Posted by FortuneBlooming > 14 hours ago | Report Abuse

tpee1999:
"fortuneBloming san, ohaiyo gozaimasu. it will my pleasure to accomodate ur request ( S.daddy related matter ) , unfortunately, it is my principle , not to entertain request by esteemed i3 traders/investors."

walao, how unfortunate

ki ki ki😹

Posted by serbatipu > 14 hours ago | Report Abuse

Shot lj la, today dj nasdaq, bursa down

Posted by Ravetidus > 13 hours ago | Report Abuse

jangan kena tipu by jonathan fella, dia kurang siuman

Posted by Tanleechoo > 12 hours ago | Report Abuse

Are JCY board better than Notion or Dufu ???

Posted by FortuneBlooming > 12 hours ago | Report Abuse

notion up 8 sen, jcy guys maybe still anxious nervous about potential impact of today's esos listing

Posted by NatsukoMishima > 12 hours ago | Report Abuse

Slowly slowly dump back to 10 sens!

Posted by FortuneBlooming > 11 hours ago | Report Abuse

NatsukoMishima:
"Slowly slowly dump back to 10 sens!"

yah gah

umm🤔, maybe, yep

in your sexiest wildest dream

Posted by kkwong13 > 11 hours ago | Report Abuse

Be steady, JCY still riding on AI data center HDD theme + pure manufacturer HDDs which support 25% of world HDDs part with 10000 AI DC building requirement. As long as Notion share price continue up in gradual mode, more genuine buyers continue buy Notion shares, eventually JCY will look very cheap & ride along together with Dufu as well. Continue hold, add for next 6mths till Feb'25 Qtr result out, will show how promising it will be.

Refer to Micron qtr result future guidance, it stated just 3mths vs last QoQ, revenue jump 50% QoQ on AI dara center with more & more AI DCs customer require + to raise ASP price following WDC & Seagate practise.
So just be patience, hold & wait for coming next Aug'24 Qtr result revenue & earning out for better future forecast guidance.

Posted by StartOfTheBull > 11 hours ago | Report Abuse

Micron’s Selloff Highlights Risk of Sky-High AI Expectations

https://finance.yahoo.com/news/micron-selloff-shows-risk-sky-022614350.html

Posted by Superlimit77 > 11 hours ago | Report Abuse

Weiiii....ada Q 0.690 weiiiii...makin mencabar ..wakkakakakak

Posted by kkwong13 > 10 hours ago | Report Abuse

There is a high market expectations on smartphone & PC revenue will boost Micron, even it earning reported beat expectations but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy.
If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.

I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024.

Do your own research for better understanding.

Posted by HorseyKL > 10 hours ago | Report Abuse

Thanks kkwong33 for your info. 👍

Posted by juon > 10 hours ago | Report Abuse

fuuyohh......kena tiu again

everyday kena tiu....pergi jamban ada senang sikit

Posted by hng33 > 10 hours ago | Report Abuse

Cut jcy at 70.5sen, swap all to notion due to message from Notion...

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

Posted by hng33 > 10 hours ago | Report Abuse

Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.....only
winner take all market share.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

Posted by ShTan1 > 10 hours ago | Report Abuse

so mean JCY also can be selected vendors?

Posted by hng33 > 10 hours ago | Report Abuse

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.

In summary,
1. JCY correlate with HDD unit shipment and low end HDD use in PC
2. Dufu and Notion correlate with HDD capacity and high end HDD use in hyper scale data center

Posted by kkwong13 > 10 hours ago | Report Abuse

HDD business on 3 main customers (WDC, Seagate, Kioxia) all are using these 3 suppliers JCY, Notion & Dufu as their part counterpart all the times since before IPO, tied to their operation systems for many years ago, supply parts to HDDs, since day one.

Posted by Ravetidus > 10 hours ago | Report Abuse

so hng33 is saying JCY is not qualified to supply to WD & Seagate?

Posted by flyhub888 > 9 hours ago | Report Abuse

wait news out first to go as catalyst got JCY . u cn see JCY lack of news unlike NOTION.

Posted by ShTan1 > 9 hours ago | Report Abuse

that just hng33 opinion from Notion note. and if KKwong ad said JCY are among the supplier. Then JCY may get the pie as well

Posted by DickyMe > 8 hours ago | Report Abuse

Continue bloodbath for another month!

Posted by ChloeTai > 8 hours ago | Report Abuse

An SSD components are a controller which performs a role similar to the CPU in a PC as cache memory, NAND flash for data storage and DRAM which links between the SSD and the external devises.

Posted by ChloeTai > 7 hours ago | Report Abuse

Does JCY got so high technology? I do not think so. All our country DC will have to import from WD, SEAGATE or TOSHIBA.

Posted by ChloeTai > 7 hours ago | Report Abuse

A HDD components are platters, a spindle assembly and an actuaror assembly plus a casting to strore those three components. JCY only supply the casting. The most important component is a logic board that controls the operation of the HDD.

Posted by blazer999 > 7 hours ago | Report Abuse

kenchana ~ kenchana ~ teng teng teng teng teng ~ ku menahan rasa sakit ~ rasa sakit ~

Posted by ChloeTai > 7 hours ago | Report Abuse

Hence, our country DC got to import the HDD from Seagate, Western Digital or Toshiba.

