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Latest Forum Topics / UMS    Last:2.51    +0.08  Post Reply
Scaling new HEIGHTS with new catalysts

hokpin
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11-Jun-2026 12:53     
 
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 Alert Admin 		Good news.

aragosta      ( Date: 11-Jun-2026 12:10) Posted:

Weak lah.... not looking good lah.... trending down lah.... good luck to those holding lah..... geez, cannot be jealous until like that lah!.......well, if you still blurred, not knowing what' s REALLY hitting you, maybe this will help..... also remember, I have said, several times already, UMS is brewing a major development middle of the year, latest third quarter.... maybe you want to put it in your diary...... unlike many here, the gangsters don' t play a fool with their speculations..... believe or unbelieve, it doesn' t bother them, it only bothers, if you didn' t dyodddddd......


Applied Materials boosts Singapore manufacturing operations with US$500 million campus to meet AI chip demand
https://www.businesstimes.com.sg/singapore/applied-materials-boosts-singapore-manufacturing-operations-us500-million-campus-meet-ai-chip-demand


Direct Impact on UMS Integration
This news is highly significant and directly beneficial to UMS Integration. Applied Materials (AMAT) is the core growth engine for UMS Integration, making this local expansion a major catalyst. 
  • Primary Customer Link: UMS operates as an integrated Original Equipment Manufacturer (OEM) for front-end semiconductor equipment, primarily serving Applied Materials, which is currently been one of the two major anchor clients of UMS.
  • Cleanroom Synergy: AMAT' s new Tampines campus doubles its advanced cleanroom capacity in Singapore. As AMAT scales up local volume production, UMS is structurally positioned to capture the immediate surge in demand for wafer transfer modules and high-precision components. 
  • Contract Security:  UMS recently renewed its integrated system contract with AMAT for three years.  This means UMS is directly tied into the equipment maker' s multi-year AI manufacturing pipeline. 


TSMC May Revenue Hits NT$416.9 Billion, Surging 30%. AI Chip Orders Pour In.
https://www.tradingkey.com/analysis/stocks/more/261957681-tsmc-may-revenue-surges-30-to-416-9b-ntd-tradingkey


Powerful Positive Catalyst for UMS Integration
TSMC' s record NT$416.98 billion May revenue ~ a 30.1% year-on-year surge ~ confirms relentless global demand for AI infrastructure. Operating under severe capacity constraints, TSMC has pushed its 2026 capex guidance up to $56 billion.  This massive expansion triggers a powerful supply chain domino effect, serving as a highly significant, positive growth catalyst for UMS  and related semi-cap players.
  • The AMAT Connection:  Currently more than half of UMS' s revenue comes from Applied Materials (AMAT). AMAT is a dominant global market leader in front-end semiconductor manufacturing equipment, and  TSMC is one of AMAT' s largest customers. 
  • Capex Flow-Through:  When TSMC expands its manufacturing capacity and upgrades to cutting-edge nodes (like 3nm) to build AI accelerators, it must purchase massive volumes of fabrication machinery from AMAT. 
  • UMS' s Role:  UMS manufactures the high-precision front-end components, electromechanical sub-assemblies, and advanced packaging system parts that AMAT integrates into its machines.  High TSMC sales translate directly into a robust, multi-year order pipeline for UMS. 

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aragosta
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11-Jun-2026 12:10     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		Weak lah.... not looking good lah.... trending down lah.... good luck to those holding lah..... geez, cannot be jealous until like that lah!.......well, if you still blurred, not knowing what' s REALLY hitting you, maybe this will help..... also remember, I have said, several times already, UMS is brewing a major development middle of the year, latest third quarter.... maybe you want to put it in your diary...... unlike many here, the gangsters don' t play a fool with their speculations..... believe or unbelieve, it doesn' t bother them, it only bothers, if you didn' t dyodddddd......


Applied Materials boosts Singapore manufacturing operations with US$500 million campus to meet AI chip demand
https://www.businesstimes.com.sg/singapore/applied-materials-boosts-singapore-manufacturing-operations-us500-million-campus-meet-ai-chip-demand


Direct Impact on UMS Integration
This news is highly significant and directly beneficial to UMS Integration. Applied Materials (AMAT) is the core growth engine for UMS Integration, making this local expansion a major catalyst. 
  • Primary Customer Link: UMS operates as an integrated Original Equipment Manufacturer (OEM) for front-end semiconductor equipment, primarily serving Applied Materials, which is currently been one of the two major anchor clients of UMS.
  • Cleanroom Synergy: AMAT' s new Tampines campus doubles its advanced cleanroom capacity in Singapore. As AMAT scales up local volume production, UMS is structurally positioned to capture the immediate surge in demand for wafer transfer modules and high-precision components. 
  • Contract Security:  UMS recently renewed its integrated system contract with AMAT for three years.  This means UMS is directly tied into the equipment maker' s multi-year AI manufacturing pipeline. 


