Posted by calvintaneng > 1 week ago | Report Abuse

https://youtu.be/WAAeNLF8zJ8?si=s2wYhhEH40igxnfQ

Posted by EngineeringProfit > 1 week ago | Report Abuse

Cheap now I can recollect for another round

Posted by Vicky > 1 week ago | Report Abuse

Time to end this Dufu game. After 2.26 DUFU will be falling like a snow due to support broken. Warning ahead is given.

Posted by calvintaneng > 1 week ago | Report Abuse

Note

Donald Trump in power again will put America First

He will do this

Put up tariff against all other countries which export to Usa

And ask Us factories to relocate back to Usa

All others might be affected

Dudu is not one of them

Why?

Answer:

Dufu makes parts for Hdd drive which Seagate and Western Digital then assemble into Hard Disk Drive for sale to DC Centers worldwide

And this can only be done in places where there is vast land and low cost labour
Assembling Hdd components is very laborious and need lots of Bangla (both Usa and China do not allow)

See

https://youtu.be/IwqJN_nHFus?si=mIRTjyAArcbjAIDD

Posted by Vicky > 1 week ago | Report Abuse

Market is like a lost sheep. Wherever it goes eveyone will follow. No doubts DUFU business in HDD expected to flourish, theoretically. However it all depends on the policy makers like Trump. At the moment Trump presidency will be bad for all tech stocks. A word of selfishness from TRUMP cause TSMC stock to plunge. Another criterion is DUFU ability to secure projects. If it lost to Notion or JCY, DUFU does not stand out. Revenues diminished or reduced. We cannot refer to history of DUFU but the future is NOW and not the past history. So by the way we are not excited about DUFU in all these scenarios.

Posted by calvintaneng > 1 week ago | Report Abuse

Fact sheets

Dufu makes parts for HDD like spacers

These are sold to Seagate, Toshiba or Western digital who assemble them into HDD

And then supply to over 10,000 Data Centers worldwide

It is not just for Us consumers but for 8 billion people world wide

As HDD parts are made by manual labour very few countries are participating

Among them is Malaysia
Partly due to millions of low cost bangla

So Dufu will do well

Posted by calvintaneng > 1 week ago | Report Abuse

Trump in power will impact e&e manufacturers sending parts to Usa as it's dominant market

Best sell all others and buy Dufu

Posted by calvintaneng > 1 week ago | Report Abuse

Dufu HDD

Will be needed in India

https://www.livemint.com/market/stock-market-news/sizing-up-indias-listed-data-centre-plays-what-to-expect-from-budget-2024-11721192851266.html

Posted by calvintaneng > 1 week ago | Report Abuse

Dufu HDD

Will be needed in India

https://www.livemint.com/market/stock-market-news/sizing-up-indias-listed-data-centre-plays-what-to-expect-from-budget-2024-11721192851266.html

Posted by Intelligentinvest > 1 week ago | Report Abuse

Price competition with Notion.
Notion took away some business from Dufu customer W

Posted by investor77 > 1 week ago | Report Abuse

Dufu s main production is HDD compared to Notion which has other products besides HDD , like ABS for cars, Camera Parts, Masks, etc. There is more movement at the Factory and it is busier than usual shipping out their plroducts. So, coming results will be a lot better.

Posted by calvintaneng > 6 days ago | Report Abuse

Notion only 23% Hdd

Dufu majority is Hdd

Dufu should outperform Notion

Posted by Aldous47 > 5 days ago | Report Abuse

People goreng notion, but invest Dufu

Posted by calvintaneng > 3 days ago | Report Abuse

yes I bought Jcy at 32 sen, Notion at 52.5 sen and Dufu at Rm2.40

while both Jcy and Notion shot up like a 🚀🚀🚀

dufu is like 🐢 tortoise

so I am switching some high flyers to lowly Dufu

At such prices Dufu is now so attractive and undemanding

go go go Dufu !!!

Posted by hng33 > 3 days ago | Report Abuse

Western Digital (NASDAQ:WDC – Free Report) had its price target raised by Wedbush from $85.00 to $95.00 in a research report sent to investors on Monday, Benzinga reports. Wedbush currently has an outperform rating on the data storage provider’s stock.

Seagate Technology (NASDAQ:STX – Free Report) had its price objective hoisted by Wedbush from $100.00 to $130.00 in a research note released on Monday morning, Benzinga reports. Wedbush currently has an outperform rating on the data storage provider’s stock

Posted by calvintaneng > 3 days ago | Report Abuse

Fantastic Turnaround Results Out for SEAGATE
(After trading hours SEAGATE share price up over USD110 near all time high)

This is Best News for DUFU (Dufu going to ride on Seagate boom time like never before!)

FREMONT, Calif.--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX) (the “Company” or “Seagate”), a leading innovator of mass-capacity data storage, today reported financial results for its fiscal fourth quarter and fiscal year ended June 28, 2024.

“Seagate delivered robust financial performance for the June quarter amid an improving cloud demand environment, capping off a fiscal year of strong execution against our financial goals. Q4 revenue grew 18% year-over-year, non-GAAP gross margin expanded to nearly 31%, and non-GAAP EPS exceeded the high end of our guidance range,” said Dave Mosley, Seagate’s chief executive officer.

