For 2024 Intel loss USD 18.8 billion. Kulim-based SilTerra, the country’s first chip fabrication company that is 98 per cent-owned by Khazanah loss RM1.9 billion so all these news are quite simple to understand and self-explanatory that whether chip business is still a booming industry or a dying business.

It is comm sense. The price of memory chip crashed. The price of hard disk crashed. The price of Intel crashed from USD70 to USD20 so the answer is very obvious whether chip sector is a cash cow or dead cow. The owner of Gtronic has cashed out from this business. IBM sold its PC units to Lenovo. Intel is looking for buyers to bail them out so no need a rocket scientist to tell us this industry is struggling with cashflow problems.

https://youtu.be/EiaNL-YF7f4?si=bQNON0Dvum4exNqi

If you're familiar with the corporate story of Kodak film you will understand what I am trying to tell. The concept of Personal Computer or PC has become irrelevant in connected world. Last time we have to buy a RM3000 PC just to check the weather website but now with a RM200 smart speaker we can ask 小度小度，今天会下雨吗？

Last time we need to buy a RM3000 PC to do excel work but now we can buy a RM500 Chrome PC and let Google Drive do the calculation for us. Tech experts are predicting that one or two years from now iPhone will be priced at few hundred dollars range and those expensive iPhone we see now will be totally obsoleted.

To be honest, MyEG crypto currency failed to convince me but if they really announced the news to provide MyEG DeepSeek AI services to local university or government departments or local banking businesses the sky will be the limits for them as early bird will eat the worm and those who are still at YTLP forum should wake up from their nightmare.

Microsoft Nvidia and more big tech companies are hosting DEEKSEEK as OpenAI is weak in reasoning calculation so it is expected local boys will follow the same and piggy back the tsunami wave generated by DeekSeek and my pick is MYEG as this company is well connected in China tech ecosystem.

One DeepSeek AI model costed USD6m so for MyEG this kind of investment is only peanut butter so mark my word, MyEG will be riding the wave to replace YTLP as the kampung king of ai stock once they announced the news on MyEG DeepSeek strategic alliance.

江氏交易体系研判量价关系的基本框架，它和易经中的八卦图有着密切的关系，股票量价关系的变化也是自然界一种关系的体现，是有规律可循的。

https://www.zcaijing.com/boduancaozuoliqi/17136.html

Chinese Calendar is labeled as Lunar Calendar but it is actually tracking both the movement of moon and the sun. I don't know how ancient Chinese discovered the system but based on my life long observation the whole universe is following some kind of mathematical algorithm so fengshui has nothing to do with superstition or religious beliefs and more about the law of natural movement. If you believe the sun and moon have a fixed cycle, you should not underestimate the power of fengshui as Lee Kuan Yew also follow fengshui direction when building Singapore.

@Kim, it is not the case as you are comparing big apple with pineapple. Intel is a sunset business as China flooded the global market with cheap chips. For the same reason Intel is a sunset industry so does Penang. The tech bubble has burst and we will see more tech companies out of business. Nvidia is an isolated case and not a good indicator of the health of chips demand as they are selling to business customers instead of end users. Just like the memory sectors in Japan and Korea, the tech cycle in Penang will never come back.

股票没有专家，只有赢家和输家。大家小心为妙，科技泡沫已经破灭。小股风暴已经开始了。

2025年1月《六星连珠》（火星，金星，木星，土星，天王星，海王星） 是凶兆，世界經濟 (除了中国) 會出现大风暴。2025年，2月28日（周五日）会出现《7星连珠》（火星，金星，木星，土星，水星，天王星，海王星）。中国古人有云：《逢七必变》。古代玛雅人也认为《7星连珠》是《神灵警告，地球悲剧》。一月《六星连珠》，美国科技股暴跌只是小菜一碟，重头戏在2月《7星连珠》。

https://starwalk.space/zh-Hans/news/what-is-planet-parade

All Feng Shui masters around the globe were bullish about AI as traditionally PC and Internet were classified as Fire element but I have repeatedly tested the validity of this theory (that AI is fire element) and watch how it reacted to the 5 elements （金水木火土）every year and with100% confident that I concluded AI is Water element (instead of Fire element) as Data Centre used a lot of water and also the fact that ancient Chinese always associated intelligent with Water (冰雪聪明）。

The news on DeepSeek confirmed my observation that the whole AI industry has entered the mass market and the monopoly power commanded by OpenAI , Nvidia have collapsed overnight as Intel AMD Microsoft Apple will be able to speed up their AI products at an exponential speed or another word the pricing power of Nvidia totally collapsed with the disruption of DeepSeek's algorithm.

