Posted by Eagle77 > 2024-06-12 08:50 | Report Abuse

Even Notion also expensive so buy JCY 😎✅👍

Posted by tahansan > 2024-06-12 09:42 | Report Abuse

来了!

Posted by investortrader88 > 2024-06-12 09:51 | Report Abuse

Managed to get some tickets at RM 2.45 just now. Good luck guys

Posted by dxbman > 2024-06-12 12:08 | Report Abuse

SUPER STRONG BUY

Posted by EngineeringProfit > 2024-06-12 12:21 | Report Abuse

THANK YOU, Calvin. YOu're so right about DUFU!! May God bless you with billion SGD in the bank

Posted by Shotthebull > 2024-06-12 15:38 | Report Abuse

What's the TP for dufu?

Posted by ChloeTai > 2024-06-12 18:18 | Report Abuse

No investment bank provides coverage for Dufu. But the AI / Data Centres / Hard Disk Drives / Solid State Drives theme play is real and is going on.

Posted by calvintaneng > 2024-06-12 23:56 | Report Abuse

Shotthebull


Dufu all time high adjusted was between Rm4.50 to Rm5.00

I think this Powered Up HDD bull by AI & New Data Centers should propel Dufu at least above Rm5.00

beyond that we will need to see it's Aug & Nov 2024 results

Posted by calvintaneng > 2024-06-13 02:28 | Report Abuse

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

Posted by calvintaneng > 2024-06-13 08:59 | Report Abuse

Dufu in 🚀🚀🚀

Posted by keluarpattern > 2024-06-13 09:01 | Report Abuse

冲冲冲

Posted by Aldous47 > 2024-06-13 17:51 | Report Abuse

Powerful momentum. Tomorrow RM3?

Posted by ChloeTai > 2024-06-13 18:49 | Report Abuse

Rising Stock: Dufu Technology will Explore RM3

Publish date: Thu, 13 Jun 2024, 07:36 AM

The daily trading trend of Dufu Technology (DUFU, 7233, main board industrial stock) closed at RM2.65 at the closing time on June 12, up 25.0 sen or 10.42% on a daily basis. Its share price may continue to rise to the resistance level of RM2.90-3.00 after being sideways in the short term due to the Artificial Intelligence (AI) and Data Centres (DC) development causing high demand for Hard Disk Drive (HDD) and Solid State Drive (SSD) which are now “demand higher than supply” causing their prices to rise. Hence, the coming quarterly results should be good.

Posted by ChloeTai > 2024-06-13 18:50 | Report Abuse

Saham Meningkat: Teknologi Dufu akan Meneroka RM3

Tarikh terbitan: Khamis, 13 Jun 2024, 07:36 pagi

Trend dagangan harian Dufu Technology (DUFU, 7233, saham industri papan utama) ditutup pada harga RM2.65 pada 12 Jun, naik 25.0 sen atau 10.42% bagi dagangan harian. Harga sahamnya mungkin terus meningkat ke paras rintangan RM2.90-3.00 selepas menyepi dalam jangka pendek berikutan pembangunan Kecerdasan Buatan (AI) dan Pusat Data (DC) menyebabkan permintaan tinggi untuk Pemacu Cakera Keras (HDD) dan Solid State Drive (SSD) yang kini "permintaan adalah lebih tinggi daripada bekalan" menyebabkan harga mereka akan meningkat. Maka, bagi laporan suku-suku tahun yang akan datang dijangka akan menjadi baik.

Posted by ChloeTai > 2024-06-13 18:51 | Report Abuse

The above two posts are the translation from the above blog.
Dua penulisan di atas adalah terjemahan bagi blog bahasa Mandarin di atas.

Posted by Aldous47 > 2024-06-14 17:57 | Report Abuse

Ops...most of the tech stocks retrace today... Due to holiday mode?

Posted by OrlandoWeb3AI > 2024-06-15 15:59 | Report Abuse

SSDs are about to become massive, thanks to WD

Western Digital shows off the highest capacity NAND flash memory yet at an investor event, paving the way for huge drives in the future.

Posted by OrlandoWeb3AI > 2024-06-15 15:59 | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Posted by OrlandoWeb3AI > 2024-06-15 16:04 | Report Abuse

but it shows that high-capacity flash memory chips are already in development, and it’s likely to be only a matter of time before we start seeing larger-capacity drives for desktop PCs as well.

Posted by calvintaneng > 2024-06-17 07:54 | Report Abuse

NOTHING IS SO POWERFUL IN THE WORLD THAN AN IDEA WHOSE TIME HAS COME

Victor Hugo

Blog: CATALYSTS: FOR STOCKS TO GO UP THERE MUST BE STRONG CATALYSTS: THE MORE POWERFUL THE CATALYSTS THE MORE POWERFUL THE UPSURGE!

https://klse.i3investor.com/web/forum/forum-thread/608930947

Posted by PlantBull > 2024-06-17 12:55 | 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 > 2024-06-17 16:36 | 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 > 2024-06-18 17:56 | 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 > 2024-06-18 18:21 | Report Abuse

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

Posted by calvintaneng > 2024-06-19 01:57 | 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 > 2024-06-19 11:13 | 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 > 2024-06-19 11:50 | 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 > 2024-06-19 11:50 | Report Abuse

SAME HERE

BUY SOME DUFU & FORGET


COME BACK IN AUG 2024

GET A BONANZA!!!

Posted by calvintaneng > 2024-06-19 15:56 | Report Abuse

Take all Dufu on offers

Posted by calvintaneng > 2024-06-19 17:11 | Report Abuse

DUFU FOLLOWS NOTION REBOUNDING UP!!

Posted by calvintaneng > 2024-06-20 01:32 | 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 > 2024-06-20 12:03 | Report Abuse

No more plantation stocks, calvintaneng?

Posted by kkwong13 > 2024-06-20 14:53 | 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 > 2024-06-20 15:47 | Report Abuse

bought dufu at 2.52

Posted by kkwong13 > 2024-06-20 15:48 | 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 > 2024-06-20 17:17 | 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 > 2024-06-20 23:39 |

Post removed.Why?

Posted by hng33 > 2024-06-21 11:58 | 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 > 2024-06-21 12:47 | Report Abuse

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

Posted by hng33 > 2024-06-21 12:49 | 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 > 2024-06-21 15:23 | Report Abuse

added more DUFU at 2.60-2.63

Posted by calvintaneng > 2024-06-21 20:30 | 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 > 2024-06-21 23:31 | 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 > 2024-06-22 06:00 | 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 > 2024-06-22 10:37 | 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 > 2024-06-22 10:38 | 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 > 2024-06-22 15:53 | 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 > 2024-06-23 16:13 | 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 > 2024-06-24 14:39 | 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 > 2024-06-24 20:39 | 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/