“In fiscal 2025, we are remaining focused on driving profitability and maintaining supply discipline while continuing to execute our mass capacity product roadmap, anchored by our HAMR technology. Our data storage solutions offer our cloud and enterprise customers with cost, power and space advantages that support their investments in critical AI and other data-driven initiatives,” Mosley concluded.

Posted by calvintaneng > 3 days ago | Report Abuse

Read again

“Seagate delivered robust financial performance for the June quarter amid an improving cloud demand environment, capping off a fiscal year of strong execution against our financial goals. Q4 revenue grew 18% year-over-year, non-GAAP gross margin expanded to nearly 31%, and non-GAAP EPS exceeded the high end of our guidance range,” said Dave Mosley, Seagate’s chief executive officer.

Posted by calvintaneng > 3 days ago | Report Abuse

Read one more time

Seagate delivered robust financial performance

Posted by calvintaneng > 3 days ago | Report Abuse

Read in BOLD

SEAGATE DELIVERED ROBUST FINANCIAL PERFORMANCE!!!

Posted by calvintaneng > 3 days ago | Report Abuse

seagate after TRADING HOURS UP

Market Summary
>
Seagate Technology Holdings PLC
105.30 USD
−0.88 (0.83%)today
Closed: 23 Jul, 5:32 pm GMT-4 • Disclaimer
After hours 111.25 +5.95 (5.65%)

Posted by calvintaneng > 3 days ago | Report Abuse

After hours 111.25 +5.95 (5.65%)


PEOPLE ARE REACTIVE

CHASE SEAGATE ONLY AFTER GOOD NEWS OUT

NONONO!

WE BUY DUFU "BEFORE" GOOD NEWS OUT

BY THE TIME ALL THE GOOD TO GREAT NEWS FOR DUFU IS OUT?

TOO LATE TO BUY SOOOOO CHEAP LIKE NOW!

Posted by calvintaneng > 3 days ago | Report Abuse

Seagate 🚀🚀🚀

Jcy 🚀🚀🚀

Dufu will ???

Posted by hng33 > 3 days ago | Report Abuse

Next coming will be Western digital to release Q result end July to further reaffirm HDD exponentially growth

Posted by hng33 > 3 days ago | Report Abuse

Seagate further guide next Q result will even higher, increase at least by another 40%, share price stand to keep breakout uncharted record high

Posted by calvintaneng > 3 days ago | Report Abuse

Hdd Superbull time has come 🚀🚀🚀

Posted by titan3322 > 3 days ago | Report Abuse

Nesdaq is dropping a lot berhati2 lor

Posted by calvintaneng > 3 days ago | Report Abuse

Nasdaq tech and Hdd/ssd are poles apart

One is north pole going into winter in 6 months (Nasdaq Tech)

One is going into hot Summer in South pole
(Nasdaq Hdd/Ssd)

We better sell North and Buy South

Sell Tech

Buy Hdd like Dufu

Posted by titan3322 > 3 days ago | Report Abuse

🤣🤣🤣

Posted by hng33 > 3 days ago | Report Abuse

Seagate report Total revenues of HDD (91.5% of revenues) rose 25% year over year to $1.727 billion in the reported quarter. On a sequential basis, revenues were up 17%.

Systems, SSD & Other segment’s revenues (8.5%), including enterprise data solutions, cloud systems and solid-state drives, were $160 million, down 27% on a year-over-year basis and 10% sequentially.

Posted by hng33 > 3 days ago | Report Abuse

Seagate, 91.5% HDD, share price breakup record all time highest

Posted by titan3322 > 2 days ago | Report Abuse

We should know by tomorrow morning what's in store for Msian Equities including Dufu 🤣

Posted by calvintaneng > 2 days ago | Report Abuse

Wahaha!

Seagate near record high again!

Market Summary
>
Seagate Technology Holdings PLC
111.43 USD
+6.13 (5.82%)today

Posted by calvintaneng > 2 days ago | Report Abuse

Hdd/Ssd are the only true blue bull stocks of DC Center and Ai

Not Tesla, Nvidia or Tech

Trump will devastate all others except Hdd/Ssd

Hdd/Ssd are in a totally different trajectory

Dufu can 🚀🚀🚀

Posted by titan3322 > 2 days ago | Report Abuse

🤣🤣🤣🤣

Posted by titan3322 > 2 days ago | Report Abuse

Notion is cheaper now 😄

Posted by titan3322 > 2 days ago | Report Abuse

Sudah jadi dunggu 🤣

Posted by calvintaneng > 2 days ago | Report Abuse

Dufu better than Notion

notion all time high Rm2.00 reached

Dufu all time high above Rm4.50 still faraway

long way more up for Dufu

Posted by Aldous47 > 2 days ago | Report Abuse

I will invest Dufu but goreng Notion 😁

Posted by titan3322 > 2 days ago | Report Abuse

Notion price will overtake Dufu in as short as 3 month's time. Next Qtr results Dufu's earnings will only be 50% of Notion as sure as the Sun rises from the East 😄

Posted by speakup > 1 day ago | Report Abuse

nilah Casino De Bursa!
Bet small win small
Bet Big win Big
BFM (Bet For Malaysia)

Posted by titan3322 > 1 day ago | Report Abuse

🤣🤣🤣 Notion ardy turn green today but dufu still receiving any pow 🤣🤣

Posted by StartOfTheBull > 1 day ago | Report Abuse

Dufu now is Taufu.

