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AEM (+Venture, UMS) the most AI-relevant SGX stock

aragosta
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16-Jun-2026 23:02

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Chips still king of Singapore exports amid non-tech upswing in Asia. The Republic produces one in 10 chips globally and one in five pieces of semiconductor equipment
https://www.businesstimes.com.sg/singapore/chips-still-king-singapore-exports-amid-non-tech-upswing-asia

This publicised fact is super relevant, significant, and beneficial to both AEM Holdings and UMS Holdings, while being only moderately relevant to Venture Corporation.

AEM and UMS Benefit: The headline directly reinforces Singapore' s critical global footprint in chip manufacturing and semiconductor equipment. Because Singapore produces 10% of global chips and 20% of semiconductor equipment, local manufacturing stalwarts like AEM (which specializes in advanced semiconductor testing handlers) and UMS (which provides high-precision components to semiconductor equipment giants like Applied Materials) sit at the absolute epicenter of this structural export strength.
Venture Corporation Impact: Venture benefits less directly while it possesses some semiconductor exposure, its broader portfolio is diversified across medical technology, lifestyle electronics, and industrial automation, making it more tied to general non-tech or diversified tech upswings rather than pure-play semiconductor export surges.

aragosta ( Date: 12-Jun-2026 13:11) Posted:

Price should steady around mid 10 before it hit the launching pad for 11... from now on, price should rationally moved upwards instead of exuberantly by the greedy mercenaries..... in the meantimes don' t hope that the shorties will bring the price down for you.... they are more interested in the World Cup because the monies are bigger there......according to the coffee shop uncles also, the Iranians has asked Trump for a time-out because the council of elders wants to watch the WORLD CUP, so as long as Iran is still in the game (at least until end of the month), there won' t be any major fighting that will cause some uncertainty in the market ........

Remember, this once in a generation gem COULD or CAN shoot up 20%, 30% in ONE day when the war ultimately ends, as IT WILL...... that' s why if you are buying now to target eleven, it' s reallly a waste of time.... by the time, your children inherit your shares, it should be worth 50 times more, after several stock splits and bonuses........ don' t laugh, the gangsters don' t any how joke when it comes to inheritance money.....

meanwhile do look out for such seemingly unimportant news (below) to you....... EVERYDAY actually there is some AI related news that is relevant to AEM, UMS, VENTURE, Valutronics, Innotek..... juz that you are not alert enough to spot it.... all you guys are interested in is the price, price, price .......

Alphabet taps Intel to make three million in-house chips, The Information reports... the chipmaker has secured billions of US dollars of investments from the Trump administration, Nvidia and Softbank......
https://ca.investing.com/news/stock-market-news/alphabet-taps-intel-to-make-three-million-inhouse-chips-the-information-reports-4680032

This development is highly significant and structurally beneficial to AEM Holdings.

Core Customer Growth: Intel Corporation is widely recognized as AEM' s key anchor customer. Major contract wins for Intel foundry services ~ like this landmark 3-million-chip order from Alphabet ~ directly translate to higher production volumes running through Intel' s manufacturing lines.
Increased Equipment Demand: As Intel scales up high-volume production for massive advanced packaging and AI chip projects, it drives direct demand for AEM' s specialized, system-level test handlers and thermal control solutions needed to validate these advanced architectures.
De-risked Turnaround: The multibillion-dollar capital backing from the Trump administration, Nvidia, and SoftBank solidifies Intel' s financial runway. This secures AEM' s long-term order pipeline and mitigates client concentration risks by validating Intel' s path forward as a viable leading-edge foundry.

aragosta ( Date: 04-Jun-2026 01:43) Posted:

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

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PQTPQK
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16-Jun-2026 17:15

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hope will break up the ATH SOON ...

aragosta ( Date: 16-Jun-2026 16:58) Posted:

The massive surge in Singapore Exchange Ltd ~ which rocketed more than 9.5% to an all-time high of S$24.17 in active trading today ~is driven by institutional buying. It could also be certain brewing development, among it the GLB, the launch remains firmly on track for mid-2026. Today' s explosive price action reflects three distinct catalysts:

Revenue Realization: Institutional investors are pricing in the immense, long-term profitability SGX will reap from hosting multi-billion-dollar global IPOs.
The S$5 Billion EQDP Trigger: Large asset managers (like BlackRock and Lion Global) are actively deploying billions from MAS&rsquo s Equity Market Development Programme (EQDP) into high-quality local equities, with SGX itself being a primary beneficiary.
The " Spin-Off" Trend: Moves like Addvalue Tech spinning off its space unit to Nasdaq show that Singaporean tech valuations are unlocking rapidly, creating a highly lucrative environment for exchange transaction volumes.

========

By the way, do not read too much into JP MORGAN, BLACKROCK, AMOVA, buying into several of our tech stocks, including UMS, AEM, FRENCKEN, VENTURE&hellip .. they are among the nine fund managers officially appointed by MAS across the first two phases of the expanded S$6.5 billion Equity Market Development Programme (EQDP). In case you are still in the stone-age, this EQDP is a government-backed initiativel aunched by the MAS to aggressively revitalize and inject cash liquidity into the Singapore stock market. Together, these first 9 managers have already been deployed a combined S$3.95 billion to breathe liquidity into SGX equities, especially targeting overlooked small- and mid-cap stocks. So don&rsquo t read too much into it, every time you see an Ang Moh fund or in the case of AMOVA, a Japanese fund buying into UMS or Frencken&hellip . Important thing to note is these are long term buys, it&rsquo s not like they buy today and throw tomorrow, so you can pang sim, and not worry too much about funds dumping. Today for example, they probably take a break to watch Iran playing New Zealand in the World Cup&hellip So not much activity today. Cannot every day buy buy mah. Tomorrow see how.

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aragosta
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16-Jun-2026 16:58

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Revenue Realization: Institutional investors are pricing in the immense, long-term profitability SGX will reap from hosting multi-billion-dollar global IPOs.
The S$5 Billion EQDP Trigger: Large asset managers (like BlackRock and Lion Global) are actively deploying billions from MAS&rsquo s Equity Market Development Programme (EQDP) into high-quality local equities, with SGX itself being a primary beneficiary.
The " Spin-Off" Trend: Moves like Addvalue Tech spinning off its space unit to Nasdaq show that Singaporean tech valuations are unlocking rapidly, creating a highly lucrative environment for exchange transaction volumes.

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tongphlp
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16-Jun-2026 10:57

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Greatsage

April 30, 2026 at 13:02&bull &bull Edited April 30, 2026 at 13:06

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AEM shares exploded after proposed Global Listing Board

$AEM(AWX.SI) $SGX(S68.SI)

&zwnj On 7 April 2026, Minister Chee Hong Tat read the bill for MAS to implement Global Listing Board (GLB) to facilitate dual-listing of SGX companies in Nasdaq. Following the news, AEM shares rocketed and led to it' s market cap crossing $2 billion threshold, the eligibility for GLB. And then, JP Morgan appeared out of nowhere to become substantial shareholder of AEM on 10 April 2026. Within a month, AEM soared from $4+ to the current $7+. On the basis of these events, I am of the opinion that big boys are betting for AEM to list on Nasdaq, probably by end of 2026.

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tongphlp
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15-Jun-2026 10:18

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Greatsage

June 13, 2026 at 17:40&bull

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SGX share price to rocket with Nasdaq?

$SGX(S68.SI) $AEM(AWX.SI) $UMS(558.SI) $IFAST(AIY.SI) $Venture(V03.SI)

&zwnj https://sgwealthbuilder.com/2026/06/13/sgx-share-price-to-rocket-with-...

