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$SoFi Technologies (SOFI.US)$ Don't you give people a chance to add positions, big brother?
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Gold has indeed risen a lot in terms of US dollars...
But if it is calculated in Malaysian ringgit, it's meh...
The golden industrial concept stocks are weak, the Malaysian ringgit is just too strong...
$POHKONG (5080.MY)$
$TOMEI (7230.MY)$
$YXPM (0250.MY)$
$BAHVEST (0098.MY)$
But if it is calculated in Malaysian ringgit, it's meh...
The golden industrial concept stocks are weak, the Malaysian ringgit is just too strong...
$POHKONG (5080.MY)$
$TOMEI (7230.MY)$
$YXPM (0250.MY)$
$BAHVEST (0098.MY)$
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$MI (5286.MY)$ Yesterday, the performance of 24Q2 was announced. With the increasing demand for advanced packaging from China, Taiwan, and South Korea, both revenue and net profit reached a new historical high.
But what is puzzling is that the management actually poured a bigger and colder bucket of cold water on the performance outlook than last time...
Personally, I believe that the semiconductor industry is not fully recovering, for example, the inventory of mature chips such as automotive semiconductors is still high. However, since the company's main business is in the advanced packaging supply chain, you can clearly see that the company's performance recovery is far ahead of other semiconductor industry chain companies in the Malaysian stock market. The reason why the stock prices of most Malaysian semiconductor industry chain companies cannot keep up with the global semiconductor technology companies' rise is because these companies are all in the traditional packaging supply chain.
Advanced packaging is the future. Compared to traditional packaging, advanced packaging has many advantages. For example, it breaks through the limit of Moore's Law, improves chip performance, reduces chip power consumption, lowers production costs, and allows chips to become smaller and smaller.
Although the management has a pessimistic outlook for the future, I still believe that there is no slowdown in demand for advanced packaging at this stage. Especially under the current AI gold rush, the capacity of TSMC's advanced packaging CoWoS and Samsung/SK Hynix/Micron's HBM next year has already reached its limit! So forgive me for not agreeing with the management's industry outlook!
However, this only means that I am still bullish on the company's revenue continuing to increase, not that I am bullish on net profit continuing...
But what is puzzling is that the management actually poured a bigger and colder bucket of cold water on the performance outlook than last time...
Personally, I believe that the semiconductor industry is not fully recovering, for example, the inventory of mature chips such as automotive semiconductors is still high. However, since the company's main business is in the advanced packaging supply chain, you can clearly see that the company's performance recovery is far ahead of other semiconductor industry chain companies in the Malaysian stock market. The reason why the stock prices of most Malaysian semiconductor industry chain companies cannot keep up with the global semiconductor technology companies' rise is because these companies are all in the traditional packaging supply chain.
Advanced packaging is the future. Compared to traditional packaging, advanced packaging has many advantages. For example, it breaks through the limit of Moore's Law, improves chip performance, reduces chip power consumption, lowers production costs, and allows chips to become smaller and smaller.
Although the management has a pessimistic outlook for the future, I still believe that there is no slowdown in demand for advanced packaging at this stage. Especially under the current AI gold rush, the capacity of TSMC's advanced packaging CoWoS and Samsung/SK Hynix/Micron's HBM next year has already reached its limit! So forgive me for not agreeing with the management's industry outlook!
However, this only means that I am still bullish on the company's revenue continuing to increase, not that I am bullish on net profit continuing...
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Uncle Investment Daily
I bought SERV at 4 each in June and July, and bought RR at 1.
SERV surged to a high of 22, I sold all between 20~18-17, and bought and hold again around 10.50.
RR plunged to a low of 0.50 from 1, I bought between 0.50~0.7.
Buy again, the average cost is about 0.70. It surged 45.7% to 1.32 last night, making a near 100% paper profit. Investing is not waiting for the end of the month to get paid like a regular job; investing is operating a business with ups and downs in seasons. If you are afraid of losing, you will sell at 0.50~0.70, then regret or chase after seeing a rebound, that is like winning a grain of sugar but losing a factory, winning a car cover but losing a car frame.
My motto is: win a factory but lose a grain of sugar, win a car frame but lose a car cover. 🤔 Remember: there are no rich people in the world who have never lost money, only poor people who have never lost a dime.
I bought SERV at 4 each in June and July, and bought RR at 1.
SERV surged to a high of 22, I sold all between 20~18-17, and bought and hold again around 10.50.
RR plunged to a low of 0.50 from 1, I bought between 0.50~0.7.
Buy again, the average cost is about 0.70. It surged 45.7% to 1.32 last night, making a near 100% paper profit. Investing is not waiting for the end of the month to get paid like a regular job; investing is operating a business with ups and downs in seasons. If you are afraid of losing, you will sell at 0.50~0.70, then regret or chase after seeing a rebound, that is like winning a grain of sugar but losing a factory, winning a car cover but losing a car frame.
My motto is: win a factory but lose a grain of sugar, win a car frame but lose a car cover. 🤔 Remember: there are no rich people in the world who have never lost money, only poor people who have never lost a dime.
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$NVIDIA (NVDA.US)$ people never learn. I know it's painful when see the stock price drops. But that's the cycle. And, stock price is going up with cycles, just that up > down. in the end, break the resistance.
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