Latest Forum Topics /
AEM SGD
Last:9.9
-0.19
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JARDINE control 77%--- many suggest M&A coming
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beng1102
Elite |
20-Sep-2025 23:52
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Intel share price starting to pull back.  So realistically we should not be surprised to see AEM share price to pull back.
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beng1102
Elite |
19-Sep-2025 23:17
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Now keep an eye in Intel price.  Likely to follow how intel share price closed the day after surging more than 20%.
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Battle123
Elite |
19-Sep-2025 16:58
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Like people say got Nvidia and US govt invest, at tis price is very cheap de potential above 200 soonz lets see |
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msksmsks
Supreme |
19-Sep-2025 13:45
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Smart .. Profit taking is prudent  Perhaps switch to Frencken or UMS whom  hvn' t move much within the 3 musketeers  PDYODD 
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beng1102
Elite |
19-Sep-2025 13:38
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Realistically nothing has translated into positive news to AEM.  Likely there is rush for short covering to pre-empt losses.
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beng1102
Elite |
19-Sep-2025 13:09
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@1.86/87 Sell first.  It is already up close to20% likely can buy back lower.    Lack of news likely mean rally may not sustain.
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msksmsks
Supreme |
19-Sep-2025 11:39
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Not much...... But hv more vested interest in Frencken
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easywin
Supreme |
19-Sep-2025 11:36
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Going toward 1.90 soon as profit taken 1.81 to 1.83 cleared | ||||
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joe1991
Veteran |
19-Sep-2025 11:11
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Brother u must be in?? I miss when mkt open at 1.6+- kaysim
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easywin
Supreme |
19-Sep-2025 11:02
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undervalued quite some time already 
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wehuattogether88
Supreme |
19-Sep-2025 10:52
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AEM long awaited $2 mark coming soon.
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msksmsks
Supreme |
19-Sep-2025 10:38
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With these 2 giants behind Intel, bodes well for AEM Worst is over for Intel, likewise maybe for AEM too, 
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MambaFinancial89
Veteran |
19-Sep-2025 10:04
Yells: "Be greedy when others are fearful. " |
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DBS: Tailwind for AEM as Nvidia Intel tie up accelerates Intels comeback (19 Sep 2025) - Intel set to build multi-generations of custom data center and client CPUs in partnership with NVIDIA - Collaboration improves Intels competitiveness and turnaround, reinforcing AEMs outlook - Implications for AEM while net positive in the medium term and will be subject to volume growth and ramp-up timing  - Maintain BUY with TP SGD2.10 Intel-NVIDIA collaboration improves Intels competitiveness and reinforces AEM&rsquo s outlook. For data centers, Intel will build custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms. For personal computing, Intel will build x86 system on chips that integrate Nvidia RTX GPU chiplets. In addition, the substantial USD5bn equity investment by Nvidia in Intel, is a strong vote of confidence in Intels long term outlook and provides capital to accelerate execution of its roadmap, in our view. Together, these developments should strengthen Intels positioning in the x86 market, supporting its turnaround story and creating downstream demand for testing, where AEM is the plan of record provider for Intel&rsquo s testing and stands to benefit from higher test requirements. Implications for AEM are positive, though we note the benefit will be volume dependent and subject to ramp-up timing. The extent of the uplift will hinge on production scale and the speed of execution, but we believe the outlook for the group brightens.  If Intel successfully scales up on these new architectures with Nvidia, AEM could see higher demand for test equipment and consumables. While no product release timelines have been disclosed, there could be a time lag as new designs are qualified and production ramps, suggesting the impact on AEM will be more visible in the medium term. Nonetheless, given NVIDIAs scale in the data center market, the collaboration is likely to be meaningful, and particularly relevant for AEM once the current non-cancellable purchase orders with Intel are fully drawn down through FY27. There could also be additional upside if the partnership were to extend to NVIDIA outsourcing chip manufacturing to Intel Foundry, which would drive further demand for AEM&rsquo s solutions, though there is currently no indication that Foundry involvement will materialise.  |
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beng1102
Elite |
19-Sep-2025 09:48
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Thanks.  Intel still the biggest customer of AEM.
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Rightstock
Senior |
19-Sep-2025 09:45
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Ndivia to pay USD5.00b for Intel shares and the US Govt another USD10b. Intel was up 22.77% this morning.
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beng1102
Elite |
19-Sep-2025 09:41
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What is going on?  BIG JUMP!
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Rightstock
Senior |
19-Sep-2025 09:38
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I think the worse may be behind us for AEM in term of share price. The 50 days moving average cut the 200 dma upwards in August 2025 and I am been collecting AEM since then. Hope to see $2.00 by the end of this month. Vested for the long term.   |
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easywin
Supreme |
19-Sep-2025 09:35
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Now slowly but clear away small players to take profit
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kt3152
Supreme |
19-Sep-2025 09:24
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Hope can clear 174 and break out.... | ||||
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easywin
Supreme |
19-Sep-2025 09:24
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Going toward 2.00 | ||||
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