Posted by Abidjan > 1 day ago | Report Abuse

US intending ban on AI chips exports can be a big blow to suppliers of data servers and data centres…..
https://theedgemalaysia.com/node/740358

Posted by qqq47660 > 23 hours ago | Report Abuse

Very significant posts by abidjan

Posted by qqq47660 > 23 hours ago | Report Abuse

On mcQ, their is blatant promotions.

Posted by qqq47660 > 23 hours ago | Report Abuse

On chip ban, it's the reason ytl also affected yesterday

Posted by qqq47660 > 22 hours ago | Report Abuse

Nvidia objected to the proposal in a statement, saying that the curbs “would not reduce the risk of misuse but would threaten economic growth and US leadership


That why biden should be shot

Posted by mf > 22 hours ago | Report Abuse

take profit

Posted by Maxlim2000 > 22 hours ago | Report Abuse

2.5 coming

Posted by HKHedgeFund > 21 hours ago | Report Abuse

Nvidia? haha

Posted by qqq47660 > 21 hours ago | Report Abuse

Those who bought at 3 very painful

Posted by qqq47660 > 20 hours ago | Report Abuse

bot natgate 2.50...................................

Posted by findfreedom > 20 hours ago | Report Abuse

I don't understand the mentality to happy for people losing money.

Posted by eklim65 > 20 hours ago | Report Abuse

Smuggling Nvidia products???

Posted by Kim > 20 hours ago | Report Abuse

TP RM3 done.

Lower coming RM2.20-RM2.30

Waiting ...

Posted by Kim > 20 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/spartan/2024-12-06-story-h475743585-NATGATE_s_with_NVIDIA_s_ASEAN_and_global_data_center_markets_Stock_going

Nextweek : RM2.20-RM2.30
New EP range.

Posted by IlmuKhodam > 20 hours ago | Report Abuse

Wan le wan le wan le, barbeque le.

Posted by pang72 > 20 hours ago | Report Abuse

Pangsai target meet $3
Npw is laosai target $2 mah..

Posted by Tampin Hero > 19 hours ago | Report Abuse

Limpeh jialat already

Posted by findfreedom > 18 hours ago | Report Abuse

lol.. how jialat?

Posted by IlmuKhodam > 18 hours ago | Report Abuse

https://theedgemalaysia.com/node/740520

Kenanga Research said that in this context, it believes Nationgate, the only original equipment manufacturer (OEM) partner of Nvidia in Malaysia and a small OEM partner in the Asean region, will be minimally impacted by the GPU export quotas, as a significant portion of its business comes from Singapore and deliveries are made as per client requests.

Posted by qqq47660 > 17 hours ago | Report Abuse

Will close above 2.60

Posted by Abidjan > 17 hours ago | Report Abuse

RHB Research concludes: The new restriction could affect supply chains that are in the ecosystem of GPU and CPU servers. Names like Nationgate (>85% of revenue) and PIE Industrial ( <10% currently) could be directly affected given their businesses in the AI-server/switches assembly businesses.
This Nvidia AI chips curbs & rules are quite similar to the restriction of Malaysia gloves to US market in 2020...so what can you expect from Trump 2.0 or more?
Just wait, investing now is between a 20% risk and 80% uncertainty.
There will be curbs for certain...but how severe?
Remember, TopGlove dived from rm30 to rm1 and still in comatose situation.

Posted by pang72 > 17 hours ago | Report Abuse

Shit... Don't scare me...
My laosai target only $2...

I don't wanna say limit down.

Posted by pang72 > 17 hours ago | Report Abuse

Niama! Biden is given the last killing to our data center business.

Posted by pang72 > 17 hours ago | Report Abuse

Multi billion DC of affected...
We will be in 3rd world country...

Posted by James_Bond > 17 hours ago | Report Abuse

Luckily dumped all above 2.9+!

Posted by Nbdknw > 17 hours ago | Report Abuse

Price pushed to distribute share to retailers

Posted by Maxlim2000 > 17 hours ago | Report Abuse

Actually no need to worry la what nationgate manufactures will sell to spore impact very very less

Posted by xuxu > 17 hours ago | Report Abuse

many are hesitated to collect now, they want to see tonight US stock impact first

Posted by Maxlim2000 > 17 hours ago | Report Abuse

2.40 now.....

Posted by Abidjan > 16 hours ago | Report Abuse

Better to stay away....tricky dates for this month in US :
Semiconductor, tsmc on the 16th, Tesla, Microsoft and the rest of tech announce their quarterly results at the end of the month, and Fed rates review

Posted by ValueInvestor888 > 16 hours ago | Report Abuse

AI not over yet. Good chance to accumulate in stages for those missed...
How low this adjustment no one know...

Posted by ValueInvestor888 > 16 hours ago | Report Abuse

Natagate got china clients as well but their main business would Msia and Spore data centre for Nvidia related products

Posted by Kim > 16 hours ago | Report Abuse

Knight trying save it
He he
Dont fight. Natgate on pure AI tech.
RM2.20 at least nextweek. Then we see there how. My 2c

Posted by Yu_and_Mee > 16 hours ago | Report Abuse

if want to drop, better drop to 1.00. Then only can see meat

Posted by Yu_and_Mee > 16 hours ago | Report Abuse

1.00 can all in, provided business remain unchanged

Posted by Abidjan > 16 hours ago | Report Abuse

I keep telling....announcements on details of Nvidia curbs on Friday, if not next week and likely more on Trump 2.0. Poor Joe just want to steal as much thunder as he can before he leaves the White House.
Both Great White sharks from Sarawak and Great Barrier Reef are still feeding in the waters ...

Posted by Yu_and_Mee > 16 hours ago | Report Abuse

please sell more

Posted by qqq47660 > 16 hours ago | Report Abuse

buy or sell are winners?


huge volume today...the buyers are the winners.

Posted by qqq47660 > 16 hours ago | Report Abuse

very easy actually...just do what winners do.

Posted by qqq47660 > 15 hours ago | Report Abuse

trade without fear.

Posted by Yu_and_Mee > 15 hours ago | Report Abuse

yeah

Posted by pang72 > 15 hours ago | Report Abuse

If the AI chip curbs is real then natgate and all AI stock will crashing with limit down... YOU MUST HAVE BRAVE HEART TO STAND THE WIND...

Posted by pang72 > 15 hours ago | Report Abuse

Without AI chip so what else the factory can do?
Use Huawei AI chip then OK!!

Not nvidia AI GPU but Huawei AI GPU...
So make China bog again?

Posted by xuxu > 15 hours ago | Report Abuse

but everybody is afraid to hold

Posted by pang72 > 15 hours ago | Report Abuse

Of course afraid la..
Like you are in genting buy big or small

Posted by Peter123 > 14 hours ago | Report Abuse

Don't worry, it is market panic with the bad news! Back to 2.6x next week for sure. Those who bought at a low price would cheer up next week.

Posted by qqq47660 > 14 hours ago | Report Abuse

Peter123

Don't worry, it is market panic with the bad news! Back to 2.6x next week for sure. Those who bought at a low price would cheer up next week.
====

clear

Posted by Yu_and_Mee > 13 hours ago | Report Abuse

1.5 first, please

Posted by Kim > 6 hours ago | Report Abuse

DJI and Nasdaq like that, most welcome gap down continue Monday.

RM2.20

Posted by OKU_2020 > 2 hours ago | Report Abuse

BOOOO CHOWWW CCCCCCCCCCC👹