Posted by PlantBull > 1 week ago | Report Abuse

@orlando...While ssd are faster than hdd, it's not practical to use it on an infinite scale basis on servers and data warehousing due to cost issues.

The reason why hdd is practical isn't just because of costing but also at the same time, there is progress in the software sector than hardware... Hdd was not feasible due to slowness has now been addressed by Kafka... Kafka is great on efficiency from its appending writing which massively helps in reading and writing efficiency.

Ssd would be great only if for holding os and static related data like programs etc.. For companies to have more predictable costing of data storage.

Posted by OrlandoWeb3AI > 1 week ago | Report Abuse

Western Digital. The company, often known as WD, unveiled an industry first at a recent investor’s conference, showing off a high-capacity memory die that’s dwarfed by a human fingertip.

This is a new technology

Will need substantial new investment of many millions RM

Existing SSD HDD machinery will be rendered obsolete

Obsolete and will b impaired to RM 0 written off

Posted by calvintaneng > 1 week ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3453308


31 May 2024

2/3 into Aug 2024 reporting results

Notion Managing Director bought 500000 shares of Notion

that means Aug 2024 results will be good

Posted by calvintaneng > 1 week ago | Report Abuse

If Notion with 23% Hdd can do well
Dufu with 72% Hdd sure can excel

Posted by calvintaneng > 1 week ago | Report Abuse

NOTION'S REPLY TO UMA CONFIRMED THAT WE ARE NOW IN A DATA DRIVEN HDD BULL RUN TIME (Time To Buy JCY, NOTION & HOLD TIGHT) , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158900017-NOTION_S_REPLY_TO_UMA_CONFIRMED_THAT_WE_ARE_NOW_IN_A_DATA_DRIVEN_HDD_BU

Posted by calvintaneng > 1 week ago | Report Abuse

SEAGATE, WESTERN DIGITAL & NVIDIA NOW AT YEAR RECORD HIGH (JCY, NOTION & DUFU IF SOLD DOWN IS BEST BUY) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158896135-SEAGATE_WESTERN_DIGITAL_NVIDIA_NOW_AT_YEAR_RECORD_HIGH_JCY_NOTION_DUFU_#google_vignette

Posted by calvintaneng > 1 week ago | Report Abuse

Posted by Zachzach > 7 minutes ago | Report Abuse

keep jcy till august !! towards rm 1 guys !!


YES!

KEEP JCY TILL AUG 2024 (ONLY TWO MONTHS MORE)
TO GET A BONANZA RESULT!

1 minute ago



calvintaneng

AUG 2024
ONLY 2 SHORT MONTHS

BEST GO HOLIDAY

DON'T SEE

COME BACK

GET BONANZA!

SEAGATE, WESTERN DIGITAL & NVIDIA NOW AT YEAR RECORD HIGH (JCY, NOTION & DUFU IF SOLD DOWN IS BEST BUY) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158896135-SEAGATE_WESTERN_DIGITAL_NVIDIA_NOW_AT_YEAR_RECORD_HIGH_JCY_NOTION_DUFU_#google_vignette

4 seconds ago

Posted by calvintaneng > 1 week ago | Report Abuse

SAME HERE

BUY SOME DUFU & FORGET


COME BACK IN AUG 2024

GET A BONANZA!!!

Posted by calvintaneng > 1 week ago | Report Abuse

Take all Dufu on offers

Posted by calvintaneng > 1 week ago | Report Abuse

DUFU FOLLOWS NOTION REBOUNDING UP!!

Posted by calvintaneng > 1 week ago | Report Abuse

FIBER OPTIC - A VITAL CONNECTOR IN DATA CENTER & FOR WORLD WIDE CONNECTION AT SPEED OF LIGHT

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869389-FIBER_OPTIC_A_VITAL_CONNECTOR_IN_DATA_CENTER_FOR_WORLD_WIDE_CONNECTION_

Posted by Aldous47 > 1 week ago | Report Abuse

No more plantation stocks, calvintaneng?

Posted by kkwong13 > 1 week ago | Report Abuse

I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

Posted by hng33 > 1 week ago | Report Abuse

bought dufu at 2.52

Posted by kkwong13 > 1 week ago | Report Abuse

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.

