Posted by pang72 > 1 month ago | Report Abuse

You still got 1.5 years high demand in AI server for data center

Posted by pang72 > 1 month ago | Report Abuse

The first year is super trend for Nvidia because the big giant order server through nvidia.
The 2nd years (now) is the super trend for OEM because production line setup ready for mass production and profit starts count

Posted by pang72 > 1 month ago | Report Abuse

Chole,
Then if next Q4' FY24 (Dec '24) = EPS 2.32 sen (+32% QoQ)

I prefer to x4 for 2.32 = 9.28c
If taking ATECH as refere PE34 will be $3.15.

My 1 fold theory from $1.60 to $3.20

Posted by pang72 > 1 month ago | Report Abuse

I believe they can do better

Posted by pang72 > 1 month ago | Report Abuse

EG 2.22
Natgate 2.24

This 2 stocks macam adik beradik wo

Posted by ChloeTai > 1 month ago | Report Abuse

Closed at RM2.24/RM2.25.
At this moment of writing 5:00 pm 18.07.2024, Nasdaq Futures is 20,113.25 (up 119.50), Dow Futures is 41,462.00 (-35.00) and S&P Futures is 5,654.25 (+15.75).

Posted by pang72 > 1 month ago | Report Abuse

Aiyo.. Nasdaq will full swing rebound...
No need to bother...
Any dip is fast fast sapuing

Posted by pang72 > 1 month ago | Report Abuse

Nvidia OEM in Malaysia officially announces...
Who in malaysia - Natgate only

Posted by pang72 > 1 month ago | Report Abuse

The rest is all spectacular

Posted by pang72 > 1 month ago | Report Abuse

What is the strength and connection for Natgate to secure Nvidia OEM in Malaysia? Natgate management shld demonstrates the great foresight and technical competence...
One of the important factory is ability for expansion..

Mr Ooi (owner) is building more factory adjacent for expansion

Posted by ChloeTai > 1 month ago | Report Abuse

NVIDIA share price rebounded USD3.10. Nasdaq -125.7 (-0.7%). Now it depends on individual tech share price whether up or down. The worst case scenario is support at RM2.16, followed by RM2.11. I am fully invested at RM2.25 yesterday (18.07.24).

Posted by yorkyork > 1 month ago | Report Abuse

They are bunch of super investors in this stocks. UHNWI

Posted by ChloeTai > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/Chloe_Tai_Blog/2024-07-19-story-h-156838728-NATGATE_How_High_NATGATE_Share_Price_Can_Go

Posted by pang72 > 1 month ago | Report Abuse

Nvidia the most power to rebound.
Natgate is the one so powerful stock now

Posted by pang72 > 1 month ago | Report Abuse

Whoever collected 2.25 yesterday the clear winner

Posted by pang72 > 1 month ago | Report Abuse

Today, EG and natgate are run at same rate again..

This 2 stocks like ytl and ytlpower..

But, Diff boss leh

Posted by pang72 > 1 month ago | Report Abuse

Market is preparing the rebound in natgate..
Let's wait here..
Nvidia AI is the trend

Posted by s3phiroth > 1 month ago | Report Abuse

Whenever a global mnc becomes a major customer of a bursa listed company, its share price tends to become a multibagger.

For example,
1) Dyson => VS, SKPRES, ATAIMS
2) Tesla => GENETEC
3) Apple/Broadcom => INARI
4) Tsmc => FRONTKN
5) Bmw => D&O
6) Nvidia => YTLPWR
7) Seagate / Western Digital => DUFU, NOTION

So, can natgate become a multi bagger too given their primary source of income is derived from Nvidia ai server, Coherent optical modules and Bitmain bitcoin mining machine?

Posted by pang72 > 1 month ago | Report Abuse

https://www.sinchew.com.my/news/20240718/finance/5772842

Trump as nextvprecident is benefited malaysia

Posted by pang72 > 1 month ago | Report Abuse

Yes! Natgate toward first fold $3.20 soon

Posted by stncws > 1 month ago | Report Abuse

1635 index cannot , crash to be expected

Posted by pang72 > 1 month ago | Report Abuse

Natgate bitcoin machine is resumed production because of shortage of IC issue resolved now..

There are multi income stream emerging in the one GO..

