Posted by hng33 > 3 weeks ago | Report Abuse

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

Posted by calvintaneng > 3 weeks ago | Report Abuse

Good morning from Chiang Mai

Good news so far that gives strength to Hdd/ Ssd bull run

1. We see Notion substantial holders buying.

2. We also see Notion insider buying

3.Last night in both Seagate and Western Digital are up

Plus we see lots more Data Centers being set up on earth

We are now in a confirmed Data Center bull run time

So do not stray to other lesser investment

In a Wedding

The most important persons are

1. The Bride
2. The Bridegroom

The rest though important are only secondary

Without these two there is no wedding and it will be called off

All others like bridesmaid, bestman, father who gives away the bride, flower boy/girl, furnishing, building, bouquet of flowers , food, drinks, and all others are irrelevant if Bride and Bridegroom not there


So is Hdd/Ssd (The Bride and Bridegroom of a Data Center)

So we invest in Jcy, Notion & Dufu


Do not get distracted

Hdd/ssd bull can give 300% to 500% gain

Or up to 1,000% profit eventually at its peak

So stay the course

Don't miss the best part of the bull by wandering away or get lured away by lesser promising stocks

This once a generation DC & Ai Superbull still young

So hold tight

Posted by calvintaneng > 3 weeks ago | Report Abuse

We see both Insiders and substantial holders of both

Notion and Dufu buying

Very good pointer to an upcoming HDD bull run

Posted by hng33 > 3 weeks ago | Report Abuse

Uptrend line

Posted by hng33 > 3 weeks ago | Report Abuse

Dufu is BIG laggard HDD stock, Once confirm turnaround, it will form V shape recovery toward normalize level above RM 4

Posted by calvintaneng > 3 weeks ago | Report Abuse

Small Kancil Jcy run first

Then Honda Accord Notion roared

Finally Lambo Dufu will out race both like a sportscar

Posted by Aldous47 > 3 weeks ago | Report Abuse

Which car will reach the goal 1st, calvintaneng 😆

Posted by calvintaneng > 3 weeks ago | Report Abuse

Lambo lah

See

https://youtu.be/WuHN54rABgc?si=6fX72EDBX5yMl66w

Posted by hng33 > 2 weeks ago | Report Abuse

Uptrend

Posted by calvintaneng > 2 weeks ago | Report Abuse

Go go power ranger!


Dufu, Hexcap, Jcy & Notion

The 4 most powerful ones!!

https://youtu.be/_ZeJvwuS4D0?si=9TN4XHPdRzYczz2Q

Posted by leekh5555 > 2 weeks ago | Report Abuse

https://www.idc.com/getdoc.jsp?containerId=US52098524

Posted by calvintaneng > 2 weeks ago | Report Abuse

Water theme play controlled by Syed Moktar Airb in kulai/sedenak

Better buy power theme Hexcap as it owns 49% Transgrid Ventures

Posted by Aldous47 > 2 weeks ago | Report Abuse

The growing implementation of AI is driving demand for memory and storage to support the processing of data and data retention, both for the training sets and the results of AI training used in inference engines. DRAM, NAND flash, HDD and even magnetic tape vendors will benefit from this growing demand for storage and memory.

Posted by nelsonlim > 2 weeks ago | Report Abuse

GOGOGOGO AI

Posted by JIELUN23 > 2 weeks ago | Report Abuse

GOGOGO

Posted by calvintaneng > 1 week ago | Report Abuse

https://www.datacenterdynamics.com/en/news/data-center-campus-in-virginias-culpeper-county-gets-approval/.

The only companies that will benefit from this is


Jcy
Notion
Dufu


As they make Hdd parts for Seagate, Western Digital and Toshiba

And these 3 supply Hdd/Ssd to all other Data Centers on earth wherever they may be

Posted by calvintaneng > 1 week ago | Report Abuse

https://www.datacenterdynamics.com/en/news/china-mobile-launches-data-center-in-beijing/

Posted by calvintaneng > 1 week ago | Report Abuse

Dufu

Last to be First!

