$NATGATE(0270.MY)$ The private placement of 10% of the shares mainly uses the money to buy CPUs and GPUs to manufacture AI servers...
BUY OR BYE?

$SunPower(SPWR.US)$
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 ...

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...

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...

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...

$QES(0196.MY)$ potential new player for the data center theme play?
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…