Latest Posts By aragosta
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| 19-Mar-2026 12:37 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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I wonder when the analysts are (going to copycat the black market analysis) and start crawling out one by one with new targets.... remember, current PE is irrelevant... work out the GROWTH EARNINGS & the new FORWARD PE, and confirms AMD, Micron, Broadcom as the new pillar and supporting partners, and Nvidia and Meta as indirect partners, and post on their recently phenomenal earnings. ============ AEM Holdings has transitioned from being a single-customer equipment supplier to a diversified AI infrastructure play. Its recent stock resilience is a direct result of being strategically positioned at the intersection of several massive global semiconductor partnerships and the ongoing AI boom. 1. The New Pillar & AMD-Meta Synergy The most significant catalyst for AEM' s recent strength is its expansion into the AI/HPC (High-Performance Computing) segment with a pillar " major fabless customer," widely identified by analysts as AMD.
2. The Current Anchor & Intel-Nvidia Alliance While AEM is diversifying, its original anchor customer, Intel, continues to play a vital role.
3. The New Supporting Partners & Micron-Broadcom Influence The AI boom requires not just processors (CPUs/GPUs), but also massive amounts of memory and networking hardware.
4. Strategic Support & Other Catalytic Partnerships
The AI Boom Effect The AI boom is spurring AEM by shifting the focus from " cheap testing" to " mission-critical testing." Because AI chips are extremely expensive and power-hungry, customers cannot afford failures. This makes AEM' s high-precision thermal and system-level test solutions indispensable, allowing the company to command better margins and secure longer-term revenue visibility.
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| 19-Mar-2026 09:43 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Sembcorp only blue chip green, ...... should hit at least eightby soon ........ one of gangsters speculation/remarks made last year could come true....../ go read.... Believe or unbeliever we not bothered But AEM is truly unbelievable, and I did put up a billboard notice in neon lights, giving a stern warning (twice) not to short! Yet got one kwai lan, minutes later, saying he queuing to sell, and then sold... |
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| 19-Mar-2026 00:02 |
DBS
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The Best of the Best Banks
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SWEE! That' s what we said! Note... this does not apply to just the banks but across the entire market! DBS, OCBC, UOB could benefit as the Middle East&rsquo s ultra-rich relook where to park their billionsThe three local lenders have all spent years expanding their private banking capabilities to capture a growth in global wealth flows https://www.businesstimes.com.sg/opinion-features/dbs-ocbc-uob-could-benefit-middle-easts-ultra-rich-relook-where-park-their-billions
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| 18-Mar-2026 09:09 |
DBS
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The Best of the Best Banks
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DBS: Why Buying Interest Persists Despite High Prices
The reason behind sustained buying interest in the face of record-high prices is quite straightforward. Contrary to what some might assume, this momentum isn' t driven by retail investors, who are largely sidelined. Instead, the market is being propelled by institutional funds and big money investors.
The Shift Toward Stability
Recent geopolitical shifts have fundamentally altered global wealth flows. Historically, the Middle East was viewed as a primary sanctuary for capital however, escalating regional conflicts have eroded its reputation as a " safe haven." Wealth advisors report that high-net-worth individuals ~ particularly Asian entrepreneurs previously based in Dubai~ are increasingly migrating their assets to Singapore and Hong Kong to escape Gulf-related uncertainties. The " Wealth Exit" from Europe
It isn' t just Middle Eastern capital on the move. Europe is seeing a " wealth exit" triggered by aggressive tax reforms, particularly in the UK, where changes to non-domiciled status and capital gains taxes have pushed the affluent to look elsewhere. While some remain within Europe (moving to Italy or Switzerland), Singapore remains a premier global choice due to its territorial tax system and the absence of estate duties. Singapore' s Growing Dominance
The numbers reflect this massive capital migration. In 2025 alone, Singapore' s Big Three banks (DBS, OCBC, and UOB) captured an estimated S$77 billion in new inflows from wealthy individuals globally. In an era of global volatility, Singapore' s predictability and security have become its greatest assets, ensuring that even at high price points, the big money continues to buy in. Now, you know, why they say..... WAR IS GOOD...... for some...... |
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| 17-Mar-2026 17:00 |
