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AEM (+Venture, UMS) the most AI-relevant SGX stock
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aragosta
Supreme |
18-Jan-2026 23:05
Yells: "BBs never say why when they buy; never tell when they sell" |
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THIS NEXT TOPIC is going to be controversial, but only because it is another unbelievable conjecture by the black market gangsters, and it may take me a while to finish talking, time permitting and willing.....
You know har, Singapore government and Temasek view Ai not merely as a technological trend but as a national necessity and a ' game changer' for the country' s survival and growth. Far from standing by, both entities are actively restructuring their operations and national policies to meet and lead the global AI boom.
The official stance has shifted from viewing AI as a ' good-to-have' innovation to an indispensable tool for maintaining Singapore' s global competitiveness.
1. Government Sentiment: PM Wong has described AI as a " defining technology of our time," essential for transforming the economy and addressing long-term pressures like an aging population 2. Temasek' s Sentiment: Temasek views AI as a fundamental driver of its T2030 strategy, focusing on " AI winners" and infrastructure that enables the broader ecosystem to thrive. .... Then, like that why the Singapore government does not currently have a single, dedicated " AI GLC" or a GLC with AI relevance?..... so the gangsters think think think and decided must be there' s going to be , several existing tech and semiconductor entities that are either being " nurtured" as such or are the most likely candidates to evolve into this role eventually......the gangsters' bookkeeper came out with three possible candidates (two are listed here in this thread).... I shall kaypoh on one of them first, because it has the most relevant credentials and prerequisites.... Why AEM has " Future GLC" Potential AEM Holdings is a critical candidate being nurtured within Singapore' s AI and semiconductor strategy, with the clear potential to become a future AI-focused GLC (at least that' s what the mafia thinks lah).... By 2026, it is arguably one of the most visible " champions" of Singapore' s high-tech manufacturing sector, often showcased to foreign dignitaries.
How the Government " Nurtures" AEM
The government uses a multi-layered support system to ensure AEM becomes a dominant global player:
In simple term....By 2026, AEM is expected to see a massive revenue boost as its major customers ramp up production for next-generation AI accelerators. If Temasek decides to tighten its grip by increasing its stake and adding more " insiders" to the board, AEM will effectively function as the nation' s AI GLC - the company that ensures the world' s most advanced AI chips actually work before they leave the factory.
======= In his Budget statement on strengthening Singapore&rsquo s enterprise ecosystem, PM Wong, who is also Finance Minister, cited AEM as an example of the Republic' s strong pipeline of promising companies, and highlighted its critical role in the chip production process. https://www.straitstimes.com/singapore/budget-2025-more-support-for-spore-firms-to-tap-ai-solutions-financing?ref=inline-article In September 2024, PM Lawrence Wong and PM,Narendra Modi visited the AEM Holdings semiconductor facility in Singapore. The visit on was a centerpiece of PM Modi' s official trip to Singapore and served several strategic goals: one is to help India build its domestic semiconductor industry using Singapore' s established expertise. https://www.udayindia.in/news/prime-ministers-modi-visits-semiconductor-industry-in-singapore#:~:text=Prime%20Minister%20Narendra%20Modi%2C%20accompanied,potential%20collaboration%20opportunities%20with%20Indi
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sgwealthbuilder
Member |
18-Jan-2026 14:21
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https://sgwealthbuilder.com/2025/12/24/aem-share-price-to-explode-in-2026/
Generative AI should be the most transformative technology since the invention of Internet. Even at its nascent stage, AI has already driven thousands of job cuts worldwide due to AI adoption across global companies. The general belief is that AI could replace many jobs and presents an attractive cost-cutting measure for many firms. Thus, the demand for AI will likely to continue surging in the short term. Against the backdrop of the shift to AI technology, Micron Technology, one of the top 3 memory chipmakers, has delivered a stellar result for Q1 FY2026, with revenue surging to US$13.6 billion and income at US$6.2 billion. In fact, Micron has announced that it&rsquo has sold out it&rsquo s entire production of High Bandwidth Memory (HBM) chips for 2026. This is the same for Samsung and Hynix. Memory chips are used to store and process data in electronic devices. Collectively, the three companies hold monopoly over the memory chip market. The global explosive demand for HBM is largely due to massive demands for AI chips in data centers as Big Tech scramble to develop the AI infrastructure. The solid financial performance of Micron came as the chipmaker is building a $9.5 billion HBM plant in Singapore. The plant is expected to start operations in 2026. Given that AEM is based in Singapore, it would make economic sense for Micron to procure the backend test equipment from AEM and install them in the Singapore production facility. https://sgwealthbuilder.com/2025/12/24/aem-share-price-to-explode-in-2026/ |
