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The Q1 2026 results for ASE Technology exceeded market expectations across most key financial metrics. The company reported a significant " beat" on both its top and bottom lines.

will give more details tonight , and crashed those nonsensical comments from those mercenary clowns, who really ruan ruan talk kok without providing solid back up proof..... the institutions are running the shows lah, not the mickey mouse retailers lah...

Now at SEMBCORP AGM.......

aragosta ( Date: 29-Apr-2026 11:41) Posted:

WOW, so much interest now......

As I said, one of the highlights of the AGM presentation was how the CEO talked enthusiastically about our capture of ASE Technology as a major business partner. Indeed, there were many high profile and global Goliaths vying for the partnership with ASE, but ASE ultimately chose AEM, because they see the great potential in AEM

The ASE Technology Q1 2026 earnings conference is scheduled for today, Wednesday, 29 April 2026, at 3:00 PM Singapore Time (SGT).

You can join using their Official Webcast ( ASE Investor Events page) to find the direct link for the 2026 Q1 Earnings Conference webcast.

The black market already knew some preliminary data for this quarter, which includes unaudited net revenues of US$5.508 billion for Q1 2026, which was a 17.2% increase year-over-year.

I will try to provide a summary of the key financial figures and key takeaways as soon as they are posted on the gangsters' notice board.

one last note.... if you find AEM is too pricey and beyond you, go for UMS, yet to really run, easily three soon, could go up to four by mid year but dyodddd please...

aragosta ( Date: 28-Apr-2026 16:14) Posted:

From a gangster' s WhatsApp message.......

" This was easily the most riveting AGM presentation I' ve attended - not for the delivery, but for the sheer substance of the content. The CEO' s revelation regarding the partnership with ASE, which he referred to as the ' fourth anchor business partner,' was a major highlight. For those tracking AEM&rsquo s growth, it' s worth watching ASE' s quarterly results tomorrow. Unlike many blue chips that see price dips following their presentations at the AGMs, AEM' s share price rose steadily throughout the session, reflecting the market' s confidence in the new and valuable information."

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WOW, so much interest now......

As I said, one of the highlights of the AGM presentation was how the CEO talked enthusiastically about our capture of ASE Technology as a major business partner. Indeed, there were many high profile and global Goliaths vying for the partnership with ASE, but ASE ultimately chose AEM, because they see the great potential in AEM

The ASE Technology Q1 2026 earnings conference is scheduled for today, Wednesday, 29 April 2026, at 3:00 PM Singapore Time (SGT).

You can join using their Official Webcast ( ASE Investor Events page) to find the direct link for the 2026 Q1 Earnings Conference webcast.

The black market already knew some preliminary data for this quarter, which includes unaudited net revenues of US$5.508 billion for Q1 2026, which was a 17.2% increase year-over-year.

I will try to provide a summary of the key financial figures and key takeaways as soon as they are posted on the gangsters' notice board.

one last note.... if you find AEM is too pricey and beyond you, go for UMS, yet to really run, easily three soon, could go up to four by mid year but dyodddd please...

aragosta ( Date: 28-Apr-2026 16:14) Posted:

From a gangster' s WhatsApp message.......

" This was easily the most riveting AGM presentation I' ve attended - not for the delivery, but for the sheer substance of the content. The CEO' s revelation regarding the partnership with ASE, which he referred to as the ' fourth anchor business partner,' was a major highlight. For those tracking AEM&rsquo s growth, it' s worth watching ASE' s quarterly results tomorrow. Unlike many blue chips that see price dips following their presentations at the AGMs, AEM' s share price rose steadily throughout the session, reflecting the market' s confidence in the new and valuable information."

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Nowadays, the Black Market people like to say, when we talk about AI related business world, we don' t say billions, we talk trillions......
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The global semiconductor industry is projected to reach US$1 trillion in annual revenue by 2030, a milestone fueled by the massive infrastructure needs of Artificial Intelligence (AI) and High-Performance Computing (HPC). This structural shift creates a high-growth environment for AEM Holdings, as increasingly complex chips require the advanced testing solutions the company provides. AEM aims to capture this market through its System Level Test (SLT) solutions for advanced chips and by expanding its customer base, including a major AI/HPC customer and a leading memory player.

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This is phenomenal growth projection was confirmed by Samer Kabbani, CEO of AEM Holdings, at the AGM held on 28 April 2026. This is part of what he said:

" And, you know, the recent estimates are projecting about a $7 trillion($7,000,000,000,000) investment in data centres in the next 5 years. That' s an unprecedented investment. Nothing in humanity comes close to that as far as the investment (is concerned).

And within that, the semiconductor industry is taking a large portion of that, estimating the investment to rise from $0.8 trillion to $1.6 trillion. Within that, almost 62% is related to AI and high performance computing. So it' s important when you invest in a company to know what' s the space in place then? Is it a growth space? And for us, AEM DEFINITELY IS PLACED IN THE GROWTH SPACE AND EXCITING SPACE&rdquo

that' s as far as I would go, the rest you have to wait for the minutes of the meeting to be published later.....I also will try not to koyok sell too much, until the series of major developments happened or are announced ..... All I can said, if you are among those who are vested, you are in an exciting space, and there are much more to come and you haven' t see the very best yet. For those who have sold, congrats to you, but it is best you stay away and not look at the price, because the heart pain can be quite excruciating in time to come......
Read my earlier post, one of which I described that this Monster is a generation stock, never to be repeated in your lifetime.

aragosta ( Date: 29-Mar-2026 17:42) Posted:

In case there are doubts of a black market report on the possibility of AEM' s price surge to eight, I shall post a snippet of it, a short summary...... but it is to be used for future reference only, because when the No Horse Run truly starts, it will be too late for you to do anything........ believe or unbeliever, don' t blame anyone...... as I said, there' s a war going on, but AEM has shown remarkable resilience in the face of all the ballistic missiles raining on it....... if you don' t know already, that' s the characteristic of a TRULY AI relevant stock.........

