Latest Posts By aragosta
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| 26-May-2026 11:40 |
Addvalue Tech
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This one has not been picked up by the nobies and mercenaries in the other side of the planet.... I was waiting, but no one drop a single drop of saliva on it, all they did was to speculate nonsense on the price......... there has been rumors circulating on a possible takeover. In fact talks been going on......., if this friendly talks failed , then a possible hostile takeover could happen... this second scenario would be more shiok to us in term of price offering....... I think, maybe it is on this sole reason the black market gangsters are in it..... they have no patience for the Nasdaq thingy, and announcement of partnership with " Ukrainian type" of mercenary companies to happen ..... but please hor, when you go coffee shop to drink beer (Kopi drinks are too cheap stuff lah), not only the coffee shop uncles, but the beer lady will tell you lots of stories.... and these beer ladies, you must know, are UNbeliebable " talkative" ....but still look at the " tell-tales" price..... if twenty is being attacked, there has to be truth in this type of coffeeshop speculation.... there used to be a powerful garment agency as one of the major shareholders. Wonder if it is still there ? This could be the " vehicle" to mount the takeover" ......So ask yourself who could be big and powerful enough, and most important, got relevance, to be interested?...... dyoddddd anyway
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| 25-May-2026 15:13 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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The only reason Sembcorp is not moving as much in spite of so many tokkong developments these few weeks, is because the big boys and syndicates are very busy playing AI driven stocks ..... but that will eventually shift in some way very soon, as institutions and funds are preparing to move into water and power play as well......why? Because AI Infrastructure and relevant facilities require power and water....AND PLENTY OF THAT.... Kabbani is not stating that for fun...... it may be an innocent and brilliant analogy, but there more to it than meets the eye...... Many months ago I advise you guys so many times, not to short AEM or UMS.... I m repeating that on Sembcorp stock now.... do not try shorting SCI.... although some gangsters may welcome it because, like AEM, the short squeeze can be very shiok and juicy....... HUAT AH! ======== THE " WATER AND POWER" IRONY Kabbani' s comparison of AI to " water and power" is a literal issue tracking across global asset management views. According to reports from Morgan Stanley and Barron' s, the next massive bottleneck for AI isn' ' t the chips themselves ~ it is the physical power grids and water infrastructure required to cool them. AI water use is projected to hit 1 trillion liters by 2028, forcing a secondary market rally into utility and green-infrastructure stocks. Think Sembcorp Industries.......the black market people always have a long term and big interest in this....
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| 25-May-2026 14:32 |
Addvalue Tech
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The key mark is around 0.18-0.19..... once this is near, they will attack it to bring it to over 20, where you should know, the incremental is more lucrative....... but please hor, I' m juz repeating what those uneducated coffee shop uncles said..... as always dyoddddd...... | ||
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| 25-May-2026 14:20 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah...... ======= AI becoming as vital as water, power: Chief of Singapore chip testing firm AEM with 450% share surge in 2026 https://www.straitstimes.com/business/ai-is-becoming-as-vital-as-water-and-power-says-chief-of-singapore-chip-stock-up-450-in-2026 This Straits Times report focuses on AEM Holdings , the Singapore-listed chip-testing giant whose stock skyrocketed more than 450% from under S$2 in January 2026 to S$10.46 today. The " vital as water and power" quote by CEO Abbas Kabbani underscores how customized AI chips require intensive, specialized testing infrastructure before deployment. An analytical market update by SGX emphasizes that the 2026 tech rally has officially transitioned from a speculative narrative into physical financial delivery. https://www.sgx.com/research-education/market-updates/20260427-singapores-tech-rally-narrative-delivery And as I have said many times the institutions and the big funds, and high networth (mostly overseas) are the ones controlling the play, not the small retailers like us..... how you try to short up or down, is all no use one..... also.... Institutional Inflows: High-tech sectors are seeing a heavy swing toward net institutional inflows. This is further validated by Singapore' s 15.3% year-on-year surge in Non-Oil Domestic Exports (NODX), directly driven by AI semiconductor demand https://secure.fundsupermart.com/fsm/article/view/rcms369601/singapore-s-semiconductor-stocks-riding-the-ai-driven-upcycle |