TSMC May Revenue Hits NT$416.9 Billion, Surging 30%. AI Chip Orders Pour In.
https://www.tradingkey.com/analysis/stocks/more/261957681-tsmc-may-revenue-surges-30-to-416-9b-ntd-tradingkey


Powerful Positive Catalyst for UMS Integration
TSMC' s record NT$416.98 billion May revenue ~ a 30.1% year-on-year surge ~ confirms relentless global demand for AI infrastructure. Operating under severe capacity constraints, TSMC has pushed its 2026 capex guidance up to $56 billion.  This massive expansion triggers a powerful supply chain domino effect, serving as a highly significant, positive growth catalyst for UMS  and related semi-cap players.
  • The AMAT Connection:  Currently more than half of UMS' s revenue comes from Applied Materials (AMAT). AMAT is a dominant global market leader in front-end semiconductor manufacturing equipment, and  TSMC is one of AMAT' s largest customers. 
  • Capex Flow-Through:  When TSMC expands its manufacturing capacity and upgrades to cutting-edge nodes (like 3nm) to build AI accelerators, it must purchase massive volumes of fabrication machinery from AMAT. 
  • UMS' s Role:  UMS manufactures the high-precision front-end components, electromechanical sub-assemblies, and advanced packaging system parts that AMAT integrates into its machines.  High TSMC sales translate directly into a robust, multi-year order pipeline for UMS. 
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bishan22
Supreme
10-Jun-2026 20:46     
 
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 Alert Admin 		Trending down

tongphlp      ( Date: 10-Jun-2026 13:50) Posted:

not looking good

cobrajr      ( Date: 10-Jun-2026 12:02) Posted:

Weak
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tongphlp
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10-Jun-2026 13:50     
 
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 Alert Admin 		not looking good

cobrajr      ( Date: 10-Jun-2026 12:02) Posted:

Weak
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cobrajr
Veteran
10-Jun-2026 12:02     
 
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 Alert Admin 		Weak
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aragosta
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10-Jun-2026 09:30     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		Think Admin will unlock the AEM thread, with the offensive posts deleted, if there' s enough interest and support.....
so it' s up to you guys, if you want to know more interesting news, you have to send Admin a message via " alert admin" or email.....
otherwise, that will be the end of our story......
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock
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Trainner
Master
09-Jun-2026 19:54     
 
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 Alert Admin 		Long term investors....... $10!

aragosta      ( Date: 09-Jun-2026 14:05) Posted:



Pity the AEM thread is gone......I actually have a view on a related tokkong development to make, but now that is gone, it would take me quite some time to start another thread....for now if I want to I&rsquo ' ll post any related AEM brewings, I&rsquo ' ll post them here........

And let  me emphasise this........  this thread and any further AEM thread is for LONG TERM SERIOUS INVESTORS.......it is not for mercenaries who come here to ruan ruan prostitute around......for long termers, if you are looking at three years horizons, treat all these noises as mosquitoes bites......these four AI relevance stocks are ONCE IN A GENERATION STOCKS.......if you think the prices are high now....... Wait till you see them in three years time.....

A coffee shop example........

As of June 2026, NVIDIA' s stock price has increased by approximately 50% over the past 1 year, 425% over the past 3 years, and over 1,000 % over the past 5 years.  Five years ago, its price was less than US$18, now is more than US$200! But, but, but if not for a massive stock splits since then - including a 4-for-1 split in July 2021 and a 10-for-1 split in June 2024, its price would have been more than US$700 by now!!! Let me guarantee you, if AEM progresses as it is now, its price will monitor, RELATIVELY, like that! This is a mafia guarantee, which no official brokerage house is able to visualise that!

aragosta      ( Date: 07-Jun-2026 16:16) Posted:

I first posted this on the AEM thread,   https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock  but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort   to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

​ ==================
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' ' be gone through mobile, we' ' be 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
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aragosta
Supreme
09-Jun-2026 14:05     
 
aragosta About Contact  Quote this Post!  
Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin

Pity the AEM thread is gone......I actually have a view on a related tokkong development to make, but now that is gone, it would take me quite some time to start another thread....for now if I want to I&rsquo ' ll post any related AEM brewings, I&rsquo ' ll post them here........

