SILVERPOND Mr. FAN's comment on NATGATE. All Comments

SILVERPOND Mr. FAN
30 Like · Reply
展望未來封裝技術整合趨勢,BKG指出,目前
封裝技術朝向整合打線(WB)、覆晶封裝
(FC)、凸塊晶圓 (Bumping)、扇出型封裝
(Fan out) 等,透過表面黏著技術 (SMT)整合
起來,做出微型化系統級封裝 (SiP)和系統級模組(SiM)等。他預期,封裝業者會踏入電子代工
服務(EMS)產業,封裝廠會做很多EMS工作,此外晶圓廠會深化封裝業務。
法人問及價格走勢,黄先生指出,半導體產業辛苦,隆價壓力難免,nation gate 2年前沒漲價,僅反映材料價格,目前與客戶合作滿意。 卖啦 你们还等什么 哈哈哈哈
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SILVERPOND Mr. FAN
在你的成長路上不會每個人都會支持你. 我想要超越自己的舒適區,將自己逼到牆角,在那裡我不得不全力以赴,挖掘出自己最好的狀態。永遠不會太遲去變得更好,去冒險,去實現夢想,並敢於瞄準更高的目標。
2 Like · 5 days · translate
James
nvidia 147!!
Like · 5 days · translate
SILVERPOND Mr. FAN
我们忧虑NATGATE控股销售动能可能受到影响,因此调低评级至‘市场反映’,目标价从3令吉10仙调低至2令吉25仙。”

分析认为,美国的限制令可能让本地数据中心建筑业者需要赶工,影响略为偏向正面。

由于美国新规对AI芯片的动向,实施更严格的批准程序,以及可能落实严格的NVEU 认证条件,导致
NationGate控股(NATGATE,0270,主板工业股)等
Al伺服器制造商,面对比此前预期更大的冲击。
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Like · 4 days · translate
Ming Ooi
叫老板转行卖kopi 比较好赚啦
Like · 4 days · translate
Ming Ooi
Kopi 第一天就2B市值了
Like · 4 days · translate
Hoseh Liau
My friends who work in production mentioned that it has been very busy, even during upcoming CNY. They have putting in a lot of overtime to meet the demands. Not sure how the analyst analysis it.
3 Like · 4 days · translate
Hoseh Liau
Once the quarterly result out, they will revise their target price.
3 Like · 4 days · translate
Tteffub Nerraw
草船借箭
1 Like · 4 days · translate
Hoseh Liau
https://theedgemalaysia.com/node/739926

Macquarie also said NationGate is a direct AI proxy on Malaysia’s tech supply chain, with the highest AI revenue exposure and earnings trajectory among peers.

They working towards this objectives. When u invest, please do your own homework in their business plans and facts. Sometimes some opinions were baseless.
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1 Like · 4 days · translate
SILVERPOND Mr. FAN
三千哥is solely , natgate is elite , u r partner ,say : Macquarie, u know what’s the different between this 3.
2 Like · 4 days · translate
Zhexian Lim (ZX)
好奇... 谁是三千哥?
2 Like · 4 days · translate
SMT Machine
三千哥= 3K Bro lah
Like · 4 days · translate
SILVERPOND Mr. FAN
卖表的三千哥………….
1 Like · 4 days · translate
SILVERPOND Mr. FAN
特朗布上位 3大利好, war stop, inflation drop by using oil and gasoline 他任期的时候用过, China 60% traffic 10% asean 20% others, 这市场预测,只要不是这个数字都是利好. 唯一利空上位给biu biu 了. Conclusion break out of bitcoin dj Nasdaq S&P 500就在他上位那天24小时.三千哥
1 Like · 4 days · translate
1 Like · 3 days · translate
SILVERPOND Mr. FAN
他表示此举将有助于缓解美国消费者的价格压力,并有助于提振美国经济。

“当油价下跌时,对美国人来说一切都会变得更便宜,”特朗普告诉记者。“当能源价格下降时,通胀就会大幅降低。利率也会随之下降。”
1 Like · 3 days · translate
SILVERPOND Mr. FAN
我们忧虑NATGATE控股销售动能可能受到影响,因此调低评级至‘市场反映’,目标价从3令吉10仙调低至2令吉25仙。”