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| 25-May-2026 13:42 |
UMS
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Scaling new HEIGHTS with new catalysts
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@JurongWest... I have set up a new home for CSEG..... YOU wanna shift your furniture there, so that people won' t get confused..... for UMSians, remember, I said there would be a major corporate development coming this year, and it got nothing to do with the Bursa share placement or intended NASDAQ listing |
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| 25-May-2026 13:29 |
CSE Global
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Powering the AI-Driven Data Centre Expansion
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Wa lau, the coffee shop uncles juz mentioned CSEG a bit and the market gets excited. I think I better open new table at the coffee shop so that newbies won' t get confused....... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22002& searchString=& msgbdName=UMS& topicTitle=Scaling%20new%20HEIGHTS%20with%20new%20catalysts ============ An AI Growth Engine for Global Data Centres CSE Global has emerged as a premier small-cap proxy for the global AI boom. While not a software developer, the company provides the critical physical infrastructure ~ complex power (electrification) and communication systems ~ that power-hungry AI workloads and data centers require to operate. The Ultimate AI Validation: Amazon Partnership > The Anchor Client: Amazon (AWS) is CSE Global' s most critical client, anchoring its position in the global AI supply chain. > The Equity Deal: In November 2025, Amazon secured the rights to acquire up to 63 million shares in CSE Global, validating its pivot to AI infrastructure. > Global Footprint: This deal transforms the company from a local contractor into an essential partner for global hyperscale data centers. Surging Financials and Record Order Book > Earnings Growth: The company achieved a 42% Year-on-Year (YoY) net income surge in FY2025. > Massive Backlog: The company closed FY2025 with a S$709.5 million order book, which expanded to a record-breaking S$1 billion in early 2026. > Key Driver: This massive growth is driven by multi-million dollar electrification and communication contracts for US data centers. > Shareholder Returns: Strong cash flows supported an 8.3% YoY dividend hike, showcasing clean financial fundamentals. > Strong start to FY2026: with 1Q revenue rising 29.1% year-on-year to S$265.2 million and new orders surging 74.6% to S$271.2 million, driven by data center electrification projects in the Americas. Market Valuation and Analyst Consensus > Consensus Rating: Strong Buy (based on 5 analysts). The record order book and ongoing strategic review have propelled leading analysts racing to upgrade their price targets, with current range estimate at S$1.79 to S$2.25 > Valuation Catch-up: While its current trailing P/E is high at 33x (at today&rsquo s price), its forward P/E drops to 21.0x, indicating the market expects rapid earnings growth as the S$1 billion order book is cleared. |
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| 24-May-2026 15:01 |
UMS
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Scaling new HEIGHTS with new catalysts
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My very good friend and former neighbour ah Luong did not want me to keep koyok selling, because he doesn' t want the price to go up too far and too fast, because he doesnt want the mercenary monkeys to make a fool of the true strong fundamentals which are driving the real growth of the price...... of course he wants the price to go up to its true valuation but it must be true to its form..... he and his team is mulling on the next more to increase the valuation and he said that the floating of private placement in Bursa should come first before the NASDAQ listing, after all he had spent a lot of money getting the stock listed there ...... since he now realised there are too little shares to pass on (from here SGX) to Bursa, he gonna arrest that, especially he now has concrete interest expressed in the stock with the real craze in AI related stocks everywhere especially BolehLand. The Datuks are waiting, the Boleh gangs are eagerly waiting, the uncles and aunties can' t wait to get their hands on it, He is super confident this will be a real catalytic move for the stock to match its high PE valuation in Malaysia markets......why is Luong more keen to act on Bursa than to prepare for Nasdaq?.... he didn' t