This counter barbecue liao.

Kena babecue liou. Tut tut

FCOP retreating, reversal started.

So it is clear now who are those really made money here.

Where is that usual opportunist shouted "break out" yesterday? Gone missing already? 😂

* Super Micro Computer halted construction of a new factory in Malaysia.

Oh ya, my apology. It is actually the server, not the chip. I just narract it from the link.


dragon328

2,563 posts

Posted by dragon328 > 56 minutes ago | Report Abuse

This is total nonsense. YTL has never dealt with Super Micro Computer. YTLP is getting Blackwell GPUs and the server directly from Nvidia. In fact, I do not think Super Micro even has any production facility in Malaysia.

What a lame attempt, so fake!

wayup

19 posts

Posted by wayup > 10 hours ago | Report Abuse

https://wccftech.com/super-micro-computer-smci-reportedly-drops-the-ball-on-a-huge-order-for-nvidias-nvl72-gb200-chips-prompting-a-taiwanese-company-to-pick-up-the-tab/
Good or bad news anyone?

""""""""""""
In summary:
Two makers of NVIDIA’s NVL72 GB200 Chips.
Super Micro Computer (SMCI) and
Taiwan’s Wiwynn.
SMCI stopped operation in Malaysia due to financial constraints.
YTLP was forced to divert its NVIDIA’s NVL72 GB200 Chips order from Taiwan’s Wiwynn for its data centre in Kulai, Johor.

Capital gain and dividend. Those bought on last Friday and yesterday must be happy now.

Same as for JCY, Dufu and Notion, Big Cannon portrayed that all these three are equalvenant to Western Digital or Seagate.
Also he portrayed that Hextar Capital is sole contractor for all fibre optics installation at data centers. It actually came up that the company has diversified to building construction; lately it secured a contract of RM91 million in Kelantan.

A lot of bilis selling thinking of buy back at lower price.

Most people tend to focus on FCPO price but pay little attention to exports volume.
Note: Diwali is over. Wait for next cycle October next year.

Export volume fell means revenue with higher CPO price will be offset by lower volume export.

Citing Intertek Testing Services, Sathia said Malaysia's palm oil exports for Nov 1-10, 2024 period fell by 80,507 tonnes, or 15.79 per cent, to 429,455 tonnes compared to 509,962 tonnes exported during the same period in the preceding month.
https://www.bernama.com/misc/rss/news.php?id=2362106#:~:text=Citing%20Intertek%20Testing%20Services%2C%20Sathia,period%20in%20the%20preceding%20month.

Sure, plantation stocks are having bull run because FCPO is above RM5,000 now. But not to forget the stock price has gone sky high.

https://www.sinchew.com.my/news/20241111/finance/6065060

November 24 palm oil shipping to India dropped 64%.
https://www.sinchew.com.my/news/20241111/finance/6065060

Base on history, that Big Cannon from Jurong Island will never give warning in this forum.

* learned

Commodities related stocks always follow commodity prices up or down. Have earned a lesson from Tomei, Bahvest and Poh Kong.

That depends. If it ends up as corruption (if any) issue, it is in big trouble. If it ends up as technical (if any) or compensation (if any) issue , easier settlement can be made.

So the matter has been brought up to parliament Q&A session. The picture is clearer now. Interesting.

Over the same period, the number of registered takaful agents rose 37% to 108,158, from 78,979, with greater industry participation and collective efforts. This was reflected by a higher penetration rate, reaching 20% from 15% in 2015, coming from an enlarged base of family takaful certificates at 6.6 million, up 44% from 4.6 million, with annualised contribution exceeding RM8.97 billion.
https://theedgemalaysia.com/node/733255

https://www.sinchew.com.my/?p=6058767

To be a successful politician, one need to adapt to the situation, timing, place and the targeted audience.
Unlike the former comedian Ze Len Xi Kee proposed to join NATO.

This helang from East Malaysia, if you notice his comments here and there, if he writes hancur it usually happens the opposite; and if he writes 🚀, where will it heading? 😂

Bilis kena margin call bought on Thursday, cutting loss today. Best by at 4.30pm today. Cum dividend last day Monday next week.

Fat salary for directors and management team. Basically business set up priority is to enrich the directors, shareholders second priority.

Back to promotion stage before announcement of latest QR. LOL

Increasing layers of platters (to increase capacity) will decrease the number of HDD needed for data storage.
Illustration:
Old data storage of capacity 32TB uses 2 pieces of HDD.
New improved HDD with capacity of 32TB only increased number of platters and actuators, and now use only 1 piece of HDD.
Note:
Dufu only make parts for HDD/SDD producers. Dufu is not Seagate or Western Digital.

Not expecting end of hostility policy by US for China. Increase of 60% tariff on China products would push China to set up factories elsewhere, SEA and Malaysia, and maybe Hungary.

Yes, a "not so good for Ukraine" is better than no peace in sight if vice president of Biden win.

A Trump win may mean end of war in Ukraine, so is end of commodities price surge.

Calvintaneng may need to print out his TSH contract note and frame it up to his bedroom wall for many years to come.

Bigger HDD capacity means less HDD is needed for DC. It is bad news for HDD parts suppliers instead.

Without Mike and SSLee, it is like a movie without quarelling or fighting, and it will be boring. 🤣

Diwali is over, demand from India will come down.

Smokers puffing out toxic particles at car parks, outside restaurants, one floor below your apartment unit, amidst the crowd at night market. Try to ask him/them to stop, guess what will happen?

Buy buy buy, buy until you drop.😂

I believe, under normal circumstances it started with someone lodged a report to MACC, and led to MACC started the investigation, it is usually applied to other cases.
Unfortunately, in general, the public perception is the company vs the authorities, that is incorrect.

It is not YTLP vs MACC.

Investigation has started almost two months already. It is tedious and technical, investigation may take longer time by going through every schools related to the 1Bestarinet project.

Delay in the release of the MACC findings may have eroded the valuation of YTL POWER.
Why is the delay? Shouldn't shareholders take a class action against MACC?

Back to basics and fundamentals. Don't play play.

Surprisingly staying strong.😲

Some may think it is already low, but never know it has come to this low.

If that's the case might as well close share market for the rest of the week. Lol

Currency exchange loss or whatever, a loss is a loss.

Surprisingly FB promotes daily but in front of another computer screen buy sell buy sell 5 days a week. Amazing.

Did not sell at 90c, continue drop to 38c and continue sharing Nvidia and AI news every day. 😂