pang72

PIE is much better than HEXCAP..
Do t miss the bull run again...

2024-06-18 17:43

pang72

I am expected kenanga will rerate pie to higher target after $6.75 hit easily last week..
It is tremendous upside with nvidia server....

Calvin sifu,
Do t miss again this great gem!!

2024-06-18 17:48

pang72

Aiyo calvin sifu,
90B capax is from TNB.
So, 90B job completed to upgrade TNB national grid to cater for NERT and data center expansion.
You shld bit TNB not HEXCAP...

2024-06-18 17:50

pang72

Hopefully, Calvin don't miss TNB and PIE again...
It is still way undervalue...
You shld swticj to both stocks tmr 1st thing in the morning

2024-06-18 17:51

pang72

https://www.sinchew.com.my/?p=5694069
Nvidia becomes world no1 richest company.
So, pie will following nvidia after the server export out from Malaysia factory

2024-06-19 10:53

pang72

Market correction hopefully end by afternoon

2024-06-19 10:54

pang72

Where is bro James... Not in pie?
Hihi..

Then good... He miss the greatest tech stock rally as usual

2024-06-19 11:47

pang72

The next wave is set off rally after bro James selling all technology stocks..

Thanks you bro james

2024-06-19 11:48

calvintaneng

PANG
WHY ARE YOU HERE GOT NO HDD (VALUE LIKE GOLD)

SEE

Posted by Zachzach > 7 minutes ago | Report Abuse

keep jcy till august !! towards rm 1 guys !!


YES!

KEEP JCY TILL AUG 2024 (ONLY TWO MONTHS MORE)
TO GET A BONANZA RESULT!

1 minute ago



calvintaneng

AUG 2024
ONLY 2 SHORT MONTHS

BEST GO HOLIDAY

DON'T SEE

COME BACK

GET BONANZA!

SEAGATE, WESTERN DIGITAL & NVIDIA NOW AT YEAR RECORD HIGH (JCY, NOTION & DUFU IF SOLD DOWN IS BEST BUY) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158896135-SEAGATE_WESTERN_DIGITAL_NVIDIA_NOW_AT_YEAR_RECORD_HIGH_JCY_NOTION_DUFU_#google_vignette

4 seconds ago

2024-06-19 11:55

pang72

Calvin, pie is Mfg nvidia server for data center.
Of course, the hdds are bought from WD or Seagate to assemble to the server

2024-06-19 13:07

pang72

The hdds value as gold then nvidia server value as platinum

2024-06-19 13:08

pang72

BTW, my hdds stocks notion and DUFU are doing very well..
You can continue your hard sell in hdds..
It is in recovery trend

2024-06-19 13:21

tahansan

来了~!

2024-06-20 16:16

pang72

Bro James, you are wrong again..
Pity you for miss out Nvidia boom

2024-06-26 12:15

James_Bond

Hello Bro Pang. I m lazy to speak to you because you r such a pathetic person that always steal people thunder! Gosh!

2024-07-03 16:16

James_Bond

Everyone knows that I bought Pie below 3! You bought way higher and chase pie above 7 till SC issued UMA to Pie. Since then, due to your insanity, pie dropping miserable to 6.27! Gosh!

2024-07-03 16:18

Jack888

Testing buy a bit hope it will move higher soon.

2024-07-12 09:53

James_Bond

Be informed that I m disposing PIE 6.00-6.12…

2024-07-22 11:45

James_Bond

Time to take profit from Malaysia market due to Trump effect — to make America Great again!

2024-07-22 12:11

James_Bond

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

2024-07-22 12:36

tahansan

來了!

2024-07-30 15:36

James_Bond

Many investors pm me to help them as they faced massive paper loss in PIE. I decided to buy back PIE to help the needy. Thanks!

2024-07-31 12:12

James_Bond

Nvdia up 12.81%!

2024-08-01 05:52

James_Bond

Please be informed that I would slowly disposing PIE due to uncertainty ahead especially Middle East tension.

