ShareJunction - Member Posts

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Like my favourite quote says, " You can' t see the forest for the trees" ......I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether.......practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable.......not only that, it will keep growing, and growing, and growing.......Here, for today, I shall entertain with just a few tokkong developments, they are actually right before your eyes........hidden in plain sight, so they said.......

=============

AMAT CTO Targets Singapore Robotics Growth
Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer. https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singapore https://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office

Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits:
> Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline.
> Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities.
> Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks.

=========

KYEC Opens First Overseas Plant in Singapore
Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products.
https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html

KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS.
> Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending.
> AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing.
> UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants.

=========

Sony & TSMC Form Japanese Joint Venture
Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also

Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS.
> AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies.
> UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components.

=========

What makes Singapore a prime location for semiconductor companies driving innovation?
With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead.
https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html

Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners:
> UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components.
> AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies.

=========

Foxconn has immense confidence in growth momentum due to AI
Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says

Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms:
> AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers.
> UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials.

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Like my favourite quote says, " You can' t see the forest for the trees" ......I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether.......practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable.......not only that, it will keep growing, and growing, and growing.......Here, for today, I shall entertain with just a few tokkong developments, they are actually right before your eyes........hidden in plain sight, so they said.......

=============

AMAT CTO Targets Singapore Robotics Growth
Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer. https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singapore https://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office

Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits:
> Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline.
> Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities.
> Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks.

=========

KYEC Opens First Overseas Plant in Singapore
Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products.
https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html

KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS.
> Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending.
> AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing.
> UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants.

=========

Sony & TSMC Form Japanese Joint Venture
Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also

Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS.
> AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies.
> UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components.

=========

What makes Singapore a prime location for semiconductor companies driving innovation?
With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead.
https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html

Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners:
> UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components.
> AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies.

=========

Foxconn has immense confidence in growth momentum due to AI
Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says

Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms:
> AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers.
> UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials.

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Been very busy with all my tech and AI-related stocks, that' s where my payments for my intended GCB will or can come from......

This was what I wrote in the AEM thread, but it was largely ignored, and not picked up, except by JurongWest...... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock.......two days later, it ran, but people was still wondering, " What Happened ?" ....

aragosta ( Date: 25-May-2026 15:13) Posted:

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!

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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.......

Now we have another confirmation via Seatrium' s .... one passage is very telling, go read and figure it out .... not going to spoonfeed you... Soon it will be this order: Sembcorp, Seatrium, Keppel, YZJSH, in that order, but I don' t know if it top to bottom , or bottom up.... or simultaneously........

Seatrium eyes S$28 billion in project opportunities amid global race for energy security. The company' s order book stands at S$15.5 billion as at end-March.
https://www.businesstimes.com.sg/companies-markets/seatrium-eyes-s28-billion-project-opportunities-amid-global-race-energy-security?ref=pulse

aragosta ( Date: 12-Mar-2026 19:05) Posted:

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.....
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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:

Immediate Profits: The deal is 14% earnings accretive, meaning it adds significant profit to Sembcorp' s bottom line from day one.
Stability for Risk: By growing its presence in a AAA-rated market like Australia, Sembcorp creates a safe financial anchor. This stability allows the company to take the calculated risks necessary to enter high-reward reconstruction markets in the Middle East.
Funding the Future: The cash flow from Alinta&rsquo s 1.1 million customers provides the liquidity to fund large-scale water and power projects without overstretching the balance sheet.

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:

Remote Power Experts: Alinta excels at building micro-grids - solar, gas, and battery hybrids - in harsh, remote environments. This is exactly what is needed to restore essential lifelines in war-torn areas where the main grid is destroyed.
Proven Reliability: With a 93% availability rate, Alinta' s systems are built for mission-critical reliability, making Sembcorp a trusted partner for restoring power to hospitals, water plants, and homes.