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aragosta
Supreme |
17-Jan-2026 16:58
Yells: "BBs never say why when they buy; never tell when they sell" |
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Who is this AEM' s new tokkong AI/HPC customer? Based on recent financial reports and analyst insights, the major unnamed US-based fabless AI/HPC customer for AEM Holdings is likely to be Broadcom (or potentially AMD actually either one would be mind-boggling). A confirmation that Broadcom (a global giant that designs chips for companies like OpenAI and Google) is AEM' s major unnamed AI customer would likely be a pivotal catalyst for AEM' s market perception and valuation in 2026. Don' t play play hor, the black market views this as a " game-changer" for AEM if confirmed true (which is very likely)........ 1. Breaking the " Intel Habit" For years, AEM was mostly known as the " Intel guy" because Intel provided over half of their money. If the new customer is Broadcom (btw, it' s the second-largest AI semiconductor provider after NVIDIA), AEM proves they aren' t just a one-client shop. They are moving from being an " Intel-dependent" supplier to partnering with the fastest-growing AI chip designer in the world. 2. The Michelin-style " secret sauce" ! In the tech world, being the " Plan-of-Record" means Broadcom has officially picked AEM' s machines as the " Gold standard" tool to test their next-generation AI chips. Since these chips are incredibly powerful and get very hot, AEM' s special " thermal control" (keeping chips cool during testing) is their " secret sauce" that competitors can' t easily copy. 3. Riding the AI Wave Broadcom doesn' t just sell chips they build the " brains" for the world' s biggest data centers (like those run by Meta or Google). If AEM is testing Broadcom' s chips, then AEM' s profits are now directly fueled by the global AI explosion (isn&rsquo t this is exactly what the mafia has been screaming all over the market place?!). Broadcom is currently ramping custom ASIC projects for major players like OpenAI (Titan), Google, Meta, and ByteDancem (frightening right? to competitors of course). If AEM is the primary test partner for these chips, its revenue growth becomes directly tied to the massive capital expenditures of these hyperscalers rather than Intel&rsquo s internal turnaround progress. 4. Why this would be a tokkong addition to AEM' s value ~ Revenue Multiplier: Analysts expect AEM' s revenue from this customer to more than double by the end of 2025 and keep surging through 2026 ~ Institutional Re-rating: When investors realize AEM is now a key player in the Broadcom/AI supply chain, the company' s reputation shifts from a " egacy tester" to a " high-tech AI winner." This usually leads to a higher stock valuation and attracts big institutional investors. ~ Future Pipeline: Securing Broadcom also positions AEM to capture further business from other fabless giants and memory manufacturers (like Micron/Samsung) who are currently evaluating AEM' s equipment for late-2026 production ramps. ~ In short: By 2026, AEM is expected to transition from being a supporting actor for Intel to a lead technician for the entire AI industry, with Broadcom as their most powerful new partner. Please hor, these are from the gangsters who have been really unbelievable in dreaming of such positive or potential outcome..... I advise believers to screen shot such unbelievable speculations, because if they get " too hot" , I may have to delete them......
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aragosta
Supreme |
16-Jan-2026 23:53
Yells: "BBs never say why when they buy; never tell when they sell" |
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Key Confirmed and Known Customers of AEM AEM Holdings serves several semiconductor industry leaders, primarily under non-disclosure agreements. Key customers and prospects include:
Why Micron as a Possible Customer is viewed as a important catalyst: While AEM has not officially confirmed Micron Technology as a customer, market analysts widely speculate this to be the case:
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aragosta
Supreme |
15-Jan-2026 10:22
Yells: "BBs never say why when they buy; never tell when they sell" |
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Whoa.......since the mafia open table, VENTURE is smashing the $16 ceiling like no other........really no smoke without a burning fire........maybe I' ll and some ' oil' to the fire later if there' s interest....... seems like VENTURE is too rich for many.......but good thing there' s UMS and AEM to consider. ........ where the " percentage" gain will be unbelievably higher......... I shall talk more about AEM later, if you are still blurred why the gangsters are talking about it while sleepwalking ....... don' t worry too much about the law suit, I heard some government-linked ' body' is helping to sort that out........