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The Executive Summary:
Is AEM' s price today " Expensive" or still " Early Days" ?
While the NAV looks high, in the AI era, Intellectual Property is more valuable than physical assets. AEM' s worth isn' t found in its factories or its cash: it is found in the 2,000-watt thermal barrier it has broken, the SLT brain it has perfected, and the Taiwanese Lab-to-Fab bridge it has built. This " Triple-Pillar Moat" , that balance sheets can' t capture, is its true book value.

If AEM can raise its Net Margin from the current ~4% toward the industry standard of 15% to 20%, the $8.00 target isn' t just possible: it' s supported by the same math that drove iFAST to surge from $1 to $10 in under one year.

And here' s the scary part: the black market thinks AEM is " More Valuable" than iFAST on current form. While iFAST' s surge was remarkable, AEM' s structural setup is arguably more robust. AEM possesses significantly more positive drivers than iFAST did at its inflection point
~ iFAST is a platform (it connects people to products).
~ AEM is a bottleneck (the products cannot exist without their tech).
Investors pay much higher P/E multiples for " Bottlenecks" than they do for " Platforms" .

So, in summing up, if you judge AEM by the weight of its physical assets, it looks expensive. If you judge it by its role as the indispensable gatekeeper of the AI supply chain, it is still early days. This isn' t just a hardware play it is the AI Quality-Assurance Standard for the next decade.

dyoddd, please.....

aragosta ( Date: 29-Mar-2026 12:39) Posted:

I wrote not too long ago, there would be a new development, didn' t knoe it would be so soon..... in any case, I wrote again below, there could be another development, (this is a separate one) and I can confirm this one got nothing to do with a contract win.......

I decided against posting the black market' s lengthy analysis on the possibility of AEM hitting eight, or even the chance of doing an iFAST style of price surge..... But there' s a war going on, with the degree of unpredictability increasing as of now......Like, what if a nuclear bomb is dropped.... besides, I will be travelling.....not forgetting it is not my business to feed the mercenaries......so maybe, some time later..... if there' s interest.......

In any case, my advice to the shortists still remains: do not try to short this stock like it' s your hobby...... all things being equal before the war, the stock would have been half way to the moon by now.......fortunately the AI Boom would mitigate all the negatives of the US/Iran conflict, and so even in the midst of an ugly war, AEM will still look pretty........

Meanwhile, do look out for the unusual movement of Sembcorp......The gangsters are not playing a fool with their numbers...... this could be another surprise packet coming out from the rumbles of the war.......

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From a gangster' s WhatsApp message.......

" This was easily the most riveting AGM presentation I' ve attended - not for the delivery, but for the sheer substance of the content. The CEO' s revelation regarding the partnership with ASE, which he referred to as the ' fourth anchor business partner,' was a major highlight. For those tracking AEM&rsquo s growth, it' s worth watching ASE' s quarterly results tomorrow. Unlike many blue chips that see price dips following their presentations at the AGMs, AEM' s share price rose steadily throughout the session, reflecting the market' s confidence in the new and valuable information."

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There' s another classic golden saying in the Black Market, when positive news keep coming one after another........

" When the God of Fortune keeps coming, leave your door wide open."

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

The following news article is highly positive for semiconductor companies like AEM and UMS, as it confirms that the " AI-led electronics surge" is effectively insulating these firms from broader geopolitical risks for now.

Singapore' s manufacturing output beats forecasts in March. The electronics cluster was a standout performer, surging 30 per cent year on year in March ~ its fastest expansion since late 2024. The cluster' s performance was driven by the infocomms and consumer electronics segment, which jumped 72.1 per cent, and semiconductors, which rose 30.6 per cent.
https://www.businesstimes.com.sg/singapore/singapores-manufacturing-output-beats-forecasts-march-chemicals-decline-signals-emerging-iran-war

Why this news development matters to both AEM and UMS Integration
Singapore' s reported 30.6% surge in semiconductor output, driven by AI demand, indicates a sector-wide upcycle that directly benefits key industry players AEM Holdings and UMS Integration, validating their potential for strong FY 2026 performance, according to analysis in The Business Times. UMS is positioned as a front-end beneficiary due to its ties to major equipment makers, while AEM benefits from increased testing demands for high-performance AI chips.

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Please lah, ah tong...... concentrate on money making, don' t insinuate or instigate.......But I hope you didn' t throw when this Monster hit six, as you have hoped for ......

Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do?

So, in case, I anyhow talk before the AGM and results, and the stories come true, how?

So,. better don' t talk much lah.....better be safe than sorry lah......

price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20......

but the problem is -- this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right?

you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into the stock, and now making tons..... so give some thought, and credit, to this lah.....

but please remember this is gangsters talking dangerously, to excite people.......

tongphlp ( Date: 27-Apr-2026 10:18) Posted:

haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet..

SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..

aragosta ( Date: 27-Apr-2026 10:02) Posted:

Monstrous opening!

I decided not to post any more comment until after theAGM and 1Q business update this week.....

Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........

Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war

those who sold Genting and bought into Keppel should have gotten into this Monster........ money would have double by now.......

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WOW! WOW!!
This Monster no need 5 days, it takes ONE DAY to hit $6.84!
Next target $7.84, close to mafia' s short term target of eight?
The gangsters' belief that it is NOT a iFAST in the making, but a " Nvidia" type of bohbehchow run is no more a joke!

aragosta ( Date: 25-Apr-2026 00:53) Posted:

Wow.... this monster really hit $5.84, and more, in 10 days!
lets see it will hit 6.84 in five days.....

Right now, Nasdaq is on fire...... and may lend a helping hand.... or leg.....
Remember, theres also two brewings to come.....