狗咬吕洞宾，这篇看淡《杨忠礼电力》的爱心博文发布于 2024 年 5 月 1 日，当时股价大约在 4.5 马币。爱心博文一出，顿时炸锅，引爆九级大地震，犹如世界末日。很多黑粉不服气，狗血淋头，泼妇骂街，妖声鬼气，大喊大叫，认为看淡《杨忠礼电力》的人都是傻瓜。

我欲乘风归去，又恐琼楼玉宇，高处不胜寒。良心博主，料事如神，果不其然，2024 年 5 月 24 日，股价突然暴跌0.44马币，那些黑粉恍然大悟，上错车，可是还是死抱着侥幸心态，不肯止损，希望股价可以绝处逢生，反弹回升。

冰火两重天，当时《杨忠礼电力》的股价已经明显见顶，高不可攀，随时崩盘。可是那些《无间道股票分析师》还是莫名其妙，一致唱好这档《仙级飆股》，自吹自擂，费劲吃奶力气吹噓，声称合理天价为 6-7 马币之间，许多散户信以为真，拿出毕身积蓄老本 all-in，结果现在入住《豪华套房》，股价暴跌30%，每日唉声叹气，神志不清，像疯子一样见人就咬，见人就骂。天才与天真只是一字之差，天才与白痴只是一步之遥。股票市场没有所谓的专家，只有赢家和输家。

无风不起浪，事出必有因。《杨忠礼集团》负债450亿马币，全马负债排名老二 （国能负债排名老大）。暴风雨前的宁静，完美风暴一触即发。溪云初起日沉阁，山雨欲来风满楼。《恒大集团》，2020年《 财富》世界500强，排行第152位。2023年8月17日，《恒大集团》在美国申请破产。

十个《高富帅》，九个坏，十个《高负债》，九个烂，十个洞，九个盖。冰冻三尺， 非一曰之寒，前车之鉴，后事之师。如有雷同，纯属巧合

https://klse.i3investor.com/web/blog/detail/mindfullness/2024-05-01-story-h-182700109

Day: ZERO
Date: 29-11-2024
Time: 11.30am
Benchmark: KLCI 1597.21

[***BUY***]
29-11-2024 Friday
5148 Affin**********RM2.91x1000
0828 GOLDETF*****RM3.66x1000
5211 Sunway*******RM4.86x1000
5148 UEMS*********RM0.965x5000
(11.30am KLCI 1597.21)

5-12-2024 Thursday
0829 CHINAETF****RM4.57x1000
(11.30am KLCI 1611.84)

30-12-2024 Monday
5238 AAX********* RM2x1000
(10.24am KLCI 1630.54)

07-01-2025 Tuesday
5148 UEMS*********RM1.16x5000
(11.05am KLCI 1629.54)

10-01-2025
5148 UEMS*********RM1.08x5000
(3.40pm KLCI 1604.50

[***SELL***]
nil

Quick Notes: Investing is a marathon, not a sprint. This simulator will be overweighting CASH and underweighting STOCKS despite the fact that fund manager Tan Teng Boo is forecasting KLCI to hit 2,500 to 3,000 points over the next three to five years.

https://klse.i3investor.com/web/blog/detail/mindfullness/2024-11-29-story-h475563752-This_unlicensed_fun_manager_will_shock_you_so_fasten_your_seatbelt

如果有如果，就不会有如果。如果当年不是李光耀的承诺，东马不会加入马来亚。如果当年不是李光耀的游说，印尼不会和中国邦交。很多人认为美国是新加坡的避风港，其实中国才是新加坡的战略盟友，如同当年马六甲王朝被明朝皇帝保护一样。新加坡不用台湾繁体字，因为李光耀布了一个百年历史大局，可是这盘棋除了李光耀本人，应该没有人看懂，风云突变，完完全全掌握在他手中。看懂李光耀的百年布局，你就看懂中美关系。虽然李光耀没有说，马来西亚历史课本也没有说。可是博主猜测当年垂死挣扎的马共撤兵，表面上和邓小平有关，可是私底下可能是李光耀破局。