3. Powering the Digital Rebuild

Post-war modernization will require more than just lights it will require data and connectivity:

Firming Technology: Alinta brings a 10.4GW pipeline of firming systems (big batteries and pumped hydro).
Data Centre Ready: This technology ensures a steady, 24/7 flow of green energy. This makes Sembcorp the ideal partner to power the data centres and digital infrastructure needed for a modern New Iran or a high-tech Gulf State.

4. The Diplomatic & Logistical " Bridge"

Sembcorp doesn' t just bring technology it brings a network:

Oman as a Gateway: Sembcorp' s 10-year partnership extension with Nama Power (Oman) in late 2025 serves as its regional headquarters.
Scaling Rapidly: Using Oman as a diplomatic and logistical bridge, Sembcorp can combine its local Middle Eastern team with Alinta&rsquo s technical toolkit to rapidly enter new territories as soon as sanctions ease or stability returns.

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.

aragosta ( Date: 11-Mar-2026 15:48) Posted:

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)

Desalination Leadership: Sembcorp 40%- owns the FUJAIRAH F1 PLANT in the UAE, one of the world' s largest desalination facilities. As regional water stress reaches critical levels due to war damage, Sembcorp' s expertise in Reverse Osmosis (RO) is essential for restoring potable water to urban centers.
Proven Regional Resilience: Despite recent strikes in the Gulf, Sembcorp successfully maintained operational stability at its Fujairah and Oman facilities (Salalah and Manah II) throughout March 2026. This battle-tested reputation makes them the preferred partner for sensitive reconstruction contracts in a " New Iran."
Renewable Energy Transition: Their 500MW Manah II Solar project in Oman, which achieved commercial operation ahead of schedule in 2024, serves as a blueprint for rebuilding Iran' s aging power grid with low-carbon, sustainable alternatives.

2. Powering the Digital Rebuild (Data Centres)

Energy-Intensive Infrastructure: Rebuilding a modern economy requires massive data centre capacity. Sembcorp is already a leader in this niche, having secured major Power Purchase Agreements (PPAs) with operators like Equinix and DayOne.
Sustainable Data Solutions: Sembcorp' s ability to pair data centres with 24/7 renewable energy and storage is a unique value proposition for Gulf nations and a " New Iran" looking to leapfrog legacy infrastructure and build green digital hubs.

3. Unrivalled Regional Connections

Established Partnerships: Sembcorp operates through powerful local joint ventures, such as its long-term agreement with Nama Power and Water Procurement Company in Oman, which was extended for 10 years in late 2025.
Gateway to Iran: These Gulf-based partnerships provide the logistical and diplomatic " bridge" required to enter the Iranian market once sanctions are eased, allowing Sembcorp to scale its existing Middle Eastern team into new territories rapidly.

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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Don' t Miss This Video: The Profound Message Behind the AI Boom
https://www.youtube.com/watch?v=TNLSxtxyB2U

There is an absolute, unstoppable AI capital train barreling ahead, and it will not stop for anyone (0:37). If you want to ride this wave and stay invested, you must ruthlessly shut out the noise. Block out the bitter detractors suffering from a deep " wealth-hating mentality" (仇富心理 ). Driven entirely by financial regret, these people either completely missed the boat or sold out way too early. Unable to handle their own regret while watching forward-thinking investors (who stayed invested) win, they weaponise their bitterness. They aggressively plant seeds of doubt just to soothe their own egos and ensure you fail where they did. Their toxic mentality is simple: If I can&rsquo t have it, neither can you. Look past their sabotage, lock into the real capital flow, and secure your position (5:29).

Here is why the macro shifts discussed in this video matter to you: (As I said, it is a very simple video but the message is profound.......)

Singapore Semiconductor Ambitions: AEM' s Strategic Expansion

The video uncovers how Singapore' s AEM Holdings is aggressively expanding into San Diego, California to secure a stronghold in the global AI boom (0:59). To survive a massive surge in AI chip demand, semiconductor ecosystem players must rapidly pivot from traditional backend testing to highly advanced, system-level engineering. (Note: The video is in Mandarin, but you can follow along easily with English subtitles).