Nasdaq Climbs Back Near Record as Chip Stocks Rally.....The Nasdaq was back near its highest levels on record as chip stocks kept their win streak alive following Intel&rsquo s earnings report.

https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html

aragosta ( Date: 12-Apr-2026 15:18) Posted:

This beauty didn' t hit $4.84 in 10 days.... But it was close enuf, it did it in 15 days......so in another 10 days, can we expect the same pattern? Maybe, if it coincides with the convincingly ending of the conflict......and that' s not all, if the gangsters are to be believed, besides the brewing development that has nothing to do with a contract win, and which I mentioned earlier, there is also another news of a possible incoming new customer, with the help of a partner........ there' s not much interest in here anyway, so I shouldn' t be talking too much on this,... in any case, write so much, also nobody read, also one-ime dissident ah tong has been doing an excellent job promoting and selling......don' t want to steal his thunder....

btw, I also asked you to look out for Sembcorp' s unusual movements, and as it happened, it is actually crying out to you, it could reach eight as early as this month (impossible, right?), if not, by latest next month.... don' t ask me why, I also don' t know why...... but you know the mafia .... they don' t play games.....

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Monstrous opening!

I decided not to post any more comment until after theAGM and 1Q business update this week.....

Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........

Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war

those who sold Genting and bought into Keppel should have gotten into this Monster........ money would have double by now.......

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Intel shares soar 20% on earnings beat and stronger-than-expected outlook
https://sg.finance.yahoo.com/news/intel-shares-soar-20-earnings-084853668.html

The surge in AEM Holdings and UMS Integration on 24 April 2026 was believed to be anchored by Intel' s massive quarterly earnings beat, but actually several other specific local factors and industry shifts also amplified the rally

Intel reported Q1 2026 earnings that significantly outperformed market expectations, with Non-GAAP EPS of $0.29 ~ a 1350% surprise over the forecasted $0.02.
Direct Link to UMS: UMS serves Applied Materials (AMAT), which in turn supplies the equipment Intel uses in its fabs. Strong guidance from Intel often implies increased orders for AMAT and, by extension, UMS.

You may want to note that Applied Materials is scheduled to report its next earnings results on Thursday, 14 May 2026. Analysts are generally bullish heading into the Q2 release, anticipating double-digit growth. Consensus EPS Forecast: $2.66 &ndash $2.67 (up ~11% year-over-year). This one, if fantastic results, will be 1 millions % a catalyst to UMS' s price surge

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Meanwhile, do note that 2 cents final dividends XD is 7 May 2026. Quite fantastic, considering we juz got our 1 for 4 bonus shares. Really pity those who literally threw away their Bonus shares at $1.18 after XB!!

UMS Integration among 5 Attractive Singapore Stocks That Pay Quarterly Dividends
https://sg.finance.yahoo.com/news/5-attractive-singapore-stocks-pay-100000926.html

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A COFFEE SHOP STORY......

During the 1840s California Gold Rush, while prospectors were rushing to search for gold, and every day faced uncertainty of finding it, merchants like Levi Strauss (denim) and Samuel Brannan (shovels) were making and building fortunes by supplying the essential tools for these gold hunters

NOW you look at today' s AI revolution, many were focusing on the " prospector" of the AI boom (software developers), but the true " pick-and-shovel" winners are the companies providing the physical infrastructure to build and test high-power AI chips. Just like during the gold rush, how to dig for gold, if you don' t have the " tools" !?

In Singapore' s semiconductor ecosystem, UMS Integration and AEM Holdings are classic examples of these modern-day toolmakers.

UMS Integration: The " Shovel" Maker for Fabrication
UMS provides the high-precision components required for the complex machinery that actually builds semiconductors.

The Backbone of Manufacturing: UMS is an integrated original equipment manufacturer (OEM) for front-end semiconductor components ~ the " pickaxes" used to carve out silicon wafers.
Strategic Ties: They are a critical supplier to AMAT, the global leader in semiconductor equipment manufacturing. As chipmakers worldwide race to expand capacity for AI processors, AMAT' s orders surge, directly flowing through to UMS.
Expansion for the Boom: UMS recently completed a new plant in Penang to handle increased production demand and has secured a new, large AI-focused customer to diversify its revenue stream.

AEM Holdings: The " Denim" of Durability and Testing
Again, when you are looking and digging for gold, you r tools must be durable to stay the course.....So, if UMS builds the chips, we make sure there' s someone like AEM that ensures they actually work. AI chips run at extremely high temperatures and require rigorous validation.

Thermal Control Experts: AI processors are notoriously power-hungry and hot. AEM' s proprietary Active Thermal Control technology is the " durable workwear" for chips, allowing them to be tested under intense stress without failing.
Massive New Partnerships: AEM recently partnered with ASE Technology, one of the world' s largest testing and packaging firms, to develop disruptive test solutions specifically for AI and High-Performance Computing (HPC).
Ramping Up: AEM recently announced a major new AI fabless customer that is ramping up orders so aggressively they are expected to become AEM' s top revenue contributor by 2026, offsetting declines in legacy segments.

Market Momentum

Investors have taken notice of this quiet backbone. As of April 2026:

UMS Integration: Shares have rallied significantly, outperforming regional indices with a +140% move over a 365-day period.
AEM Holdings: Recently saw a massive 65% jump in just two weeks following strong forward guidance and the removal of historical customer concentration risks.
But the coffee shops believe there still more upsides.....for UMS, they believe the engine hasn' t started yet.....for AEM, they don' t believe it is another iFAST-que type of stock, they believe eventually it will run like more like Nvidia......believe or unbeliever, remember these are coffee shop stories

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Wanted to post, since there' s some interests here, but was too fixated on the attempted assassination

on Trump......so many videos coming in real time......