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aragosta
Supreme |
14-Jan-2026 12:06
Yells: "BBs never say why when they buy; never tell when they sell" |
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The Powerful Catalytic Effect of AI Synergy AEM and UMS are considered AI-relevant stocks and potential price catalysts could spur both them toward all-time highs, with analysts issuing " Buy" ratings and high price targets for both. And as I been repeating all over, each has its own strength, forte, and niche capabilities to be of significant relevance to the AI related semicon industry. AEM' s strength lies in its system-level test (SLT) solutions with unique thermal control, while UMS' s forte is as an integrated original equipment manufacturer (OEM) for front-end equipment. I have many coffee shop stories to tell on AEM including Lawrence Wong and GKY' s interest in this potential GLC company, but first let me frustrate those UMS non-believers who exited at the first sight of profits&hellip ..and shortists (who borrow to short) trying desperately to bring down the price to cover back.... (no use one!) When UMS announced its bonus issue on 7 Nov, price was $1.16ps. When it went XB, price was $1.45 ps, effectively pricing post bonus price at coincidentally $1.16pc. In the days after Xb, smart alecs, calculating that UMS should be 0.29 less then, shorted UMS until this price before it started to bounce back...... yesterday it hit $1.30, and now it gone past $1.30 convincingly to hit $1.33. What does this tell you? Well, for once it tells you the resilience of the stock and that the black market has an eagle of an eye, or is it the eye of an eagle?........to be able to spot the coming of a potential high capital-gaining stock. In less than one week, the stock smashed the faces of the shortists, and went above its bonus announcement price, the analysts' theoretical post bonus price, the perceived x-bonus price and now about to attack the highest Bursa traded price and the Xbonus price of $1.45 ps. Normally this does not happen or happened so quick.......Or like they said, there' s more to it than meets the eagle&rsquo s eyes...... the next unbelievable milestone is hitting its absolute ATH of $1.57...... But this is going to be absolutely nothing compared to what the black market is expecting.......an unbelievable price of more than double its current price. And to help us will be some important announcements from my very good friend Ah Loong....... Remember, UMS is no longer a 90% one customer company.......It now has two world class customers, Ah MAT and Ah Lam, each contributing abot 40%, but Ah Loong is going to tell you, by year end Ah Lam is going to give us a very very significant revenue contribution...... I will wrote more of this later as more coffee shop news flow in...... please hor, these are unbelievable theories from the black market gangsters who like to spice up their unbelievable stories to make them more unbelievable...... so, dyodddd please |
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aragosta
Supreme |
13-Jan-2026 22:25
Yells: "BBs never say why when they buy; never tell when they sell" |
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Wow, got interest, okay lah.... I shall post a little more.... this one on Venture..... if you have trust, or hope or wish it could go over twenty, then read on....... if not shut this thread and move on, otherwise you will find this post boring, because we are talking about a very boring stock.... but one speculation (not new, but resurfacing again), is, that it is seriously considering a share split, or a bonus share, if you like..... this rethinking is inspired by the rocketing DBS price since its bonus share issue.... besides, the liquidity currently is super low, in fact the number of issue shares is low too...... resulting in low interest, thus not able to add value to shareholders interests......
Venturing into a $20 share price territory with the help of a AI-driven boom In 2026, Venture Corporation has emerged as a primary beneficiary of the global AI boom, which is currently defined by record-breaking investments in technology infrastructure. As the market enters a " second wave" focused on transitioning from experimentation to large-scale physical implementation, Venture has solidified its role as a critical downstream partner in the AI value chain
Rather than producing chips or software, Venture acts as an essential infrastructure builder, providing high-end manufacturing for the hardware that powers artificial intelligence. Its strategic importance as an " AI stock" stems from its capacity to build the advanced semiconductor equipment and hardware necessary for hyperscale data centers, effectively providing the physical foundation for the global AI ecosystem. 1. Relevance to the AI Boom: How Venture Benefits Venture is not a " chip maker" (like Nvidia), but rather a critical " infrastructure builder."
2. The " Niche" : What Rivals Cannot Match
3. Indispensability: Why Clients Never Leave
Venture is more than a factory they are a co-designer. This creates a " moat" that makes them indispensable to their clients.
