Patience is needed here. Market not convince with the recent recovery yet, price probably out run the justification of its recent result. Unless there is big fund coming in… JCY doesn’t have that unlike Dufu where big fund is part of their 30 top investors. When Greatec makes its maiden move from Ram0.80 to RM6 I remembered big fund entered. No big fund no big movement.
Data centre sprouting like mushrooms. Kulai by Nvidia with YTLP. Selangor with Sime Darby Property Kuala Lumpur by Mahsing. Upcoming another one by Google maybe in Kuala Lumpur also. Latest one is UEMS (MOU stage.) Which one next? Penang Seberang Perai? How many manpower is required to maintain the DCs upon its completion and how do they benefit the government in term of tax collections?
Just like guarding a factory or warehouse which store goods or equipment
Minimal need only 50 person per one data center enough
What Data Center needs are
Land space Power Water
Land is a must as it is used to Store huge amount of Computers and inside each Computers are HDD or Sdd disk drives
Then lots of energy because Ai will cause Disk to heat up and so lots of electricity is needed
Two types of heating
1. When we access information by searching www. Then it will connect to Data Center to activate HDD in which a particular data (knowledge or figures or numbers) is stored
Heat will be generated and we get our info very fast at the speed of light
Now in Ai (Artificial intelligence ) info is not stored as normal When we ask Ai a question it will trigger 280,000 CPU all at once to compile the best info
As such lots more energy is used up
Like this
When you go to a Restaurant They will heat up ready made pre-cooked food to serve you Little energy is used as it is just warming up
But if they cook for you on the spot then lots more energy will be needed
So is Ai . they cook food , so to say, or compile knowledge on the spot and so lots more Data space and energy will be needed
Ai needs for HDD or Ssd will cause a Superbull run for HDD related stocks
The ESOS at lower price never bothers me considering d current upbeat on booming Data Center n d high demand for HDD n SSD. It's a good buy at current price.
@chunah, I think JCY no longer have factory in China. Close shop already. Let’s see what transpired the next 3-4 quarters. If JCY convincing and can create value like to UWC, D&O, Greatec or Vitrox then only it’s considered “pandai”. Otherwise nothing to shout. And let’s be honest they also know you’ll retailer load in at the range of 0.34-0.52. To push higher, need the Fund Manager to come in to push, growth stories must continue, numbers must be delivered and if possible reward shareholders with dividend. All factors must click…. DC theme also must continue… so you see? So many factors…. And you also might not know when they press down the price to scare the shit out of the small retailers. Luck and psychology also play a factor. Apa Lu Mau? Hahahaha.
It’s nice and dream land when you think of company like Genentech that push up its shares all the way to above RM30 from RM1.4 But how many really hold or ride till it peaks. Same goes to JCY. You dare to hold? How long to hold? For all you know JCY push up to RM0.7+ then game over as the market says its Game Over. Mr Market no money to continue pushing the price higher.
The factory is very close to Singapore. Factories in Johor these days need to compete with Singapore to retain its staff from shifting to work in Singapore.
FortuneBlooming
3,319 posts
Posted by FortuneBlooming > 21 hours ago | Report Abuse
just one question bothering me in my heart🤔, though
maybe the vet players among you guys might have a much better clue
say, that esos thingy, is it going to affect current jcy market price?
Dell’s founder and CEO has said that data center capacity will have to increase by 100x from current levels over the next 10 years.
Speaking over the week at the South by Southwest conference (SXSW 2024) and reported by AI Business, CEO Michael Dell said: “There definitely needs to be a big build-out of data center capacity for sure.”
He added: “We could need 100 times more of this in 10 years than we have today.”
This AI euphoria shouldn’t be miss Those who dare not take the calculated risk will miss the wave opportunity Look at YTL power from 69 sen to 5.50 Who expected that 60-70 for the past 10-20 years and surprise sudden surge due to NVIDIA joint venture
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....
FortuneBlooming
4,231 posts
Posted by FortuneBlooming > 2024-05-31 10:26 | Report Abuse
looking vigorous