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Nasdaq Climbs Back Near Record as Chip Stocks Rally. The Nasdaq was back near its highest levels on record as chip
stocks kept their win streak alive following Intel' s earnings report.
https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html

Intel stock soars 25% on Q1 earnings beat, strong outlook. Earnings report that beat analysts' expectations on the top and
bottom lines and provided better-than-anticipated Q2 guidance on strong data center sales. (Note: The Trump Administration' s
stake in the company is now up nearly +300%.)
https://finance.yahoo.com/sectors/technology/article/intel-stock-soars-25-on-q1-earnings-beat-strong-outlook-191552507.html

Market watchers believe the recent rally in AEM Holdings and UMS Integration on 24 April 2026 was largely driven by Intel' s massive
quarterly earnings beat. This performance revitalised investor confidence in the semiconductor equipment sector, but several upcoming
catalysts could further fuel this momentum.

If you also believe the Intel' s results is a catalytic influence on AEM price surge, here are three critical earnings dates to monitor closely......

1. AMD Q1 2026 Earnings = Tuesday, 5 May 2026
AMD is arguably the most important stock for AEM investors right now. Market consensus suggests AMD is the " top-tier AI customer"
set to become AEM' s largest revenue source by the end of 2026.

What to Watch: Analysts expect revenue of $9.85 billion and an EPS of $1.28 (a 33% year-over-year jump).
The Impact: Strong guidance from AMD regarding AI chip demand directly translates to potential order wins for AEM' s AEM next-generation testing handlers.

2. ASE Technology Q1 Conference = Wednesday, 29 April 2026
As a global leader in chip packaging and a strategic investor in AEM, ASE serves as a health check for the AI sector.

What to Watch: Expected EPS of $0.169 on revenue of US$5.28 billion.
The Impact: Look for updates on their Kaohsiung Mega-Fab and their partnership with AEM' s ISE Labs.
Progress here signals how quickly AEM' s advanced testing tools are being integrated into global supply chains.

3. AEM Holdings Q1 Business Update = Wednesday, 13 May 2026
This is the moment of truth for AEM' s internal recovery. Analysts are bracing for a massive turnaround following a challenging 2025.

The Forecast: CGSI Research, in its just released report, expects a blockbuster Q1, projecting revenue of S$127.9m (+49% YoY). and net profit of S$12.7m a staggering 286% increase compared to last year.
The Impact: If AEM hits these numbers, it confirms that the company has successfully pivoted toward its new AI and HPC customers.

Nvidia might also have an effect..... I don' t have the details of gangsters take on it right now ........

if there' s more interests, maybe I try to dig out more, and post them as I watch football, tonight.......
remember, there' s also two brewings to come......this is not a stock to trade, if you get out , you will never get in again.....
Also if you find AEM too pricey, u can consider UMS, truly yet to run..... a potential multi bagger

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Note: no analyst or industry expect has talked about this topic yet....

AEM Holdings: The Architect of Quantum-AI Convergence

Explore the future of AEM Holdings, a strategic leader at the intersection of the AI revolution and the next frontier of quantum technology.
From pioneering cryogenic hardware to mission-critical system-level testing, AEM is shaping the global tech landscape with breakthroughs
in superconducting qubit validation and next-gen semiconductor infrastructure.

The Strategic Core: A Dual-Engine Growth Model

AEM Holdings has evolved from a traditional equipment supplier into an indispensable infrastructure partner. Its business model is now defined
by two distinct but interconnected technological super-cycles.

1. The AI Engine (Current Execution): AEM is the primary provider of System Level Testing (SLT) for high-performance computing. As AI chips
become more complex (3D-stacked and heterogeneous), AEM' s " Test 2.0" solutions have become the mandatory final exam for the world' s
leading AI chipmakers.
2. The Quantum Engine (Future Monopoly): Through its subsidiary Afore Oy, AEM owns the world' s only commercially available cryogenic
wafer prober. This technology allows for the testing of superconducting qubits at temperatures colder than outer space - a fundamental
requirement for the commercialisation of quantum computing.

The Competitive Moat: The Gatekeeper Effect

While global Goliaths focus on mass-market commodities, AEM has secured a " monopoly of the difficult."

1. Cryogenic Dominance: By co-developing tools with Intel' s Quantum program, AEM has set the industry standard. Any manufacturer moving
toward high-volume quantum production must effectively pass through AEM' s proprietary hardware gate.
2. Deep Ecosystem Integration: The 2026 ASE Technology partnership embeds AEM into the global supply chain, making its tools a permanent
fixture in the assembly lines of the world' s largest Outsourced Semiconductor Assembly and Test (OSAT) provider.
3. High Switching Costs: Once AEM' s highly specialized, parallel test handlers are integrated into a billion-dollar fabrication facility, the cost and complexity
of replacing them create an immense barrier to entry for competitors.

Financial Transformation & Market Re-Rating

The market has begun to recognize AEM' s transition from a cyclical manufacturer to a high-growth tech titan.
1. Revenue Diversification: 2026 marks the Inflection Point where AEM successfully diversified its client base, adding a second top-tier AI/HPC customer
that rivals its historical partnership with Intel.

2. Earnings Trajectory: With a surge in net profit and record-high revenue guidance for 2026, the company is generating the cash flow necessary to fund
the R& D required to maintain its multi-generational lead in quantum research.
3. Institutional Smart Money: The recent surge in share price to the S$6.00 range reflects a fundamental re-rating. Investors are no longer just buying
a chip stock they are buying the " Picks and Shovels" for the two most important technologies of the 21st century.

The Logical Verdict: A Goliath in the Making

AEM Holdings is uniquely positioned as a strategic bottleneck in the global technology race. It possesses the rare combination of immediate AI-driven
profitability and long-term quantum-driven optionality. As the world moves from classical AI toward a quantum-integrated future, AEM' s role as an
indispensable architect of this transition positions it to become a global power in its own right.

