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Bro aragosta, will there be a slight possibility that AEM is a prime target for other bigger players to acquire or takeover?
aragosta ( Date: 06-May-2026 09:58) Posted:
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AMD gives upbeat forecast after AI data center demand surges
https://www.theedgesingapore.com/news/highlight/amd-gives-upbeat-forecast-after-ai-data-center-demand-surges
AMD Earnings: Stock Rallies 6% after Strong Q1 Beat and Bullish Outlook
https://www.tipranks.com/news/3-best-technology-etfs-to-buy-with-15-upside-potential
AMD forecasts quarterly revenue above expectations as AI chip demand stays strong. Unlike Intel, the company outsources its manufacturing to contract chipmakers such as TSMC
https://www.businesstimes.com.sg/breaking-news
Story Highlights
- AMD stock jumps after posting strong Q1 results.
- Revenue rose 38% to $10.3 billion on surging AI demand. Adjusted EPS of $1.37 was up 43% from last year.
- Data Center becomes AMD&rsquo s largest growth driver, with revenue jumping 57% year over year.
- Q2 outlook calls for $11.2B in revenue, up 46% year over year at the midpoint.
Advanced Micro Devices stock soared 6% in after-hours trading after the chipmaker reported Q1 earnings results. Adjusted earnings per share came in at $1.37, rose 42.7% year-over-year, and beat the consensus estimate of $1.29.
In addition, revenue increased 38% year-over-year to $10.3 billion, driven by surging demand for high‑ performance CPUs and accelerators powering AI workloads. The top line also beat analysts' expectations of $9.90 billion.
CEO Dr. Lisa Su said the quarter marked a turning point for the company, aided by strong demand for AI infrastructure. Su added that customer interest in AMD' s MI450 Series accelerators and Helios platform is exceeding expectations, with a growing pipeline of large‑ scale deployments providing increased visibility into future growth.
Data Center Leads the Charge
AMD' s Data Center segment delivered a standout quarter, with revenue climbing 57% year-over-year to $5.8 billion. The surge was fueled by strong demand for EPYC processors and continued ramp‑ up of Instinct GPU shipments as hyperscalers expand AI infrastructure.
Outlook: More AI‑ Driven Growth Ahead
AMD expects the momentum to continue into Q2. The company guided for $11.2 billion in revenue, plus or minus $300 million, reflecting 46% year‑ over‑ year growth at the midpoint and a 9% sequential increase. Adjusted gross margin is expected to hold at 56%, compared with 55% in Q1.
Management said server growth should " accelerate meaningfully" as supply catches up with demand, driven by rising AI inferencing and agentic AI workloads that require more high‑ performance compute.
AI news on AEM
https://www.channelnewsasia.com/singapore/semiconductors-united-states-market-artificial-intelligence-demand-advanced-chips-6100656
https://www.channelnewsasia.com/singapore/semiconductors-united-states-market-artificial-intelligence-demand-advanced-chips-6100656
s100125 ( Date: 06-May-2026 09:02) Posted:
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ATxSummit 2026 Brings Global Leaders to Singapore to Chart AI Future Across asia https://sg.finance.yahoo.com/news/atxsummit-2026-brings-global-leaders-072400110.html
haha...u can call me a gambler then...occasionally buy toto 4d....for leisure it is perfectly ok! Let' s hop on board Carribean cruise!
aragosta ( Date: 05-May-2026 22:15) Posted:
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Ah Tong, you should know by now, I' m not a gambler..... like stocks, I am a long term serious investor...I sell only when I made enough, or to average down my cost.... like AEM, my average cost is below a dollar! Be like me lah, don' t treat SGX like a casino......
By the way, how come you never post JPM buying into AEM, filed with SGX today...
https://links.sgx.com/FileOpen/_eFORM3V2.ashx?App=Announcement& FileID=887624only post when they sell, you were quick to post......like that how can? boh swee leh.....
Anyway, these buy and sell transactions relating to such large institutional investment funds are not so critically significant here, the point which I' m trying to make all along.....
' As I repeatedly said....