Why AEM is the Key Actor
> The Unforgiving Speed of the AI Train: Development cycles have shrunk dramatically (1:33). Companies must now bypass traditional buffer periods and move straight from design to immediate mass production (4:20).
> Assembling the Parachute While Falling: The pressure is immense. Testing firms must adopt a " solve on the go" approach, fixing design weaknesses mid-air to avoid halting global AI chip production (4:24).
> Proximity to Innovation: Expanding to California taps directly into specialized US military-grade and aerospace engineering talent to solve extreme physical limits, ultimately driving a massive leap in global capacity (1:16).

Crucial Lessons We Can Learn
> Agility Trumps Perfection: Waiting for a flawless product design before scaling is a dead business model (4:11). Success belongs to those who make rapid, real-time adjustments on the factory floor(4:24).
> Move Up the Value Chain: Firms must abandon slow, legacy manufacturing. Surviving the AI wave requires an aggressive pivot to high-margin, advanced system testing.
> Go Where the Talent Is: Staying competitive means looking beyond local borders (1:12). Companies must plant operations exactly where global technological breakthroughs and heavy capital collide.

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Please la! Haidelo Steamboat. McDonald delivery on a bicycle. No comparison la! Do you really know what is the business that AVT is going to list in Nasdaq? Like, really really know? If want to compare, at least use Creative Technology la, IPO US12 bucks, more than five times overscribed, eight years later reached as high as US$50. Do more research before hooting people la. Negative posts are welcome, but must be fair comment mah. You already make your money. Let the next guy who bought 0.19 from you, make his money please. Don' t keep on talking negative.

and btw, of course I know what business Grab and SEA do, I m juz being sarcastic making a point.

TraderBen ( Date: 28-May-2026 01:38) Posted:

If u think traders in Nasdaq will look at a small
sG company. Take a look at grab and seas valuation.

Dyodd

pool100 ( Date: 28-May-2026 01:18) Posted:

Most of AVT' s peers in Nasdaq are trading at market cap valuations in the billions. Look at Rocketlab etc.

At current price, it' s dirt cheap

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WOW, wow.... mercenaries, whether contrarians or shortlists, gave me a " dislike" rating wor..... come on, I was just trying to give u a reality check, you can choose not to believe me mah, AS I ALWAYS ADVISE EVERYBODY.... but you can' t run away from something that is a truth happening..... you think when the gangsters open table and show their faces here, the stock suddenly ran from the Cha Cha Cha price of 0.13+ to 0.19+ in TWO DAYS is mere coincidence?..... whatever that floats your boat lor....
I don' t want to argue with anyone on that, very tired.... but I' ll let you interpret what the coffee shop uncles were shouting last nite, as they kept opening more and more beer bottles......

they spoke in Hokkien , and my hokkien is not very good, so you have to make out what they were trying to say.....
" This time ho sey liao.. ....anyhow throw the line, sure got fish ah, one by one tio kee lai, boh fish, also got prawn, sotong, sometimes lobsters even.....
wa, gonna have si bei many happenings!
when EGM is called and shareholders passed Nasdaq listing resolution, price will bam bam bam!
when AVT submits formal application to US regulatory authority, price will bam bam bam!
when AVT meets Nasdaq market valuation and gets approval, price will bam bam bam!
when AVT announces they have raise capital at a much higher premium in the US market, price will bam bam bam!
when SpaceX IPO on June 12, next month wor, price will bam bam bam!
when AVT becomes Tier1 supplier to major US defense primes and commercial space gaints, price will bam bam bam
when T-linked company announces strategic commercial partnership (using AddValue' s IDRS hardware for its upcoming satellite constellations), price will bam bam bam!
when garment says to AVT, come come, we want to give you contracts, price will bam bam bam!
when AVT announces more than stellar first half and full year earnings, price will bam bam bam!
when AVT starts giving dividend payout for the first time, price will bam bam bam!!!!!!!!!!"

believe or unbelieve up to you lor..... but I tell you something, tomorrow 9.30 to 10.30 price may come down, then that time how you want to act, up to you lor...... I myself also don' t know..... but what I know is that you shouldn' t be saying, 20 is coming, or 20 is next, or going to reach 20 soon.....you should be shouting " 30 is inevitable" (if NO Iran bommbings or no nuclear war lah!).... but the coffee shop uncles are even more daring, they were shouting " No 60 No Sell!" last nite..... don' t know if they shouting " cents" or " sens" !

