Latest Forum Topics /
AEM SGD
Last:9.57
-0.33
|
 Post Reply
|
|
AEM (+Venture, UMS) the most AI-relevant SGX stock
|
|||||
|
JurongW
Elite |
07-Jun-2026 17:18
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
|
||||
| Useful To Me Not Useful To Me | |||||
|
JurongW
Elite |
07-Jun-2026 16:52
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
Since you go by the surname HOW, u and your family must have these incredible qualities 好 色 好 赌 好 骗 好 吃 好 睡 好 漂 好 玩 |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
JurongW
Elite |
07-Jun-2026 16:35
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
Those who bought at a higher price do not want it to drop too much. Those who exited earlier or waiting on the sidelines would want to buy as cheap as possible. We' ll find out on Monday. Not Vested.
|
||||
| Useful To Me Not Useful To Me | |||||
|
JurongW
Elite |
07-Jun-2026 16:15
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
Don' t hope, just BEG - it will be easier
|
||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
07-Jun-2026 15:46
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
Don?t ruan lai la
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
JurongW
Elite |
07-Jun-2026 15:39
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
|
||||
| Useful To Me Not Useful To Me | |||||
|
JurongW
Elite |
07-Jun-2026 15:38
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
You mean clean your small ass ah?
|
||||
| Useful To Me Not Useful To Me | |||||
|
ruanlai
Elite |
07-Jun-2026 15:36
|
||||
|
x 0
x 1 Alert Admin |
Tml below $7, god bless
Dyodd |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Winall88
Member |
07-Jun-2026 15:32
|
||||
|
x 0
x 0 Alert Admin |
Hope this thread stays clean.. | ||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
07-Jun-2026 01:38
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
THE MOST PROFOUND MOTHER OF ALL AI COMMENTS/OPINION. IN SHORT, THEY ARE CRYING IN UNISON TO YOU " THE BEST IS YET TO COME!" ================== In their own words: " We are only at the Beginning of the AI BOOM!" The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this: Tech Giant CEOs (1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity. Huang: " We are at the beginning of a new Industrial Revolution." https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai (2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029. Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!" https://www.youtube.com/watch?v=sUQqgqd96eo (3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize. Nadella: " We are moving from the phase of talking about AI to AI at scale..... and it is only just beginning." https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY (4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself. Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s." https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html (5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively. Benioff: " We' ve gone through cloud, we' ve gone through mobile, we' ve gone through predictive AI.....And now we' re entering this new agentic AI revolution, and it is going to be magic." https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs (6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages. Zuckerberg: " Building the leading AI will also be a larger undertaking..... and this is likely going to take several years." https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/ (7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally. Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined." https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s (8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly. Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day." https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168 Hyperscale Infrastructure Builders (9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows. Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!" https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/ (10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements. Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger." https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai Venture Capital Pioneers (11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history. Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution." https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html Hardware & Semiconductor Enablers (12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity. C C Wei: " I believe it' s just the beginning of this (AI)demand.... and it will continue for many years." https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant (13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid. Fouquet: " We see our society going from chips everywhere to AI chips everywhere." https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm (14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve. Mehrotra: " AI is in very early innings..... memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities." https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html (15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold. Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early." https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift |
||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
04-Jun-2026 16:07
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
I' ll dive deeper into this and back up our views when the time is right. But quick reminder, we were the absolute first to call the UMS bonus issues back in 2014 and 2017 on the old forum before anyone else...... Think about this: even a 1-for-2 bonus issue only adds around 155 million shares, keeping the total float under half a billion. That' s honestly weak potatoes for a player aiming to be a global tech giant. But the black market people are eyeing for a 1-for-4 setup instead, much like the UMS' s scheme. That way, we copy the UMS playbook ~ they did 4 bonus issues over the years, and get this: their share price today is 4x what it was back in 2014 when it started issuing bonus shares! (Yes, UMS price was only $0.70 then!). It completely kills the argument that bonus issues permanently dilute share price. It proves that GROWTH outpaces dilution. AEM has the exact same firepower engine to replicate that run, if not better. Its fundamentals are strengthening, revenues are scaling, and it' s riding a massive AI boom that UMS is only just starting to taste. The gangsters are truly unbelievable nowadays, but dyoddddd anyway.....
|
||||
| Useful To Me Not Useful To Me | |||||
|
PQTPQK
Supreme |
04-Jun-2026 14:01
|
||||
|
x 0
x 0 Alert Admin |
seem strong....