&zwnj All eyes will be on the upcoming Global Listing Board (GLB). Will it be the holy grail that sends SGX share price into the stratosphere?

&zwnj For years, Singaporean investors have shunned local stocks in favor of New York and Hong Kong, drawn by the allure of explosive capital growth and massive liquidity. The domestic exodus was exacerbated by the dearth of exciting IPOs capable of sustaining long-term retail and institutional interest. The lowest point for SGX took place in 2024 as the local bourse saw a mind-boggling zero listings on the SGX Mainboard (all 4 companies that debuted were on Catalist board).

&zwnj That dark chapter of SGX led to plenty of soul-searching. As a leading financial hub, how we arrived at that point was beyond the comprehension of many. Consequently, the structural alarm bells of 2024 forced high-level intervention by Singapore government when the MAS formed the Equities Market Review Group to revive SGX. Whilst I applaud the resolve of the authorities to make SGX great again, there is a need to contextualize the core issue. Skipping this step would be like attempting to take a step forward, only to end up taking two steps back.

&zwnj On looking back, Loh Boon Chye certainly brought peace and stability to SGX share price when he became CEO in 2015. This was in deep contrast to his predecessor, Magnus Bocker, which presided SGX over the period of penny chip meltdown, trading breakdowns and the fallout from the S-chips saga. While these episodes had long blown over, SGX struggled to deal with a new set of challenges &ndash dearth of IPOs and slew of companies applying to delist.

&zwnj To overcome these challenges, Loh Boon Chye shifted SGX away from a Singapore-centric and product-centric to a global market operator with diversified revenue sources. By FY2019, the derivatives business overtook the equities business as the chief revenue contributor. As part of Loh Boon Chye&rsquo s multi-asset strategy, SGX became Asia&rsquo s leading exchange for debt securities. Today, over 80% of the listed bonds on the exchange come from outside Singapore.

&zwnj For many SGX shareholders, there are absolutely no complaints about Loh Boon Chye. Since he took the helm as CEO, SGX share price has surged nearly three-fold. Evidently, his multi-asset strategy has been a resounding success, delivering record-breaking revenues and net profits for SGX Group, culminating in a landmark FY2025 performance. As a CEO, Loh Boon Chye has delivered.

&zwnj Yet, at the national level, this corporate transformation poses a serious macroeconomic risk. While SGX thrives, the local bourse has effectively transformed into a ghost town for emerging enterprises looking to raise capital via IPOs. As investors fled for their lives, the valuations of existing listed companies declined, triggering a wave of delistings in recent years. This phenomenon caused the equity segment to fall into a vicious downward spiral&mdash a shrinking market that endangers Singapore&rsquo s long-term position as a capital hub. In this article, I will share my insight on SGX share price in 2026.

&zwnj https://sgwealthbuilder.com/2026/06/13/sgx-share-price-to-rocket-with-

aragosta ( Date: 13-Jun-2026 14:41) Posted:

THIS IS MY SPACE, THIS IS MY TIME.... I can post what i like as long as there are people who wants to listen to my coffee shop stories... every post garners more than a thousand views, and some bros even bothered to write to Admin to unlock this thread, which you are partly responsible for having it locked in the first place.... so, it' s best that trouble maker like you avoid this place if you have no interest in the stock. In any case I don' t want to waste my time engaging with your act cute comments, and since people will be clicking on to this thread every time it appears at the top of the page, I shall include some related views of this Monster, to ensure their trouble of looking here is not wasted.....

_________________________________________________________
The RACE to the SGX-NASDAQ Dual-Listing Bridge

The SGX-Nasdaq Global Listing Board provides a direct, harmonised pathway for companies to simultaneously access capital and liquidity across North America and Asia. The bridge targets high-growth enterprises with global ambitions.

