AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

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AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

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AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

Creators of famous Sophia robot reveal AI robotics for children, elderly | Nightline

https://www.youtube.com/watch?v=JRHdnkUjcZg

Post removed.Why?

Pang 72

In latest hard copy of edgedaily

Rm7 a copy

Correct
About just over 30% of Notion is Hdd for spacers and others

Notion boss interview with Edgedaily painted a very sanguine scenario which tells us that demand for Hdd next 5 years will accelerate up due to Ai

That is an indication of a protracted and prolonged bull run for Hdd and Ssd

Ok i also got Notion

As well as Dufu

All good and turning very good

My observation

In all past thematic bull run time all identical businesses in the same industries all eventually go up in tandem as one

Sure Dufu will go up

When we not sure

But since not yet up best to buy in

Goldberg supports SSD?

Jcy is maker of SSD

Clap!
Clap!!
Clap!!!

You so clever 😊

Goldberg supports SSD

Jcy also make SSD

Clap!
Clap!!
Clap!!!

You so clever !
😀

Ssd ?

Jcy also dealing in Ssd

Clap!
Clap!!
Clap!!!

You so clever 😄

All 3 will go up in rotational play hand in hand and side by side in DC HDD superbull time

3. Dufu

this one has solid investors of both local and foreign Funds in Top 30
and since not move much potential to go up high is good

2. Notion
top no. 6 insider of Notion increased his holding by 28 mil to 39 mil to be top no.1 in Notion

very fierce bull 🐂

Some projections on Jcy, Notion and Dufu

1. Jcy
management said Jcy operation only at 50% but profit up due to higher value sales so sell less but higher profit

by 2nd Qtr production will ram up further to meet high demand

And this is very good news

2nd Half year will be better than 1st half

People are sight orientated

So when they see Jcy

Aug 2024
Nov 2024
Feb 2025(reporting for Oct to Dec 2024 qtr) they will go GaGa and chase up Jcy

so buy before best news out is wise

In a bull run like Glove actually Supermax ran first but later Top glove catched up

So we see Notion up first but don't rule out the speed of Dufu later when it awakens

now if no more better quickly read all my free precious post or if no HDD it might be taken down so better read now www.inspiretopray.com

free of charge even though not free to host

expert or what I have already used for 15 years happily with no problem

there are over 10,000 Data Centers which internet domain rent from and I get to rent from from as cheap as possible for many more years to come

can switch if too costly and they are ample choices out there

See www.inspiretopray.com

I don't need speed

Been posting since year 2009 till now

This year so far only posted one article

So who need speed

We only need a storage space

And cost as low as possible

Last time in year 2009 or 15 years ago we started a website see www.inspiretopray.com
One internet domain was free.
Then they charged a small fee
Last year to our horror 😱 they asked for usd700 to host my website www.inspiretopray.com

Usd700 = Rm3,300
But we refused and finally found one for Usd200😀

Since we are doing it for free of charge

They will then lease or sell storage space to any interested parties for a fee
If too expensive then cannot survive

That is why you see Data Center set up with too high cost later go bankrupt in Usa

Data Center will use Hdd for maximum storage with the lowest cost

Post removed.Why?

Cost is why they chose Lower cost Malaysia

And cost was why all Hdd parts makers all left Usa for cheaper places

What is a Data Center?
Answer: a place to store data

Why need speed to store something?
No need to hurry at all
Where do they store data?
In Sedenak
So remote?
Yes

Why?
Because land there is cheap

However

Glove bull can be halted by China

For Hdd China cannot
Even Huawei want to buy Hdd from Seagate

For the same reason by Demand in year 2020
Due to coronavirus many also rushed to set up new glove factories

But glove bull was cut short by

1. Gross overproduction

2. New glove dumping and price war from China

3. Vaccines

That was previous info

Latest is this

The sudden surge of Ai and Need for Storage

Dell computer boss said just beginning only within last two years

Ai Demand for Data storage will need to increase by 100X ( or 10,000%) in 10 years to meet the new found demand of Ai (artificial intelligence)