say it, but from his eyes, we can tell he wants Bursa trading to help solidly UMS market cap to stay above the $2 billion mark before he acts on Nasdaq ..... not cheap to get it listed there, so failure (to list) is not an option...... A COFFEE SHOP STORY AT a nearby coffee shop, some familiar customers were complaining about the food prices, and that now they cannot enjoy their famous favourite roasted duck ..... the coffee shop uncles were not too happy, and they told the customers they can go for a cheaper version or cheaper dish, if the prices are beyond them and running from their pockets.... to makethem understand better, they give them a gangsters analogy...... They said when the Lau Ta (mafia big boss) was here and their members and friends were complaining about the high prices of the stocks he recommended but now too expensive, Lau Ta told them " Look, I told you Venture one day will hit $25, but you all don' t believe, now it' s running, so I said if you can' t afford Venture, go for AEM, it will be the next iFAST, again you don' t believe, and now AEM is running, so if the price now is beyond you, go for UMS which havent run yet..... but now it also runs , so if you find it too pricey, then go for CSE la, going to go over 2 soon, but if it hits two and you miss it, then try Valuetronics, now purposely came down for you to get on board, but if the Valuetronics train moves before you board, then get on InnoTek .... should be within your means to buy the ticket la, but if you want big gain, but don' t mind big risks, then your last chance is AddValue, maybe the last low-priced AI stock left for you to get your hands on for a possible bohbehchow type, if that' s what you' re looking for...." ...... But please hor, coffee shop uncles sometimes anyhow come out with stories to appease their customers, even if the gangsters are really playing these stocks....... |
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| 23-May-2026 16:24 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Went to at the mafia chief' s office for a meeting last night.... he was not in the room when I arrived..... so I managed to peek into his computer which was on, saw this, quickly copied what was on the screen, but didn' t managed to copy the rest.....still, what I read was enthralling useful, with very far foresight..... don' t know he left it purposely for me to see..... so, I thought I share it with you guys, need to delete it later, in case it was not meant for public consumption..
======= The Coiled Spring: Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge Market indications strongly suggest that a NASDAQ dual-listing for AEM Holdings is moving from a long-term possibility to an imminent strategic reality (a bit cheemp, but basically it means it could happen sooner than later.... like akan datang). Driven by aggressive U.S. facility expansions to meet skyrocketing AI chip-testing demand, the company is actively positioning itself to scale without diluting the rewards of long-term shareholders.
By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.
1. The Core Catalyst: Capital Expansion Without Profit Dilution
AEM faces skyrocketing global demand for its System Level Testing (SLT) platforms, requiring rapid facility expansion in the United States. Funding this growth organically would require dipping heavily into earnings, which threatens dividend payouts and penalizes loyal shareholders. Instead, management is exploring alternative capital routes:
a) Strategic Private Placements: Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies. b) The Blueprint: This strategy is already in motion. AEM recently completed a S$12 million private placement with Taiwan' s ASE Technology (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing. 2. The Temasek Factor and Singapore' s Strategic AI Agenda
As the Singapore government increasingly views semiconductor sovereignty and AI infrastructure as critical national security priorities, state investor Temasek Holdings is positioned to play a deeper role.
a) Increased Stake: Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements. b) Sovereign Influence: A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West. 3. The Supply Tightness: AEM' s Built-In Valuation Engine
One of AEM' s most powerful investment characteristics is its remarkably small share structure.
a) AEM has only around 320 million shares outstanding ~ an incredibly low volume for a global technology leader of its scale. b) The Coiled Spring Effect: As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action. c) The Liquidity Solution: A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange. 4. Why a NASDAQ Move Unlocks True Global Value
A Wall Street listing is the most logical destination for AEM' s next evolutionary phase, aligning its corporate structure with its operational reality.
