Posted by ChloeTai > 2 months ago | Report Abuse

Any UMNO members who dare to go against Zahid Hamidi will have the same consequences like Khairy Jamaluddin (dipecat) and Hishammuddin Hussein (digantung keahlihan). Just ignore the noice of the oppositions.

Posted by ChloeTai > 2 months ago | Report Abuse

Tomorrow all eyes will be on AIRPORT. If it convincingly in green, then can buy DUFU mother share or DUFU-CU.

Posted by ChloeTai > 2 months ago | Report Abuse

Dufu is quite expensive. DUFU-CU is an alternative cheaper at RM0.175. But bear in mind that there is time decay of structured call-warrants with a drop in value of RM0.0003 per day including Sat and Sun and public holidays. You must print out the warrant matrix from AFFIN Warrant Matrix (search by GOOGLE).

Posted by ChloeTai > 2 months ago | Report Abuse

The AFFIN warrant matrix is to see the price of DUFU-CU against the price of the mother share. Usually DUFU-WU will move one bid when the mother share moves 2 sen.

Posted by calvintaneng > 2 months ago | Report Abuse

Seagate up

good for Jcy, notion, dufu had hexcap

Posted by ChloeTai > 2 months ago | Report Abuse

kkwong13 sell call (in the Notion forum) is just like OTB sell call (Hevea-WA long-long time ago). It will be a vertical line down.

Posted by hng33 > 2 months ago | Report Abuse

KUALA LUMPUR (June 25): Malaysia and Indonesia are expected to be the prime beneficiaries of rising demand for data centres due to artificial intelligence (AI) growth, according to CGS International.

CGS said players involved in the value chain of data centre construction (such as equipment providers, real estate landlords and contractors) will benefit more in the next three to five years versus operators, due to the current stage of the industry’s growth cycle, which is still focused on building infrastructure for AI training purposes.

https://theedgemalaysia.com/node/716663

Posted by Aldous47 > 2 months ago | Report Abuse

Collect when it drops

Posted by calvintaneng > 1 month ago | Report Abuse

Dufu

there is a huge increase of goods being sent out

plus Dufu doing 24 hour day and night shift to meet demand

So Dufu should be doing well

Posted by ChloeTai > 1 month ago | Report Abuse

Nvidia and other AI-linked stocks rose after bruising selloffs.
https://theedgemalaysia.com/node/716790

Posted by Aldous47 > 1 month ago | Report Abuse

Dufu, Notion and JCY make a strong rebound today 🤗

Posted by calvintaneng > 1 month ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459183

Posted by calvintaneng > 1 month ago | Report Abuse

Dufu insiders buying good

Last time after Notion insiders bought Notion jumped up

Now is Dufu's turn 🚀🚀🚀

Posted by kkwong13 > 1 month ago | Report Abuse

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.

Posted by kkwong13 > 1 month ago | Report Abuse

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?

Posted by calvintaneng > 1 month ago | Report Abuse

some thoughts on Scuttlebutt on Dufu

1. A check with Dufu phone receptionist

She said lots more phone calls than before

2. A check with Dufu Security Guard

he said more buyers coming to visit Dufu factory

3. And more goods were sent out from Dufu Factory
means more sales or good business

and now Dufu goes into heightened production by doing day shift and night shifts

to crown it all Dufu insiders are now buying

So the verdict ?

Buy Dufu and hold tight

Posted by calvintaneng > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-12-15-story-h1595602911-TOP_10_VALUABLE_INVESTMENT_SECRETS_MY_JOHOR_SIFU_TAUGHT_ME_5_RIDING_ON_

Posted by calvintaneng > 1 month ago | Report Abuse

See Top secret number 3

Scuttlebutt

On Dufu now 🎯

Posted by hng33 > 1 month ago | Report Abuse

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.

Posted by hng33 > 1 month 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 > 1 month 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 > 1 month 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 > 1 month ago | Report Abuse

Uptrend line

Posted by hng33 > 1 month 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 > 1 month 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 > 1 month ago | Report Abuse

Which car will reach the goal 1st, calvintaneng 😆

Posted by calvintaneng > 1 month ago | Report Abuse

Lambo lah

See

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

Posted by hng33 > 1 month ago | Report Abuse

Uptrend

Posted by calvintaneng > 1 month 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 > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month 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 > 1 month 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 > 1 month ago | Report Abuse

GOGOGOGO AI

Posted by JIELUN23 > 1 month ago | Report Abuse

GOGOGO

Posted by calvintaneng > 1 month 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 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

Dufu

Last to be First!

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

Posted by LalisaFang > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month 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 month 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 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

Dufu rushing with day and night shift

🚀 Demand for Hdd rockets up

https://theedgemalaysia.com/node/718555

Posted by VincentTang > 1 month 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 month 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 month ago | Report Abuse

Bull run for HDD counters. Uptrend is inevitable

Posted by Eagle77 > 1 month ago | Report Abuse

TP 2.00 ⬇️🩸

Posted by Aldous47 > 1 month ago | Report Abuse

You wish, Eagle77

Posted by calvintaneng > 1 month ago | Report Abuse

Dufu will see very bright times ahead

Posted by SALAM > 1 month ago | Report Abuse

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

Posted by Aldous47 > 1 month ago | Report Abuse

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