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Sgvale
Supreme |
04-Jun-2026 13:35
|
||||
|
x 0
x 0 Alert Admin |
Good
|
||||
| Useful To Me Not Useful To Me | |||||
|
wehuattogether88
Supreme |
04-Jun-2026 13:23
|
||||
|
x 0
x 0 Alert Admin |
Bro aragosta, I agreed with you that Eleven is way too little, I am conservative and think maybe 15-16 might be the price.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Sgvale
Supreme |
04-Jun-2026 12:39
|
||||
|
x 0
x 0 Alert Admin |
AEM gg to turn green soon | ||||
| Useful To Me Not Useful To Me | |||||
|
PQTPQK
Supreme |
04-Jun-2026 10:15
|
||||
|
x 0
x 0 Alert Admin |
let see hiw the closing later | ||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
04-Jun-2026 01:43
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
Eleven is way off target.... if this truly happens.... AEM: A Major Problem is Brewing, But It Could Brew a Major Price Catalyst This is not guess-work, mere speculation, or a scam. This is a very real situation developing right now behind the scenes at AEM Holdings. The company is potentially hitting a major trading problem ~ a real supply bottleneck. But if you understand how the stock market works, this exact crisis is the perfect recipe to send the stock price skyrocketing. Why AEM Holdings is Primed for a Liquidity Squeeze The core investment thesis for AEM Holdings rests on a classic supply-and-demand mismatch: exponentially rising AI demand colliding with a severely shrinking public float. Here is why a major price catalyst is brewing: The Register is Locked: Where to find the KEY? AEM has only 320 million shares outstanding. The vast majority are held in strong hands by long-term, high-conviction backers like Temasek Holdings (~12.3%), JPMorgan, Bank of America, Fidelity, abrdn, and strategic partners like ASE Technology. They are not selling anytime soon. And so are many serious long term retailers who strongly believe in its potential phenomenal growth story. So??! Well, the Float is Shrinking With institutional heavyweights locking away shares, the actual tradable public float is getting incredibly small. This creates a severe trading bottleneck. Where does this lead to? The Bonus Share " issue" lah! To solve this impending liquidity issue and reward long-term investors, black market insiders suggest management is considering issuing bonus shares (similar to the successful multi-year blueprint used by UMS Integration). Past vs. Present: We' ve been there before, so, what' s the diff? While a small bonus issue in 2024 failed due to the industry inventory downturn, the macro environment today is completely different: > 1Q2026 Turnaround: Revenue surged 36% YoY to S$116.9M, and net profits quadrupled. > AI Tailwinds: Advanced chiplets and High-Bandwidth Memory (HBM) are driving exponential testing demand. Don' t forget we are only at the beginning of the AI revolution/boom. The Bottom Line: What' s the beef? When new thematic AI funds rush to buy AEM, they will be forced to compete over a tiny pool of available shares. A strategic bonus share issue right now would lower the per-share entry price, unlock massive retail volume, and act as the ultimate price accelerator. #AEMHoldings #SGX #Semiconductors #AIBoom #StocksToWatch #Investing |
||||
| Useful To Me Not Useful To Me | |||||
|
tofudidi
Supreme |
03-Jun-2026 13:25
|
||||
|
x 0
x 0 Alert Admin |
$11 next | ||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
03-Jun-2026 12:54
|
||||
|
x 0
x 0 Alert Admin |
Nvidia muscles into PC market with ' superchip' RTX Spark but Tan of DBS maintains ' buy' on AEM for now Amanda Tan of DBS Group Research has kept her " buy" call target price on AEM Holdings following news that Nvidia is targeting the PC segment - a market that has been synonymous for years with AEM' s key customer Intel Corp. At the annual PC event in Taiwan, Nvidia, whose chips are mainly notable for use in data centres powering AI capabilities, announced the launch of RTX Spark, which is described as a new " superchip that reinvents Windows PCs for the era of AI agents" , and also for use by high-end creative workloads and gaming. RTX Spark combines a Blackwell GPU, a Grace CPU co-designed with MediaTek, and NVLink-C2C interconnect technology and is built by TSMC on its currently cutting-edge 3nm-class process. Major PC brands the likes of Dell, Lenovo, HP, ASUS, Microsoft Surface and MSI are expected to launch their respective RTX Spark-powered notebooks from the third quarter onwards. " Nvidia&rsquo s RTX Spark introduces a fresh competitive front in premium AI PCs, adding pressure to the broader client processor ecosystem where AEM&rsquo s major customers are active," says Tan, without referring directly to Intel. " A successful RTX Spark ramp could create some share shift risk for incumbent x86 players in client CPUs, which we will continue to monitor, although adoption barriers remain meaningful, including Windows-on-Arm compatibility, legacy enterprise applications and ecosystem inertia," she adds. Tan reasons that AEM&rsquo s broader AI exposure, including data-centre GPU and advanced compute opportunities, should be less directly affected by a PC-focused competitive shift. " While this carries some downside risk for AEM through potential share shifts in client CPUs, the read-through is not purely negative," she says. Also, RTX Spark reinforces the broader move toward more complex AI silicon at the edge, where higher compute density could support rising test intensity. For now, she is keeping her " buy" call and $11.80 target price. AEM shares, as at 2.18pm, is down 5.38% to change hands at $9.84. It has gained 465.52% year-to-date. |
||||
| Useful To Me Not Useful To Me | |||||
|
Trainner
Master |
03-Jun-2026 11:54
|
||||
|
x 0
x 0 Alert Admin |
Have chance, semiconductor counters did very well last night. Furthermore, after market is still doing very well. i guess today will be good for AEM, UMS and Frencken.
|
||||
| Useful To Me Not Useful To Me | |||||