The framework eliminates historical regulatory friction through three core benefits:

Single Prospectus: Shared regulatory recognition eliminates duplicate filings, significantly cutting down on legal, accounting, and investment banking fees.
Dual Investor Base: Firms capture aggressive Nasdaq growth capital while retaining their stable, dividend-focused Asian investor base on the SGX.
24-Hour Trading: Continuous trading across global time zones enhances market liquidity and reduces extreme price volatility.

Evaluating advanced manufacturing and semiconductor giants under this framework requires viewing them through the lens of a Wall Street tech investor. Nasdaq rewards hyper-focused intellectual property (IP), high profit margins, and scalability. It punishes asset-heavy infrastructure, cyclicality, and small-cap metrics.

____________________________________________________________________________

Case-by-Case Comparative Evaluation

1. AEM Holdings (The Frontrunner)

The Verdict: Most qualified and likely candidate to cross the bridge first.
The Case: It owns proprietary IP in high-margin AI and advanced microchip testing solutions. This specialized narrative directly captures Nasdaq' s aggressive appetite for pure-play semiconductor technology.

2. Venture Corp (The Heavyweight)

The Verdict: Qualified by financial size, but a strategic mismatch.
The Case: Venture has the scale to meet US requirements. However, it behaves like a mature, stable, dividend-paying cash cow, whereas Nasdaq demands high-velocity growth narratives.

3. UMS Integration (The Detour)

The Verdict: Structurally unlikely to participate.
The Case: UMS successfully expanded its liquidity through a dual listing on Bursa Malaysia. Adding a third listing on Nasdaq would introduce redundant compliance costs without clear strategic value.

4. Frencken Group (The Outsider)

The Verdict: Should structurally avoid listing on Nasdaq.
The Case: Frencken is an excellent precision engineering firm, but its market size is too small for Wall Street, risking low trading volumes. Its asset-heavy factory model and cyclical margins would face harsh valuation penalties in the US.

___________________________________________________________________________

The Winner of the Race: AEM Holdings

AEM Holdings is the clear winner to cross the bridge first due to its unique product positioning. It doesn' t just build hardware components it controls a critical technological bottleneck in the semiconductor lifecycle.

The AI/HPC Testing Narrative: As AI chips grow more complex, testing becomes the ultimate manufacturing bottleneck. AEM' s high-margin test cell systems position it as an essential enabler of the global AI boom.
The Intel Factor: AEM' s long-standing relationship with massive US chipmakers gives it pre-existing brand equity in North America. Wall Street institutional funds already monitor AEM' s technology lifecycle, giving it the strongest head start in the race.
Every of my post has a message, hope you get this one.....

aragosta ( Date: 23-May-2026 16:24) Posted:

Went to at the mafia chief' s office for a meeting last night.... he was not in the room when I arrived..... so I managed to peek into his computer which was on, saw this, quickly copied what was on the screen, but didn' t managed to copy the rest.....still, what I read was enthralling useful, with very far foresight..... don' t know he left it purposely for me to see..... so, I thought I share it with you guys, need to delete it later, in case it was not meant for public consumption..
=======

The Coiled Spring: Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge

Market indications strongly suggest that a NASDAQ dual-listing for AEM Holdings is moving from a long-term possibility to an imminent strategic reality (a bit cheemp, but basically it means it could happen sooner than later.... like akan datang). Driven by aggressive U.S. facility expansions to meet skyrocketing AI chip-testing demand, the company is actively positioning itself to scale without diluting the rewards of long-term shareholders.

By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.

1. The Core Catalyst: Capital Expansion Without Profit Dilution

AEM faces skyrocketing global demand for its System Level Testing (SLT) platforms, requiring rapid facility expansion in the United States. Funding this growth organically would require dipping heavily into earnings, which threatens dividend payouts and penalizes loyal shareholders. Instead, management is exploring alternative capital routes:
a) Strategic Private Placements: Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies.
b) The Blueprint: This strategy is already in motion. AEM recently completed a S$12 million private placement with Taiwan' s ASE Technology (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing.