DBS
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The Best of the Best Banks
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IN case you' re wondering......what hits you I gonna be very brief here.....There are a couple of potential mega developments coming......one of which is the Temasek' s major organisational restructuring which is just around the corner.... and which the black market expects DBS, together with Big Three, Keppel, Sembcorp and Seatrium plus SingTel, to feature prominently. Theres are various speculations of the " features" of the new structure including one which shifts Temasek from a bank-centric financial services portfolio to a more diversified model..... In that thinking, there is active evidence supporting the theory regarding the transfer or sale of (some) Temasek' s overseas banking assets to DBS..... If this truly happens, it could be a seismic game-changing development...... Also remember another (often goes unnoticed) primary driver for this current sustained rise&hellip is the X-D date of 3 April....... historically the stock will put up a substained rise (in price) 10 days or a week before ex-D....... NOW, regarding this shareholder returns dividends...... In case you are unaware, DBS is committed to raising its quarterly ordinary dividend by S$0.06 to S$0.66 for 2026. The bank is also paying an additional S$0.15 per share in capital return dividends, which it is committed through financial year 2027...... This simply means moving forward into FY2026, we are guaranteed a payout of $3.24 per share..... WHICH MEANS EVEN IF THE SHARE PRICE IS $60.00 per unit, you are guaranteed a 5.4% yield!!! &hellip .where to find??!?!?!! MEANWHILE&hellip &hellip .. DBS breaks into global top 20 as Brand Finance' s Banking 500 2026 journal reveals Singapore ranks 9th globally by total brand value hints $33 billion. https://brandfinance.com/press-releases/dbs-ranks-19th-among-the-worlds-500-most-valuable-banking-brands This Swift' s Partnership With DBS Bank Brings Ripple (XRP) Closer to Global Banking Infrastructure Layer: Pundit https://36crypto.com/this-swifts-partnership-with-dbs-bank-brings-ripple-xrp-closer-to-global-banking-infrastructure-layer-pundit/ DBS China secures NAFMII underwriting licence for onshore bonds. DBS is the only Singapore-headquartered bank licensed to play a leading role in managing all onshore corporate bond issuances in the China Interbank Bond Market https://asianbankingandfinance.net/retail-banking/news/dbs-china-secures-nafmii-underwriting-licence-onshore-bonds#:~:text=DBS%20is%20the%20only%20Singapore,release%20on%204%20March%202026. Letter to shareholders (March 9, 2026) regarding the renewal of its Share Purchase Mandate, which gives the bank flexibility to buy back up to 3% of its issued shares, signalling management' s confidence in the stock' s value. https://www.marketscreener.com/news/dbs-letter-to-shareholders-dated-9-march-2026-ce7e5fd9da8af721 DBS is First Bank in Asia-Pacific to Pilot Visa Intelligent Commerce for Everyday Payments https://www.thehindubusinessline.com/brandhub/pr-release/dbs-is-first-bank-in-asia-pacific-to-pilot-visa-intelligent-commerce-for-everyday-payments/article70637780.ece DBS, Southeast Asia' s largest bank, partners with VC giant Granite Asia to counter the region&rsquo s lack of capital https://fortune.com/2026/02/22/dbs-granite-asia-partnership-tan-su-shan-jenny-lee-ai-ipo-fund/ DBS' s Wealth Unit Registers All-Time High in AUM, Inflows https://www.finews.asia/finance/44654-dbs-wealth-management-financial-results-2025#:~:text=PDF-,DBS' %20Wealth%20Unit%20Registers%20All%2DTime%20High%20in%20AUM%2C,was%20also%20a%20record%20high. |
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| 16-Mar-2026 14:06 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Green! One of the few purple stocks to turn green ..... ' if this carries on for the whole week. could be some truth in the brewing rumors..... but the more stern warning is, true or not true, don' t try to,short this.... I' m not joking, that it could shoot up 20% to 30% in one day when the war ends ..... Also April 1 is around the corner, another probable catalytic development.... anyway this are gangsters dangerous views, dyodddd always |
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| 15-Mar-2026 23:05 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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YANGZIJIANG SHIPBUILDING