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■ We revise our FY26-28F earnings expectations to reflect the start of a new earnings upcycle for AEM, driven by a more diversified customer base.
■ With a new 83.0% FY25-28F EPS CAGR expectation, we see AEM trading up to its sector peer average of 41x CY27F P/E we raise TP to S$10.15.
■ Reiterate Add on its new earnings upcycle. https://rfs.cgsi.com/api/download?file=006bdc18-fbc5-4542-a355-5af157952165

WongKheeKai ( Date: 25-Apr-2026 23:49) Posted:

Anyone has any idea if CIMB or other brokerages have raised AEM's target price? If there is, and u have access to the report, can share it here? Thanks

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Wow! Coincidence or confluences... there seems to be consensus on the price confidence....
Let me say this, even though I said charts have no effect on this Monster, I welcome any technical charts, algorithmic forecast, fengshui readings etc that reinforce the black market' s price target on AEM.....

and let me say this.... I had warned those mercenary shortists, not once, not twice, not thrice, but four times NOT to play short on this stock..... in fact, I begged them not to do so..... highlighting that the stock could SUDDENLY surge 10, 15% or 20% in one day .... look what happened last Friday!....And according to thecoffeee shop uncles, the boh beh chow show has not truly started yet! I may have deleted some posts because they may have tied with some sensitive info , but most of my warnings are still here... go read them!!

Has this Monster still got the legs?.... I ' ll try to post some comments these few days, including some NEW info, never posted or talked by others, including analysts, before.... but if there are no interest, then I will discontinue talking, and may delete them, because some posts are juz tooo zhun, even though we may anyhow think of such coffee shop stories ....and please hor, AI didn' t write what we wrote, because AI can never think what the gangsters are thinking!

one more thing.... SGX did not query the trading activity of AEM during the recent surge, because there is wide publicity and positive market sentiment on the stock, and there is wide media coverage on the positive news that are related to the industry and the company itself.... if a stock has seen very little interest and trading, and then price surge suddenly, then SGX will ask questions lah...... ...... please hor.....I did not ask AI for this answer....., this is common knowledge on such situation....

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Wow.... this monster really hit $5.84, and more, in 10 days!
lets see it will hit 6.84 in five days.....

Right now, Nasdaq is on fire...... and may lend a helping hand.... or leg.....
Remember, theres also two brewings to come.....

Nasdaq Climbs Back Near Record as Chip Stocks Rally.....The Nasdaq was back near its highest levels on record as chip stocks kept their win streak alive following Intel&rsquo s earnings report.

https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html

aragosta ( Date: 12-Apr-2026 15:18) Posted:

This beauty didn' t hit $4.84 in 10 days.... But it was close enuf, it did it in 15 days......so in another 10 days, can we expect the same pattern? Maybe, if it coincides with the convincingly ending of the conflict......and that' s not all, if the gangsters are to be believed, besides the brewing development that has nothing to do with a contract win, and which I mentioned earlier, there is also another news of a possible incoming new customer, with the help of a partner........ there' s not much interest in here anyway, so I shouldn' t be talking too much on this,... in any case, write so much, also nobody read, also one-ime dissident ah tong has been doing an excellent job promoting and selling......don' t want to steal his thunder....

btw, I also asked you to look out for Sembcorp' s unusual movements, and as it happened, it is actually crying out to you, it could reach eight as early as this month (impossible, right?), if not, by latest next month.... don' t ask me why, I also don' t know why...... but you know the mafia .... they don' t play games.....

aragosta ( Date: 20-Mar-2026 16:03) Posted:

Saw this picture..... someone was trying to make a joke out of it.... except it may not be not a joke.......
yesterday price hit $3.84 intraday high...
so if you follow the logical money trail....

In 30 days, AEM' s price went from $1,84 to $2.84
In 20 days, AEM' s price went from $2.84 to $3.84
in 10 days?

whatever it' s in mind, don' t bet against it, now is $4 plus..... takes another 70c plus

=====

btw, I was trying to post my previous post BEFORE LUNCH' . ....and managed to go thru only a while ago, so the sting of the message was lost in the delay....

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No worries lah........As long as it got legs to run, it' s fine with me.....

tongphlp ( Date: 23-Apr-2026 10:40) Posted:

run as fast as u can...

aragosta ( Date: 23-Apr-2026 08:52) Posted:

In case some newbies are confused.... this announcement...

https://links.sgx.com/FileOpen/Announcement%20-%20Receipt%20of%20AIP%20Letter.ashx?App=Announcement& FileID=884992
PROPOSED SHARE SUBSCRIPTION OF 3,350,000 NEW ORDINARY SHARES AND ISSUE OF 28,111,856. FREE DETACHABLE WARRANTS TO BE ISSUED IN TWO TRANCHES IN THE CAPITAL OF AEM HOLDINGS LTD.

This is not a NEW private placement......It is associated with this development, which was announced last month...
https://aem.com.sg/news/placements-proposed-placement-of-3-3-million-ordinary-shares-with-28-1-million-free-detachable-warrants/#:~:text=Aligned%20with%20the%20strategic%20partnership,quotation%20of%20the%20new%20shares.

" AEM Holdings Ltd. is entering a strategic partnership with ASE Technology Holding Co., Ltd., involving a S$12 million share placement and performance-linked warrants to accelerate AI and high-performance computing test innovation. ASE will receive 3.35 million new shares and 28.1 million detachable warrants, with warrants exercisable only if specific ASE-driven revenue targets of S$30 million and S$50 million are achieved."

The strategic issuance of shares and warrants to ASE Technology serves as a performance-linked growth engine for AEM.

1. Strategic Capital for Regional Growth
The initial share placement provides AEM with targeted capital to scale its operations in Taiwan. By establishing a stronger physical and operational presence in the world' s primary semiconductor hub, AEM can better support ASE and other regional customers in real-time.

2. Performance-Linked Incentives (The Warrants)
The 28.1 million warrants act as a " pay-for-performance" mechanism. Unlike standard equity issues, these are tied to strict revenue milestones:

Tranche 1: Exercisable only upon achieving US$30M in attributable revenue.
Tranche 2: Exercisable only upon achieving US$50M in attributable revenue.
This structure ensures that ASE only increases its stake if they successfully drive significant new business for AEM.

