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Started to buy pentamaster from 3.3+ all the way to 3.7+
I know penta will be posting a disappointing qr soon, but the price was too attractive to give it a pass. I still have some cash sitting aside waiting for the slump after 7th of November. Let's see what will happen next :)
Who has the 30% sharesholding that can offload directly to penta...?
Buying through open market will only rocket the share price which defeats the purpose of buying a significant stake with a discount.
Actually i used to bet big after chuah took over the company. I had studied deep on the company so it is not a stranger to me, I even know who is his gang buddy in top30.
No news yet...
Btw
TSMC told supply chain partners to be prepared to expand production more than 200% within 3-years amid booming AI-related demand, during the TSMC 2024 Supply Chain Management Forum on Dec. 2., media report, adding the announcement is a strong vote of confidence in the future of AI.
Ya, possible also... But I think it's probably going to be the indirect customer la... The whole industry is plowing money into this thing, broadcom just flexed their muscles in this field with prototypes...
Actually broadcom is a monopoly business... Their gross margin does tell something about this.
ASIC is just a type of semiconductor that does one specific job only. In this case, it might be used to speed up inferencing or training. Because the whole industry is very unhappy with the pricing of Nvidia GPUs, hence everyone is trying to make their own silicon...
Walao Ah!! All the share must be collect by some BIG BIG BOSS!! Today so far only do 20 lots!! If really got the good news coming out, it might be LIMIT UP!!!
Yes.
But some of them most likely are hired to cater for their ATE segment (Bayan Lepas main campus)...
One important thing that I learn from this industry is that, nothing is static... You as the management should always invest/bet on the next big thing. Innovation is the only way to survive in this cruel industry...
If you're slow/not innovating any more, you'll end up like Nokia, did nothing but collapsed.
All the funds are also acquiring like crazy lol bro... Definitely 'something' is going to happen...
From the description, I think chuah is just moving his shares from right hand to left hand only...
But probably you're right, penta is going to acquire a piece of aim...