2. The Temasek Factor and Singapore' s Strategic AI Agenda

As the Singapore government increasingly views semiconductor sovereignty and AI infrastructure as critical national security priorities, state investor Temasek Holdings is positioned to play a deeper role.
a) Increased Stake: Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements.
b) Sovereign Influence: A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West.

3. The Supply Tightness: AEM' s Built-In Valuation Engine

One of AEM' s most powerful investment characteristics is its remarkably small share structure.
a) AEM has only around 320 million shares outstanding ~ an incredibly low volume for a global technology leader of its scale.
b) The Coiled Spring Effect: As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action.
c) The Liquidity Solution: A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange.

4. Why a NASDAQ Move Unlocks True Global Value

A Wall Street listing is the most logical destination for AEM' s next evolutionary phase, aligning its corporate structure with its operational reality.
a) Proximity to major customers: AEM' s revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base.
b) The Valuation Multiplier: Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage.
c) Capital Efficiency: Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing significantly fewer total shares, protecting existing Singaporean investors from destructive dilution.

The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__

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aragosta
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13-Jun-2026 14:41

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Yells: "BBs never say why when they buy; never tell when they sell"

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_________________________________________________________
The RACE to the SGX-NASDAQ Dual-Listing Bridge

The framework eliminates historical regulatory friction through three core benefits:

Single Prospectus: Shared regulatory recognition eliminates duplicate filings, significantly cutting down on legal, accounting, and investment banking fees.
Dual Investor Base: Firms capture aggressive Nasdaq growth capital while retaining their stable, dividend-focused Asian investor base on the SGX.
24-Hour Trading: Continuous trading across global time zones enhances market liquidity and reduces extreme price volatility.

____________________________________________________________________________

Case-by-Case Comparative Evaluation

1. AEM Holdings (The Frontrunner)

The Verdict: Most qualified and likely candidate to cross the bridge first.
The Case: It owns proprietary IP in high-margin AI and advanced microchip testing solutions. This specialized narrative directly captures Nasdaq' s aggressive appetite for pure-play semiconductor technology.

2. Venture Corp (The Heavyweight)

The Verdict: Qualified by financial size, but a strategic mismatch.
The Case: Venture has the scale to meet US requirements. However, it behaves like a mature, stable, dividend-paying cash cow, whereas Nasdaq demands high-velocity growth narratives.

3. UMS Integration (The Detour)

The Verdict: Structurally unlikely to participate.
The Case: UMS successfully expanded its liquidity through a dual listing on Bursa Malaysia. Adding a third listing on Nasdaq would introduce redundant compliance costs without clear strategic value.

4. Frencken Group (The Outsider)

The Verdict: Should structurally avoid listing on Nasdaq.
The Case: Frencken is an excellent precision engineering firm, but its market size is too small for Wall Street, risking low trading volumes. Its asset-heavy factory model and cyclical margins would face harsh valuation penalties in the US.

___________________________________________________________________________

The Winner of the Race: AEM Holdings

The AI/HPC Testing Narrative: As AI chips grow more complex, testing becomes the ultimate manufacturing bottleneck. AEM' s high-margin test cell systems position it as an essential enabler of the global AI boom.
The Intel Factor: AEM' s long-standing relationship with massive US chipmakers gives it pre-existing brand equity in North America. Wall Street institutional funds already monitor AEM' s technology lifecycle, giving it the strongest head start in the race.
Every of my post has a message, hope you get this one.....

aragosta ( Date: 23-May-2026 16:24) Posted:

By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.

1. The Core Catalyst: Capital Expansion Without Profit Dilution

2. The Temasek Factor and Singapore' s Strategic AI Agenda

3. The Supply Tightness: AEM' s Built-In Valuation Engine

4. Why a NASDAQ Move Unlocks True Global Value

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Winall88
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12-Jun-2026 19:00

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Also don' t need to promote to much lah....just sit back and watch once a while

aragosta ( Date: 12-Jun-2026 16:57) Posted:

if you are long term, you actually don' t even have to watch this one at all! You can actually smell the brew!

