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My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
E: Senai-Skudai (Manufacturing, digital economy, education, logistics, tourism)
Tax benefits: Companies within the JS-SEZ may enjoy exemptions, including special corporate tax rates for high-growth activities and a special personal income tax rate announced by the Ministry of Finance.
只要一个不小心，公司达不到市场的期待deliver了烂业绩，股价也会跟着laosai到阿妈都不认得。如果散户买在高价，那么他所需要承担的风险自然就比较高。。。
Howard marks 说过风险是来自于你购买资产的价格，只要便宜，那么价值就是你的margin of safety。Seth Klarman就写过一本书，几百页，几万个字，就是在讲margin of safety。
只要便宜，就算该资产不是最好的，也是一笔好投资；如果太贵了，就算是多么好的资产，也不一定是一笔好投资。
Peter thiel在他的书zero to one写过，成功的生意都是build on大家都不知道的secret。这句话是指，成功的企业家的生意都是依靠信息差而建立的。
在大马股市，机构有散户没有的第一手消息。这里的上市公司的信息又不是透明的，要靠粗粗的cable才能知道市场的消息。。。
其实冷眼前辈已经教过我们要怎样赢钱了，那就是反向，人弃我取，在周期底部收好公司的股票。。。
Adama you're right.
I am wondering who's dumping and the what's the reason behind it. Buying it now is actually going against the market.
My average price is at 0.159, which is still far from breakeven haih...
Haha, I believe aimflex needs to prove itself (financially with good prospects) then only got chance... At the meantime, I continue to stay at condo lor.
Btw I'm wondering why vitrox also went up recently... Is it because Natgate/PIE ordered their vision inspection equipment for PCB?
Anyone knows about this?
punters goreng on an expectation that jensen will once again show vitrox logo during the ces presentation. Too bad it didnt happen hence share price took a dive afterward...
Insiders have been dumping the shares since the rally started...
Their core profit is not even positive at the first place (without forex gain)...
Wonder why retailers are still chasing the stock like no tomorrow...
Marvell (NASDAQ:MRVL) Technology, Inc. (NASDAQ: MRVL), a semiconductor company whose stock has surged nearly 98% over the past year according to InvestingPro data, has announced an advancement in its custom AI accelerator architecture, integrating co-packaged optics (CPO) technology to significantly enhance server performance. This new architecture allows for the expansion of AI server capabilities, scaling up from tens of XPUs within a single rack to hundreds across multiple racks. With a marke
The company's custom AI accelerator combines XPU compute silicon, high-bandwidth memory (HBM), and other chiplets with Marvell 3D SiPho Engines on the same substrate. This approach eliminates the reliance on electrical signals traveling through copper cables or across a printed circuit board, enabling faster data transfer rates and distances up to 100 times longer than electrical cabling. The result is improved latency and power efficiency for AI servers. InvestingPro data shows strong analyst c
New Marvell AI accelerator (XPU) architecture enables higher bandwidth and longer reach scale-up fabric connections for custom AI servers.
XPUs with integrated Co-Packaged Optics (CPO) enhance AI server performance by increasing XPU density from tens within a rack to hundreds across multiple racks.
Marvell CPO leverages multiple generations of silicon photonics technology, which has been shipping for over eight years with more than 10 billion device hours of field operation
The Marvell custom AI accelerator with CPO architecture enables cloud hyperscalers to develop custom XPUs that will significantly increase the density and performance of their AI servers," said Will Chu, senior vice president and general manager of the Custom, Compute and Storage Group at Marvell. "Integrating optics directly into XPUs takes custom accelerated infrastructure to the next level of scale and optimization that hyperscalers must deliver to satisfy the growing demands of AI applicatio
Cloud hyperscalers will integrate CPO technology into their next-generation custom XPUs and scale-up servers to meet the escalating performance demands of AI. We forecast that CPO will grow from less than 50 thousand port shipments today to over 18 million CPO ports by 2029 with most of the ports being deployed for connections within servers," said Vlad Kozlov, founder and CEO, LightCounting. "With its experience in optical technology and custom XPUs, Marvell is ideally positioned to enable hype
The unchanging rules of the market are :when retail investors enter the market , hype about the stock then it's time to sell =) Gloves > YTL > Genting > Natgate
Mi with avg price at 2.00 after rebalancing.
I was very very lucky last year, managed to escape the huge drop (black Monday). I moved every single penny from BM to penta hkex because the valuation was so cheap.
My strat is very simple and stupid, buy good companies at a cheap price.
I'm also blessed that I have a very stable active income. Didn't kena layoff last year haha (US MNC).
South Korea’s semiconductor exports in the first 10-days of January rose 23.8% year-on-year to US$3.18 billion, accounting for 32% of total exports in the 10-day period, media report, noting overall exports rose 3.8% to $16 billion.
$NVDA White House confirms global curbs on exports of AI chips by Nvidia and its peers; No restrictions apply to chip sales to 18 key allies and partners; Trump administration to decide how and whether to implement curbs
- Six key mechanisms in the rule catalyze the responsible diffusion of U.S. technology:
- No restrictions apply to chip sales to 18 key allies and partners. This flexibility enables jurisdictions with robust technology protection regimes and technology ecosystems aligned with the national security and foreign policy interests of the United States to benefit from seamless large-scale purchases.
Chip orders with collective computation power up to roughly 1,700 advanced GPUs do not require a license and do not count against national chip caps. The overwhelming majority of chip orders are in this category, especially those being placed by universities, medical institutions, and research organizations for clearly innocuous purposes. Streamlined processing of these orders represents an improvement over the status quo, rapidly accelerating low-risk shipments of U.S. technology around the wo
- Entities that meet high security and trust standards and are headquartered in close allies and partners can obtain highly trusted “Universal Verified End User” (UVEU) status. With this status, they can then place up to 7% of their global AI computational capacity in countries around the world – likely amounting to hundreds of thousands of chips. This trusted status is granted on a global and enduring basis, allowing responsible entities to expand rapidly and flexibly, and strengthening U.S. an
Entities that meet the same security requirements and are headquartered in any destination that is not a country of concern can apply for “National Verified End User” status, enabling them to purchase computational power equivalent to up to 320,000 advanced GPUs over the next two years. This provision permits trusted national entities to benefit from advanced U.S. technology, serving local, governmental, and regional customers, while guarding against diversion risks.
Non-VEU entities located outside of close allies can still purchase large amounts of computational power, up to the equivalent of 50,000 advanced GPUs per country. This cap ensures that U.S. technology is available to service foreign governments, healthcare providers, and other local businesses.
Government-to-government arrangements cultivate an international ecosystem of shared values regarding the development, deployment, and use of AI. Governments that sign these arrangements – which align those nations’ export control, clean energy, and technology security efforts with the United States – can double their chip caps (up to 100,000 of today’s advanced GPUs).