Posted by FortuneBlooming > 2 months ago | Report Abuse

danny123:

"Price is very competitive, many companys manufacturing Hdd went bankruptcy.Please read d above."

yah gah, but why you going around all SSD/HDD forums jcy, notion, dufu saying repeating same thing leh

you want to pull price down for buy cheap discount gah

yah lor yah lor yah lor

Posted by Aldous47 > 2 months ago | Report Abuse

Rise of AI, Supply Shortfall Set to Drive Up HDD Prices

https://datastorageasean.com/daily-news/rise-ai-supply-shortfall-set-drive-hdd-prices

Posted by pang72 > 2 months ago | Report Abuse

DUFU is showing the resilient of HDD stock..
In green

Posted by calvintaneng > 2 months ago | Report Abuse

Very high demand by Ai for HDD will see Dufu accelerate it's revenue and profits from now and next few years

Buy while prices are weak and undemanding and then hold

Posted by EngineeringProfit > 2 months ago | Report Abuse

Congrats, Calvin. U manage to get bilises to sapu all your expensive tickets above 2.45

Posted by calvintaneng > 2 months ago | Report Abuse

Rm2.45 for Dufu very cheap still in view of it going back to Rm4 - Rm5 range yet ahead

Both Jcy (was 32 sen now near 50 sen) notion (was 52.5 sen now near Rm1.30)

Posted by Aldous47 > 2 months ago | Report Abuse

The management see global semiconductor sales are increasing, along with a memory sector resurgence, signalling a potential new growth cycle, particularly benefiting local manufacturers. Upup, Dufu

Posted by ChloeTai > 2 months ago | Report Abuse

https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disck Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.

Posted by OrlandoOilWeb3AI > 2 months ago | Report Abuse

Price way ahead of fundamental

If really want to buy better time to buy is after the latest QR is announced

The latest QR won't be able to support the price

The price will correct downward

The price will be Warren Buffeted by the QR

Posted by calvintaneng > 2 months ago | Report Abuse

Investing has got to do with the future

And the future is not just one or two qtrs but we invest in view of at least 6 months to one year or more

Jcy has already stated that 2nd half year WILL BE BETTER than 1st half

By proxy we already Know Dufu 2nd half will be equally good or better

Posted by OrlandoOilWeb3AI > 2 months ago | Report Abuse

Generative AI was on display everywhere — even from companies you wouldn’t expect.

For example, French beauty giant L’Oreal showed off an AI-powered beauty assistant called “BeautyGenius” at a large booth near the center of the Porte de Versailles conference venue.

Posted by calvintaneng > 2 months ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-01-story-h-160569336-NOTION_JCY_DUFU_ARE_STILL_ON_UPTRENDING_MODE_DUE_TO_REAL_AND_FUTURE_EAR

Posted by calvintaneng > 2 months ago | Report Abuse

Rise of AI (Artificial Intelligence ) and DC (Data Center ) has turned HDD stocks from 🐂 run into Superbull 🔥

Notion 🔥 1st to rise

then followed by Jcy 🔥

And finally Dufu 🔥
and Dufu now last will become 🥇 first

Yes!!!

And the last shall become first 🏆

Posted by Superich > 2 months ago | Report Abuse

Dufu's medium term stock performance should be promising but JCY should have more legs as it is involved in both HDD and SSD

Posted by Aldous47 > 2 months ago | Report Abuse

How about Notion, Superich?

Posted by 6055 > 2 months ago | Report Abuse

Calvin, Dufu have more rooms to go. It will shoot up anytime soon. JCY vs all time high less not far. Dufu still have much to go before reaching the all time high.