" It is important to view these disclosures as standard market activity rather than a shift in institutional sentiment. JPMorgan functions as a global investment house, often acting as a custodian or nominee for a wide range of institutional and high-net-worth clients.
Consequently, many of these transactions are client-driven rather than proprietary trades made with JPM' s own capital. When a sale occurs, it typically reflects a client' s decision to take profits, rebalance a portfolio, or reallocate funds to another asset ~ much like a retail trader would ~ rather than a lack of confidence by JPM in the company' s long-term value."
By the way, how come you never post JPM buying into AEM, filed with SGX today...
https://links.sgx.com/FileOpen/_eFORM3V2.ashx?App=Announcement& FileID=887624only post when they sell, you were quick to post......like that how can? boh swee leh.....
Anyway, these buy and sell transactions relating to such large institutional investment funds are not so critically significant here, the point which I' m trying to make all along.....
' As I repeatedly said....
" It is important to view these disclosures as standard market activity rather than a shift in institutional sentiment. JPMorgan functions as a global investment house, often acting as a custodian or nominee for a wide range of institutional and high-net-worth clients.
Consequently, many of these transactions are client-driven rather than proprietary trades made with JPM' s own capital. When a sale occurs, it typically reflects a client' s decision to take profits, rebalance a portfolio, or reallocate funds to another asset ~ much like a retail trader would ~ rather than a lack of confidence by JPM in the company' s long-term value."
won any $ from the cruise?
aragosta ( Date: 05-May-2026 15:13) Posted:
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On my way back from the Genting Dream Cruise this morning, I found this report lying on the floor at the gangway... it' s like as if someone purposely leave there, begging me to pick it up. I picked up, read it, found it interesting, so I thought I should share it with you.
~ This reduces thehigh administrative fees discussed earlier, making the move much more efficient.
This report summarizes the investment thesis for AEM Holdings' potential transition to the Nasdaq, evaluating whether this move can recreate the " Creative Technology" success story of the 1990s.
The AEM " NASDAQ Moon Quest"
The Core Objective: While AEM is expanding its physical plants in the US, the primary goal of a Nasdaq listing is Valuation and Visibility. Management aims to rebrand AEM from a " Singapore industrial firm" into a " Global AI Hardware leader." (One can sense the presence of a government~linked entity hiding in a closet nearby). This transition is the only realistic catalyst that could push the stock from its current single-digit range toward a double-digit valuation ($10&ndash $25+).
1. The Golden Ticket: The SGX-Nasdaq Bridge
Previously, listing in the US was a nightmare of paperwork and fees. By mid-2026, a new regulatory bridge changes the game:
~ Ease of Entry: AEM can use a single prospectus to list on both exchanges.
~ With a market cap exceeding S$2B, AEM is a prime candidate for this fast-track program.~ Ease of Entry: AEM can use a single prospectus to list on both exchanges.
~ This reduces thehigh administrative fees discussed earlier, making the move much more efficient.
2. The Why: The Valuation Gap
The market thrives on " multiples."
~ Singapore Market: Investors are often conservative, valuing tech stocks based on steady dividends and modest growth.
~ Nasdaq Market: US investors pay a premium for AI infrastructure. AEM' s peers (like Teradyne) trade at significantly higher price-to-earnings ratios.
~ Result: Moving to the Nasdaq allows AEM to be measured against AI giants, which could re-rate the share price significantly higher without changing the underlying business.
~ Singapore Market: Investors are often conservative, valuing tech stocks based on steady dividends and modest growth.
~ Nasdaq Market: US investors pay a premium for AI infrastructure. AEM' s peers (like Teradyne) trade at significantly higher price-to-earnings ratios.
~ Result: Moving to the Nasdaq allows AEM to be measured against AI giants, which could re-rate the share price significantly higher without changing the underlying business.
3. The " Creative Technology" Comparison
Can AEM emulate Creative' s $50+ peak?
~ The Similarities: Both companies utilized Singaporean engineering to dominate a global niche. Both sought the Nasdaq to tap into Big Tech capital.
~ The Difference: Creative was a Consumer play (Sound Blaster). AEM is an Infrastructure play. While AEM might not have the household name fame, its role as a gatekeeper for AI chip testing makes its revenue potentially more stable and sticky than a consumer gadget.