https://youtu.be/_ZeJvwuS4D0?si=xLS__H-2SEILs-dr

Posted by LalisaFang > 1 week ago | Report Abuse

Demand for HDDs by AI companies has pushed prices up 20%, more hikes expected

Posted by calvintaneng > 1 week ago | Report Abuse

The Salient Factors for Malaysia

1. Pro-active Govt
Pm Anwar roped in Nvidia & others to invest in Malaysia

2. Malaysia has abandon land, cheap labour, low cost water & power

3. Malaysia long neglected has a low based Share index

4. US Versus China trade war cause relocation to neutral Malaysia

5. Possible Trumph winning Election will drive even more FDI inflow from China & others

6. Highly skilled Tech workers since 50 years history in Bayan Lepas , Penang gives Malaysia an edge

7. To crown it all. Powell reducing Interest rate will cause FUNDS to move out of USA to Emerging Market in General

& Malaysia in Particular

Calvin's Best Picks

1. TSH RESOURCES (Must buy and hold)
2. HEXCAP
3. JCY
4. DUFU
5. NOTION

SUPERBULL STOCKS OF KLSE!

Posted by Eagle77 > 1 week ago | Report Abuse

🤣🤣🤣 the bosses operators are laughing and laughing going to the bank guys only left behind the ikan bilis in the cages 🤣🤣☠️⬇️🩸

Posted by ChloeTai > 1 week ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/05/09/dufu-tech-confident-worst-is-over

Posted by calvintaneng > 1 week ago | Report Abuse

Dufu rushing with day and night shift

🚀 Demand for Hdd rockets up

https://theedgemalaysia.com/node/718555

Posted by VincentTang > 1 week ago | Report Abuse

JPMorgan upgrades Malaysia amid economic reforms, renewed investor confidence, data-centred investments.
Foreign money is coming back to Malaysia.
https://theedgemalaysia.com/node/718568

Posted by calvintaneng > 1 week ago | Report Abuse

DUFU IS A HDD LAGGARD
BEST VALUE AND VERY SAFE

TRUMP WINNING 2024 & FED CUTTING INTEREST RATE: THE IMPLICATION & RAMIFICATION FOR STOCKS AHEAD, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

Posted by LalisaFang > 1 week ago | Report Abuse

Bull run for HDD counters. Uptrend is inevitable

Posted by Eagle77 > 1 week ago | Report Abuse

TP 2.00 ⬇️🩸

Posted by Aldous47 > 1 week ago | Report Abuse

You wish, Eagle77

Posted by calvintaneng > 6 days ago | Report Abuse

Dufu will see very bright times ahead

Posted by SALAM > 6 days ago | Report Abuse

could be 10-20 yrs from now..........

Posted by Aldous47 > 6 days ago | Report Abuse

The more data centers there are, the greater the demand for HDDs
https://theedgemalaysia.com/node/717281

Posted by Vicky > 5 days ago | Report Abuse

All ups except DUFU. Pasal ESOS again. JCY, NOTION & DUFU all laggard counters due to ESOS. No significant sign of life unless an Alien Romulus is living inside...hahaha

Posted by Intelligentinvest > 4 days ago | Report Abuse

Very quiet now.
Game over?
Narrow escaped

Posted by calvintaneng > 4 days ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

Posted by Aldous47 > 4 days ago | Report Abuse

Tech rallies slow down at US there ... So, DUFU will follow also

Posted by Vicky > 4 days ago | Report Abuse

Dufu already down before Nasdaq is down. Quite intelligent stock. Another AI stock you can't miss. Hahahaha...

Posted by Vicky > 4 days ago | Report Abuse

Next bus station is 2.30 and just next to 2.26. See you there or if you want to get out early. We are going south ya from 2.75. Too far away will lost your panties and underwear..hahaha

Posted by calvintaneng > 4 days ago | Report Abuse

Dufu

Those who are afraid please sell now

Calvin happy to buy in fear

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Posted by calvintaneng > 4 days ago | Report Abuse

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

Posted by EngineeringProfit > 4 days ago | Report Abuse

Cheap now I can recollect for another round

Posted by Vicky > 4 days 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 > 3 days 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 > 3 days 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 > 3 days 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 > 3 days 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 > 3 days 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 > 3 days 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 > 3 days ago | Report Abuse

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

Posted by investor77 > 3 days 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 > 21 hours ago | Report Abuse

Notion only 23% Hdd

Dufu majority is Hdd

Dufu should outperform Notion