And let  me emphasise this........  this thread and any further AEM thread is for LONG TERM SERIOUS INVESTORS.......it is not for mercenaries who come here to ruan ruan prostitute around......for long termers, if you are looking at three years horizons, treat all these noises as mosquitoes bites......these four AI relevance stocks are ONCE IN A GENERATION STOCKS.......if you think the prices are high now....... Wait till you see them in three years time.....

A coffee shop example........

As of June 2026, NVIDIA' s stock price has increased by approximately 50% over the past 1 year, 425% over the past 3 years, and over 1,000 % over the past 5 years.  Five years ago, its price was less than US$18, now is more than US$200! But, but, but if not for a massive stock splits since then - including a 4-for-1 split in July 2021 and a 10-for-1 split in June 2024, its price would have been more than US$700 by now!!! Let me guarantee you, if AEM progresses as it is now, its price will monitor, RELATIVELY, like that! This is a mafia guarantee, which no official brokerage house is able to visualise that!

aragosta      ( Date: 07-Jun-2026 16:16) Posted:

I first posted this on the AEM thread,   https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock  but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort   to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

​ ==================
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' ' be gone through mobile, we' ' be 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
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aragosta
Supreme
09-Jun-2026 10:54     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		Where is the roadside prostitute who ruanruan offer his/her ass for $2.30.... I hope ah tong didn' t kenna conned by him/her.... thus type of cheap screw sue to kenna aids, even if you wear mask.....

tongphlp      ( Date: 07-Jun-2026 19:37) Posted:

Jialat

ruanlai      ( Date: 07-Jun-2026 19:38) Posted:

Tml below $2.30 Liao

Good luck for those still holding on it.

Dyodd
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tongphlp
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09-Jun-2026 07:06     
 
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 Alert Admin

Singapore Technology Sector: Segment Positioning and Institutional Flow Concentration

Net institutional flows across the 49 technology stocks in 2026 to 2 June totalled S$572.6 million. The allocation has been highly concentrated. The table below details the 20 stocks of the Sector that have booked the highest net institutional inflow for the 2026 year through to 2 June. 
Stock

Code

YTD ADT S$M   

Mkt Cap S$M

YTD Px Chg %

YTD NIF S$M 

  YTD NIF / Mkt Cap   

  P/E (x) 
AEM SGD

AWX

32.81

3,144

495

345.4 

11.0%

183 
Frencken

E28

16.80

1,325

122

103.6 

7.8%

34 
Nanofilm

MZH

10.94

850

121

43.6 

5.1%

71 
UMS

558

24.65

2,338

136

43.6 

1.9%

56 
Venture

V03

14.46

5,308

21

41.1 

0.8%

23 
PC Partner

PCT

4.38

1,029

178

31.1 

3.0%

20 
Addvalue Tech

A31

8.80

711

0

22.6 

3.2%

107 
Info-Tech

ITS

1.18

245

21

19.7 

8.0%

16 
Micro-Mechanics

5DD

1.06

416

85

19.3 

4.7%

30 
Valuetronics

BN2

1.64

484

30

17.1 

3.5%

24 
Avi-Tech Hldg

1R6

0.25

45

34

16.4 

36.8%

N/A
Aztech Gbl

8AZ

2.29

716

56

15.8 

2.2%

18 
ISDN

I07

2.39

318

84

12.7 

4.0%

47 
InnoTek

M14

2.18

198

11

4.1 

2.1%

85 
Trek 2000 Intl

5AB

0.07

92

169

3.1 

3.4%

15 
Sunright

S71

0.18

87

207

1.1 

1.3%

N/A
iWOW Tech

NXR

0.02

98

-14

0.6 

0.6%

N/A
Powermatic Data

BCY

0.03

128

9

0.5 

0.4%

10 
NeraTel

N01

0.03

65

32

0.3 

0.4%

N/A
Advanced Systems

WJ9

0.05

9

-17

0.2 

2.3%

N/A


Note: ADT refers to Average Daily Trading Turnover, NIF refers to Net Institutional Flow which is as of June 2.

Trainner      ( Date: 08-Jun-2026 01:26) Posted:

It is ok lah..... let the market decides the price.
Short term may be volatile, long term is still good.
Semiconductor market is very strong for next few years.
Long term share price should be good, for near term, too many factors.... 
if you are long term investors, may be good to collect and put in your safe box.....
Cheers~~~~

tongphlp      ( Date: 07-Jun-2026 19:37) Posted:

Jiala
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Trainner
Master
08-Jun-2026 01:26     
 
Trainner About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		It is ok lah..... let the market decides the price.
Short term may be volatile, long term is still good.
Semiconductor market is very strong for next few years.
Long term share price should be good, for near term, too many factors.... 
if you are long term investors, may be good to collect and put in your safe box.....
Cheers~~~~

tongphlp      ( Date: 07-Jun-2026 19:37) Posted:

Jialat

ruanlai      ( Date: 07-Jun-2026 19:38) Posted:

Tml below $2.30 Liao

Good luck for those still holding on it.