看了这个视频，您会觉得李光耀比我们想象中厉害。他不但改变了新加坡的命运，也改变了中国甚至整个世界的历史。西方媒体曾经批评李光耀独裁，可是李光耀对全世界说新加坡要的是《社会秩序 Social order》。国家有秩序，才有发展空间。

【李光耀与中国改革开放】
https://youtu.be/h0DlvCTvuFw?si=yoqx__ql6f0zuDeo

一个经的起风吹雨打的百年老店，必须要有经济价值和社会价值。如果只有经济价值，没有社会价值，只能够有一瞬间的光彩，不能够有永恒的光辉。东尼的商业模式是有点模糊不清，灰色地带。可是如果亚航倒闭或是成为星航姐妹公司，肯定是马来西亚的损失。

博主粉丝现在应该明白为什么云顶赌场不被封神的原因，因为它只有经济价值，没有社会价值。同样道理，比特币是由反政府分子提出来的金融概念，后来演变成用来避税和洗黑钱的金融工具。美国政府想抄高比特币来还美债，偷天换日，根本是天荒夜谈，傻子游戏 （GREATER FOOL GAME)。现在的比特币已经不是当初中本聪（Satoshi Nakamoto）心目中的的比特币（DEFI， Decentralized finance）。如果中本聪真有其人，他应该会在此时此刻清仓离场。

这个博文不是暗示他们的股票会大涨或什么的。可是这些上榜大神不是随机抽样，而是经过博主深思远虑，精心挑选出来。他们都有一个共同点，即是靠自己一双手，一步一脚印，闯天下，没有政治色彩，没有种族歧视。他们的神话故事，绝对是奇迹，但并非偶然。

三才者，天地人。三光者，日月星。为什么他们会被封神，博主不可以泄漏天机。就留下一个思想空间让博主粉丝自己想想看吧。看懂他们的神话故事，你就可以洞察先机。东尼为天，富年为地，良华为人。如果三缺一，代表大马经济开始亮红灯。看懂他们公司财报，你就可以全盘看懂大马经济趋势。

The proposed takeover of EONCap by HLBB has all the makings of a replay of the hostile takeover of Southern Bank Bhd (SBB) by the CIMB Group back in 2005.

industry observers say there have been indications that HLBB isn’t willing to pay anything above 1.3-1.5 times price-to-book value (PBV) for EONCap, based on its rather low return on equity (ROE) of 4.2% and return on assets of 0.3% in FY2008.

Thus, based on its 2008 book value (BV) of RM4.62, this works out to between RM6.15 and RM7.10 a share. EONCap’s projected BV for 2009 is RM5.05 — which means that the price that Quek may be willing to pay is anything between RM6.76 and RM7.50 a share.

https://theedgemalaysia.com/article/cover-story-quek-prowl

Malaysia’s Southern Bank rejects hostile offer

The robust defence from the country’s second-smallest bank sets the scene for a highly charged takeover battle, the largest in Malaysia’s financial sector to date and one that could result in one of the biggest deals in south-east Asia this year.

Southern Bank’s blunt statement to the stock exchange did not identify its potential alternative partner. But it said it had asked the central bank for permission to enter into negotiations, a local requirement.

“The board believes an alternative takeover partner will be available that will maximise value to our shareholders,” Southern said, describing the would-be partner as a “major local financial institution”.

Hong Leong Bank and Public Bank have been widely touted as possible partners for Southern, which said last week it was looking for a “white knight” suitor after months of talks with BCH failed to yield a friendly deal.

https://www.ft.com/content/f0b07fc0-9d4a-11da-b1c6-0000779e2340

Affin Bank is the smallest bank in Malaysia so it is kind of interesting that it has attracted the attention of the Sarawak government. Sarawak is the most powerful state in Malaysia which is asking to increase their parliament seats to more than 30%. With this kind of political ambition it is unlikely that Sarawak will be pleased with only a five percent stake in Affin Banks.