~ The Similarities: Both companies utilized Singaporean engineering to dominate a global niche. Both sought the Nasdaq to tap into Big Tech capital.
~ The Difference: Creative was a Consumer play (Sound Blaster). AEM is an Infrastructure play. While AEM might not have the household name fame, its role as a gatekeeper for AI chip testing makes its revenue potentially more stable and sticky than a consumer gadget.
4. The Golden Bullet of Growth: AI & HPC
The transition is fueled by a massive shift in AEM' s business model:
The transition is fueled by a massive shift in AEM' s business model:
~ The New Anchor: AEM has moved beyond its heavy reliance on Intel. Two new Top 5 AI/HPC giants are now driving the company' s growth.
~ Financial Health: AEM entered 2026 with S$74.3M in net cash and strong cash flow. This means they don' t need the Nasdaq just to survive ~ they are using it to thrive and expand their US footprint (Arizona/California).
~ Financial Health: AEM entered 2026 with S$74.3M in net cash and strong cash flow. This means they don' t need the Nasdaq just to survive ~ they are using it to thrive and expand their US footprint (Arizona/California).
5. The Risks to Watch
~ Small Fish Status: On the Nasdaq, AEM is a small-cap stock. It must fight for the attention of US analysts to avoid being ignored and neglected
~ The Profit Target: To realistically sustain a S$25.00 price, AEM needs to scale its annual net profits significantly (targeting ~S$200M+). Not impossible.
~ Litigation: The ongoing Advantest lawsuit remains a hurdle that could affect investor sentiment during the listing process.
~ Small Fish Status: On the Nasdaq, AEM is a small-cap stock. It must fight for the attention of US analysts to avoid being ignored and neglected
~ The Profit Target: To realistically sustain a S$25.00 price, AEM needs to scale its annual net profits significantly (targeting ~S$200M+). Not impossible.
~ Litigation: The ongoing Advantest lawsuit remains a hurdle that could affect investor sentiment during the listing process.
The Executive Summary
AEM is attempting to catch the AI Lightning in a bottle. The Nasdaq listing is the multiplier. If AEM successfully ramps up its AI testing solutions for its new anchor customers, the combination of high earnings growth and US market valuation could realistically propel the stock price into the double-digits.
yes, iFast has and always been on my radar...check check...
aragosta ( Date: 04-May-2026 19:05) Posted:
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Be very careful what you wish for..... may very well happen at the rate it is going, and I' m not talking just about the price with the way and speed AI is moving. .... maybe not now, or this year, but in a year or two or three..... it may very well happen, eventually....
Right now, the vibe, is about AEM overtaking IFast soon .... it may well be supported by the fact that big players are cashing out of iFast and moving their money into AEM.... you just need to compare the movement of both prices..... beginning of the year IFast was almost $11, AEM below $2..... now IFast is fast moving towards $8, AEM is fast moving to above $8.... if AMD results is overwhelming fantastic tomorrow night, and AEM results next week is well beyond expectations, which black market is heavily betting it would be, the " exchange" ceremony of AEM/IFAST prices might take place as early as this week.....
Right now, the vibe, is about AEM overtaking IFast soon .... it may well be supported by the fact that big players are cashing out of iFast and moving their money into AEM.... you just need to compare the movement of both prices..... beginning of the year IFast was almost $11, AEM below $2..... now IFast is fast moving towards $8, AEM is fast moving to above $8.... if AMD results is overwhelming fantastic tomorrow night, and AEM results next week is well beyond expectations, which black market is heavily betting it would be, the " exchange" ceremony of AEM/IFAST prices might take place as early as this week.....
tongphlp ( Date: 04-May-2026 15:16) Posted:
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haha,,,still prefer your news as they are much more juicier and more gangster like :)
bring in the mafia..
bring in the mafia..
aragosta ( Date: 04-May-2026 17:00) Posted:
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AEM will be another Singapore high tech success story like Creatives in it heyday, where it was traded to nearly $50
A COFFEE SHOP STORY....