As you know, the coffee shop uncles are mostly uneducated and can' t read charts or balance sheets.... so dyodddd please!

aragosta ( Date: 26-May-2026 17:26) Posted:

Shiok. The short squeeze juice was damned tasty.... shorties will never learn. They think they are smart, but all they look is the high price to short. I once wrote, they may win 5 times 6times 7 times, but all it needs is one time for them to lose every thing....... and for those who taste profits after selling, congrats but juz move on and don' t linger around.... For those shorties, please stay behind, we need you to help squeeze more juicy stuffs...

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Shiok. The short squeeze juice was damned tasty.... shorties will never learn. They think they are smart, but all they look is the high price to short. I once wrote, they may win 5 times 6times 7 times, but all it needs is one time for them to lose every thing....... and for those who taste profits after selling, congrats but juz move on and don' t linger around.... For those shorties, please stay behind, we need you to help squeeze more juicy stuffs...

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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....

aragosta ( Date: 25-May-2026 14:20) Posted:

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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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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I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah......

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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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@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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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
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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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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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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..
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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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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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" 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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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:

Massive Profit Surge: The company' s trailing 12-month (TTM) net income jumped to US$3.5 million. This builds directly on its foundational turnaround, where full-year net profits expanded significantly to US$1.95 million (up from just US$277,000 in the previous fiscal year).
Revenue Growth: Trailing 12-month revenue climbed to US$18.6 million, driven by a 22% year-on-year increase in base full-year revenue to US$15.5 million.
Expanding Profit Margins: Net profit margins grew significantly to 20.9% (up from 13% and an earlier baseline of just 2.2%), showing that the company is scaling up efficiently as fixed costs stabilize.
Record Order Book: The total order book reached an all-time high of US$26.4 million, which provides highly visible revenue for the next 12 to 24 months.

Performance by Core Segment

The company' s success is concentrated in its two primary business lines:

Space Connectivity (SPC): This division is booming due to its proprietary Inter-Satellite Data Relay System (IDRS) terminals, which provide " always-on" data links for low Earth orbit satellites. Revenues grew 25% to US$7.5 million, boosted additionally by a 50% surge in highly profitable recurring airtime data subscriptions.
Advanced Digital Radio (ADR): Revenue in this segment expanded 29% to US$6.2 million. This is heavily supported by multi-million dollar contracts to supply high-end Software Defined Radio (SDR) modules to the high-growth defence technology and counter-drone sectors.

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.

SGX Approval: The company has officially received the nod from the SGX that this move does not violate chain-listing rules.
Value Unlocking: Under the unit Addvalue Solutions, the company intends to list on the US market while retaining a parent stake of at least 51%. Maybank Securities notes this move could value the space business at up to US$300 million. This catalyst has pushed analyst price targets to as high as S$0.31.

Risks to Keep in Mind

Despite the glowing results, retail investors should monitor a few minor risks:

Share Price Volatility: The stock price has experienced sharp weekly swings as speculative retail interest reacts to Nasdaq news.
High Valuation Ratios: Due to the rapid share price rally, the trailing price-to-earnings (P/E) ratio has stretched past 48x, meaning the market has already priced in a significant amount of future growth.

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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.

The AEM Link: AEM has a deep, formalized strategic partnership with ASE, which includes ASE holding a financial equity stake in AEM. The two companies co-develop next-generation AI and HPC testing solutions.
The Impact: As AMD pours billions into ASE to scale up complex 2.5D advanced packaging, AEM is positioned as the primary back-end testing provider. AMD' s funding directly scales the exact manufacturing lines that utilize AEM' s equipment.

