Breaking USD 150 …..

Bro Darren ,

Nvidia is coming back to USD 149 again , how ? Despite all you said below , seems like it is still No. 1 company by market cap beating Apple , how ?




Nvidia's AI chip demand still booming but slowing sales growth worries investors
By Max A Cherney, Arsheeya Bajwa & Stephen Nellis / Reuters
21 Nov 2024, 09:35 am

No worries , Antifan , we would make Malaysia greater again than US , so no need to be so pessimistic . And if you have mobile number of Trump , you could probably advise him on how to invest more in Malaysia

It is shame that if US loses the historical moment of having the 1st female president

All have become Charlie Mungers

股巿乱世就会出大只讲

Nvidia went thru the journey , hit the record high of 140+ few months back and the price went down and all Sifus jumped out and doubted … the funniest thing is Nvidia broke the record again yesterday with new highest price … the same would happen to YTLP

My humble prediction is YTLP is either above 3.20 or below 3.20 tomorrow…

Oh .. pls inform Tenaga as well

Yes , Income , you are the wise one . To the carbon tax , pls inform YTLP not to burn woods and charcoals to generate electricity …

Seems like the most popular commodity nowadays is fear or panic . A lot of posts are meant to invoke fear and panic instead of solution, be it bullet war or trade war , none of us have any power to change everything as we don’t wear the S(superman) on our shirt . Why don’t just tell us what stocks to buy instead of playing down YTLP ? We are all ears

Need not worry , Jensen H is now a good friend of Mr.Yeoh , RM4 B is only USD 500M , just google up his net worth , it is USD111B , RM440B , Both YTLs are now worth RM50B+ , still less than 15% of his net worth . This is what we call wealth .

May his little bro YTLP follow the same momentum, going back to 5 in weeks

The funny truth is be it war time or peace time , there are stocks plummeting , there are stocks skyrocketing , the Middle East crisis and tension has originated thousand years ago and might last for another thousand year with more global wars… so some love to spread fear , some could also spread hope

Just want to help save some hassle so you don’t need to be so busy to convince the rest

Thanks for a lot of valuable info , Darren . Okay , we are convinced that YTLP is going downhill and we should sell it off immediately. Anything else to add ?

This new plant is certainly good news , isn’t it ?

The mark of a wise man is to have the ability to function when he still embraces 2 opposing thoughts and arguments in his mind … share market is one good example where we must be open to all good and bad news without falling prey to confirmation bias where we still want to hear the things we like to hear and brush off those not so pleasant comments ..it’s easily said than done ..May we all grow wiser when we make more profit than we lose in this journey

Jeff , you seem to be a nice guy wants to advise us against ill advices from other Sifus . Points taken for your passionate advice . Now the most pressing question - YTLP is at 3.60+ one of the lowest points this year , do you think this is a good chance to buy on dip or not ? Or it is a totally gone case ?

Reading all these comments from this forum , it just reminds me of an old movie once flow the cuckoo ‘s nest by Jack Nickcholas , yes , the Joker, Batman ‘s nemesis … can’t imagine whose mind would not go cuckoo with some many jokers writing all those comments where there is no even one Batman here to save us

Just settle the old score outside this forum without name calling here … we need intelligent inputs when the price gets hammered like that

To resuscitate YTLP , either they find some notable and new tenants for the DC in Johor or Jensen H just buys some shares of YTLP … I just pray for either of these 2 in the short term !

In the long term , we all are dead …according to John Maynard Keyes …

Great insights . Would call Mr.Yeoh tomorrow and strongly advise him to work harder for the benefits of all shareholders !

wow another bad news ! What else is bad , pls share more so we help convince all to sell off all and buy JAKS instead , sound great ?

Yes , all the good souls are sharing a lot of info telling us how bad or hopeless YTLP is , they are well-meaning people , let’s listen to them and run and sell off all the shares so they don’t need to worry so much about our hard earn money

Wow so fast to engage and respond .. truly impressed , not qualified to be come Hollywood or Bollywood star , am just a small doc who runs a small clinic trying to make small investment for retirement. Let the time tell to see if small doc ‘s prediction can come true in the 6-12 months vs Mr. Warren Buffet or Peter Lynch from Malaysia

Kind of weird , so many masters share a lot of technical knowledge and info about YTLpower and keep talking down or bad about YTLP, just curious what do they gain ? Given their wisdom and smartness , shouldn’t they spend time buying more stocks better than YTLPower ? Or why don’t they buy all shares of YTLP and take over to become majority shareholders and teach Yeoh family to run the business