Why The Azure Dragon is viewed as the " Middle Kingdom' s Apple of the Eye" Yangzijiang Shipbuilding (YZJSB) is widely considered the premier private shipbuilder in China and a primary showcase for the country' s private maritime success. However, this " Apple of the Eye" favour status is more about strategic alignment than exclusive state protection. YZJSB as the Showcase of the Middle Kingdom' s Private Enterprise YZJSB serves as the leading example of how a private Chinese company can compete globally against top-tier South Korean and Japanese rivals. 1) Performance Benchmark: It is often cited as the best-managed private yard in China, maintaining a cost advantage of at least 5 percentage points over its peers through superior yard optimisation. 2) Technological Pioneer: It was the first private yard to break into the high-barrier LNG carrier market, a sector previously reserved for massive state-owned enterprises. 3) Transparency: Its listing on the SGX makes it a highly visible, transparent representative of Chinese industrial strength to international investors. How the Middle Kingdom Favours YZJSB The government' s -support for YZJSB is less about direct subsidies and more about strategic facilitation: 1) Approvals for Expansion: YZJSB received critical local and national approvals for its massive RMB 3 billion (US$415M) Hongyuan Project. In a country where the state strictly monitors overcapacity, this permission is a clear sign of high-level trust. The Hongyuan Project will be the company' s primary engine for increasing output over the next five years. 2) White List Legacy: YZJSB was a primary beneficiary of the former " White List" policy, which funneled credit and orders to top-tier yards to consolidate the industry and eliminate weaker private competitors. 3) Military-Civil Fusion: Like its state-owned counterparts, YZJSB' s advanced manufacturing capabilities align with China' s broader strategy to integrate civilian and defense-related industrial power. Why the Middle Kingdom is so damned proud of the Azure Dragon YZJSB' s forte lies in its exceptional cost efficiency and its rapid pivot into high-value green vessels, maintaining a dominant position as China' s largest and most profitable private shipbuilder. 1) Green Shipping Specialist: Approximately 74% of its current US$22.8 billion orderbook consists of eco-friendly or clean-energy vessels, including LNG and methanol dual-fuel ships. 2) Technical Edge: It is the first private Chinese yard licensed for GTT Mark III membrane technology, essential for large LNG carriers. 3) Vessel Specialization: YZJSB' s technical expertise is concentrated in three primary high-margin segments: Large Containerships, Gas Carriers (LNG carrier market, which has high technical barriers to entry), Bulk Carriers & Tankers. The Middle Kingdom' s confidence in YZJSB' s Market Positioning YZJSB is growing " bigger" through investment and integration rather than traditional mergers.It is currently positioning itself as a dominant private-sector leader in clean-energy vessel construction while pursuing aggressive vertical integration. 1) Vertical Integration: In March 2026, YZJSB announced plans to acquire a 10% stake in Poseidon Corp, the parent of its major customer Seaspan, providing YZJSB with direct market intelligence from the world' s largest containership lessor and aligning yard production with long-term vessel demand. 2) Partnership Consolidation: YZJSB completed a capital injection for a 34% equity stake in Tsuneishi Group (Zhoushan) Shipbuilding in March 2025 . This move consolidates its relationship with a key Japanese shipbuilder, allowing for shared technology and production synergies. 3) Private Independence: Unlike state-owned giants (like the merged CSSC-CSIC), YZJSB remains a private leader, favoured by the government' s " White List" for its efficiency and tech-forward approach. 4) Financial Strength: Maintains a record US$22.8 billion orderbook, providing revenue visibility through 2030. 5) Financial Health: Its record RMB 9.8 billion gross profit in 2025 is viewed as a stabilizing force for the manufacturing sector, especially as YZJSB reduces its exposure to risky domestic debt investments The Middle Kingdom treasures YZJSB' s National Performance Contributions The government monitors YZJSB' s performance as a key contributor to three major national indicators where China led the world in 2025: 1) Output: China accounted for 56.1% of global shipbuilding output (53.69 million DWT) 2) New Orders: Chinese yards secured 69% of all new global orders 3) Order Backlog: China held 66.8% of the global order book by year-end. In essence, if the merged CSSC is the government' s " heavy armor" for global dominance, YZJSB is its " specialized strike force" ~ a highly efficient, high-tech private model that proves China can excel beyond the state-owned sector. |
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| 15-Mar-2026 20:34 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Before the gangsters came out with this unbelievable Kharg Island coffee shop story, no body even heard of it or know the importance of it.../ now the US has attacked it, suddenly the world takes notice...... soon we will see many analysts and many more media will write about it..... one thing for sure, if the US marines, on their way from Japan, and the green berets and navy seals, coming from US, attack and capture the Kharg Island, and protect and preserve the oil facilities, the war is as good as over..../ whether Seatrium (and Sembcorp) gets to help in the reconstruction of Kharg Island, it' s strategic importance and expertise will be noticed.... and it' s share price will soar, but it will soar like as if there' s no sky above if it trulyable to play a strategic role in the reconstruction, here in Kharg island or elsewhere in the Midfle East... Sometimes, a war is not a platform for you