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

SILVERPOND Mr. FAN
31 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
China + 1 benefits. 我爱中国
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Ming Ooi
no more GPU needed, Deepseek use CPU only guy
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HENGHUAT ONG
DeepSeek will make China leading in AI technology with own Huawei AI chip.
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bppoh75 poh
Deep Seek will make China great again
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Ming Ooi
Huawei can develop what nm chip?
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HENGHUAT ONG
Huawei 晟腾蕊片
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Ming Ooi
晟腾蕊片 7nm , deepseek currently use Nvidia H100 4nm chip
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SILVERPOND Mr. FAN
中国如果能弯道超车, 那东南亚有福
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Ming Ooi
Huawei Ascend 910
Process Node : 7nm
Compute Power : Up to 256 TFLOPS (FP16)
Memory : 32GB HBM2e
Memory Bandwidth : 900GB/s

NVIDIA H100
Process Node : 4nm
Compute Power : Up to 1,979 TFLOPS (FP16 Tensor Core)
Memory : 80GB HBM3
Memory Bandwidth : 3TB/s
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Orson Chin
听说华为放弃弯道超车, 直接开辟新的跑道。。研究另外的科技和原料
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SILVERPOND Mr. FAN
三千哥提前发现Nvidia bitcoin dj 很对科技 双顶,提前下杀. 今晚又大赚了. 但是三千哥有说一句 这没关系到公司,这只是市场想要的而已. 我们只是顺丰做了一笔.
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SILVERPOND Mr. FAN
we've been correcting now for almost a month, right?
23 trading days and this Wednesday is an important day because it is a possible turning point for markets.
And I would like to see CPI come in below, you know, 0.25 or so.
And I think that would give that of confidence for markets on top of, I think earnings, which is going to be a positive catalyst.
But for investors in the near term, I think they got to ride out the volatility because I think yields here have have made people nervous, not necessarily deteriritate the long-term outlook, but near term.三千哥果然懂.
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HENGHUAT ONG
be caution that QR is coming soon
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K Lam
who is 三千哥?
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mandy mandy
国产蕊片十国年A丨华为与 DeepSeek 正式联手持平全球高端 GPU部署效果。
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Meaw Meaw Cat
Nasdaq future 狂泻, Natgate 好像顶在1.75+... 是不是己经觸底了
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Ming Ooi
还没底,我们在等跌0.50
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黄耀新
Ming Ooi 等跌到0.50风险就没这么大了, 但每次1.68或1.69就不跌, 希望这次能插水来到0.50。
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Ming Ooi
哈哈哈,如果跌到0.50 的时候,完全没人敢动这股了
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Poh Leng Sek
股票市场暴涨暴跌什么事情都可能出现, 它是专门收拾一些固执者也就是硬颈佬的地方。
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Heng Seng
你有票 你就丢到0.50吧,不然去开个IDSS
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SILVERPOND Mr. FAN
英伟达140,说回调的时候买,英伟达150,说回调的时候买。现在116了,说英伟达完了。过几天英伟达170了,又开始后悔……这就是90%股民的心态
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Ming Ooi
他们会等NVDA 10块的时候才买
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mandy mandy
The fourth AI revolution, China will beat US and become big brother in the world 中国万岁. China chip +China AI,是天下第一。
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Tiong C.B.
今天看涨。。。两块钱。
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mandy mandy
It will come back while it u turn back to use China chip and stop US chip
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SILVERPOND Mr. FAN
那个组群说1.00-1.20? 三千送三千哥吃 更有性价比
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SILVERPOND Mr. FAN
一个回马枪 大家都不敢进场. 任看股价上扬. 然后再等一个回调进场. 但Ko leng bo 嘻嘻 机会渺茫. 现在进场都是英雄.
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SILVERPOND Mr. FAN
Nvidia 盘怎么走 现在已经2次 高位挑战失败,他会再次挑战1.52高位.
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James
还有人说要等到0.5…呵呵搞笑
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Just Chill
店里太忙了 有没有人帮忙看盘....
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SILVERPOND Mr. FAN
市场不好的时候 三千哥都给大家鼓励. 值3000吗 当然值得 这波短期2.18. 足够30% 人家就进来了.
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Fisher aka 小白
这次又被peter仔威到了,坚定的多头,哈哈哈
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HENGHUAT ONG
if Trump didn't u turn on custom tax,market wouldn't rebound today.
once gold brick country start not using US money. mean less export to US.中国萬岁。let's wait and see how DeeoSeek going to release 2nd BOM to the share market and shaking those billionaire status go to out of 50 ranking (instead of 10)
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HENGHUAT ONG
sorry what I meant Trump u turn by delay 1month to impose custom tax on Mexico and Canada.
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bppoh75 poh
Trump is deep shit stirring stick
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mandy mandy
Nationgate is OEM for Nvidia, what going to happen if chip demand drop seriously?
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James
u diam 7 la…if the stock so bad why u keep talking here
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SILVERPOND Mr. FAN
哈哈哈哈哈哈哈 哈哈哇哈哈哈
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SILVERPOND Mr. FAN
这里都是hardcore Nvidia fans. 你可以说natgate不好, 但不可以说Nvidia不好懂吗. 不然你就不要开车里面有GPU chips,用跪着走.