That is why we see so many many New Data Centers being set up to meet this need

highlights of each's strength and latest development

1. Jcy
it said they only use 50% capacity and earned more because of selling higher value products

2. 2nd half year results will be better than 1st half of 2024

so we have clarity here

Jcy profits expected to increase

2. Notion
no. 6 holder with 11.4 millions Notion shares suddenly bought another 28 millions Notion shares about Rm1.00 to be in Top position over 5%

there is fierce buying

3. Dufu
the laggards
a check shows many Funds are in Dufu including Norway Fund

better check where you get your link and info

above was posted from India

latest from USA

Dell boss said

AI (ARTIFICIAL INTELLIGENCE) WILL AMPLIFY HDD NEEDS BY 100X OR 10,000%

THIS SUDDEN SURGE OF AI AND DC ONLY JUST STARTED AND MANY STILL UNAWARE

ya pandai

dia sudah pergi makan angin di Wce atau "wandering chicken " tempat

The equation of Storage changed by Ai

According to Dell boss

Ai (artificial intelligence) will amplify use of Hdd by 100X or 10,000% in 10 years

Storage is the word and not speed

And of course at the bottom line is cost

The highest amount of storage with the lowest cost goes to Hdd ( hard disk drive)

Listen to the Leader Seagate

Seagate said in Data Center

90% is Hdd
10% is Ssd

And Seagate is a major buyer of Hdd parts from Jcy, Notion and Dufu

Yes correct assumption

If 50% usage can generate so good profit already

With scaled up production plus increasing prices the profit will multiply

Like 9+9
= 18

Later will be 9x9
= 81

It will see much high profits

Nothing is so powerful than an idea whose time has come
-- Victor Hugo

HDD bull run commencing

"Nothing is so powerful than an idea whose time has come"

- Victor Hugo

HDD bull run commencing

"Nothing is so powerful than an idea whose time has come"

-- Victor Hugo

Hdd bull run commencing

"Nothing is more powerful than an idea whose time has come"

--:Victor Hugo

HDD bull run commencing

Seagate the world biggest Hdd drive maker already stated Hdd will continue to be in year till year 2034 - 10 years more and longer

Say expert?

You quote from a wrong source

Might as well quote what Russia said about Ukraine or what Usa said about China in trade war

Better go ask the correct people about Hdd by calling up Seagate, Western Digital and Toshiba

Ai = Artificial Intelligence

The creation of Sophia in Hong Kong is a SuperComputer coming alive

A trillion words of knowledge is stored in DC for her to extract at the speed of light (by fiber optic) to her brain

That is a lot of Storage needed by her

Sophia is only a foretaste of A Super Ai at work

The market is forward looking

Assumptions can change with the sudden change in Life

Example People thought Since got iphone, ipad and many using Ssd in laptop and PC the sales of Hdd will gradually decline

But never in their wildest dream suddenly comes DATA CENTER which need storage from Hdd

And one good news after another

Dell boss said Ai will increase Storage need by 100x or 10,000% in next 10 years

So Hdd drive sales see a Sudden Jump!!

That will change the fortunes of Hdd players

All Hdd co in Malaysia got healthy balance sheet

1. Jcy. Net cash Rm114 millions

2. Dufu. Net cash Rm54 millions

3. Notion. Net cash Rm20 millions

Extra:

Latest Results of Jcy shows its net cash increased

Fact sheet

223 Hdd makers

All in the end either bankrupt or taken over or merged

In the end now only 3 Major Players left

Seagate (43%,)
World no. One

Western Digital (37%)

Toshiba (20%)

And Jcy, Dufu, Notion supply Hdd and Ssd to them

Our Group is

Eagle Vision First Mover

🦅 Eagle sees first
🦩 Followed by other flying birds

🐔 Chicken on the ground sees nothing.

Yes Calvin recommended to Eagle group

Tsh at Rm1.09
Jtiasa 63 sen
Rsawit 22 sen
Bplant 57 sen

Also Jcy 32 sen, Notion 52.5 sen & Dufu Rm2.20

Go check all prices now

calvintaneng

DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747981-DATA_CENTER_IN_FULL_SWING_CATALYST_FOR_HDD_DRIVE_BULL_RUN_SEE_TOP_30_HO

calvintaneng

DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747981-DATA_CENTER_IN_FULL_SWING_CATALYST_FOR_HDD_DRIVE_BULL_RUN_SEE_TOP_30_HO

DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747981-DATA_CENTER_IN_FULL_SWING_CATALYST_FOR_HDD_DRIVE_BULL_RUN_SEE_TOP_30_HO