Posted by kkwong13 > 1 week ago | Report Abuse

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

Posted by calvintaneng > 1 week ago | Report Abuse

Aldous47

No more plantation stocks, calvintaneng?

11 hours ago

Calvin replies:

CALVIN STILL HAVING MAJOR POSITIONS IN PALM OIL SHARES

Especially in TSH RESOURCES

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869388-TSH_RESOURCES_9059_A_DEEP_VALUE_COMPANY_ALREADY_YET_CONTINUES_TO_CREATE

Posted by hng33 > 6 days ago | Report Abuse

Dufu high time can reach above RM 7, current depress price still have huge room to catch up once next Q result record EPS growth

Posted by hng33 > 6 days ago | Report Abuse

HLIB starts coverage on Notion, target price RM3.28
https://theedgemalaysia.com/node/716223

Posted by hng33 > 6 days ago | Report Abuse

both jcy and notion already breaking historical price level, its time for Dufu to catch up to return to normalize level above RM 4 and all time high above RM 7

Posted by hng33 > 6 days ago | Report Abuse

added more DUFU at 2.60-2.63

Posted by calvintaneng > 6 days ago | Report Abuse

Dufu Hdd high end spacers and others totalled 72%
Notion Hdd 23%

Notion go up first like Honda Accord

Dufu coming from behind like a BMW
Matter of time Dufu will catch up

Posted by hng33 > 6 days ago | Report Abuse

Notion share price have surpass historical level, but DUFU share price is still laggard behind due to lag in turnaround in previous Q result. But, DUFU managment massages clear, the bottom have already over, its due time for U turn in next Q result and momentum is expect gaining strong due to sudden hike in A1 power data deriven and mushrooming Data center awaiting HDD installation forward.

Posted by ChloeTai > 5 days ago | Report Abuse

Dear Mr Clavintaneng,
I have one very critical question:
"JCY only exported HDD and SSD "COMPONENTS" to Seagate and Western Digital. They are the one that will assemble the components to form a complete unit of HHD and SSD. Malaysia data centers have to import the HDD and SSD from Seagate and Western Digital".

Can you kindly please comment on this concerned and critical question.

In fact Notion and DUFU also export HDD components only.

0 seconds ago

Posted by calvintaneng > 5 days ago | Report Abuse

ChloeTai

see my reply in Hexcap forum

as for Dufu this is the only low hanging fruit of the HDD bull left

Notion has broken through it's all time high of Rm1.92 into uncharted territory

Jcy jumped up over 300% from its lows of below 20 sen while Dufu all time high of Rm4.50 or more is still far up

So Dufu has the most room to go higher

Regards
Calvin Tan

Posted by calvintaneng > 5 days ago | Report Abuse

Since Jcy and Notion have both shot up the sky 🚀 I have shifted some funds to Dufu and also to Tsh Resources to preserve profits

Posted by hng33 > 5 days ago | Report Abuse

Message from DUFU management, 70% business from HDD (JCY 91% business) - We believe that global semiconductor sales are picking up and, coupled with a resurgence in the memory sector, suggesting the potential onset of a new growth cycle, especially among local manufacturers who typically lag behind global semiconductor players.

This positive momentum is supported by the conclusion of inventory adjustments and heightened demand in electronics and AI-related applications

Posted by calvintaneng > 4 days ago | Report Abuse

suggesting the potential onset of a new growth cycle

DUFU is in Cyclical UPTREND

See

https://www.youtube.com/watch?v=hCSD5zbNxeQ

5 Steps

1. Rotten
2. Mediocre
3. Pretty good
4. Great
5. Spectacular

Now DUFU still in Stage 2 (Mediocre)

Will later jump to "Spectacular"

So Best Time to Buy DUFU now

https://www.youtube.com/watch?v=hCSD5zbNxeQ

Posted by HorseyKL > 3 days ago | Report Abuse

Sifu's, noob question. Dufu's CS,CT CU expiring this year. CS in 4 days. Will it effect the mother share? Thanks

Posted by ChloeTai > 3 days ago | Report Abuse

Berita Baik: Pendirian UMNO sama dengan PM dalam penjualan saham MAHB. Kata Zahid Hamidi (Presiden UMNO)
https://malaysiagazette.com/2024/06/24/pendirian-umno-sama-dengan-pm-dalam-penjualan-saham-mahb/

Posted by ChloeTai > 3 days ago | Report Abuse

Any UMNO members who dare to go against Zahid Hamidi will have the same consequences like Khairy Jamaluddin (dipecat) and Hishammuddin Hussein (digantung keahlihan). Just ignore the noice of the oppositions.