to make money shorting .... in this case, it is an opportunity for you to take position....... and wait..... this one has to be over sooner than later.... it has to....... Trump threatens more strikes on Iran&rsquo s Kharg Island, pushes allies on Strait of Hormuz. He says US strikes have &lsquo totally demolished&rsquo most of the island and warns that more could follow https://www.reuters.com/world/middle-east/trump-calls-allies-help-secure-strait-hormuz-iran-vows-step-up-retaliation-2026-03-15/ Iran' s Economy Would Collapse If It Lost Kharg Island: Energy Analyst https://www.youtube.com/watch?v=yik_ZK4bs_k Xinhua News | U.S. strikes over 90 military targets on Iran' s Kharg Island: CENTCOM https://english.news.cn/20260315/b3e969564c80444194dceae1de1786e4/c.html " Orphan Pearl" On Fire: The Critical Oil Island Struck By US In Iran. US Strikes Iran: Though Trump called Kharg island Iran' s crown jewel, it was dubbed many years ago as the orphan pearl of the Persian Gulf by celebrated Iranian writer Jalal Al-e-Ahmad. https://www.ndtv.com/world-news/middle-east-war-why-kharg-island-irans-crown-jewel-is-key-in-us-israel-war-11213688
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| 15-Mar-2026 18:25 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Wa lau..../ see me no up..... no need la.... bascially this fella is indirectly thanking the gangsters from turning SEAtrium from being fighting for survival , now well into the recovery stage, ready to cheong like no other..... He advices retailers who believe in the fundamentals as him and optimistic of the future to hang on to their shares if possible .... |
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| 15-Mar-2026 17:57 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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JurongWest, you are one of those few fellas who don' t post negative views unnecessarily on the stocks you don' t invest in, but would post positive or neutral news whenever there are..... kudos to you.....unlike some selfish people who post to suit their agendas, like talking down on stocks, they already sold, or don' t have .... like that " unlucky guy" aka Loser Lucas who talk bad on stocks, he sold and talk up on those stocks he still invested in, and that iceycock who now trying to bring out negative views on the mighty Azure Dragon, YZJ........pathetic clowns..... Here' s a couple more insights on AEM...... I didn' t want to post the algorithmic forecast of meyka, which actually forecast a 90% probability of the price hitting $6.05 in three months time, because there' s a war going on, and these algorithms platform could not feel the human perspective of the situation and instead rely on the technical AI perspective to provide the " structural breakout" and high volatility as signals for an exponential run......newbies who are very lazy to read lengthy analysts might be misled. But the general (human) consensus is very clear..... Once the war ends with a victorious peace for the US, these AI relevant stocks will soar like no other......20, 30 % in one single day is no problem......and this is a stern warning to those naked shorties...... AEM Holdings Jumped 62% in 2 Weeks: Here' s Why Investors Are Buying. If you checked your portfolio recently, AEM Holdings likely caught your eye. The Singaporean semiconductor testing firm skyrocketed 44% in just 48 hours 2 weeks ago and has continued to climb, gaining another 10% in March, smashing past the $3 mark. WHY https://drwealth.com/aem-holdings-jumped-62-in-2-weeks-heres-why-investors-are-buying/#:~:text=Lendlease%20REIT%20Preferential%20Offering:%20S,declines%20from%20AEM' s%20legacy%20customers. Earnings grew by 48.2% over the past year. AEM Holdings is forecast to grow earnings and revenue by 35% and 14.8% per annum respectively. EPS is expected to grow by 35.2% per annum. ROE is forecast to be 10.3% in 3 years. Using a Discounted Cash Flow model, we estimate Fair Value to be $4.04 per share, so share is trading at 17.2% below its fair value. https://simplywall.st/stocks/sg/semiconductors/sgx-awx/aem-holdings-shares/future#:~:text=Future%20criteria%20checks%204/6,be%2010.3%25%20in%203%20years. https://simplywall.st/stocks/sg/semiconductors/sgx-aw
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| 13-Mar-2026 10:59 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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THIS COMPLETES THE TRILOGY.... Keppel Ltd. completes the BIG THREE SGX leaders for Middle East reconstruction. While Seatrium focuses on maritime assets and Sembcorp on utility lifelines, Keppel serves as the architect of the Smart & Green future. Its pivot toward a global asset management model allows it to fund and execute large-scale, high-technology urban solutions. Keppel' s Strategic Role in Reconstruction Keppel' s involvement is defined by its ability to rebuild cities from the ground up, integrating waste management, sustainable cooling, and digital infrastructure into a single " urban-as-a-service" package. 1. Sustainable Urban Master-Planning
2. Infrastructure Asset Management
3. Rebuilding the Digital Economy
Summary of Benefits to Keppel Ltd.