2024-08-01 11:18

James_Bond

https://www.nytimes.com/2024/07/31/world/middleeast/iran-orders-attack-israel.html

2024-08-01 11:33

pang72

52wksow is $2.60
You got 50% to drop

2024-08-05 08:24

James_Bond

Nvdia pre market crashing to below 100 per share!

2024-08-05 11:20

James_Bond

Nvdia pre market crashing to below 98 per share!

2024-08-08 14:34

James_Bond

This might be the escape window… good luck…

2024-08-08 15:17

James_Bond

Nvdia, the champion of the magnificent 7, has been dropping without any reason behind?! Time to wake up, dude!

2024-08-08 15:44

tahansan

GB200 to deliver on time in Q4...
https://www.youtube.com/watch?v=dDdWaEjzBME

2024-08-14 19:52

tahansan

https://www.digitimes.com/news/a20240815PD203/nvidia-foxconn-2024-revenue-development.html

2024-08-15 16:24

sten_still

another opportunity coming

2024-08-20 15:08

tahansan

One of clearest in terms of earnings visibility looking through 2025, management even announced the orders:
https://www.klsescreener.com/v2/announcements/view/6871321
The lack of volume is probably due to:
a) lack of coverage by brokers
b) a small share base - 384m, little floating shares in the market
c) unexciting revenue and profits in the past
Once plant 6's server revenue kicks in, the stock price should reflect the greater fundamentals as revenue size will be doubled or more, not many companies can deliver double revenue by next year..any dips should be opportunities to nimble.

2024-08-22 12:21

tahansan

Foxconn quells rumors, confirms on-schedule production for major client:
https://www.digitimes.com/news/a20240827PD211/foxconn-production-shipments-apple-nvidia.html

2024-08-28 12:29

tahansan

來了~

2024-08-30 15:42

James_Bond

Nvdia plummeted near 10% overnight! Post market, has been continuing in such downtrend… keep cash and stay away!

2024-09-04 06:44

tahansan

Blackwell全面趕工!黃仁勳掛保證第4季出貨 直言晶片太夯但供應有限 客戶搶不到"比較激動" ->
https://youtu.be/Sq0WbpV4k9A?si=oiNT-EZxm9jn7E3B

2024-09-12 19:41

James_Bond

Be informed that I closed my short on PIE. Thanks for the profits!

2 months ago

tahansan

來了~!

1 month ago

James_Bond

Trump will ensure all nvdia/ intel/ AMD chips manufactured in USA rather than in other countries!

1 month ago

James_Bond

Previously QR profit near 30million, now down to 8 million… Trump effect coming soon to hunt “company stealing US tech”… You should know what to do next…

1 month ago

James_Bond

You think PIE will get away from MAGA? Don’t be silly!

1 month ago

ocbc

TSMC will sure stay in Taiwan bcu unable to relocate to US due to its supporting industries , US will have to support Taiwan or else no <4nm chips for US !

1 month ago

James_Bond

Wrong concept, ocbc!

You just need extreme ultraviolet lithography (EUVL) photolithography machines to manufacture advanced chips <3nm. This EUVL mainly provided by ASML company. ASML could deactivate all EUVL remotely in case China invaded Taiwan to secure those EUVL for advanced chip production.

ASML can deploy the EUVL anywhere and assign ASML stuff to run the machine for chip making. ASML doesn’t implement this because ASML already filthy rich and profitable with selling and supporting these EUVL machines.

Please read and study before you comment! Don’t trust hearsay or bullsh*t from online stock guru!

3 weeks ago

James_Bond

Quantum computing chips by google, manufactured in Santa Barbara, NOT TSMC! Too bad for TSMC!