Posted by ChloeTai > 3 days ago | Report Abuse

Tomorrow all eyes will be on AIRPORT. If it convincingly in green, then can buy DUFU mother share or DUFU-CU.

Posted by ChloeTai > 3 days ago | Report Abuse

Dufu is quite expensive. DUFU-CU is an alternative cheaper at RM0.175. But bear in mind that there is time decay of structured call-warrants with a drop in value of RM0.0003 per day including Sat and Sun and public holidays. You must print out the warrant matrix from AFFIN Warrant Matrix (search by GOOGLE).

Posted by ChloeTai > 3 days ago | Report Abuse

The AFFIN warrant matrix is to see the price of DUFU-CU against the price of the mother share. Usually DUFU-WU will move one bid when the mother share moves 2 sen.

Posted by calvintaneng > 2 days ago | Report Abuse

Seagate up

good for Jcy, notion, dufu had hexcap

Posted by ChloeTai > 2 days ago | Report Abuse

kkwong13 sell call (in the Notion forum) is just like OTB sell call (Hevea-WA long-long time ago). It will be a vertical line down.

Posted by hng33 > 2 days ago | Report Abuse

KUALA LUMPUR (June 25): Malaysia and Indonesia are expected to be the prime beneficiaries of rising demand for data centres due to artificial intelligence (AI) growth, according to CGS International.

CGS said players involved in the value chain of data centre construction (such as equipment providers, real estate landlords and contractors) will benefit more in the next three to five years versus operators, due to the current stage of the industry’s growth cycle, which is still focused on building infrastructure for AI training purposes.

https://theedgemalaysia.com/node/716663

Posted by Aldous47 > 2 days ago | Report Abuse

Collect when it drops

Posted by calvintaneng > 2 days ago | Report Abuse

Dufu

there is a huge increase of goods being sent out

plus Dufu doing 24 hour day and night shift to meet demand

So Dufu should be doing well

Posted by ChloeTai > 1 day ago | Report Abuse

Nvidia and other AI-linked stocks rose after bruising selloffs.
https://theedgemalaysia.com/node/716790

Posted by Aldous47 > 1 day ago | Report Abuse

Dufu, Notion and JCY make a strong rebound today 🤗

Posted by calvintaneng > 1 day ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459183

Posted by calvintaneng > 1 day ago | Report Abuse

Dufu insiders buying good

Last time after Notion insiders bought Notion jumped up

Now is Dufu's turn 🚀🚀🚀

Posted by kkwong13 > 16 hours ago | Report Abuse

Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.

'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”

On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.

Posted by kkwong13 > 16 hours ago | Report Abuse

A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?

Posted by calvintaneng > 14 hours ago | Report Abuse

some thoughts on Scuttlebutt on Dufu

1. A check with Dufu phone receptionist

She said lots more phone calls than before

2. A check with Dufu Security Guard

he said more buyers coming to visit Dufu factory

3. And more goods were sent out from Dufu Factory
means more sales or good business

and now Dufu goes into heightened production by doing day shift and night shifts

to crown it all Dufu insiders are now buying

So the verdict ?

Buy Dufu and hold tight

Posted by calvintaneng > 14 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-12-15-story-h1595602911-TOP_10_VALUABLE_INVESTMENT_SECRETS_MY_JOHOR_SIFU_TAUGHT_ME_5_RIDING_ON_

Posted by calvintaneng > 14 hours ago | Report Abuse

See Top secret number 3

Scuttlebutt

On Dufu now 🎯

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.

Posted by hng33 > 10 hours ago | Report Abuse

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.

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