Admiral Adama
commented on
$NATGATE(0270.MY$ The private placement of 10% of the shares mainly uses the money to buy CPUs and GPUs to manufacture AI servers...
BUY OR BYE?
BUY OR BYE?
Translated
![Private Placement](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240724/1721819753818-random7166-104346370-android-org.png/thumb?area=104&is_public=true)
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$SunPower(SPWR.US$
三天前的新闻发布:
SunPower continues freefall after dealer letter By Investing.com
SunPower (NASDAQ:SPWR) stock has continued its dramatic descent after a letter to dealers halted new lease installations and shipments.
The stock, which surged during the pandemic, rising above $50 a share, is now hovering around the $1 mark. It has fallen around 90% in the last 12 months.
The company is said to have notified dealers that it will no longer provide support for new ...
三天前的新闻发布:
SunPower continues freefall after dealer letter By Investing.com
SunPower (NASDAQ:SPWR) stock has continued its dramatic descent after a letter to dealers halted new lease installations and shipments.
The stock, which surged during the pandemic, rising above $50 a share, is now hovering around the $1 mark. It has fallen around 90% in the last 12 months.
The company is said to have notified dealers that it will no longer provide support for new ...
![这间美股公司收皮了,但会影响这间马股公司吗?](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240720/1721445162247-random9901-104346370-android-org.png/thumb?area=104&is_public=true)
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Admiral Adama
commented on
$Tesla(TSLA.US$
In the upward trend, there is a sure-fire trick called “actively buying a suit”. What holds you back is not a shackle, but a gold necklace... Actively buying a package is not about buying higher, but rather adjusting the end and drawing lower in batches. (Active bid buying is also the highest level of trading.) A trader's biggest risk is ignorance, and the biggest risk is ignorance of ignorance.
Problems are opportunities: company problems are opportunities for promotion; customer problems are opportunities for sales; own problems are opportunities for growth; problems with colleagues are opportunities for you to build connections; problems with bosses are opportunities for you to gain trust; problems with competitors are opportunities for you to become stronger.
When you clench your hands, there's nothing inside; when you open your hands, the world is in your hands.
Everything in the world can only be earned if you give up.
Give up fame and fortune, and reap poor results;
Abandon distractions and reap openness;
Abandon hate and reap happiness;
Let go of the past and reap growth.
Life is a process of constant choice and constant abandonment.
Inertia is the most powerful and insidious of all desires, although its violence is not obvious, and everything it destroys is not easy to detect. Achieving corporate services through inertia is a supreme pleasure felt by the mind. As a result, people can suddenly give up their fervent pursuit and the strongest determination.
Inertia is the worst and most insidious of all desi...
In the upward trend, there is a sure-fire trick called “actively buying a suit”. What holds you back is not a shackle, but a gold necklace... Actively buying a package is not about buying higher, but rather adjusting the end and drawing lower in batches. (Active bid buying is also the highest level of trading.) A trader's biggest risk is ignorance, and the biggest risk is ignorance of ignorance.
Problems are opportunities: company problems are opportunities for promotion; customer problems are opportunities for sales; own problems are opportunities for growth; problems with colleagues are opportunities for you to build connections; problems with bosses are opportunities for you to gain trust; problems with competitors are opportunities for you to become stronger.
When you clench your hands, there's nothing inside; when you open your hands, the world is in your hands.
Everything in the world can only be earned if you give up.
Give up fame and fortune, and reap poor results;
Abandon distractions and reap openness;
Abandon hate and reap happiness;
Let go of the past and reap growth.
Life is a process of constant choice and constant abandonment.
Inertia is the most powerful and insidious of all desires, although its violence is not obvious, and everything it destroys is not easy to detect. Achieving corporate services through inertia is a supreme pleasure felt by the mind. As a result, people can suddenly give up their fervent pursuit and the strongest determination.
Inertia is the worst and most insidious of all desi...
Translated
![Analysis of the Tesla post-market rehearsal chart for Friday July 19](https://ussnsimg.moomoo.com/sns_client_feed/71367165/20240720/1721441063779-687df01467.png/thumb?area=100&is_public=true)
![Analysis of the Tesla post-market rehearsal chart for Friday July 19](https://ussnsimg.moomoo.com/sns_client_feed/71367165/20240720/1721441063884-5b1bf5dabe.png/thumb?area=100&is_public=true)
![Analysis of the Tesla post-market rehearsal chart for Friday July 19](https://ussnsimg.moomoo.com/sns_client_feed/71367165/20240720/1721441063815-389b9f3176.png/thumb?area=100&is_public=true)
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Data centres' power needs will balloon from 900MW to 1,400MW by 2029 - PublicInvest
KUALA LUMPUR: The Growth of the Data Centre Industry which will see its power needs balloon from 990 megawatts (MW) to 1,4000 MW by 2029, enormous strain on the national grid and Water supplies, provided in Johor, according to Public Investment Bank Bhd (PublicInvest).
This is especially when Tenaga Nasional Bhd (TNB) has already received applications for potential energy demand of 2,0...
KUALA LUMPUR: The Growth of the Data Centre Industry which will see its power needs balloon from 990 megawatts (MW) to 1,4000 MW by 2029, enormous strain on the national grid and Water supplies, provided in Johor, according to Public Investment Bank Bhd (PublicInvest).
This is especially when Tenaga Nasional Bhd (TNB) has already received applications for potential energy demand of 2,0...