a) Proximity to major customers: AEM' s revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base. b) The Valuation Multiplier: Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage. c) Capital Efficiency: Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing significantly fewer total shares, protecting existing Singaporean investors from destructive dilution. The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__ |
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| 23-May-2026 15:33 |
Addvalue Tech
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If you must know....... yes, after current results, NAV improves to US$0.0049 per share.......but that will change with successful listing in Nasdaq Company has submitted an application to the SGX to spin off its wholly owned space connectivity subsidiary, Addvalue Solutions (AVS), for an initial public offering on the Nasdaq, while retaining at least a 51% controlling stake Now, a successful Nasdaq spin-off listing would highly likely increase Addvalue' s Net Asset Value (NAV) and structurally improve its Price-to-Earnings (P/E) dynamics. Example, example har...... Assuming the proposed Nasdaq spin-off of Addvalue Solutions is successfully executed at the target valuation, Addvalue Technologies' post-IPO Book Value / NAV Per Share is likely to skyrocket to between 2.30 US cents and 4.25 US cents (equivalent to roughly S$0.031 to S$0.057 per share). This would represent a massive 4.5x to 8.6x increase from its current trailing baseline NAV of US$0.004 Aiya, if you want to play this stock , don' t worry about all these small small thing lah ......the coffee shop uncles will laugh at you if you ask them all these....... |
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| 23-May-2026 13:55 |
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" Sell on news?" What news? That' s just a elementary phrase thrown around by people who are caught off guard. This is a results announcement, and the market already expected solid numbers. In fact, what' s actually expected is that the results completely beat expectations! Did the market predict that? No. Was the market buying heavily because of that? Clearly not. So how can the market dump on news it didn' t even price in yet? (Note, this is different from " priced in a significant amount of future growth" ) What the market is really waiting for is news on the Nasdaq spin-off catalyst ~ like US regulatory approvals, the Nasdaq Valuation Notice, and the official F-1 or S-1 prospectus filings. For example, if the proposed valuation of the spin-off unit exceeds US$500 million, a fundamental push past Maybank' s S$0.31 target becomes highly viable. Look at the price action. When the company first announced the Nasdaq listing for its IDRS business, the stock surged 36.4% in one day to S$0.161. Since then, it has just been consolidating between S$0.136 and S$0.140, closing at S$0.138 last Friday. That is well below the 52-week high of S$0.161, which proves the market hasn' t even started pricing in the real upside yet. So sell on what news? Be more alert to what' s actually going on in the market lah, before making such speculative assumptions. btw, expect more upgrades from Maybank and other analysts' upgrades after this steering results.......after that, you decide.... the days of Cha-cha-ing may be over, if what I heard from the black market is true..... |
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| 23-May-2026 09:25 |
Addvalue Tech
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Adding New Value
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Addvalue Technologies' financial trajectory is looking exceptionally strong, marking a massive operational turnaround. Following its formal exit from SGX' s financial watch list, the company has entered a rapid, high-margin growth phase driven by booming satellite and drone demand.
Financial Performance Breakdown
Addvalue&rsquo s financial indicators show clear, accelerating business momentum:
Performance by Core Segment
The company' s success is concentrated in its two primary business lines:
Structural Catalyst: The Nasdaq Spin-Off
The biggest driver of investor excitement is Addvalue&rsquo s planned spin-off and listing of its Space Connectivity unit on the Nasdaq.
Risks to Keep in Mind
Despite the glowing results, retail investors should monitor a few minor risks:
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| 23-May-2026 09:16 |
Others
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Addvalue Technologies' financial trajectory is looking exceptionally strong, marking a massive operational turnaround. Following its formal exit from SGX' s financial watch list, the company has entered a rapid, high-margin growth phase driven by booming satellite and drone demand.
Financial Performance Breakdown
Addvalue&rsquo s financial indicators show clear, accelerating business momentum:
Performance by Core Segment
The company' s success is concentrated in its two primary business lines:
Structural Catalyst: The Nasdaq Spin-Off
The biggest driver of investor excitement is Addvalue&rsquo s planned spin-off and listing of its Space Connectivity unit on the Nasdaq.
