The advent of generative artificial intelligence (AI) took the world by storm in 2023. Semiconductor companies have been ever busy since then.

There is a plethora of complex components — hardware and software — that go into making the silicon chips that power large language models (LLMs).

Nvidia (NASDAQ:NVDA) is arguably the largest beneficiary of the AI craze. Over the past 12 months, the acclaimed GPU maker’s share price has nearly quadrupled in value, making it one of the most lucrative semiconductor trades in a while.

Equities investors looking to invest in semiconductor stocks should on the other hands perhaps also look beyond Nvidia. However, that doesn’t necessarily imply that they would avoid AI.

calvintaneng:
"NOTE: ACCORDING TO DELL & SEAGATE DEMAND FOR HDD WILL BE FOR 10 YEARS. SO THE HDD/SSD BULL STILL YOUNG"

young🌱 = good👍, with lots of room and time to keep growing🪴💗 bigger and bigger

OTB:
"Buy on weakness is the best strategy."
"A trader will not make a lot of money, an investor buys and holds share for a bit longer term will win big."

great👍 gems of wisdom from the Master

OTB:
"I am really interested in this HDD story, I will monitor this stock carefully.
I will invest some money on this stock based on TA because the technical chart looks fantastic to me.
I will buy big if the Q3 2024 result is very good even the share price is higher than the present share price."

Now then😁😺, THAT is precisely the sweet🍯🥭 💞💕 news that so many of us here have needed to hear from Master OTB regarding JCY, I think🤔.

Thank you millions😁, Sifu 🙏🙏🙏

ChloeTai, you want goreng gang to come bikin kachiaw kachiaw stir fry like koay teow geh

I think grow rise🪴💗 slowly steadily gradually better and safer la😹

all very good👍 conditions lor

not that important whether got fly or no fly on monday for me, Chloe

main thing, jcy just keeps on rising sustainably over the longer term

major difference between 2020 glove🥊bull and the one right now shaping up before our own very eyes in this ai/dc sector, I reckon, is that glove bull ♉🐂 happened so suddenly, catching many guys including myself completely flat footed

whereas, current evolving ai/dc bull is just beginning, with a much bigger expected time frame for us to adjust our head around

ChloeTai:
"Now need to think or not? Next Monday (10.06.2024) can fly or not? I looked back into the glove bullrun. It was only from May 2020 to August 2020."

okay👍, first off😀, I think I'd better put in the disclaimer that nobody should read too much or too deep into anything I write✍️ ha ha.

tbch, I likely am not that much better or that much wiser than you, Chloe.

of course we do need to think a bit, but only to a certain adequate degree, not to the level of overthink, becos only mr market is the ultimate decider each and every time.

but I'm more like a keen observer. I am not so big on either TA or FA at all. and I actually missed much of the glove bull♉🐂, quite sadly😔, because too distracted by some other things.

chunah:
"Today is different chapter
Why
AI DC mania/ boom and it’s happening around the world and demand is enormous high unimaginable
The best part is happening in our homeland especially JB"

Sedenak Tech Park, Biggest DATA Centre in Malaysia - June 2024 - YouTube https://www.youtube.com/watch?v=ApC9qiAT5Ew

Superlimit77:
"Weiiii.... jcy lama lagi nak pi 1.00 rasanya ...kenergy pi dulu ....wkakakakakakkaa"

x kisah so much which particular stock hits rm1🥇 first lor

as long as all or many currently sub-rm1 stocks just keep moving up leh

then everybody also happy💖 lor

calvintaneng:
"iris = risky"

ki ki ki😅

aah, but then if we go by VincentTang's inclination, maybe🤔🧐 iris = I rich

JLL Malaysia anticipates more data centre developments across Malaysia due to rising demand
https://theedgemalaysia.com/node/714408

great👍😍 stuff, kkwong13 dude😎, well done✅

we all owe you loads

keep up the good work💯, bro

EatSleepTrade77:
"JCY, NOTION, DUFU all are flying. Still can chase? 😁"

😄😀

hi😁🤗, welcome to jcy room, dude😎

well, how about let's just put it this way, thursday or wednesday morning last week you might have got some at day low 46.5, IIRC

then started moving up, and did not slow down at all even the friday after that

well, there is still plenty time for you, I think🤔

but you gotta think fast and move fast, because every day you delay might mean you losing more potential gain

unless you still wanna be just pondering and thinking and appraising until it has reached 89, or 1.49 or 1.99😘💕🤗

Zachzach:
"Monday open 0.66 !!"

yay🙌!

righty ho🙌🙌!!

hip hip, hooray🙌🙌🙌!!!

huh😬? closing 64 gah?

walaoweyhhh😘😍🤗!!!

61.5 special offer🫴 going begging for so long today

now 62

NickelLee:
"RM1.00 la"

69 or 72 first lor, then maybe🤔 next stage 99

Jonathantyp:

"Sorry I am going to sell all."

okay👍 dude😎, then maybe you could go on try out VincentTang's favourite darling iris on our behalf

it sounds kind of a bit intriguing to me, but I don't dare to take the plunge in there just yet

funny🤣, I had a dream😁, early morning🌄

a short very very short one, before falling back into a longer slumber

it was a number, yep just a number, it was 72

okay lor, the ship jumpers among ya all😃

we loyal steadfast juicy🥭 jcy defenders shall be waiting for you guys to come back on board, maybe🤔 at 69.5

ki ki ki

Lightofheaven:

"esok i x kan tengok..i gi tanam jagyng keledek..next week baru tengok ok guys"

gi kampung tanam jagung ka, atau gi panggung tengok wayang + makan jagung

ki ki ki

yep👍 Ron90, I guess I still got a lot to learn from guys like you

main thing though, we're all still big believers in the ai/dc story, right

Superlimit77:

"Weiiii ....jangan kecewa esok masih ada....to the moon and don't miss the boat...wakakakakkakaa"

yah lor

I admire those with the savvy to sell out cut win when the market mood was like captain marvel level

while I myself will for the moment have to be satisfied with not missing the boat by simply remaining on it lor

well one has to say that the mood and vibes around lunch time was just kind of a bit too strong

I don't think many guys with at least some capital to spare could have either:

1. stood stiffly on the sidelines without doing anything, like initiating his buying, topping up some more etc.; or

2. decided firmly to sell cut win rather than keep for max win

Lightofheaven:

"option 4) find rich aunty Wong."

oh, I for one personally would not mind something like that at all

a sweet🥭 cute🥰 mature hawt mama to occasionally snuggle up to and cuddle up with, phew!!!😅😅😅

movenon00:

"Anyway we can see here very active and all sort of target coming out. Start with the scream of RM1, then RM1.4 follow by RM2.4 then latest RM3. And suddenly also got mergers and takeover. Kikikiki. Colourful and lively here. Entertaining. No wrong or right. It’s just fun."

you know, at early very very early stage of glove bull, supermax and topglove were both only around 1.50 to 2.00 IIRC, while hlt was only like 30 sen

then supermax and topglove both went on to hit peak above rm30, while hlt went up to rm3

the frequent mistake made by many during glove🥊 bull🐂 was just thinking thinking thinking, namely endless non-stop over-analytical overthinking, from beginning all the way to end of bull♉ phase

but without having been accompanied by a certain healthy level of early stage trusting in their own simple-logic driven gut instinct

Jerung:

"No more bullets how to load LOL"

1. just hang on in there, go for some chill urut kaki while waiting; or

2. go changkul some tanah behind home, tanam some terung or cili or tomato; or

3. join into some big cry baby club with mr lightofheaven ha ha ha

yah lor

buy low when other guys running out

then can go to sleep 💤😴 sweet dreams 😘😘😘 with cute honey hawt darling🍯 🥺 🥰

yah lor

buy low when other guys running out

Lightofheaven:

"walao eh..jcy employee buy at 0.25..
where got fair like this...confirm earn loh for those employee..later they buy and dump we sad sad"

ki ki ki

haiyyaahhh, lu aah, don't be crying bawling like small🦐 baby like dat lor

25 sen only jcy staff can get lor, you also unfair lor, why you go working somewhere else with big gaji leh

how you know they buy and dump leh, if you jcy staff you do like dat aah, you dumbarse lor

you wait for sell at at least 77 or 88 or 99 much better lor, or even 1.69 leh, what la you ki ki ki 😅😅😅

Gentingbig:

'"that is the way i shud have sell it off just now now less .4 cents so no choice need to wait liao"

no sweat💦, dude

just stay cool and take it in your big strong stride

can't be making the absolute perfect move every time💝

main thing, you're doing well overall in the longer run

Ron90:

"sold everything.. tunggu signal for the next wave. This weeknd can go red lobstar dulu."

just pray and hope 🍀🙏 that you would not be scrambling to get back in at 73 sen, dude😎

jcy surge only just beginning leh

notion already gone up so much leh, sure needed a break lor

Lightofheaven:

"may i know wat is esos u guys talking about..no clue"

esos = employee share option scheme

so, if you're employee of jcy company, you can buy jcy stock now @25 sen, special discount price

not that bad la, the scenario, mr startofthebull

not everybody can get approval to work in singapore leh

and also still got many folks from pahang, melaka, ns, terengganu, kelantan, sarawak, sabah etc. still prefer working in johor

btw😁, esos only available for company staff only leh, not every tan, din or hari running around in bursa can get it leh

esos small udang🦐 issue only la, at least the way I am kind of inclined to consider by now

becos if you just think🤔 logically leh, like even if you got esos stock @25 sen let's just say leh, you simply wanna sell for 50, 55 or even 60 sen geh

no la you sure wanna sell at current market price also la, definitely 😁💕😘

badrul1970:

"pelan2 la 0.7 enuf for today .. tomorrow naik lagi :D"

ki ki ki😅😂🤣

tasty yummy😋 sexy pretty😍 sweety hottie🔥 juicy jcy

walawey beautiful😍❤️😍❤️😍❤️ 💕💕💕😻😻😻!!!

Superlimit77:

"Weiii....get ready ...to the moon ..wakakakkakakaks"

I would rather prefer not so fast, but much better slow steady sustainable

but then, still, different folks different strokes I guess🤔

learnbyheart:

"Wahhh lucky not cut loss..my entry 0.65 nearly 4 years ago.."

oh dear🙀, but not to worry🙏, you're nearly out of the woods now

4 years ago was 2020, did you stay out of glove🥊 bull 🐂 that time😨?

dia orang sudah banyak baik hati 🌻💕 ❤️ already gave morning special offer 58 lor

lagi takut2 duduk2 tengok2 aja

now no more offer lor

tasty yummy😋 sexy pretty😍 sweety hottie🔥 juicy jcy

must give love 💕 ❤️ and respect🙏 to notion, dufu, sns, dnex, theta, pwrwell etc. fans also lor

all our good ai/dc theme friends 😺🤞🙏 in investing life also leh

yay!😁

righty ho!!😁😁

hip hip, hooray!!!😁😁😁

misti mau belajar sabar skt lor

walawey

66 coming