If you own YTL series , you feel bullish , if you dont , then you would feel bull shit . Happy Friday

Moreover the data centre from Microsoft is built in Thailand already not Malaysia….whatever billions of investment is just the headline news , nothing guaranteed . Even it comes thru , it would take at least 4 years in phases while YTL power is earning billions of profit each quarter with high dividend payout .. market would give YTL power at least RM6 to RM8 for that

No need to speculate anymore if Microsoft is a threat to YTLP data centre , our world is not an “Or” world but an “And” world . They can co-compete . Let me call up both CEOs from both companies and clarify ah:)

So Engle , what should we buy after selling YTL ?? Probably sell YTL and buy more of YTL power , we don’t need HSR , all we need is to sign up a few global giants for using the Data Centre in Kulai !!!! Data is the new Gold in this Era .

Sigh .. yes , let’s boycott Apple , Tesla , Microsoft , Google , Nvidia , Netflix and Taylor Swift … so what products and services we can use ?!

Uncle Lim Pek , what makes you think EPS of YTL power couldn’t stay more than 10 every quarter ? You assume they just 吃老米without looking for new opportunities and ventures ? Bear this in mind , until now , we have not priced in the real value of the DC .. as none of the Malaysian Analysts have any real experience in evaluating the value of DC ….

For those have a lot to say about Nvidia , just show us how much Nvidia shares you own and have … unless stop talking gibberish . Don’t pretend you are Warren Buffett or Charlie Munger.. or even George Soros

As much as I like the fact Nvidia is the new partner to YTL Power , YTL Power is still not Nvidia … hence there is no direct co-relationship between these 2 in the price movement until and unless Jensen just buys 0.000001 % of the YTL shares , this gesture would move the price easily by 30% in 1 day .. for now , let’s not talk good or bad about Nvidia … even Nvidia has dropped by 20% last Friday , for those who truly bought the shares just a year ago ,you are still filthy rich !!!! Congrats

Some “masters “ are truly good story tellers - when YTLP hit more than 1B and 800M profit over the last 2 quarters , they said not sustainable … now 800M+ again , the new storyline is the profit has plateaued! To all these masters , I would like to ask a simple question- don’t say 5 years - if a company can deliver 800M +per quarter , 1.6B profit a year for 2-3 years , can you find such a company on Bursa Malaysia with share price less than RM 4 ?! Just look at Tenaga QR , very likely it might beat Tenaga !

If you know what the shoeties are trying to do today , why don’t you keep buying and pushing the price to 4.30 so they would cry heaven cry hell later !

Nvidia - a quarter revenue is more than US22 B , with 50% as net profit , namely US 10B+ , with even RM 1B per quarter for YTL Power , one quarter of Nvidia is 10 years of YTL power … nothing beats if Nvidia just buys 0.1% of YTL power , it would shake the whole market ..

So Master Kakipower , so what do you think the few days would be Green , Greener or otherwise

You should worry more if the earning is purely in RM ….

My humble view is if this history might not be the best prediction of the future but still can be used as a good reference- RM vs Singapore $ or vs USD - using every 5 or 10 years as a benchmark, RM Consistently Depreciated against these 2 currencies over the last decade .. it is not us being weak but others being stronger

There is a time something must be said , there is a time something must not be said , there is a time nothing must be said … what separates a statesman from a politician is called Wisdom

Bought some at 2+ , some at 3+ , some at 4+ , regardless of what entry price , my wishes for YTL Power for dragon year are Huat , Heng , Fa ah

I truly all the positive talk and energy about the future of YTL power .. nevertheless can we put money where our mouth is .. show some support to push YTL power tomorrow…at the minimum just hold , not cashing out silently for CNY !!!

I believe most of us are strong believers in YTL and Power , let’s not talk about correction or making prediction about retracement , as it would just induce self fulfilling prophecy . The only direction is Up , and I name it as “bumpy up “ not the ideal linear straight line . A Greener YTL and Power tomorrow .

Old news , bro . Unless you are the one wanting us to be scared and sell to you .

If you think the stock is overvalued, you can just join the IDSS by short selling as much as possible , am keen to see who can win the race

Couldn’t agree more . Yes , the market sentiment is bad , but which segment of the market ? Those goreng counters with poor quarterly results but shares price could hit more than RM 3 , RM 5 and even RM 20+ above , I would suggest to cash out funds from those con counters and channel into YTL/YTLP so you can recover your loss

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