3. Long-Term Institutional Alignment
If all warrants are exercised, ASE&rsquo s ownership will reach approximately 9.5% This transforms ASE from a customer into a cornerstone investor, ensuring their long-term financial interests are directly aligned with AEM' s technological success and share price appreciation.

======
There' s a number of insights and commentary on AEM (Beansprout, SWS, Smart Investor etc....).... wonder why ah tong did not post them.... don' t tell me he already run road ?...... should have waited for the brewing coming very very soon (two in fact!!)..... NO S$8 +++ NO SELL!

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In case some newbies are confused.... this announcement...

https://links.sgx.com/FileOpen/Announcement%20-%20Receipt%20of%20AIP%20Letter.ashx?App=Announcement& FileID=884992
PROPOSED SHARE SUBSCRIPTION OF 3,350,000 NEW ORDINARY SHARES AND ISSUE OF 28,111,856. FREE DETACHABLE WARRANTS TO BE ISSUED IN TWO TRANCHES IN THE CAPITAL OF AEM HOLDINGS LTD.

This is not a NEW private placement......It is associated with this development, which was announced last month...
https://aem.com.sg/news/placements-proposed-placement-of-3-3-million-ordinary-shares-with-28-1-million-free-detachable-warrants/#:~:text=Aligned%20with%20the%20strategic%20partnership,quotation%20of%20the%20new%20shares.

" AEM Holdings Ltd. is entering a strategic partnership with ASE Technology Holding Co., Ltd., involving a S$12 million share placement and performance-linked warrants to accelerate AI and high-performance computing test innovation. ASE will receive 3.35 million new shares and 28.1 million detachable warrants, with warrants exercisable only if specific ASE-driven revenue targets of S$30 million and S$50 million are achieved."

The strategic issuance of shares and warrants to ASE Technology serves as a performance-linked growth engine for AEM.

1. Strategic Capital for Regional Growth
The initial share placement provides AEM with targeted capital to scale its operations in Taiwan. By establishing a stronger physical and operational presence in the world' s primary semiconductor hub, AEM can better support ASE and other regional customers in real-time.

2. Performance-Linked Incentives (The Warrants)
The 28.1 million warrants act as a " pay-for-performance" mechanism. Unlike standard equity issues, these are tied to strict revenue milestones:

Tranche 1: Exercisable only upon achieving US$30M in attributable revenue.
Tranche 2: Exercisable only upon achieving US$50M in attributable revenue.
This structure ensures that ASE only increases its stake if they successfully drive significant new business for AEM.

3. Long-Term Institutional Alignment
If all warrants are exercised, ASE&rsquo s ownership will reach approximately 9.5% This transforms ASE from a customer into a cornerstone investor, ensuring their long-term financial interests are directly aligned with AEM' s technological success and share price appreciation.

======
There' s a number of insights and commentary on AEM (Beansprout, SWS, Smart Investor etc....).... wonder why ah tong did not post them.... don' t tell me he already run road ?...... should have waited for the brewing coming very very soon (two in fact!!)..... NO S$8 +++ NO SELL!

aragosta ( Date: 29-Mar-2026 01:04) Posted:

The New Strategic Map of AEM: Stretching from US to Taiwan

We have another tokkong saying in the Black Market:
" It' s not just WHO your buyers are, but WHERE your buyers are from."

AEM now bridges the two most important zip codes in tech: the United States, the global brain of the semicon industry, where high-value design and software are born, and Taiwan, the ' Silicon Island' that is globally famous for being the unmatched leader in semicon manufacturing. By partnering with both the designers in Silicon Valley and the makers in Silicon Island, AEM is officially where the ideas meet the iron.

AEM has undergone a fundamental transformation in early 2026, transitioning from a company historically reliant on a single US anchor customer (Intel) to a diversified global power in the AI and High-Performance Computing (HPC) testing space. The recent strategic partnership with ASE Technology, the world' s largest Outsourced Semiconductor Assembly and Test (OSAT) provider, marks the validation of AEM' s technology as an industry standard.

1. The Pivot: Beyond the US Big Tech Giants
For years, AEM' s strength lay in its pillar customers from the United States: Intel, Micron, AMD, and Broadcom. While these relationships established AEM' s reputation, the March 2026 partnership with ASE Technology from Taiwan provides the missing link: Global Manufacturing Scale.
a) Geographic Significance: By bridging the gap between US design and Taiwan' s manufacturing dominance, AEM has positioned itself at the heart of the global supply chain.
b) The " Weight" of ASE: ASE serves over 90% of the world' s electronics companies. This partnership provides AEM with a foothold in Taiwan and access to a massive pool of potential new clients.

2. The Twin Pillars of Product Excellence
AEM' s competitive moat is built on two specialized services that are equally critical to the AI revolution:
a) System Level Testing (SLT)
~ The " Brain" : SLT ensures complex AI chips function in real-world environments before shipment.
~ The Value: It is the primary service attracting US tech giants, ensuring long-term customer retention through deep integration into their production cycles.
b) Advanced Cooling: The Life Support for AI
~ The Problem: Extreme Heat: Next-gen AI chips get incredibly hot ~ pumping out as much heat as a large space heater (2,000 watts). Without a way to cool them down instantly, these expensive chips would melt during testing.
~ The Solution: AEM' s PIXL&trade Technology: AEM' s patented system acts like smart air conditioning for a chip. Instead of cooling the whole thing at once, it targets specific hot spotswith different temperatures.
~ The Competitive Edge: This technology is brand new to the market. AEM is currently about one full generation ahead of its main rivals, like Teradyne or Advantest, giving them a massive head start.