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.

The Testing Challenge: Shrinking transistors to the 2nm level requires packing multiple distinct chip components (chiplets) into a single, highly dense package. This drastically increases the risk of subtle defects and extreme heat generation during operation.
The AEM Benefit: To ensure these expensive 2nm chips work perfectly, semiconductor makers must adopt System-Level Testing (SLT) with precise thermal management ~ which is AEM' s core technological specialty. AEM captures significantly higher profit margins and revenue per chip because 2nm architectures require the prolonged, sophisticated testing cycles that only AEM' s machines can provide.

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:

" This is the time we have to invest because we need to have enough capacity for the next one, two, three years...... As we have seen, the demand keeps going up..."

Relevance to AEM: Testing equipment manufacturers are highly sensitive to short-term industry cycles. By explicitly projecting a multi-year demand runway, AMD signals to its supply chain that this is not a temporary spike. This gives AEM long-term visibility to manufacture and sell its testing handlers, consumables, and interface components steadily through 2029.

" ......we are asking our partners to ramp faster and we should absolutely share in that investment."

Relevance to AEM: When a giant like AMD tells its packaging partners (like ASE) to " ramp faster" and co-invests to make it happen, it forces those partners to rapidly purchase and install back-end machinery. For AEM, this statement translates directly into an accelerated timeline for incoming purchase orders to meet AMD' s urgent capacity needs.

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.

desaw68 ( Date: 21-May-2026 14:55) Posted:

https://www.theedgesingapore.com/news/tech/amd-commits-more-us10-bil-taiwan-ai-investments

(May 21): Advanced Micro Devices Inc, the leading challenger to Nvidia Corp in AI computing chips, pledged to invest more than US$10 billion ($12.8 billion) in Taiwan to expand partnerships and add packaging capacity.

The company is working with partners including ASE Technology Holding Co, Powertech Technology Inc, Sanmina Corp and Inventec Corp to bolster its capabilities in the region, it said Thursday in a statement.

AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data centre customers are increasingly seeking alternatives &mdash a trend that has helped AMD.

&ldquo As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,&rdquo chief executive officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday.

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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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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......
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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

What Temasek holds: A top US stock holding and a US$40 billion joint investment in Aligned Data Centres
How it helps UMS: Nvidia needs chip-making tools from AMAT to build its GPUs. UMS makes parts for AMAT, leading to more orders.
How it helps AEM: Nvidia' scomplex AI chips require intense testing, which lifts demand for the advanced testing market that AEM serves.

2. Applied Materials

What Temasek holds: Long-term institutional exposure to the world' s largest semiconductor equipment maker.
How it helps UMS: This is a direct, linear relationship. UMS is a key supplier for AMAT. When AMAT wins factory orders, UMS immediately gets more manufacturing business.
How it helps AEM: Broadly signals high global manufacturing volumes, which eventually increases the total supply of chips that require testing.

3. Intel Corporation

What Temasek holds: Equity exposure to major US technology and silicon manufacturing firms
How it helps UMS: Intel buys equipment from AMAT to build its factories, which indirectly funnels parts orders down to UMS.
How it helps AEM: Intel is AEM' s primary customer. Intel' s multi-billion dollar factory expansions require large quantities of AEM' s automated testing machines.

4. AMD & TSMC

What Temasek holds: Portfolio exposure to leading chip designers and the world' s top microchip foundry.
How it helps UMS: TSMC regularly buys massive volumes of chip-making machinery from AMAT to manufacture AMD' s high-tech processors.
How it helps AEM: AMD is a major target customer for AEM. As AMD wins market share, it increases demand for AEM' s specialized chip testing systems.

Remember, the AI momentum is an economic inevitability ~ making the multi-year ascent of hardware anchors like AEM & UMS equally inescapable. In black market language, it simply means:
THE MOMENTUM OF AI IS UNSTOPPABLE, MAKING THE RISE OF AEM & UMS INTEGRATION UNSTOPPABLE!