), driven by higher sales orders demand. Imagine in coming CQ2'24, there will be surge increase of production output & delivery, not affected by seasonal holiday. I believe there will be higher profitable earning with huge order sales output in cloud and enterprise computing for AI machine data storage, beneficial to HDD due to better cost vs TB/storage data. Expected next quarter result of CQ2'2024 will hit RM150mil revenue & PAT earning RM20mil (EPS 3.88sen).

There is another increase of HDD ASP price of ~10% in CQ2'24 due to shortage of HDD memory on raising customer order demand in recent Western Digital report notified their customer of the ASP price increase, same applied to Flash & SDD with ~15% increase as well. Before that, from 3Q23 to 1Q24, HDD prices increased by 10% to 20% overall, due to AI market demand swing cause supply of HDD outbalanced demand move into few quarters ahead driving prices higher per industry sources report in Forbes, TrendForce & Business Insight.

Likewise, SSD market is also facing supply shortages, especially in the enterprise SSD segment. TrendForce predicts a strong increase of about 13-18% in NAND Flash contract prices in 2Q24, with enterprise SSD contract prices expected to increase by 20-25% QoQ, representing the highest among all product lines.

In summary, both HDD & SDD are well moving into good projection earning forecast result throughout many years to come as long as AI market grow in expansion mode toward year 2030 with CAGR 36.6%. Happy investing!

Posted by pang72 > 2024-05-27 13:47 | Report Abuse

Kkwong, is that your write up or extracted from IB research report?
The articles show precise and accurate estimation as I see!!

Posted by kkwong13 > 2024-05-27 14:22 | Report Abuse

I extracted from IB research report & reference to those reliable source data from Trendforce, Forbes & Business insight, summarize the key essence of their data, forecast & prediction business. It good to know & align to what expert predict the memory market & confirm the upraising of continue ASP memory price reflect to surging AI sales order up. Plus the HDD & SDD ASP price does surge higher especially during 2024 onward as all major giant companies (Google, Amazon, Meta, Microsoft) spending $200bil in total for year 2024 alone to secure their competition in AI cloud market. Expert research predict year 2024 till 2026 will hit $1Trillion dollar spend on AI infrastructure cloud & enterprise business.

Posted by pang72 > 2024-05-27 14:46 | Report Abuse

KK,
Good and reliable information..
Thanks

Posted by pang72 > 2024-05-27 16:46 | Report Abuse

Notion takes a rest..
JCY is flying to moon 51.5c..

This is rotated play...

Notion will back to $ 2+ after jcy...

Posted by pang72 > 2024-05-27 16:47 | Report Abuse

Notion $2
Jcy $1

Lets go baby

Posted by pang72 > 2024-05-27 16:48 | Report Abuse

The greatest hdds play is confirmed start..
Nonstopable...till next QR....

Posted by pang72 > 2024-05-27 16:52 | Report Abuse

So, is the market believe hdd demand is declining or increasing?
Jcy up 61.5 up 6.5c
Notion 1.26 up 5c..

I got my answer from the share price react by market today...

I don't know about you? Your choice... HUAT huat rrr!!

Posted by ChloeTai > 2024-05-27 17:44 | Report Abuse

I sapu the NOTION-WD. Premium 16.27% is OK because it is just 10 days old (expiring on 7 May 2029).

Posted by pang72 > 2024-05-27 19:22 | Report Abuse

Tmr morning gap up breaking 1.37 today high point

Posted by danny123 > 2024-05-28 09:17 | Report Abuse

Take profit and go for holiday.
Clear all already

Posted by ChloeTai > 2024-05-28 10:04 | Report Abuse

Notion and Notion-D turn back green alteady but don't know can last or not.

Posted by ktrader > 2024-05-28 10:26 | Report Abuse

Good stock...lets hold guys

Posted by pang72 > 2024-05-28 11:38 | Report Abuse

... Healthy correction...

Posted by Jerung > 2024-05-28 12:42 | Report Abuse

@pang72 hope Notion n JCy will turn green in afternoon :)

Posted by pang72 > 2024-05-28 13:15 | Report Abuse

Sure turns green..
No worry about this 2 superd hot stocks now

Posted by danny123 > 2024-05-28 14:41 | Report Abuse

Turn green can be Red also later.
Dont get trap by this people speculater.