分析认为,美国的限制令可能让本地数据中心建筑业者需要赶工,影响略为偏向正面。

由于美国新规对AI芯片的动向,实施更严格的批准程序,以及可能落实严格的NVEU 认证条件,导致
NationGate控股(NATGATE,0270,主板工业股)等
Al伺服器制造商,面对比此前预期更大的冲击。
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Like · 3 days · translate
Ming Ooi
Deepseek 的出现,会不会 低效率的AI GPU就能满足中国市场了。
Like · Yesterday · translate
SILVERPOND Mr. FAN
准备.10lot 接大家
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SILVERPOND Mr. FAN
来了 oh yeah yeah yeah
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龍虎门
跌到媽媽不認得,要有耐心咯!!!
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SILVERPOND Mr. FAN
Come on abit more hit all 10lot
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moon
市场不寻常,只能短玩,很多图都还不美,没资金买进,一个字难
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Nestor Zhang cong Ng
感觉还可以再等等…….
Like · Yesterday · translate
SILVERPOND Mr. FAN
东北大花来了 …..
1 Like · Yesterday · translate
SILVERPOND Mr. FAN
今天就干到这儿 新年后在干
1 Like · Yesterday · translate
龍虎门
還好2.08抄底,準備反彈!!!
Like · Yesterday · translate
龍虎门
大家幫忙吃一點,不要小看螞蟻的力量!!!
1 Like · Yesterday · translate
SILVERPOND Mr. FAN
大家慢慢来 新年后再插水
2 Like · Yesterday · translate
Meaw Meaw Cat
大多数人都是跌时不敢买,怕越跌越低,起时大膽搶货,以为会越起越高!心態...最后都亏钱
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James
为什么新年后还会插水?
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James
已经连跌十几天了!还不反弹吗
1 Like · Yesterday · translate
SILVERPOND Mr. FAN
Just chill 新年了.
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Hew Yoon Shin
上个星期不是弹回上去2.35,现在继续炸
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SILVERPOND Mr. FAN
一切听从党的指示 无可奉告 5千
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bppoh75 poh
凉凉了,人多的地方果真要小心点
Like · 23 hours · translate
mandy mandy
Now is @,$2.00 resistance. Let's see break us or make us
1 Like · 21 hours · translate
SILVERPOND Mr. FAN
大家努力砸盘 加油…
Like · 21 hours · translate
Hew Yoon Shin
下去1.80 吗?惨!!!
Like · 20 hours · translate
龍虎门
Natgate2塊繼續加倉,尼瑪還真的是敢跌!!!
Like · 20 hours · translate
龍虎门
尼瑪想不到會去到2塊,神經啊!!!
Like · 20 hours · translate
Simks Sim
大家一起抱团取暖加持加持。加油咯喂!!
Like · 20 hours · translate
Steven Gan
the Game is Over~~break EMA200
Like · 20 hours · translate
Simks Sim
裤子都来不及脱,拉到满裤子都是。。。
Like · 20 hours · translate
Anthony Teo
Stay away from the GP company. Ask all his students to buy now all go Holland.
Like · 20 hours · translate
WEI YUAN Ching
好彩没买回。。。。不然大锅
Like · 20 hours · translate
Simks Sim
这次神仙都救不了了,更别说啥哥啥姐都无济于事。阿弥陀佛!!
Like · 19 hours · translate
Steven Gan
Hollan MooooooN!!!Mau limit down!!!
Like · 19 hours · translate
Anthony Teo
On the way to Holland. Stay away from GP company. Give us all Holland stock to buy now all go Holland. This bota can go Holland......
1 Like · 19 hours · translate
SILVERPOND Mr. FAN
加油 加油 ……..
Like · 19 hours · translate
Just Chill
割肉了........
Like · 19 hours · translate
SILVERPOND Mr. FAN
今天干的不错 兄弟们
Like · 19 hours · translate
Simks Sim
Deepseek 登场,唯它独尊。哈哈哈
Like · 19 hours · translate
SILVERPOND Mr. FAN
小意思….没兴奋….
Like · 19 hours · translate
SILVERPOND Mr. FAN
三千哥,要不要出手 ?大家在喊救命了.
Like · 19 hours · translate
Anthony Teo
Now buy or hold?
Like · 19 hours · translate
SEA BOBO
你的三千哥打包回家乡了
1 Like · 19 hours · translate
bppoh75 poh
三千哥去荷兰过年了。。。。
Like · 19 hours · translate
SILVERPOND Mr. FAN
谈笑风生…加油哦….
Like · 19 hours · translate
SILVERPOND Mr. FAN
震撼人心..你们好吗 嘻嘻
Like · 19 hours · translate
Sam Lai
Anthony, GP company is???
Like · 19 hours · translate
Anthony Teo
Grandpine company
1 Like · 19 hours · translate
Anthony Teo
This counter was introduced by this them.
Like · 19 hours · translate
Simks Sim
期货显示,今晚nasdaq 不乐观,明天马股好戏继续上演。哈哈哈
Like · 19 hours · translate
Meaw Meaw Cat
the highest PE.... among all EMS counters
Like · 18 hours · translate
Anthony Teo
VS pe is 18.2 mean natgate will go back to 1.0?
Like · 18 hours · translate
SILVERPOND Mr. FAN
Anthony Teo Too bad believe this Chen too much. Now suffering. Most 98% of counter are losing from 15% to 60%. Very disappointed with him.真的吗 何方神圣 那么厉害. 嘻嘻
Like · 18 hours · translate
Anthony Teo
Sunview was introduced at the price 0.91 now 0.41 too bad for all the followers
1 Like · 18 hours · translate
EngEng Thu
谁买到0.9 1这么高位?
Like · 18 hours · translate
bppoh75 poh
Anthony, u r GP student?

