All Comments on NATGATE Reload

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SILVERPOND Mr. FAN
57 Like · Reply
怎么看短线, 三千哥说 这些人 觉得自己就是大佬 觉得自己很可以, 往往全下水沟. 这个叫做try your luck method.
SILVERPOND Mr. FAN
hosei hosei hosei
Like · 3 hours · translate
Yike
沒大跌哦,小事一狀,空軍 沒 厲害消息 做恐慌了
Like · 39 minutes · translate
Fire Maxi
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市場消化了穆迪的新聞,美股和Nasdaq 轉上漲。
Ronaldodin Din
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nampak mcm nk reversal blk..
Kelvin Tan
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This morning more like Fitch downgraded us than the US , LOL. Over-reacted
Ee Beng Heng
1 Like · Reply
AI server is highly demanded for coming. Data Centres. Resistance at 2.16. Dropped from a high of above Rm 3 just because of suspicion of Export of NVidia chips Overseas. Superb results out soon as can be seen from ever improving profit results.
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Yike
need fast processor,high costing
Like · 15 hours · translate
lim jian long
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Break 1.6 soon
Mohd Fahmi Abd Aziz
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Erk drop a lot. 3 days in a row. Thu, Fri and today Monday 19May. last week already touch RM1.81...
Andy Du
Pull back is normal after a big move up. Fundamentally remains positive before release of QR and 20 50 days support level still intact ... Unless IDSS is super crazy, continue to monitor for positive growth. Invest wisely
Like · 18 hours · translate
SILVERPOND Mr. FAN
2 Like · Reply
因为推理需求爆发。之前市场上有各种声音,什么供应受限了,什么AI泡沫了,都是在搞笑。3个核心观点:
1.推理需求爆发式增长,并且这种增长是持久性的,
2. 短期内,出货数量仍然受限于Blackwell的供应,但产能正在迅速提升
3. 市场情绪谨慎,但人工智能仍处于中早期

H20的出货量确实很重要,原本预计能从H20获得收入现在无法实现,而且考虑到H20的性能比Blackwell低96%,也不能直接卖给别的市场。所以当初三千哥下调了预期,不过这个预期是非常保守的。而且H20出货的下降,会改善公司的毛利率,从7月就可能会看到。能把natgate带上另一个高峰不是H20而是B20/30.
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SILVERPOND Mr. FAN
手上还有票,套利不套利?Deepseek屏空出世27 Jan. 股票全跌,会屏空出世,因为他被锁住了, 生气气了. 三千哥说deepseek很快就破产. 除非他还能拿到最新的芯片. 老板希望三千哥他们能看长期. 很明显为什么三千哥调低,原因在于deepseek还没出来之前 H20早以封锁. 说到我也想星期1 全丢了. 他说股价pe已经接近25了. 他说股价hold不住他的share price. 最后share buy back 请参考VS. Vs 最高估价1.38, 最高赚245m, natgate 票是vs 2倍 估价2.76. Natgate必须要证明能到达250M,那股价才有机会重回高峰. 关税太高 也会压着赚服. 美金弱也是不好. 经过慎重考虑,TP 1.43.
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Like · 2 days · translate
SILVERPOND Mr. FAN
你应该逃过了 hosei
Like · 18 hours · translate
Shenandoah Jion
3 Like · Reply
Як вы можаце чакаць, што той, каго іншыя крытыкуюць на Moomoo, дасягне добрых вынікаў? Хопіць жартаваць. У Moomoo ёсць група элітаў, якія вядуць кароткатэрміновы гандаль на фондавым рынку ЗША. Тое, што ён не можа гуляць, не азначае, што іншыя не могуць гуляць. Вы павінны пайсці на Moomoo, каб убачыць сапраўды дзіўных людзей, а не засяроджвацца на шарлатанах, якія проста гавораць. Маяк? Хопіць жартаваць.
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Mr. GK
then........
Like · Yesterday · translate
LW
71 Like · Reply
GP Chen Jian and David help manage investor money, all in this stock, 我看过最没有料的guru … who also kena, can comment below …. So damn noob
Tat Wai Wong
chen jian starting need people only and free time see his movie,ok de,but same we gov eat dao some sugar,run wrong way jo.....maybe power and money will very very nice.....................Hahahahaha
Like · 1 day · translate
Tat Wai Wong
u all have feel?belum wrong way time and after wrong way time,the style not same jo.....i see movie also feel money money come come come now jo and not same feel see waste time movie ago jo,important is easy known his play what games,this more sien de......
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Like · 1 day · translate