3. The Catalytic Value of the ASE Partnership
The collaboration with ASE is more than a sales agreement it is a financial and strategic integration:
~ Financial Alignment: ASE committed to a S$12 million private placement, which could lead to a ~10% ownership stake in AEM.
~ Revenue Triggers: The deal includes 28.1 million warrants tied to hitting revenue milestones of S$30M and S$50M from ASE-introduced business.
~ Synergy: ASE gains the Lab-to-Fab bridge ~ moving chips from engineering labs to high-volume manufacturing faster ~ while AEM gains massive operational scale.

4. The Next Horizon: Driving Revenue Through New Frontier
AEM' s FY2026 revenue guidance (S$460M &ndash S$510M) was issued before the ASE deal was finalized, suggesting a high probability of an upward revision later this year.
a) Customer Diversification: AEM is not sitting still with its historical partners. The company is rapidly pivoting toward the world' s most demanding AI/HPC powerhouses. A second major AI/HPC customer is projected to become AEM' s largest client by the end of 2026, overtaking Intel.
b) Pioneering New Niche Product Frontiers:
AEM' s constantly scouting for untapped technical niches where high-precision testing is a non-negotiable necessity:
~ High-Bandwidth Memory (HBM): AEM is currently validating final test handlers for HBM, the essential backbone of AI servers. This move into the memory market represents a massive new product frontier.
~ Quantum Computing: Looking toward the " next frontier," AEM is already established in cryogenic testing through partnerships with leaders like Bluefors. This positions AEM at the ground floor of the quantum revolution, far ahead of traditional competitors.
c) Unstoppable Momentum and Value Discovery: Despite a stock price increase of over 100% YTD, the market is only beginning to price in AEM' s long-term trajectory. Major analysts continue to raise target prices, citing a massive earnings recovery cycle. This reinforces the view that AEM' s future performance will not be limited by its current market cap or past performance records.

The Weight of the Matter
AEM Holdings has successfully moved from being a specialized equipment supplier to a mission-critical infrastructure provider for the AI era. With its thermal Golden Goose, its new Taiwan-based partnership, and a diversifying client list of global titans, the company is no longer just participating in the market ~ it is helping define its limits.

aragosta ( Date: 22-Mar-2026 14:07) Posted:

FROM THE BLACK MARKET' S NOTICE BOARD

There&rsquo s a famous saying in the Black Market:
It isn' t just in WHO is buying, but WHAT they are buying.

" A Generational Pivot: The TCS Evolution. While AEM' s expanding clientele portfolio of Big Tech partnerships in well-documented, the true transformation lies deeper. The segment shift isn' t merely in WHO is buying, but in the fundamental nature of WHAT they are buying: moving from standalone hardware to mission-critical, integrated Test Cell Solutions (TCS)."

The Test Cell Solutions (TCS) segment isn' t just a business unit for AEM it' s their " generational pivot." It marks the transition from being a provider of standalone machines to becoming the indispensable architect of the entire semiconductor testing environment.

Here is the breakdown of why TCS is the secret (magic) sauce defining AEM' s future:

1. What exactly is TCS?
a) TCS is an integrated cell that combines three critical components into one automated process: Active Thermal Control (ATC), System Level Test (SLT), High Parallelism Automation.
a) Think of a " Test Cell" as a complete, integrated ecosystem. Instead of just selling a handler (the robot that moves chips), TCS provides the full stack: the thermal control systems, the high-speed electronics, the contactors (sockets), and the software that manages the " handshake" between the chip and the tester. It' s a turnkey laboratory-in-a-box.

2. Is it AEM' s forte and niche?
a) Absolutely. AEM is considered one generation ahead of its competitors in the SLT space. Their specific niche is solving the thermal challenge of AI chips.
b) While competitors often specialize in just one component (like only sockets or only testers), AEM' s forte is System Level Test (SLT) integration. They own the niche of " Massively Parallel Testing," where hundreds of complex chips are tested simultaneously under extreme thermal conditions. No one else integrates these moving parts as seamlessly at scale.

3. The Margin Secret from the Magic Sauce
a) AEM' s value proposition is shifting. By 2026, the Test Cell Solutions (TCS) segment is expected to represent 70% of total revenue (up from 63% in 2025), effectively transitioning the company from a hardware builder to a high-margin tech partner. This segment leverages proprietary PiXL thermal technology, an essential requirement for testing the next generation of high-power AI chips.
b) The Recurring Revenue Model: The magic sauce is the shift from one-time machine sales to a high-margin consumables model. Every chip design change requires new, specialized contactors and change-over kits. AEM isn' t just selling the " printer" they have become the exclusive provider of the " high-precision ink" required for the life of the machine.

4. How important is it to current and future clients?
a) As chips get smaller and more powerful (think AI and 5G), they generate immense heat and are prone to infant mortality (failing early). Clients can no longer rely on simple tests they need the deep, environmental stress testing that TCS provides. For a client like Intel or next-gen AI chipmakers, TCS is the insurance policy that their $1,000 chips won' t fail in a server farm.
b) Future Necessity: As chips move toward 2.5D/3D packaging (stacking multiple chips on top of each other), the chance of a hidden defect increases. Testing each layer individually is too expensive. Big tech companies must move to System Level Testing (SLT) to catch these defects, and AEM currently owns the most advanced automated factory-ready version of this tech.

5. Why it is difficult to copycat?
a) You can' t the just copy a test cell. It requires a rare marriage of mechanical engineering, thermal science, and high-speed signal integrity. AEM has decades of proprietary data on how materials behave at -40° C to +150° C while carrying massive electrical loads. That institutional knowledge is a massive barrier to entry.
b) AEM holds a deep portfolio of patents protecting their thermal control and handler designs. Even if a competitor builds a similar machine, AEM' s software and hardware are already baked into the manufacturing lines of its biggest customers, making it very expensive and risky for a client to switch

6. Keeping the Magic Sauce secret
a) What is a Plan of Record (POR)?: It means the customer has designed their entire manufacturing floor around AEM' s machines. Once AEM is written into a customer' s Plan of Record, they are locked in for the entire lifecycle of chip generation (usually years). Switching vendors would require re-validating the entire testing process, costing millions in delays.
b) The AI Anchor Lock-in: As AI chips become more complex, AEM' s software becomes the brain of the factory floor. This creates a digital lock-in the more data the TCS collects, the better it gets at predicting failures, making AEM' s ecosystem impossible to rip out without blinding the manufacturer.