Posted by ChloeTai > 7 hours ago | Report Abuse

Going up from 65 sen to 93 sen is very exciting. Now down from 93 sen back to 65 sen. Calvintaneng is the culprit.

Posted by Cnlim > 7 hours ago | Report Abuse

Chloe Tai I think you are quite naive JCY is always machine parts for HHD all along if HHD got the technology the price will be us 50

Posted by Cnlim > 7 hours ago | Report Abuse

Seagate US 90 western Digital US 70 just think if JCY got the technology JCY will be in KLSE index not cheap shares for retailers to punt

Posted by Cnlim > 7 hours ago | Report Abuse

Notion Dufu n JCY are machining parts used for HHD n SSD n now strong demand for these products

Posted by ChloeTai > 7 hours ago | Report Abuse

Got to force hng33 to cut lost in JCY to move to Notion. What if Notion continues to fall? For me just keep the profit (minus today lose a bit) back into the bank.

Posted by Cnlim > 7 hours ago | Report Abuse

if you already buy or sell is up to you KLSE is the only legal casino for everybody I not bother whether sifus buy or sell

Posted by FortuneBlooming > 6 hours ago | Report Abuse

Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete

so I won't be switching to notion just yet, while some others might choose to think🧐 differently

Posted by Shotthebull > 6 hours ago | Report Abuse

Investors are collecting. Speculators are selling.
TAYOR
Trade At Your Own Risk

Posted by Shotthebull > 6 hours ago | Report Abuse

Buy low sell high
If you can stomach the risk of the ups and downs and have spare money to lose, that's fine.
If you are afraid to lose your money and want a quickie profit or cut loss.. sell. Easy decision.

Posted by DickyMe > 5 hours ago | Report Abuse

Normally, when I get flagged for comments then I know what I said is right.
This is from, almost 10 years experience in i3 forum.

Posted by smartinvest123 > 3 hours ago | Report Abuse

In HDD field, one of the Group’s subsidiaries, JCY
HDD Technology Sdn Bhd (“JCY HDD”), had been
qualified by its customer to supply a component for
HDD high-end segment in the FYE2022 and small
volume manufacturing had started in the late FYE2023.
JCY HDD will work closely with the customer through
our excellence in engineering and quality and continue
to venture into high-end spectrum of the HDD market,
which is seeing double digit growth.

Posted by smartinvest123 > 3 hours ago | Report Abuse

Barring unforeseen
circumstances, industry observers have forecasted that
the demands for HDDs will start recovery in the second
half of the FYE2024, from its historical lows. The overall
HDD demands in the calendar year 2024 are expected to
surplus that of the year 2023, with gradual year-on-year
growth throughout the year 2027.
It is also noted that JCY is already qualified and shipping
or is being qualified on platforms in the high-end HDD
segment that are seeing year on year growth. JCY
remains optimistic of the HDD industry and there is no
new structural change in the dynamics of the digital
storage industry.

Posted by FortuneBlooming > 3 hours ago | Report Abuse

Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete, thanks buckets, sifu🙏🙏🙏

so I won't be switching to notion just yet, while some others might choose to think🧐 differently

Posted by FortuneBlooming > 3 hours ago | Report Abuse

great stuff😎, mr smartinvest123

keep up the good work with those kinds of useful relevant updates of yours🐱🙏

Posted by Jonathantyp > 2 hours ago | Report Abuse

Does anyone know that tomolo is a free falls

Posted by Jonathantyp > 2 hours ago | Report Abuse

Trust me tomolo omg

Posted by FortuneBlooming > 2 hours ago | Report Abuse

hng33:
"Cut jcy at 70.5sen, swap all to notion due to message from Notion..."

sorry, sifu hng33, but you seem to lately have transformed into a constantly vacillating regularly mind shifting counsel, for reasons likely much better known to yourself, rather than a firm steadfast resolute judge of matters and situations

sorry dude, no no no, no go for me, I'm much more aligned with the much robuster much longer term views of sifus calvintaneng and kkwong13 on jcy

maybe some others might want to think🤔 kind of somewhat differently, that is of course their own personal choice

Posted by Jonathantyp > 2 hours ago | Report Abuse

Kikikikikjkikkkki those who still hold to it. Good luck. Nvidia gone case

Posted by Jonathantyp > 2 hours ago | Report Abuse

All gone from tomorrow

Posted by Vicky > 2 hours ago | Report Abuse

https://markets.businessinsider.com/news/stocks/nvidia-price-prediction-nvda-250-price-target-6-trillion-valuation-2024-6

Posted by FortuneBlooming > 1 hour ago | Report Abuse

that's right, Vicky, but we'll just let our short term thinking friends play their favourite way for the time being lor

Posted by FortuneBlooming > 1 hour ago | Report Abuse

Jonathantyp:
"Kikikikikjkikkkki those who still hold to it. Good luck. Nvidia gone case"
"All gone from tomorrow"

okay lor, Jtyp dude😎, whatever you say lor, but I just hope that you will not have to eat your hat soon🐈

Posted by FortuneBlooming > 15 minutes ago | Report Abuse

more still yet to come from Nvidia

https://www.fool.com/investing/2024/06/27/nvidia-stock-up-150-ai-stock-do-this-second-half/