Risks to Keep in Mind
Despite the glowing results, retail investors should monitor a few minor risks:
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| 22-May-2026 23:52 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Lisa Su on why AMD Invests US$10B in Taiwan
https://english.cw.com.tw/article/article.action?id=4791 AMD Announces Production Ramp of Next-Generation AMD EPYC Processor &ldquo Venice&rdquo on TSMC 2nm Process Technology https://www.amd.com/en/newsroom/press-releases/2026-5-20-amd-announces-production-ramp-of-next-generation-a.html AMD begins production ramp of 256-core EPYC Venice &mdash first 2nm HPC chip claims 70% performance leap https://www.tomshardware.com/tech-industry/semiconductors/amd-begins-production-ramp-of-256-core-epyc-venice-on-tsmcs-2nm-node Strategic Impact Analysis: AMD' s Taiwan Expansion & AEM Holdings AMD' s commitment to invest over US$10 billion in Taiwan' s AI infrastructure ~specifically to ramp its 2-nanometer (2nm) " Venice" CPUs and mid-2026 " Helios" AI platforms ~ acts as a powerful catalyst for AEM Holdings.
Because AMD has transitioned into AEM' s new anchor AI/HPC (High-Performance Computing) customer, this development secures a highly visible, multi-year pipeline of orders for AEM' s advanced testing equipment.
1. The ASE Connection: Converting AMD' s Capital into AEM Orders
AMD CEO Lisa Su specifically stated that a core focus of this investment is expanding advanced packaging capabilities through a collaborative investment with ASE Technology Holding Co.
2. The 2nm Transition: Skyrocketing Testing Complexity
The announcement confirms that AMD' s flagship " Venice" CPU has officially begun its production ramp using TSMC' s cutting-edge 2nm process technology.
3. Key Statements by Lisa Su & Their Relevance to AEM
Two specific quotes from Lisa Su highlight why this development guarantees a durable, high-volume growth runway for AEM:
" ......we are asking our partners to ramp faster and we should absolutely share in that investment."
A Profound Conclusive Statement
While AEM Holdings is not mentioned by name, this announcement is a major fundamental win for the company. It proves that AMD' s volume requirements are exploding at the exact technological frontier (2nm) and with the exact strategic partner (ASE) where AEM holds its strongest competitive advantages. This effectively reduces AEM' s historic reliance on Intel and solidifies its position in the booming AI accelerator market.
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| 22-May-2026 10:12 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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This blog is one of the better ones ~ far better than those self-righteous guys, like that " wealth builder" fellow.
One golden rule: never regret selling a stock, even if it keeps climbing (like If I had held onto iFast until the very end, I would have made another $250k! But no regrets)....I wasn' t joking when I advised those other guys to stay away after they sold .... You have the fella who bragged that he would sell the moment it crossed $3.00 because he never believed it would keep climbing then there is the mercenary who bought at $2.98 and announced " loud loud" that he sold at $3.38. And then, the guy who claimed to be highly satisfied selling at $8.00 after making four times his money....... My advice to them? Stay away unless you want to buy back in at a much higher price. The days of " cha-cha-ing" are over. You might get lucky once in a while, but the days of selling at your high and buying back lower are gone ~ unless you don' t mind taking on the unnecessary risks that now come with it.
