calvintaneng

FIBER OPTIC - A VITAL CONNECTOR IN DATA CENTER & FOR WORLD WIDE CONNECTION AT SPEED OF LIGHT

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869389-FIBER_OPTIC_A_VITAL_CONNECTOR_IN_DATA_CENTER_FOR_WORLD_WIDE_CONNECTION_

1 week ago

Aldous47

No more plantation stocks, calvintaneng?

1 week ago

kkwong13

I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

1 week ago

hng33

bought dufu at 2.52

1 week ago

kkwong13

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

1 week ago

kkwong13

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

1 week ago

calvintaneng

Aldous47

No more plantation stocks, calvintaneng?

11 hours ago

Calvin replies:

CALVIN STILL HAVING MAJOR POSITIONS IN PALM OIL SHARES

Especially in TSH RESOURCES

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869388-TSH_RESOURCES_9059_A_DEEP_VALUE_COMPANY_ALREADY_YET_CONTINUES_TO_CREATE

1 week ago

hng33

Dufu high time can reach above RM 7, current depress price still have huge room to catch up once next Q result record EPS growth

1 week ago

hng33

HLIB starts coverage on Notion, target price RM3.28
https://theedgemalaysia.com/node/716223

1 week ago

hng33

both jcy and notion already breaking historical price level, its time for Dufu to catch up to return to normalize level above RM 4 and all time high above RM 7

1 week ago

hng33

added more DUFU at 2.60-2.63

1 week ago

calvintaneng

Dufu Hdd high end spacers and others totalled 72%
Notion Hdd 23%

Notion go up first like Honda Accord

Dufu coming from behind like a BMW
Matter of time Dufu will catch up

1 week ago

hng33

Notion share price have surpass historical level, but DUFU share price is still laggard behind due to lag in turnaround in previous Q result. But, DUFU managment massages clear, the bottom have already over, its due time for U turn in next Q result and momentum is expect gaining strong due to sudden hike in A1 power data deriven and mushrooming Data center awaiting HDD installation forward.

1 week ago

ChloeTai

Dear Mr Clavintaneng,
I have one very critical question:
"JCY only exported HDD and SSD "COMPONENTS" to Seagate and Western Digital. They are the one that will assemble the components to form a complete unit of HHD and SSD. Malaysia data centers have to import the HDD and SSD from Seagate and Western Digital".

Can you kindly please comment on this concerned and critical question.

In fact Notion and DUFU also export HDD components only.

0 seconds ago

1 week ago

calvintaneng

ChloeTai

see my reply in Hexcap forum

as for Dufu this is the only low hanging fruit of the HDD bull left

Notion has broken through it's all time high of Rm1.92 into uncharted territory

Jcy jumped up over 300% from its lows of below 20 sen while Dufu all time high of Rm4.50 or more is still far up

So Dufu has the most room to go higher

Regards
Calvin Tan

1 week ago

calvintaneng

Since Jcy and Notion have both shot up the sky 🚀 I have shifted some funds to Dufu and also to Tsh Resources to preserve profits

1 week ago

hng33

Message from DUFU management, 70% business from HDD (JCY 91% business) - We believe that global semiconductor sales are picking up and, coupled with a resurgence in the memory sector, suggesting the potential onset of a new growth cycle, especially among local manufacturers who typically lag behind global semiconductor players.

This positive momentum is supported by the conclusion of inventory adjustments and heightened demand in electronics and AI-related applications

1 week ago

calvintaneng

suggesting the potential onset of a new growth cycle

DUFU is in Cyclical UPTREND

See

https://www.youtube.com/watch?v=hCSD5zbNxeQ

5 Steps

1. Rotten
2. Mediocre
3. Pretty good
4. Great
5. Spectacular

Now DUFU still in Stage 2 (Mediocre)

Will later jump to "Spectacular"

So Best Time to Buy DUFU now

https://www.youtube.com/watch?v=hCSD5zbNxeQ

1 week ago

HorseyKL

Sifu's, noob question. Dufu's CS,CT CU expiring this year. CS in 4 days. Will it effect the mother share? Thanks

1 week ago

ChloeTai

Berita Baik: Pendirian UMNO sama dengan PM dalam penjualan saham MAHB. Kata Zahid Hamidi (Presiden UMNO)
https://malaysiagazette.com/2024/06/24/pendirian-umno-sama-dengan-pm-dalam-penjualan-saham-mahb/

1 week ago

ChloeTai

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.

1 week ago

ChloeTai

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

1 week ago

ChloeTai

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).

1 week ago

ChloeTai

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.

1 week ago

calvintaneng

Seagate up

good for Jcy, notion, dufu had hexcap

1 week ago

ChloeTai

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.

1 week ago

hng33

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

1 week ago

Aldous47

Collect when it drops

1 week ago

calvintaneng

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

1 week ago

ChloeTai

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

1 week ago

Aldous47

Dufu, Notion and JCY make a strong rebound today 🤗

1 week ago

calvintaneng

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

1 week ago

calvintaneng

Dufu insiders buying good

Last time after Notion insiders bought Notion jumped up

Now is Dufu's turn 🚀🚀🚀

1 week ago

kkwong13

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.

6 days ago

kkwong13

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?

6 days ago

calvintaneng

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

6 days ago

calvintaneng

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_

6 days ago

calvintaneng

See Top secret number 3

Scuttlebutt

On Dufu now 🎯

6 days ago

hng33

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.

6 days ago

hng33

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

6 days ago

calvintaneng

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

5 days ago

calvintaneng

We see both Insiders and substantial holders of both

Notion and Dufu buying

Very good pointer to an upcoming HDD bull run

5 days ago

hng33

Uptrend line

5 days ago

hng33

Dufu is BIG laggard HDD stock, Once confirm turnaround, it will form V shape recovery toward normalize level above RM 4

5 days ago

calvintaneng

Small Kancil Jcy run first

Then Honda Accord Notion roared

Finally Lambo Dufu will out race both like a sportscar

4 days ago

Aldous47

Which car will reach the goal 1st, calvintaneng 😆

2 days ago

calvintaneng

Lambo lah

See

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

2 days ago

hng33

Uptrend

1 day ago

calvintaneng

Go go power ranger!


Dufu, Hexcap, Jcy & Notion

The 4 most powerful ones!!

https://youtu.be/_ZeJvwuS4D0?si=9TN4XHPdRzYczz2Q

10 hours ago

leekh5555

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

4 hours ago