Posted by calvintaneng > 2 months ago | Report Abuse

Happy morning all

Yes 6055

Notion up 190% in just one short month

Jcy up 80.3% in one month

Dufu only up a mere 2.9% in one month

Since Dufu still at low level price its upside still got lots more room to go higher

That is why Value Investor will pick Dufu now

Posted by ktrader > 2 months ago | Report Abuse

Now your turn to fly dufu...fly

Posted by calvintaneng > 2 months ago | Report Abuse

https://finance.yahoo.com/news/bofa-says-chip-stocks-wont-013254042.html

Posted by calvintaneng > 2 months ago | Report Abuse

https://finance.yahoo.com/news/bofa-says-chip-stocks-wont-013254042.html

Posted by calvintaneng > 2 months ago | Report Abuse

‘Everything is Going to Be Robotic’ Nvidia Promis…: https://youtu.be/nxO_t5N82m0

HDD and SSD in demand

Posted by calvintaneng > 2 months ago | Report Abuse

Notion 🔥 first
Then Jcy 🔥

Time will also come for Dufu
Best time to buy more Dufu while cheap
Later Dufu will also 🔥

Posted by legendmonkey > 2 months ago | Report Abuse

JCY now market cap is higher than DUFU now.... Dufu still sleeping. Maybe sleep till when the hype gone.. Hopefully wake up soon.

Posted by Ron90 > 2 months ago | Report Abuse

of the three, Dufu revenue 50m only, and profit very small like siput. Mc already over 1 billion. Unless quarterly profit 3x to over 15 m each quarter. than should fly la. But 3x consider a lot olready.. so how?

Posted by Aldous47 > 2 months ago | Report Abuse

The management anticipates that the full-year revenue for 2024 will maintain a growth rate of 10.00% to 15.00%, with HDD product growth at 10.00%, while non-HDD product growth is projected to reach 20.00% ~

Posted by gooman > 2 months ago | Report Abuse

JLL Malaysia anticipates more data centre developments across Malaysia due to rising demand - https://theedgemalaysia.com/node/714408

Posted by kkwong13 > 2 months ago | Report Abuse

WD expects Q4'FY2024 quarter revenues to be in the range of $3.6 billion to $3.8 billion, increase vs $3.46 billion last Q3'FY24 revenue. The $3.7 billion mid-point would represent a 38.8 percent annual increase, making for a $12.94 billion full year, moving into turn around year revenue growth starting 2024.


https://klse.i3investor.com/web/blog/detail/GenerativeAIstorage/2024-06-06-story-h-159819817-Seagate_Western_Digital_benefits_from_AI_Generative_AI_storage_demand

Posted by kkwong13 > 2 months ago | Report Abuse

Here is my research and finding of how to estimate its potential share price rise for JCY business revenue & earning growth throughout year end 2024 & beyond with raising AI cloud & data center.

https://klse.i3investor.com/web/blog/detail/jcy2024/2024-06-07-story-h-159822508-JCY_How_high_JCY_share_price_can_go_by_end_2H_24

Posted by calvintaneng > 2 months ago | Report Abuse

Dufu insiders selling some to get cash to buy more Esos urgently

sign of bullish accumulation for greater things to come

Posted by moven00 > 2 months ago | Report Abuse

LH and LL… what do you expect of Dufu. It will go lower lo. Downtrend

Posted by calvintaneng > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/714621

WILL BOOST DUFU PROFITS

Posted by calvintaneng > 2 months ago | Report Abuse

https://blocksandfiles.com/2024/06/06/western-digital-ssds-hdd/

Posted by Aldous47 > 2 months ago | Report Abuse

Memory storage theme now 😄

Posted by gooman > 2 months ago | Report Abuse

Zafrul: ByteDance planning RM10b investment to make Malaysia a regional AI hub

Taking into consideration future requirements, Tengku Zafrul said, the company also plans to expand the data centre facility with an additional investment of RM1.5 billion.

ByteDance plans to invest in AI to turn Malaysia into an regional AI hub with a proposed investment of about RM10 bil - https://theedgemalaysia.com/node/714621

Posted by gooman > 2 months ago | Report Abuse

TSMC’s May Sales Rise 30% as Countries Race to Secure AI Chips

AI is driving a global boom in data center construction
TSMC is the biggest chipmaker to both Apple and Nvidia
https://www.bloomberg.com/news/articles/2024-06-07/tsmc-s-may-sales-rise-30-as-countries-race-to-secure-ai-chips

Posted by gooman > 2 months ago | Report Abuse

AI is driving a global boom in data center construction!