Although the increase is a hefty 7%, the rise is considered rationally very good. The pool of available shares btw is getting lesser and lesser, so obvious.....

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LexLut88
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12-Jun-2026 18:16

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Thx you for the sharing.

I am kind of new here. Possible to guide me how to check pool of availbles shares are getting lesser ?

Where do you check on this ? meaning BB are holding more vs retailer ?

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aragosta
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12-Jun-2026 16:57

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Yells: "BBs never say why when they buy; never tell when they sell"

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tongphlp
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12-Jun-2026 16:33

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only 2 things to watch - SpaceX and World Cup..

s100125 ( Date: 12-Jun-2026 15:31) Posted:

Today rise is an opportunity for those who bought yesterday to cash out and bet on SPCX tonight.

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melody88
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12-Jun-2026 16:06

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testing again 10.09, dont know can close 10.2 today

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s100125
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12-Jun-2026 15:31

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Today rise is an opportunity for those who bought yesterday to cash out and bet on SPCX tonight.

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aragosta
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12-Jun-2026 13:11

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Yells: "BBs never say why when they buy; never tell when they sell"

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Core Customer Growth: Intel Corporation is widely recognized as AEM' s key anchor customer. Major contract wins for Intel foundry services ~ like this landmark 3-million-chip order from Alphabet ~ directly translate to higher production volumes running through Intel' s manufacturing lines.
Increased Equipment Demand: As Intel scales up high-volume production for massive advanced packaging and AI chip projects, it drives direct demand for AEM' s specialized, system-level test handlers and thermal control solutions needed to validate these advanced architectures.
De-risked Turnaround: The multibillion-dollar capital backing from the Trump administration, Nvidia, and SoftBank solidifies Intel' s financial runway. This secures AEM' s long-term order pipeline and mitigates client concentration risks by validating Intel' s path forward as a viable leading-edge foundry.

aragosta ( Date: 04-Jun-2026 01:43) Posted:

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Trainner
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12-Jun-2026 12:11

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If can shoot through $10.50, that will be very good.

melody88 ( Date: 12-Jun-2026 11:17) Posted:

oh just saw it did hit over $10.09. High at $10.19.... guess next wave will be $10.2 to $10.3 on the way

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melody88
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12-Jun-2026 11:17

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oh just saw it did hit over $10.09. High at $10.19.... guess next wave will be $10.2 to $10.3 on the way

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tongphlp
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12-Jun-2026 11:00

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heading for $18

melody88 ( Date: 12-Jun-2026 10:51) Posted:

$10.09 seems strong, still cannot break. hopefully can break this afternoon

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melody88
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12-Jun-2026 10:51

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$10.09 seems strong, still cannot break. hopefully can break this afternoon

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tofudidi
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12-Jun-2026 10:04

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this bull will run to $10.50 first

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tongphlp
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12-Jun-2026 10:03

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look at the TP...overtake Venture in no time..here comes NASDAQ listing?

aragosta ( Date: 12-Jun-2026 09:42) Posted:

Thank a lot to all those who help to ask Admin to restore this tokkong thread, with all the unbelievable speculations of the brewing developments, one of them will be a million percent will come true soon ..... the mafia dons will not disappoint you..... we will bring you the next results as soon as we smell them...... meanwhile wait for a tokkong announcement from its strategic partner very so on...... while we may be enthusiastic in making our views, we will not attract those mercenaries to turn this into a gaming stock..... remember, the new average consensus targets is S$14.23..... Jeffries has it as $15.20, CSGI has it as $14.79.... surely these people will not want to ruin their reputation or lose their jobs.... remember AI analysis are breathing down your necks....

aragosta ( Date: 07-Jun-2026 01:38) Posted:

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

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