So, beautiful fire

Posted by yorkyork > 1 month ago | Report Abuse

忘了是怎麼開始 也許就是對你 有一種感覺
忽然間發現自己 已深深愛上你 真的很簡單

愛的地暗天黑都已無所謂 是是非非無法抉擇 喔~~
沒有後悔為愛日夜去跟隨 那個瘋狂的人是我 喔~

Posted by pang72 > 1 month ago | Report Abuse

Nasdaq sets to rebound strongly tonight head by Nvidia.
Next Monday, natgate resumes uptrend..
Whoever miss the chance to buy low..

I am sorry for you...

Posted by ChloeTai > 1 month ago | Report Abuse

I was quite nervous when pre close time was at 2.26/2.27. At the same time Nasdaq futures is in red. But fortunately big players sapu all at 2.30.

Another thing is I was about to press buy for EG-WD at 0.77 but I did not have the gut to do so. The purchase order mentioned by EG is such that EG does not have the confidence to deliver it, so they mention "risks" and "caution".

Posted by Cnlim > 1 month ago | Report Abuse

funny guy if EG don't have the confidence to deliver they must else don't take the order

Posted by Cnlim > 1 month ago | Report Abuse

business man are smarter than most of the punters in klse

Posted by yorkyork > 1 month ago | Report Abuse

Only 三千哥know.

Posted by Babyshark01 > 1 month ago | Report Abuse

bro Pang72, may i know if company secured such big contract for AI servers, should company made announcement? PIE did made Bursa announcement when their subsidiary company awarded big contracts.

Posted by ChloeTai > 1 month ago | Report Abuse

@Babyshark01: Can you let us know the date of PIE's announcement regarding their subsidiary company was awarded a big contract. We would like to check on it.

Posted by Babyshark01 > 1 month ago | Report Abuse

hi Chloe, kindly check.
https://www.klsescreener.com/v2/announcements/view/6871321

Posted by s3phiroth > 1 month ago | Report Abuse

Not all bursa companies make announcement when they secure a big order or new customer.

Posted by mf > 1 month ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

40,287.53

-377.49

0.92%

Nasdaq

NASDAQ Composite

17,726.94

-144.28

0.80%

Posted by speakup > 1 month ago | Report Abuse

mf want to buy cheap. dont sell to mf cheap

Posted by telusdansuci > 1 month ago | Report Abuse

Market now give us chance buy low and sell high . Jangan lepaskan peluang ini . Peluang not always got . Selepas downtrend will eventually turn back to uptrend again . Kaunter yang boleh tetap boleh .

Posted by telusdansuci > 1 month ago | Report Abuse

Always remember kauter yang boleh tetap boleh . Natgate tetap boleh going back to Rm 2.50 - 3.00 . Wait and see .

Posted by James_Bond > 1 month ago | Report Abuse

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-earnings-07-17-2024/card/trump-s-taiwan-comments-fuel-tsmc-stock-selloff-jCO4IsuWjpYQdRD7jKUt

Posted by stkoay > 1 month ago | Report Abuse

Nasdaq sharply higher tonight, tomorrow this one gap up.....

Posted by telusdansuci > 1 month ago | Report Abuse

Negative news are already over and positive news should take over today .

Posted by jklemong > 1 month ago |

Post removed.Why?

Posted by s3phiroth > 1 month ago | Report Abuse

natgate issue pp to raise rm429mil to buy cpu and gpu for the ai server!

Posted by ripcudin78 > 1 month ago | Report Abuse

how high can the price go

Posted by yorkyork > 1 month ago | Report Abuse

大家应该猜到这个private placement 是谁了.

Posted by s3phiroth > 1 month ago | Report Abuse

Tomorrow limit down? :/

Posted by donnybelowski > 1 month ago | Report Abuse

Strong AI orders coming, that’s why the company needs working capital. Limit Up?

Posted by ChloeTai > 1 month ago | Report Abuse

Private Placement:
https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=149228&name=EA_GA_ATTACHMENTS

Purchase of electronic components comprising of:
- Graphics processing unit, central processing unit and barebone of server (95%)
- Printed circuit boards, integrated circuits, capacitors, resistors and optoelectronics (5%)

Posted by ChloeTai > 1 month ago | Report Abuse

There will be an immediate dilution in the EPS as a result of the increase in the total number of issued shares upon completion of the Proposed Placement.

Posted by pang72 > 1 month ago | Report Abuse

When Nasdaq index crashing meets the PP is disaster...

Posted by mf > 1 month ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

40,232.14

-125.95

0.31%

Nasdaq

NASDAQ Composite

17,659.07

-338.27

1.87%

Posted by donnybelowski > 1 month ago | Report Abuse

When AI orders coming meets the pp would be wonderful. Earnings 3x