Posted by gooman > 2 months ago | Report Abuse

Singapore looks to boost AI with plans for quantum computing and data centers
https://www.zdnet.com/article/singapore-looks-to-ai-future-with-plans-for-quantum-chip-and-data-centers/#google_vignette

Posted by gooman > 2 months ago | Report Abuse

Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution
https://nvidianews.nvidia.com/news/computer-industry-ai-factories-data-centers

Posted by calvintaneng > 2 months ago | Report Abuse

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!


NOTE: ACCORDING TO DELL & SEAGATE DEMAND FOR HDD WILL BE FOR 10 YEARS!

SO THE HDD/SSD BULL STILL YOUNG

Posted by calvintaneng > 2 months ago | Report Abuse

https://youtu.be/_ZeJvwuS4D0?si=uJBk3FHI79XWPL2C.


Go go power Ranger

Go go Jcy, Notion, Dufu

Posted by Aldous47 > 2 months ago | Report Abuse

Notion and JCY are moving strong !

Posted by calvintaneng > 2 months ago | Report Abuse

Notion and Jcy got no Structured call warrants

so no IB bankers sell or suppress

Dufu got few call warrants

here got dirty IB bankers suppress

see this to understand

https://youtu.be/_1VoMLwb_oA?si=6Dkku4_7JhGdtcko

take this illustration to understand Tsh

Tsh = USA warship

Tsh call warrants = Japan

Kamikaze pilots = Shares sold below cost of purchase by IB banks (to bomb Tsh shares at low price from opening to closing to suppress and keep Tsh share prices down


This form of manipulation happens in Cmsb until they post complain

Now Tsh has far far more value than Cmsb

And Tsh got 4 Call warrants which IB banks want to protect from going up in prices or they will suffer losses

so they do kamikaze bombing on Tsh mother share every day

We must never give up like USA aircraft carrier

just hold Tsh tightly

We will win eventually

Posted by tahansan > 2 months ago | Report Abuse

來了!!

Posted by Jameskk > 2 months ago |

Post removed.Why?

Posted by kkwong13 > 2 months ago | Report Abuse

This is my research of how many physical hard disks needed for ONE data center.

https://klse.i3investor.com/web/blog/detail/JCYNotion/2024-06-11-story-h-159728520-JCY_Notion_Dufu_How_many_physical_hard_disks_needed_in_one_Data_Center

Posted by kkwong13 > 2 months ago | Report Abuse

One thing, do not neglect Notion & Dufu as well. With big surge of massive storage memory HDD & SDD, across all JCY, Notion & Dufu will raise accordingly, even through JCY is provide 25% of global HDD supply to both Western Digital & Seagate, majority on HDD parts. Net net Notion & Dufu will raise proportional and hit max utilization of >90% by end of Dec'24 gradually

Posted by calvintaneng > 2 months ago | Report Abuse

During the Glove Superbull among the 1st to cross Rm20.00 and Kossan trailed behind. Finally Kossan (guo shan or go over mountain) also crossed Rm20.00

Those smart ones bought laggard Kossan

So now Notion and Jcy like Supermax shot up first
Dufu the laggard will be like Kossan. Slow. But will also rise steadily as days, weeks, months unfold to see its powerfully earnings catch up

Posted by calvintaneng > 2 months ago | Report Abuse

Supermax crossed Rm20.00 first and Kossan played catch up later

So those who missed Notion and Jcy still got laggard Dufu to buy

This is the last of the 3 low hanging fruit of Hdd bull stocks

Posted by Eagle77 > 2 months ago | Report Abuse

Better buy JCY guys…1 Dufu = 3 JCY buy JCY for smart investors ✅😎

Posted by Eagle77 > 2 months ago | Report Abuse

Dufu very expensive compared to JCY ✅