Translated
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Admiral Adama
voted
Semiconductor stocks suffered a brutal sell-off on Wednesday, with the $PHLX Semiconductor Index(.SOX.US$ dropping nearly 7%, marking its worst performance since 2020. $ASML Holding(ASML.US$ plunged more than 12%, while $Applied Materials(AMAT.US$, $Advanced Micro Devices(AMD.US$, $Marvell Technology(MRVL.US$, and $Lam Research(LRCX.US$ all fell more than 10%, and $NVIDIA(NVDA.US$ dropped 6.6%.
What Happened?
The sharp decline in the semico...
What Happened?
The sharp decline in the semico...
![Semiconductor Stocks Plunge: Opportunity or Risk?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240718/1721302630216-d26b6abf7e.png/thumb?area=100&is_public=true)
![Semiconductor Stocks Plunge: Opportunity or Risk?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240718/1721303236058-4f70fa9a31.jpeg/thumb?area=100&is_public=true)
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Admiral Adama
liked
As for Finfluencer (Finfluencer), which is becoming increasingly popular in the region, the Malaysian Securities Regulatory Commission has finally taken steps to supervise and warn the relevant influencers that if they break the law, they may face heavy penalties!
The Securities Regulatory Commission announced today that in order to respond to the growing popularity of financial influencers and increase public awareness, the agency has updated its “Guidelines for Providing Investment Advice”.
“This update clarifies the Securities Regulatory Commission's regulatory expectations for financial influencers to share financial opinions and recommendations on social media.”
The point is that the latest guidelines state that recommending a capital market product on social media may require a license issued by the Securities Regulatory Commission under certain circumstances.
“For example, the act of influencers selling specific capital market products to their followers by sharing financial opinions or recommendations, in anticipation of receiving commissions or other returns from them will require a license issued by the Securities Regulatory Commission.”
Breaking the law is punishable by 10 million prisoners for 10 years
The Securities Regulatory Commission reminds all financial influencers that carrying out regulated activities without a license would be illegal and punishable under the 2007 Capital Markets Act (CMSA).
“Offenders will face fines of up to RM10 million, or up to 10 years in prison, or both.”
The full version of the above guidelines can be found on the Securities Regulatory Commission's website: https://www.sc.com.my/regulation/guidance-notes-and-guiding-principlesdownload....
The Securities Regulatory Commission announced today that in order to respond to the growing popularity of financial influencers and increase public awareness, the agency has updated its “Guidelines for Providing Investment Advice”.
“This update clarifies the Securities Regulatory Commission's regulatory expectations for financial influencers to share financial opinions and recommendations on social media.”
The point is that the latest guidelines state that recommending a capital market product on social media may require a license issued by the Securities Regulatory Commission under certain circumstances.
“For example, the act of influencers selling specific capital market products to their followers by sharing financial opinions or recommendations, in anticipation of receiving commissions or other returns from them will require a license issued by the Securities Regulatory Commission.”
Breaking the law is punishable by 10 million prisoners for 10 years
The Securities Regulatory Commission reminds all financial influencers that carrying out regulated activities without a license would be illegal and punishable under the 2007 Capital Markets Act (CMSA).
“Offenders will face fines of up to RM10 million, or up to 10 years in prison, or both.”
The full version of the above guidelines can be found on the Securities Regulatory Commission's website: https://www.sc.com.my/regulation/guidance-notes-and-guiding-principlesdownload....
Translated
![The content involves selling products that require a license from the Securities Regulatory Commission to supervise financial influencers](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240719/1721357964724-c04bc96bbb.jpeg/thumb?area=104&is_public=true)
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With US inflation slowing further to 3% yoy, the September interest rate cut is already a probable event...
The weekly gold spot chart is ready to break through the box-shaped consolidation zone, leading to a wave of big bull markets...
The weak rise in the US dollar index and 10-year US debt has fallen to the point where it falls below the support zone at any time...
Malaysian gold concept stocks:
1) Gold jewellery retail
$TOMEI(7230.MY$
$POHKONG(5080.MY$
2) Goldsmiths
$YXPM(0250.MY$
2) Gold mine
$BAHVEST(0098.MY$
$NICE(7139.MY$
3) Golden Pawn
$PPJACK(0242.MY$
$EMCC(0286.MY$
$WELLCHIP(5325.MY$
I'm starting to lay out one of the gold concept stocks this week...
The weekly gold spot chart is ready to break through the box-shaped consolidation zone, leading to a wave of big bull markets...
The weak rise in the US dollar index and 10-year US debt has fallen to the point where it falls below the support zone at any time...
Malaysian gold concept stocks:
1) Gold jewellery retail
$TOMEI(7230.MY$
$POHKONG(5080.MY$
2) Goldsmiths
$YXPM(0250.MY$
2) Gold mine
$BAHVEST(0098.MY$
$NICE(7139.MY$
3) Golden Pawn
$PPJACK(0242.MY$
$EMCC(0286.MY$
$WELLCHIP(5325.MY$
I'm starting to lay out one of the gold concept stocks this week...
Translated
![The gold concept stock of horse stocks](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240713/1720837258816-random8872-104346370-android-org.png/thumb?area=104&is_public=true)
Admiral Adama
commented on
ordain $NATGATE(0270.MY$ The three main products for revenue growth in the next few years:
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY$ Also for another customer...
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY$ Also for another customer...
Translated
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328476993-random386-104346370-android-compress.png/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479181-random3125-104346370-android-org.jpeg/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479360-random8031-104346370-android-org.jpeg/thumb?area=104&is_public=true)
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$QES(0196.MY$ potential new player for the data center theme play?
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
![Data center theme play](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240705/1720190758358-random4287-104346370-android-org.png/thumb?area=104&is_public=true)
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Admiral Adama OP Munger : Couldnt agree more...