Dyodd
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tongphlp
Supreme
07-Jun-2026 19:37     
 
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  x 0
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 Alert Admin 		Jialat

ruanlai      ( Date: 07-Jun-2026 19:38) Posted:

Tml below $2.30 Liao

Good luck for those still holding on it.

Dyodd
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ruanlai
Elite
07-Jun-2026 19:20     
 
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 Alert Admin 		Tml below $2.30 Liao

Good luck for those still holding on it.

Dyodd
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JurongW
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07-Jun-2026 16:31     
 
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Yells: "Earnings give weight, Chart give wings"
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JurongW
Elite
07-Jun-2026 16:19     
 
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Yells: "Earnings give weight, Chart give wings"
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 Alert Admin 		a raccoon is praying with its hands folded and the words `` good , good '' written on the bottom .

aragosta      ( Date: 07-Jun-2026 16:16) Posted:

I first posted this on the AEM thread,   https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock  but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort   to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

​ ==================
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' ' be gone through mobile, we' ' be 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
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aragosta
Supreme
07-Jun-2026 16:16     
 
aragosta About Contact  Quote this Post!  
Yells: "BBs never say why when they buy; never tell when they sell"
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  x 0

 Alert Admin 		I first posted this on the AEM thread,   https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock  but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort   to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

​ ==================
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' ' be gone through mobile, we' ' be 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
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JurongW
Elite
06-Jun-2026 15:18     
 
JurongW About Contact  Quote this Post! Style: Combined   Mood: happy
Yells: "Earnings give weight, Chart give wings"
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 Alert Admin 		mr bean is wearing a suit and tie and smiling at the camera .

aragosta      ( Date: 06-Jun-2026 14:34) Posted:



UMS signs pact for joint venture with three Vietnamese  precision  engineering firm  https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ums-signs-pact-joint-venture-three-vietnamese-precision-engineering-firms


Should you be surprised? Well, you shouldn' t be if you' ve been listening to my coffee shop stories. In one, I told you, in the 1980s, from HongKong, where life and doing business was tough, he went to Vietnam with his good friend Mr Lam, who later found Lam Research when he migrated  to the US......so you can see that this is an extension of business contacts from those early days. You might want to know, that my very very good friend and ex neighbour does speak Vietnamese!

As I kept telling you, there is a long long run way for this stock, and we are at the beginning of a phenomenal AI boom..... I intend to post less nowadays, because I don' t want to give those mercenary  contrarians a head start..... hope they are badly burnt these few days..... Mr Luong was right, we want  a gradual steady rise to the price based on rising earnings and improving fundamentals backed by positive developments, not one that is played irrationally and exuberantly by these mercenaries ......


​


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aragosta
Supreme
06-Jun-2026 14:34     
 
aragosta About Contact  Quote this Post!  
Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin


UMS signs pact for joint venture with three Vietnamese  precision  engineering firm  https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ums-signs-pact-joint-venture-three-vietnamese-precision-engineering-firms


Should you be surprised? Well, you shouldn' t be if you' ve been listening to my coffee shop stories. In one, I told you, in the 1980s, from HongKong, where life and doing business was tough, he went to Vietnam with his good friend Mr Lam, who later found Lam Research when he migrated  to the US......so you can see that this is an extension of business contacts from those early days. You might want to know, that my very very good friend and ex neighbour does speak Vietnamese!

As I kept telling you, there is a long long run way for this stock, and we are at the beginning of a phenomenal AI boom..... I intend to post less nowadays, because I don' t want to give those mercenary  contrarians a head start..... hope they are badly burnt these few days..... Mr Luong was right, we want  a gradual steady rise to the price based on rising earnings and improving fundamentals backed by positive developments, not one that is played irrationally and exuberantly by these mercenaries ......


​

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Trainner
Master
02-Jun-2026 22:02     
 
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 Alert Admin 		Not sure why AEM, UMS and Frencken dropped so much today 🧐
US market is very strong, many semiconductor counters hit all time high now.
Tomorrow should see very strong rebound...... just my guess.....
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Trainner
Master
01-Jun-2026 17:15     
 
Trainner About Contact  Quote this Post!  
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 Alert Admin 		Thanks Bro. The pattern is similar to UMS. 😊

JurongW      ( Date: 01-Jun-2026 16:35) Posted:

For reference - No guarantees
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