The " Big Three Kingdoms" Combined Reconstruction Power (Power ahhh!)
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| 12-Mar-2026 19:05 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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WHY THE ACQUISITION OF ALINTA IS NOW SEEN AS A MASTERSTROKE, AND WHY IT COULD PROVIDE CRUCIAL NEEDS AND SUPPORT TO SEMBCORP' S STRATEGIC ROLE IN THE RECONSTRUCTION OF THE MIDDLE EAST WHEN THE WAR ENDS.....
============= The acquisition of Alinta Energy (set to complete in 1H 2026) is much more than an Australian expansion it is a strategic " power base" that gives Sembcorp the financial and technical muscle to lead the post-war reconstruction of the Middle East. (SEE POST BELOW)...... Here is why Alinta is the critical missing piece for Sembcorp' s ambitions in a New Iran and the broader Gulf States:
1. Financial Firepower for Massive Tenders
Rebuilding a nation' s infrastructure requires enormous upfront capital. Alinta provides the steady dry powder needed to win these bids:
2. The Pilbara Blueprint (Portable Infrastructure)
The Middle East reconstruction will likely involve broken national grids. Alinta' s expertise in Western Australia (the Pilbara) is the perfect solution:
3. Powering the Digital Rebuild
Post-war modernization will require more than just lights it will require data and connectivity:
4. The Diplomatic & Logistical " Bridge"
Sembcorp doesn' t just bring technology it brings a network:
Acquiring Alinta was a brilliant move because it de-risks the company financially while upgrading its technical capability. It provides the money, the off-grid technology, and the stability Sembcorp needs to pivot from being a utility provider to becoming a global reconstruction giant.
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| 12-Mar-2026 17:21 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Alamak! remember, below 3 is a buy, lots of buying interest, don' t care if oil is $200 per barrel..... I don' t have to say it, but there are long queues all waiting at three, with their nuclear-powered ballistic missiles waiting to launch and rocket at enemies (shorties) targets!
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| 12-Mar-2026 16:40 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Smashes through $3.40..... if all goes well, I hope I be allowed to bring you some interesting news next week...... ' still want to be iron teeth, and think four is impossible?..... I tell you what, if it crosses four CONVINCINGLY, it may turn into a IFast-que type of boh meh chow...... dyodddd any way....
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| 11-Mar-2026 15:48 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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There is one joker in this forum who keeps screaming rights issue COMING! Sorry to disappoint him.... but at the EGM, CEO and the Chairman already stated unequivocally THERE WILL BE NO RIGHTS ISSUE for this Alinta acquisition.... MEANWHILE, WHEN THE WAR ENDS..... Sembcorp Industries stands alongside Seatrium and Keppel Ltd. as a foundational leader for Middle East reconstruction. While Seatrium handles the " hard" maritime and offshore assets, Sembcorp' s role is even more pervasive, focusing on the critical lifelines of water, electricity, and the high-growth digital infrastructure required for a modernized New Iran and a stabilized Gulf. Sembcorp' s Strategic Role in Reconstruction Sembcorp' s involvement is defined by its deep regional roots and its ability to provide the massive, stable utility base necessary for any other rebuilding efforts to succeed. 1. Restoring Essential Lifelines (Water & Power)
2. Powering the Digital Rebuild (Data Centres)
3. Unrivalled Regional Connections
Sembcorp' s role is arguably more foundational than that of any other SGX player while others rebuild the shell of the region, Sembcorp provides the water, power, and digital energy that brings it back to life. |
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| 11-Mar-2026 14:55 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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IF SEATRIUM GETS THIS KHARG ISLAND PROJECT, ITS PRICE REALLY CANNOT SEE ANY CEILING!...... The potential reconstruction of Kharg Island, which handles up to 90% of Iran&rsquo s crude exports, represents one of the most technically demanding engineering projects in the post-war Middle East. Seatrium is uniquely positioned to handle this due to its specialized expertise in repairing high-point infrastructure and its deep familiarity with the region&rsquo s rig designs. Technical Requirements for Rebuilding Kharg Island Reconstruction will focus on four critical choke points that are most vulnerable to damage:
Seatrium' s Crucial Competitive Advantages
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| 11-Mar-2026 14:40 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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The winners are those who got in at a dollar plus...... instead of kpkb all the time, u should have got in at the same time....... If you want to join in the laughter, buy now! DON' T KEEP ON BEING A LOSER! I got in at between $1.30 and $1.50...... after parring off one third, my cost is below a dollar, no joke! Intend to ride the wave till it hit the coffee shop uncles $8 dream, then I can laugh with them even more!