Posted by Vicky > 1 day ago | Report Abuse

Taufu fah. Really nice for trading break. Sentiment rules.

Posted by hng33 > 1 day ago | Report Abuse

Seagate reported fourth-quarter earnings of S1.05 per share, compared with a loss of 18 cents per share a year ago, beating analysts’ estimates of 75 cents.

Revenue totaled $1.89 billion, up from $1.60 billion a year ago, and coming in ahead of Wall Street’s call for $1.87 billion in sales.

Looking ahead, Seagate said it expects first-quarter revenue of roughly $2.1 billion, compared with estimates of $1.88 billion. The company anticipates adjusted earnings of $1.40 per share, compared with 75 cents per share estimates

“Seagate commented that its nearline exabyte supply is committed through the end of the calendar year, resulting in extended product lead times and overall tighter supply conditions,” he said. “Management anticipates growth to continue in fiscal 2025 driven by both traditional cloud computing workloads, as well as new AI-related deployments.”

Seagate reported sales, gross margins, and operating profits significantly above expectations, aided by stronger-than-expected recovery in its cloud customers, which resulted in a shift to higher capacity drives and improved pricing, the analyst tells investors in a research note.

The firm said management's guidance suggests demand strength at cloud customers is expected to be sustained

Posted by hng33 > 1 day ago | Report Abuse

"We attribute the underlying demand drivers to an increase from both traditional cloud computing workloads, as well as new AI-related deployments," he said. "While cloud service providers are continuing to build out that infrastructure, they increasingly focus on developing, deploying, and monetizing AI applications."

Mosley said this involves training large language models and expanding the entire hardware stack to support future generative AI content-driven growth.

While hard disk drive demand pull-through related to AI is still relatively small, Mosley said, "We believe HDDs will play a crucial role in enabling both of these phases of the AI adoption curve."

"By offering cost-efficient, scalable storage solutions, HDDs are ideal for maintaining the integrity of AI training data sets, as well as preserving the valuable content that AI engines are projected to generate in the future," he said

Mosely also discussed generative AI, which can generate text, images, videos, or other data using generative models, saying that “as GenAI engines mature, customers expect an acceleration in content creation that will lead to significant demand for mass capacity storage.”

“We recognize that GenAI is still in its early stages of adoption,” he said. “However, this customer feedback combined with our early engagements with nearline cloud and OEM customers reinforces our view that mass capacity storage will be a beneficiary in both the cloud and at the edge as the adoption of these new exciting applications takes hold.”

Posted by calvintaneng > 1 day ago | Report Abuse

Real value of Dufu will emerge in

AUG 2024
NOV 2024
FEB 2025

AS 10,000 DATA CENTERS WHOLE WIDE STEPPED UP INCREASING HDD PURCHASE

DUFU EARNINGS WILL 🚀🚀🚀

SO NOW PRICE SOLD DOWN IS GREAT BUYING OPPORTUNITY LIKE NO OTHER ON EARTH

https://youtu.be/o4JcF1H87pM?si=6CCocM6yXm4Cjamf

Posted by hng33 > 1 day ago | Report Abuse

DUFU derive 60% HDD revenue from seagate and 40% HDD from western digital

Posted by hng33 > 1 day ago | Report Abuse

Seagate signaled that the disk drive sales slump is ending with a revenue increase for Q4 2024.

Revenues were up 18 percent annually to $1.89 billion, beating its $1.85 billion forecast, with a $513 million profit contrasting strongly with the $92 million loss a year ago. This growth was a turnaround after seven successive quarters of revenue decline

Posted by hng33 > 22 hours ago | Report Abuse

Western Digital Co. (NASDAQ:WDC – Free Report) – Research analysts at Wedbush raised their FY2024 earnings per share estimates for Western Digital in a research report issued on Monday, July 22nd. Wedbush analyst M. Bryson now anticipates that the data storage provider will post earnings of (-$0.86) per share for the year, up from their previous estimate of (-$1.36)

Wedbush also issued estimates for Western Digital’s Q4 2024 earnings at $1.46 EPS, Q1 2025 earnings at $2.10 EPS, Q2 2025 earnings at $3.34 EPS, Q3 2025 earnings at $3.48 EPS, Q4 2025 earnings at $3.83 EPS and FY2025 earnings at $12.76 EPS.

Remark: Western digital to release Q4 2024 report next week, 30 July

Posted by newbie8080 > 9 hours ago | Report Abuse

Everyone is waiting for the data centre play.
Unfortunately, before hard disk can be purchase and fitted into the physical building, it may easily take 2-3 years for the main building, such as critical infrastructure (eg:power transmission, cooling system, network, certification,etc).