人多的地方有危险,冷门板块藏机会,GP Chen也说过这句,听进去的人已经获益良多
Like · 18 hours · translate
Anthony Teo
Sunview was told is one of the transaction road maps and was having a lot of project from TNB now almost had reach Holland. SCOMNET was 10 beggar stocks now........ After few year........???????
1 Like · 17 hours · translate
Anthony Teo
Someone was told DC will fry more then gloves counter in 2019. now die deep in deep sea.
1 Like · 17 hours · translate
SILVERPOND Mr. FAN
Deepseek good ma.
Like · 16 hours · translate
Meaw Meaw Cat
who are "they" ? introducing all counters which lost 15-60% ?
Like · 16 hours · translate
Meaw Meaw Cat
GP company ?
Like · 16 hours · translate
SILVERPOND Mr. FAN
15-60% 多久了? 难道里面没有一位可以左右市场的吗
Like · 15 hours · translate
HENGHUAT ONG
Drop until so low, more than 60%...God come also die..hard to catch the bottom as it is super black horse. And also the QR coming, is continue to break us or make us.
Like · 13 hours · translate
Simks Sim
tomorrow to be continue......
Like · 13 hours · translate
HENGHUAT ONG
will you still fall down tomorrow ?
Like · 13 hours · translate
p 1
No hope all the time way to south
Like · 12 hours · translate
Anthony Teo
This DC ship is heading to Holland
1 Like · 12 hours · translate
Captain MY
Holland ship?
Like · 11 hours · translate
Hoseh Liau
Elsewhere, market watchers questioned if DeepSeek is using just 10,000 A100 NVIDIA chips as the company claims. Alexandr Wang, the billionaire CEO of Scale AI, thinks it is closer to 50,000 more-powerful NVIDIA Hopper GPUs but believes the company can't disclose the truth due to U.S. export controls on AI chips. Tesla (NASDAQ:TSLA) CEO Elon Musk agrees with Wang's assessment.
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1 Like · 6 hours · translate
Hoseh Liau
Time to rebound.
Like · 6 hours · translate
Hoseh Liau
"DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling," a NVIDIA spokesperson told Investing.com Monday afternoon. "DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant. Inference requires significant numbers of NVIDIA GPUs and high-performance networking. We now have three scaling laws: pre-training and post-training, which continue, and new test-time.
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2 Like · 6 hours · translate
Anthony Teo
GP had big credit. All die deep in deep blue sea
Like · 2 hours · translate
SILVERPOND Mr. FAN
Deepseek 空手套白狼的故事 三千哥
Like · 1 hour · translate
Steven Gan
Ho Ho Hollan MoooooN!!!!!
Like · 1 hour · translate
Anthony Teo
Bid effect to technology stocks. Deepseeks
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HENGHUAT ONG
China can design the AI chip in 2 months with 600 million dollars and Trump said is a wake up call for US .it suppose is a wake up call for Biden...instead of pay high tariff or stop China to use....end up nobody want to use and US want to copy the China AI chip technology.
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Like · 57 minutes · translate
Anthony Teo
Look like china had kill all AI center round the world.
Like · 44 minutes · translate
SILVERPOND Mr. FAN
NVDA AI模型横空出世
Like · 30 minutes · translate
SILVERPOND Mr. FAN
追加2千w…三千哥….
Like · 27 minutes · translate
bppoh75 poh
Holland 哥,拜拜。。。。。。
Like · 26 minutes · translate
p 1
DeepSeek即将取代NVIDIA
Like · 18 minutes · translate
Ming Ooi
感觉机构追击YTL YTLpower Natgate 比较严重
Like · 14 minutes · translate
Ming Ooi
Frontkn PIE vitrox 都没这样严重
Like · 13 minutes · translate
Anthony Teo
Mean there is no limit for the lower price to go lower and lower?
Like · 9 minutes · translate
SILVERPOND Mr. FAN
你们满意吗? 今天的价位,有人贪心想更低 哈哈哈哈
Like · 7 minutes · translate
SILVERPOND Mr. FAN
好了 大家加油 我去休息了. 交给三千哥表演时刻.
Like · 6 minutes · translate
Ming Ooi
PIE = foxconn
Frontkn = TSM
Vitrox = Nvidia

Deepseek 都没有影响他们股价这样多
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Like · 4 minutes · translate