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tcshares
Senior |
13-Jan-2026 18:10
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vested! great insights | |||||
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aragosta
Supreme |
13-Jan-2026 18:05
Yells: "BBs never say why when they buy; never tell when they sell" |
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I know the newbies (who often follow blindly, and often the last to enter) are very very lazy to read long analysis, so I cut short and post only the very " why" ones.... the juicy I' ll keep it a bit longer .. soon automatically you will understand why the black market is interested in these..... btw, by now, you should know the gangsters don' t play a fool in posting unbelievable targets....soon you' ll ownself see prices running away from its basic fundamentals, but if you know Buffett' s fundamental thinking " ..,as long as the future growth potential is far greater.....it' s fine with me." .... still, if you want to invest, you got to understand a bit of the background, How AEM and UMS have established themselves as essential players in the global AI supply chain In 2026, the AI boom has transitioned to industrial-scale implementation, fueling a $500 billion " capex super cycle" focused on infrastructure like data centers and high-performance chips. Companies providing foundational layers or data-intensive workflows are seeing the most rapid growth.
Crucial to this supply chain are AEM Holdings and UMS Integration Limited, specialized semiconductor suppliers whose integrated solutions for high-performance computing (HPC) make them indispensable. Their high barriers to entry, deep technical integration, and strategic geographic advantages have secured their roles as essential, long-term partners to global semiconductor giants.
Relevance and Benefit from the AI Boom
Both companies are " second-order" beneficiaries of AI. They do not make AI software, but they provide the essential hardware and testing systems required to build AI chips.
1) AEM: Directly benefits from the surging demand for high-performance AI processors. In 2026, AEM is seeing a " transformative year" as its major AI and High-Performance Computing (HPC) customers ramp up production for next-generation AI accelerators.2) UMS: Benefits from the massive capital investments made by its top client, Applied Materials (AMAT), to build the specialized machines needed for AI chip fabrication. The rapid adoption of AI is a primary driver for UMS' s projected 2026 earnings growth. Forte and Niche Manufacturing (The " Secret Sauce" Narrative!)
AEM and UMS possess specialized technologies that create high barriers to entry, making it difficult for rivals to displace them.
1) AEM' s Forte: System-Level Testing (SLT).
Why Long-Term Clients Remain Loyal
Their value to giants like Intel and Applied Materials goes beyond simple manufacturing it is about deep operational integration.
Market Sentiment: As long as the AI " capex super cycle" continues, these stocks are likely to remain favorites for investors seeking exposure to the physical infrastructure of the AI boom.
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JurongW
Elite |
11-Jan-2026 15:40
Yells: "Earnings give weight, Chart give wings" |
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For reference, Temasek is the largest shareholder of AEM with a 12.46% stake. Bought into the plaement price of $3.8477 (26.8 mlllion shares) in August 2021 and subsequently raised its stake in the open market at higher price. So, it has suffered a substantial loss in its invesment to date. Worth investing if it can turn more profitable in 2 year' s time.
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aragosta
Supreme |
11-Jan-2026 14:57
Yells: "BBs never say why when they buy; never tell when they sell" |
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The gangsters see Venture breaking $25, Ums and AEM breaking $4 within these two years..... unbelievable right?.... only because you think it' s impossible.... and because it looks impossible right now.... But then, once upon a time, it seems impossible for DBS to break $50.... and we were the first to break that mindset ..... all the posts are still here in this forum, you can still read them for fun..... meanwhile.... According to
The Business Times and DBS Bank, AEM Holdings, UMS Holdings, and Venture Corporation are positioned to benefit from the AI-driven semiconductor market due to strong fundamentals and phenomenal growth potential. As key players in the semiconductor supply chain, these companies are strategically placed to capitalize on the increasing global and regional demand for AI components and equipment.
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spore1
Supreme |
04-Nov-2025 21:03
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Aem main customer is Intel! AI testing not many customers yet! Intel is still not out of the wood! Price may likely Turn weaker. I have sold off my position
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Rightstock
Senior |
04-Nov-2025 17:44
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Besides producing test equipment for AI chips used by Intel and maybe Micron, is AEM also developing equipment to test and integate data centres operations to enhance optimal performance and reliability?
