Posted by FortuneBlooming > 2 hours ago | Report Abuse
Hour by hour, day by day, I believe 3rd quarter report already being gradually factored in and discounted. ================================== I am afraid the above statement is true. I have disposed all at 2.30 pm.
ChloeTai: "I am afraid the above statement is true. I have disposed all at 2.30 pm."
aah, but why Chloe, why why why
you angry so very angry💢😡 triggered by yesterday geh
yah lor, I think🤔
but my forecast, my layman very layman forecast, is that, absent another big downslide in nasdaq composite index or in nvidia stock price, jcy existing investors + new potential buyers just gonna gradually shrug off a not so good or even a bad 3q report
@ FortuneBlooming: I bought at 72 sen yesterday. I have the same thought as you. The price of JCY will move sideway even if the 3rd quarter result is good because the market have priced in. Seeing Notion making a U turn, to be on the safe side, I sold at 74 sen. Then, I transfer the fund to Dufu-CU at 17 sen. Dufu is a laggard.
everything is syndicated and honestly everyone can give all thier 2 sens worth no point...all just entertaining drama only... there are bigger hands at play ...whether they still wana play or game over is another story..... hate to say this ..but your continuos comments don't control anything and niether is all the other "sifus" here.... those who bought at 26 - 27 sen have sold and gone elsewhere... sad truth
Weiii...HDD Dan SSD boleh diimport ke ?...kalau boleh diimport jcy ada competitor?.....notion lain sebab ada jv. Product HDD Dan SSD nie China produce lagi murah?
Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.
'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”
On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.
A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?
zzz1981: "hate to say this ..but your continuos comments don't control anything and niether is all the other "sifus" here..."
you sound kind of a bit frustrated, or angry, or both, why
while "everything is syndicated" is just your personal opinion, it does not become gospel truth just because you personally believe it
tbch, I believe many of us are in fact quite aware of our limitations as individuals
nobody is trying to exert "control", "authority" or "influence", I don't think
but only, some of us might find some pleasure or comfort in some good friendly social banter or small talk🦜, while also exchanging some potentially relevant and useful investing stuff
if that is not your cuppa tea then you do not really need to feel obliged to join in, dude
same time, you also do not need to direct any anger or aggro toward those who enjoy it
ChloeTai: "The price of JCY will move sideway even if the 3rd quarter result is good because the market have priced in."
otoh, on this part I'm kind of thinking🤔 in a somewhat different way
like, like I kind of sense that many guys might still be a bit hesitant becos they believe that a not so good 3q report might trigger a big pullback
but then, quite on the contrary, I think that once they realise or believe that Q3 report has already been factored in, they might just decide to whack hantam much more
anyway, even Sifu OTB has also already affirmed that the jcy chart looks "fantastic", which for me is already more than good enough, while a good 3q report would for me only be like the icing on the cake🍰
fortuneBloming san, ohaiyo gozaimasu. it will my pleasure to accomodate ur request ( S.daddy related matter ) , unfortunately, it is my principle , not to entertain request by esteemed i3 traders/investors.
tpee1999: "fortuneBloming san, ohaiyo gozaimasu. it will my pleasure to accomodate ur request ( S.daddy related matter ) , unfortunately, it is my principle , not to entertain request by esteemed i3 traders/investors."
Be steady, JCY still riding on AI data center HDD theme + pure manufacturer HDDs which support 25% of world HDDs part with 10000 AI DC building requirement. As long as Notion share price continue up in gradual mode, more genuine buyers continue buy Notion shares, eventually JCY will look very cheap & ride along together with Dufu as well. Continue hold, add for next 6mths till Feb'25 Qtr result out, will show how promising it will be.
Refer to Micron qtr result future guidance, it stated just 3mths vs last QoQ, revenue jump 50% QoQ on AI dara center with more & more AI DCs customer require + to raise ASP price following WDC & Seagate practise. So just be patience, hold & wait for coming next Aug'24 Qtr result revenue & earning out for better future forecast guidance.
There is a high market expectations on smartphone & PC revenue will boost Micron, even it earning reported beat expectations but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy. If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.
I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024.
Do your own research for better understanding.
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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....
Change_
255 posts
Posted by Change_ > 2024-06-26 16:39 | Report Abuse
Even you love ESOS can you get?
Jonathantyp
hehehhehehe I love ESOS
19 minutes ago