Sticking with AEM: Brewing Long-Term Gains that keep flowing
a) In short, TCS transforms AEM' s revenue from a lumpy hardware business into a sticky, recurring stream. It' s the " Nespresso Model" of the semiconductor world: the world-class machine gets you through the door, but the high-margin, proprietary pods (the consumables and integration services) keep the revenue flowing for a generation.
b) When analysts like JPMorgan or DBS look at a company, they love " sticky" revenue.
~ With 70% of revenue tie to TCS, AEM is no longer just selling a product they are selling an indispensable service.
~ As AI chips get more powerful (and hotter) in 2027 and 2028, the demand for this specific thermal niche will only intensify.

Essentially, AEM has found the one thing AI chip makers must have to ensure their chips don' t fail, and they' ve patented it.

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KEPPEL AGM

ACTUALLY, the highlight of the AGM came at the very end (when many impatient shareholders already left) ~ the official handover from Danny Teoh to Piyush Gupta. In his brief address, Gupta shared his vision for Keppel' s transformation from a conglomerate into a global asset manager and operator, centered on the following:

1. The Two Core Competencies
a) Mental Agility and Strategic Muscle: The flexibility to pivot from a siloed conglomerate to an integrated, asset-light operator.
b) Engineering and Project Excellence: Which Keppel has plus the technical expertise from 1,000+ engineers ensures Keppel understands the physical assets it manages, not just the finances.
c) So these two core competencies allows us to be a really good operator.

2. The Hybrid Operator-Manager Model
a) Operating Capability: Keppel' s ability to run physical assets drives current income and sets it apart from pure financial firms.
b) Strategic Shift: The goal is to move assets off the balance sheet and earn growing revenue from management fees.
c) Measured Transition: This shift is gradual Keppel will rely on its operational skills while scaling its fee-based income..

3. Vision and Commitment to Shareholders
a) Market Opportunity: Gupta feels the timing is right (for him to join) and he thinks the opportunity is ideal (for the transition)
b) Collaborative Leadership: Gupta aims to work closely with the Board and management to drive high performance.
c) Shareholder Value: The focus is on delivering strong corporate results and continue to ensure consistent investment returns.

Separately, Gupta did explain during his casual interaction with shareholders before the AGM started, why he didn' t buy any Keppel shares.
He has a simple explanation.... quarterly result is around the corner, and although SGX does not have mandatory prohibitions for insiders to buy, usually one month before the results, it is customary for directors to refrain from buying (or selling) to ensure good governance and corporate transparency. Most of Danny' s and Loh' s shares are performance shares btw......We also tried to get hints of the results, but Gupta gave nothing away, but from what we heard from underground sources, there could be a big surprise ......

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Why UMS is Surging Today !

TSMC just reported a 58% profit surge driven by AI demand. Here is why UMS is the big winner:

🔹 The AMAT Connection: TSMC buys from Applied Materials (AMAT) &rarr AMAT buys from UMS. More AI chips = more orders for UMS precision chambers.
🔹 Packaging Solution: UMS is a key supplier for the advanced packaging tech that TSMC specifically flagged as a bottleneck.
🔹 Penang Growth: Their S$120M Malaysia plant is perfectly timed for the global supply chain shift away from China.
🔹 Analyst Boost: CGSI just raised the target price to S$2.23 with a projected 24% profit jump in Q1.

Up 60% year-to-date. The AI front-end play is in full swing!

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No no no.... u read wrongly or misunderstood.... I only don' t believe in half last six chartists.... charts are fine for certain stocks like Reits which don' t have much surprise catalytic developments every now and then ..... for stocks like AEM, where forward acceleration trends are ongoing, and the AI business they are in, is moving at a supersonic pace, and there' s a surprise catalytic development every other month, the charts certainly have no effects, because charts only tell you what already happened, they tell you only what you feed into them........ in short, they tell the past.... they can' t tell you the movements and moments of the future....... they can' t tell you when and how the BBs and syndicates are going to move the stock based on their insiders info or tacit coordinated attacks ........ for high tempo, high octane stock of the moment, like AEM, and very soon Semby, the charts can never be accurate..... you should be thinking of every thing going forward, and not the current fundamentals or figure even...... Sembcorp' s forward trends are aggressively brewing.... the authorities know it and are placing a lot of weight on it, for example, according to the black market, their top guys were in the meeting with the PM delegation when they met the Aussie PM recently to discuss about renewables strategy and cooperation, that' s high regards for you to think.... because of the Iran war conflict, their renewable expertise will be in GREAT demand and in the acceleration pace ...Semby already has a high profile presence in UAE and Oman,,,,,, regardless of the outcome of the Iran conflict, and whether they will be involved in the Iran reconstruction or not, Semby could and should be EXPANDING ITS FOOTPRINT AND FOOTHOLD IN RENEWABLE ENERGY AND WATER INFRASTRUCTURE ACROSS THE ENTIRE MIDDLE EAST REGION.....not only their foot, but their entire body and face will be noticed and recognisable........The mafia' s financial experts have been observing and studying this, and I have made several comments on it.....by the time the market (and the highly paid analysts) and YOU GUYS realise and start talking about it, the black market people are already a quantum step ahead....

whether believe or unbeliever, IT IS IMPORTANT IF YOU WANT TO READ THIS COMMENT, YOU SHOULD READ EVERY WORD OF IT!