2 weeks ago

James_Bond

Wow, Quantum computing chips!
Please watch and get enlightened!

https://youtu.be/W2piM1I05A4?si=Gr7vBl7xsWXKOhZ-

2 weeks ago

James_Bond

China targets nvdia for anti trust probe!

https://apnews.com/article/nvidia-china-antitrust-monopoly-investigation-chipmaker-bf2dfae0a2f6a83a64b46239f86a4173

2 weeks ago

nigel foo

"鴻海攻主權AI 廣宇帶頭衝 檳城新廠可望承接集團相關訂單"

鴻海集團搶主權AI商機，內部分工藍圖浮現，透過母雞帶小雞模式，旗下廣宇（2328）率先出線衝鋒，承接部份區域性主權AI訂單。廣宇擁有區域製造優勢，其中，位在馬來西亞檳城新廠剛落成，占地五層樓、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。


廣宇內部目標，AI伺服器營收占比要衝25%，相關產品毛利率不錯，可望同步推升獲利增長。


鴻海集團旗下多家企業10日與法人舉行閉門法說會，AI相關訂單動態與集團分工成為焦點。與會法人透露，現場最勁爆的消息，不是先前已炒一波水冷題材的鴻準說了什麼，而是老牌連接器廠廣宇釋出開始跨足AI伺服器代工、而且還要透過東南亞產能優勢避開地緣政治紛擾，與鴻海集團一起搶主權AI商機的訊息。


與會法人透露，廣宇高層在現場說明，廣宇的AI伺服器訂單，不是與鴻海競爭搶單，而是以「互補分工」的形式進行，「鴻海本身量體大，要處理超大咖客戶，廣宇則協助處理一些鴻海無法分身承接的訂單，不要被同業搶走。」簡單說，就是整個鴻海集團要「一網打盡」所有AI商機。


鴻海集團目前在AI伺服器製造領域，主要由鴻海旗下工業富聯負責四大雲端服務供應商（CSP）客戶，包括亞馬遜AWS、微軟、Google與Meta等；至於部分中小型客戶，例如區域型的主權AI伺服器，則由廣宇組裝。可以看出，鴻海集團正以母雞帶小雞的方式，全面網羅大中小的主權AI訂單。


隨著主權算力興起，廣宇因具備東南亞海外產能，並具有伺服器主機板（L6）到伺服器組裝（L10）供應能力，在川普即將上台，美國持續加強貿易壁壘下，歐美、 大陸客戶紛紛找尋海外產能因應。


廣宇為轉型AI伺服器組裝，在檳城打造占地五層樓新廠、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。


廣宇今年持續送樣AI伺服器相關產品，已獲得大陸一線大客戶訂單，將於2025年組裝量產伺服器和交換機，出貨海外主權算力需求，後續尚有約兩到三家歐美客戶可望加入，將成為未來該公司重要營收成長動能。


鴻海高度看好主權AI發展，董事長劉揚偉之前表示，隨著地緣政治的緊張關係愈演愈烈，大家聽過主權AI，未來將聽到主權伺服器，也就是說當地國家的伺服器會在當地製造，因為當你談到主權AI，有許多跟國家非常機密的資訊在裡面，這些AI相關的軟體是跑在AI伺服器裡面，雖然伺服器是硬體，但是也變得非常機密，也要確認它的安全性，這將是未來發展的方向。

2 weeks ago

nigel foo

（１）新聞內容摘要：鴻海集團旗下連接器廠廣宇（2328）轉型展現成效，繼拿下雲端服務供應商（CSP）AI伺服器訂單之後，在當紅的機器人領域也傳出捷報，已送樣全球四大機器人廠，預定明年出貨，搶搭機器人商機。

（２）新聞解讀：廣宇（2328）轉型布局展現成效，在AI伺服器業務基礎上，進一步搶進機器人市場，已成功送樣至全球四大機器人廠商(發那科、ABB、安川和庫卡)。公司積極調整產品結構，持續降低消費電子比重，轉向高毛利的AI伺服器與工業機器人應用。值得關注的是，廣宇具備東南亞產能優勢，在全球供應鏈重組趨勢下，已獲得中國大陸客戶2025年AI伺服器組裝訂單，預期將成為新一波成長動能。(周佳蓉)

5 hours ago