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SILVERPOND Mr. FAN
Nvidia更定会突破,时间上的问题. 你有时间 就等的到
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ALIBILI CHG
Nvidia and Tesla's Next Sales boost come from FSD related businesses and humanoid robotics.
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SILVERPOND Mr. FAN
When the Kenanga n Affin research hit the market, 三千哥will prove they both totally wrong in the future.
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Ming Ooi
哈哈哈哈哈哈哈 看不好又来唱多多,你可以去你看好的股
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SILVERPOND Mr. FAN
Until now the target price still maintain 3.10 not 2.20 u can check the Klse screener
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mandy mandy
We speak with data only. Let's see what is going to happen. Today rebound is good for collection to make money.
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James
yala yala…u so good ah like guanyinma
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Anthony Teo
Can't see 1.7 loh
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Anthony Teo
When will had a big discount again?
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Ming Ooi
要回去200天线了吗?
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Janbert Fong
@anthony it wont discount anymore… coz open ai x softbank in japan…
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Anthony Teo
Too late for me. I wating at 1.2 as someone had set a target price.
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SILVERPOND Mr. FAN
三千哥终于和孙正义见面了
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bppoh75 poh
痴人说梦。。。。。。。
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Ming Ooi
今天收2块,业绩要来了
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Heng Seng
川普 好狠啊,美国人不可以下载deepseek ,罚款和坐牢
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SILVERPOND Mr. FAN
聽你呼吸裏的傷
聽你心跳裏的狂
聽你懷抱的暖蔓延過山崗
聽你眼睛裏的光
聽愛在耳畔發燙
聽我們在心牆的兩邊刻滿
地老天荒
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Anthony Teo
Target price was revised?
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Ming Ooi
Inari 今天涨12% ,半导体要开始party了
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James
natgate加油
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Just Chill
Chill哥和几位大师这几天赴日 见证了那位人物和孙总握手合作了!南天门是否要起飞了吗!
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龍虎门
股票沒有量,根本起不了,而且Ai競爭大,暫時不看好Ai!!!
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bppoh75 poh
ya, all the BS time is over.........kaput
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HENGHUAT ONG
it still stand strong at %1.92,wait for the news to blow
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Wesley Poon Kong Seng
ai still going... but not sure use nvidia's chipset ad... later may have some kinda of asic chip coming out... if apple handshake with alibaba to develop their new ai module...
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SILVERPOND Mr. FAN
因为关注度高毕竟是龙头股,而且做空等上车的人也很多,关系到利益的东西不少人都愿意去带节奏,煽动他人情绪也鼓动空方动力,甚至都不用有人抛只要有人以此停止入场加仓的步伐他们的目的就达到了
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mandy mandy
只要你有好 QR和好 future真金不怕红纑火。股价向下只是短期,好的QR 一出来,股价一定会向上。
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James
你不是讲一直会跌的吗?
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Ming Ooi
之前没买到票的关系,什么L都可以讲
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James
mandy,now drop,why ah? bad qr?lol
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Just Chill
三千哥就在后台!我们把他喊出来!
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Heng Seng
看到老板独家访问消息了,希望业绩快点出来
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James
说的很仔细
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Ming Ooi
三千哥 是你吗?要出来了吗?
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James
三千哥在哪里
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Just Chill
三千哥快出来吧 大伙们都在等着您啊 嘻嘻
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bppoh75 poh
三千哥去暹罗做了变性手术,以后就叫它13妹
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SILVERPOND Mr. FAN
我現在唱的這首歌 若是讓你想起了我
湧上來的 若是寂寞 我想知道為什麼
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Ming Ooi
回来了,唱歌了a班b班c班 一起唱
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James
10b market cap gogogo
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bppoh75 poh
3千哥不去inari站台吗?后院着火了,急
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Ming Ooi
3千妹 不去了,说多人的地方不去
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SILVERPOND Mr. FAN
What was trump’s intention in the tariff?
takes time will mean massive amounts It was to force parties to ation, and negotiate neutrality.
You should understand this. Not the propaganda that's written about this.
1 Like · 2 days · translate
Orson Chin
Nationagate main business is for Asia and Asian …. How many % business export to America? 10-20%?
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James
坚信着natgate
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Sky Liew
export to sg but send to who heihei n
now USA want check how going on
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James
market so bad!不忍直视
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SILVERPOND Mr. FAN
黑天鹅 笼罩美国 再不削減債務,美國經濟就得崩, 30年的等待就大赚一笔
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James
三千哥呢
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Zhexian Lim (ZX)
市场差到连三千哥都要暂时在山洞里躲避
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SILVERPOND Mr. FAN
旅游就是从自己待无聊的地方,去别人待的无聊的地方…
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SILVERPOND Mr. FAN
不要問 不要說 一切盡在不言中
這一刻 偎著燭光 讓我們靜靜的渡過
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Simks Sim
@股神,你还三千哥?现在这种局势三万哥都推不动啦,市场好的时候,叫三毛哥随便吹都会上。哈哈哈
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Just Chill
三千哥就在后台!我们一起喊他出来救市!
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Simks Sim
@热囚,微软都要退租了,你还三千哥?三千吹不涨牛皮了。哈哈哈
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bppoh75 poh
三千只是个传说,別太痴迷
Like · 17 hours · translate
Ming Ooi
黄教主已在路上,大家耐心等待
Like · 12 hours · translate