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| 11-Mar-2026 13:39 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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WHEN THE WAR ENDS........
The transition toward a " peace dividend" in the Middle East positions Singapore' s engineering giants- Seatrium, Sembcorp Industries, and Keppel Ltd. - as the primary international frontrunners for the massive task of regional reconstruction. While Sembcorp and Keppel focus on the restoration of essential utilities and sustainable urban infrastructure, Seatrium is uniquely positioned to lead the specialized " hard infrastructure" recovery of maritime ports and offshore energy facilities. Seatrium' s Strategic Role in Reconstruction
Seatrium' s involvement would be concentrated in three critical areas where its technical moat and existing regional footprint make its services essential.
1. Restoring Energy Export Sovereignty (Oil & Gas)
2. Rebuilding Strategic Port Infrastructure
3. Deeply Embedded Regional Presence
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| 11-Mar-2026 11:32 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Someone was asking, " your coffee shop story of the legal dispute on the copyright, and AEM CEO was the original inventor, true or not?....... HOW COULD YOU RIDICULOUSLY HINT IT COULD POTENTIALLY BE A CATALYST ?" ..... well, the gangsters' style has always been, to counter a doubt is bring in another unbelievable coffee shop story....... this one quite stylo, if I may boast abit....... But please hor, as always with any unbelievable coffee shop story, dyodddddd....... ========= This structured overview breaks down the conflict between AEM and Advantest, focusing on the leadership connection, the legal history, and the technology at the heart of the dispute. 1. The Leadership Connection
2. History of Legal Disputes
3. Financial & Strategic Outlook
The situation is a classic " inventor vs. former employer" battle. AEM' s defense relies on proving that their CEO didn' t just take old ideas to a new company, but fundamentally re-invented and improved the technology to a level that Advantest' s original patents no longer cover.
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| 10-Mar-2026 18:16 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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For many of you who hate Trump and criticise his leadership, once again I ask you, would you prefer Dancing Queen marijuana smoker KamalaHarris as President?........in case you have not heard, let me retell you this joke, except it is not a joke...... ======= It' s been widely reported that, in 2008, when Barack Obama was choosing his vice presidential candidate, he had three criteria. He wanted to make sure he picked someone that wasn' t as smart as him and had less talent and charisma and couldn' t possibly outshine him, so he picked Joe Biden. And then Joe Biden in 2020 used the exact same criteria. He wanted to make sure he picked somebody that wasn' t as smart as him, had less talent and charisma and wouldn' t outshine him. And he picked Kamala Harris. And in 2024, when Kamala become the Democrat presidential candidate, she chose Tim Walz for the exact reason. And now Tim Walz, governor of Minnesota, has been at the center of a major US $10 billion welfare fraud scandal in his home state. Imagine Kamala is on maternity leave, and Tim Walz is the Acting President when Iran decided to attack all the US bases in the Gulf States...../ Just imagine.....No joke, man Keppel will be a penny stock for sure! ===== okay, on a serious, several companies from a Singapore are in line to help in the participation in the reconstruction of the New Iran and the Gulf States when this war is over..... on top of the list are Seatrium, Sembcorp, Singtel.... I will give you the black market views on this, when you are ready...... every body is too busy finding a hold to hide.... |
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