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aragosta
Supreme |
04-Nov-2025 13:33
Yells: "BBs never say why when they buy; never tell when they sell" |
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I been pestering the mafia people why they recommended me to AEM.... and what' s this Temasek obsession in AI, and their investment link into AEM.... I told them some market people not convinced..... so they got fed up and anyhow come out with this piece and sent to me...... believe or not believe, they not bothered , ..... ========== Temasek' s AI interest align with its investment in AEM Holdings, specifically because AEM' s business is directly tied to the infrastructure supporting the AI revolution. Temasek' s investment in AEM is driven by the following specific aspects, which relate to its broader AI strategy: (1) Enabling the AI Ecosystem: Temasek is interested in companies that enable the broader AI ecosystem, rather than just the application layer which can be riskier. AEM fits this perfectly as a provider of semiconductor and electronics test solutions for the advanced computing, 5G, and AI markets. (2) Long-Term Structural Trend: Temasek views AI as a long-term tailwind (a 15-20 year boom) and is positioning its portfolio to benefit from this trend. AEM' s business is poised to grow with the increasing demand for powerful AI chips which require advanced packaging and rigorous testing. {3) Investing in Next-Generation Capabilities: Temasek provided AEM with S$103.1 million in a private placement to help the company invest in " next-generation testing capabilities " and deepen its R& D efforts. These advanced capabilities, such as AEM' s system-level test solutions and active thermal control technology, are crucial for testing the high-performance, heat-generating chips used in AI applications. (4) Strong Fundamentals and Market Position: Temasek prefers to invest in fundamentally strong market leaders that can reap the benefits of AI application. AEM is a pioneer in System Level Test (SLT) solutions and is considered a generation ahead of competitors, positioning it well to benefit from the increased complexity of chips driven by AI demand. (5) Value Creation through Partnerships: Temasek works with its portfolio companies to enhance value. Temasek' s Head of Enterprise Development Group and Strategic Development was nominated to AEM' s board, allowing AEM to tap into his vast industry experience and global connections. https://www.temasek.com.sg/content/dam/temasek-corporate/news-and-views/resources/reports/ai-meets-materials.pdf https://govinsider.asia/intl-en/article/how-singapores-temasek-is-investing-in-the-future-with-ai-and-blockchain-chia-song-hwee-temasek https://www.top1000funds.com/2023/07/temaseks-approach-to-ai-support-portfolio-companies-create-value/ https://www.temasek.com.sg/en/news-and-resources/stories/future/future-now/how-temasek-is-powering-ai-adoption-at-portfolio-companies https://www.businesstimes.com.sg/companies-markets/temasek-increase-exposure-ai-core-plus-infrastructure https://www.straitstimes.com/business/companies-markets/temasek-looking-for-opportunities-in-new-areas-like-ai https://sgwealthbuilder.com/2024/09/20/aem-share-price-in-new-chapter-with-temasek/ https://www.straitstimes.com/business/companies-markets/temasek-nvidia-part-of-group-buying-51-8-billion-ai-data-centre-operator-in-record-breaking-deal https://links.sgx.com/1.0.0/corporate-announcements/QRWWE74Y8VUZZFIG/81ab68117082929f18d5745e4f128c6c0efe3888a0be075f22c45104f850a6fa#:~:text=Additional%20Details,and%20contribute%20effectively%20to%20AEM. |
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tongphlp
Supreme |
04-Nov-2025 11:57
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haha....arigato.
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aragosta
Supreme |
04-Nov-2025 11:30
Yells: "BBs never say why when they buy; never tell when they sell" |
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IF Not getting bonus means won' t be there there very soon la........ new team will be in place Look at Venture, and UMS..... slowly but surely taking offf..... soon will be flying 100% Venture will go over twenty, UMS will hit two by early next year! AEM will have to follow on the upward trend..... no escape one! Remember, Temasek wants its four back, and they got the black market' s support..... And the gangsters don' t waste their time, if no big gain to be made....... one to watch |
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tongphlp
Supreme |
04-Nov-2025 10:14
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someone' s not getting his/ner bonuses as KPIs not met...
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aragosta
Supreme |
03-Nov-2025 10:34
Yells: "BBs never say why when they buy; never tell when they sell" |
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Relax la... the change will come...... as I said, if the black market is involved, the price will not go to the cleaners....look at the price today, does it look like it' s going to die?....... mind you, there' s a law suit to contend with some more....... Not only the market,...... the government. Temasek, PM Wong, even Gupta, suddenly took an interest in this company...... why? The key seems to be about AI, and PM WONG is so obsessed with it .../ and recently he made another speech on it at APEC...... Apec members should keep cross-border data flowing to unlock value of AI: PM Wong
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tongphlp
Supreme |
03-Nov-2025 08:35
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Yes, cant be correct all the time... Read this article on Fu Yu' s CEO...wonder why wasn' t AEM' s former CEO fired too for so commiting so many mistakes.....only god knows...AEM is one stock to stay clear until all the nonsense is cleared up....one fine day they will announce more worms under the carpet and investors go like...what?
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guiren
Veteran |
02-Nov-2025 14:04
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Talking about AI,, Creative have the IP to most of the 3D sounds and AI companies will be most keen to " eat it " like Nvidia inject AI into Intel .. OpenAI inject AI into AMD .. ,, | |||||
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