And if you sold, and find hard of returning, I also advised, stay away from this counter, or anywhere that reminds you of AEM, because the pain of missing out could be excruciating. The growth stories and positive developments will keep rolling in, and there will be plenty to tell. In fact, I got one here....Heard, heard only, ah! Word is that the company is thinking of giving an interim in view of its good fortune. However, the black market people are trying to discourage it. Why? Because there are already enough positive developments brewing behind the scenes that have yet to be announced. (Remember I told you, one tokkong business related to come!)...... And It is a given that the 1H results are going to be exciting. And a lot of financial bloggers and analysts haven' t even factored that in yet. Leave it (the interim rewards) till the FY year-end for an eye-popping reward that will drive the share price into the stratosphere. Now, it' s kopi time. Time to relax and let the price do its thing. Huat ah! i also going to post less, unless there' s game changing moments, and there' s interest of course..... |
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| 21-May-2026 12:04 |
UMS
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Scaling new HEIGHTS with new catalysts
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I gonna to take my time to write " insiders" type of tokkong info so as not to attract too much mercenary monkeys.... not now, but in time to come, like in a year or two, in percentage terms, UMS percentage gains will be more than AEM' s ..... that' s how scary it would be....... now I juz post appetisers, but only if there' s interest...... ========= Unlike Anthropic, which sits strictly at the software layer, Temasek holds massive stakes in the global tech giants that directly design the hardware, build the data centres, and order the equipment that fuels the global semiconductor supply chain. When these specific Temasek portfolio companies experience booming demand, it directly triggers manufacturing and testing orders that flow straight down to AEM Holdings and UMS Integration in Singapore. The key global tech stocks in Temasek' s portfolio that actively benefit AEM and UMS include: Global Tech Stocks in Temasek' s Portfolio Benefiting AEM and UMS 1. NVIDIA Corporation
2. Applied Materials
3. Intel Corporation
4. AMD & TSMC
THE MOMENTUM OF AI IS UNSTOPPABLE, MAKING THE RISE OF AEM & UMS INTEGRATION UNSTOPPABLE! |
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| 21-May-2026 11:29 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Yes, AEM Holdings is poised to benefit significantly from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to S$13.25. Jefferies leads the street with a high target of S$15.20, followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story In Summary, How and Why AEM Benefits: > More Complex Testing: AI chips require advanced testing. AEM specializes in this. > Key Customer Ties: AEM works with major chipmakers linked to NVIDIA. > Specialized Tech: AEM makes tools that keep hot AI chips cool during tests. > Local Advantage: Both companies are now expanding AI operations in Singapore. > AI Growth: More local AI research creates higher demand for AEM' s services. Nvidia to launch Singapore research hub as city-state boosts AI plans https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike |
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| 21-May-2026 01:59 |
UMS
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Scaling new HEIGHTS with new catalysts
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A MUST READ ON AEM & UMS INTEGRATION Singapore' s semiconductor stocks: Riding the AI-driven upcycle https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven- A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s |
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| 21-May-2026 01:49 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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A MUST READ ON AEM & UMS INTEGRATION Singapore' s semiconductor stocks: Riding the AI-driven upcycle https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven- A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s |
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| 20-May-2026 21:07 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Just to be clear, Chok Yean Hung' s shareholding hardly moved a needle, since 14 May till today 20 May, which those mercenary haters and detractors were making a big hoo-ha yesterday...... I would not say Chok (or any directors) will not sell their shares again, but there' s always an incentive for him and all the insiders to help make sure price remains high for them to sell as some of their holdings are pretty big......Besides, if your Company fundamentals are super good why worried so much?....... look at ex DBS chief Gupta, every time he sold, price went up even higher after a short while..... In fact, if he had sold TODAY, he would have pocketed another $30 million more!...... even if he' s god, he can' t see that far....... As for Chok Yean Hung, this is what I learned from my mafia' s accountant AS OF TODAY: (1) As at 14 May Chok has 1,102,044 shares. After disposing 700,000 shares, he then was left with 402,044 shares as shown here https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App=Announcement& FileID=889209 (2) On 14 May, AEM' s price done was around $9.434 which explained $6,604,095.00 was received and reported in SGX filing (3) On 20 May, he exercised 676,000 shares @$1.14 per share, so plus his remaining shares of 402,044, he now has 1,078,044 which is stated here https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App Based on SGX filings, Chok sold 700,000 shares on 14 May, reducing his holding to 402,044 shares, and subsequently exercised options for 676,000 shares on 20 May, resulting in a final total of 1,078,044 shares This strategy allowed him to generate over S$5.8 million in net cash proceeds while maintaining his overall equity position in AEM Holdings. |
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| 20-May-2026 18:09 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Wow, this Director Chok Yean Hong (ex CEO) exercised 676,000 option shares at $1.142 per share....bringing his total shareholding to 1,078,044 (0.338%)..... bee tung! | ||
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