As I said, the funds and institutions, in tacit coordination from the black market players, are running the show. You may want to know, and please no need to use AI to check because it can' t tell you, since the stock price passed its ATH, as many as 1,000 retailers, especially those who bought high during the old days, had exited. Now there are less than 4,000 retail shareholders. Even during the AGM, there were less than 100 attendees (half were there hoping to get some freebies), only six asked questions..... You can also tell from this forum, there are few interest, except those mercenary clowns, who every day, thinking the price is already too high, are trying their best to find all sorts of ways to short the stock, thinking it' s easy money. I have already warned you enough, and can only say, the best is yet to be, for long termers of course......
Talking about clowns, there is no better word to refer to Malaysia' s Employees Provident Fund Board.....They cut its stake in AEM Holdings when the market was JUST turning bullish and even though the management came out to give guidance for a better year ahead. On March 2, EPF sold 6.45 million shares at an average of $2.97 each the following day, it sold another 1.9 million shares at $3.18 each. Imagine if they had sold last week, they would have gotten $40 millions more..... if only they have known or listened to the black market gangsters.......
Meanwhile since ah tong refused to post any more news bites on AEM, maybe out of envy or getting lazy because he has exited, so boh piang, has to post these myself......but I must confess, these are NOT all there is, I juz happened to run across them, so I post them..... ah tong seems to better at digging up such news,,,,,,
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BofA hikes 2026 chips forecast to $1.3 trillion, names Nvidia, Broadcom, Marvell, AMD as top drivers.
https://finance.yahoo.com/news/bofa-hikes-2026-chips-forecast-to-13-trillion-names-nvidia-broadcom-marvell-amd-as-top-drivers-164800203.html
Semiconductor Industry Growth Exceeds $1.6 Trillion by 203
https://www.linkedin.com/posts/bill-wiseman-35a170_personally-ive-always-struggled-a-bit-with-activity-7419922260528058369-HQl5
Citigroup lifts AI market forecast to more than US$4.2 trillion. This is due to faster-than-expected enterprise adoption of artificial intelligence tools for coding and automation
https://www.businesstimes.com.sg/international/global/citigroup-lifts-ai-market-forecast-more-us4-2-trillion
WHY THESE NEWS DEVELOPMENTS MATTER TO AEM AND UMS
The surging semiconductor market signals a multi-year supercycle that directly benefits AEM Holdings and UMS Integration by fueling demand for critical testing and production hardware.
- AEM Holdings: Positioned for growth through its specialized System Level Test (SLT) solutions and partnerships with leading AI chip designers.
- UMS Integration: Benefits as a primary supplier to Applied Materials and Lam Research, capturing the rise in global wafer fab equipment spending.
Other influential news developments and analysis
Seagate forecasts upbeat quarter as AI boom powers strong data-storage demand
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/seagate-forecasts-upbeat-quarter-ai-boom-powers-strong-data-storage-demand
Nvidia&rsquo ' s push into physical AI sparks rally in Asian partners. The company has deepened chip-focused ties with suppliers such as SK Hynix and Samsung Electronics
https://www.businesstimes.com.sg/companies-markets/nvidias-push-physical-ai-sparks-rally-asian-partners
Why The Tech World Is Watching AEM' s New ASE Partnership
https://www.youtube.com/watch?v=iBRMgnjUeXE
AEM Holdings soars 370% in 2026 ~ Will I buy this Singapore semiconductor stock?
https://financialhorse.com/aem-holdings-soars-370-in-2026-will-i-buy-this-singapore-semiconductor-stock/
AEM, UMS among chip players riding AI-linked export surge
https://www.businesstimes.com.sg/companies-markets/aem-ums-among-chip-players-riding-ai-linked-export-surge
Google to invest up to US$40 billion in AI rival Anthropic. The investment comes just days after e-commerce giant Amazon says that it will invest up to US$25 billion in the startup
https://www.businesstimes.com.sg/startups-tech/startups/google-invest-us40-billion-ai-rival-anthropic
AI' s token economy revolution creates new China tech winners. The market remains hypercompetitive with new players all the time, and the deeper-pocketed, larger firms are not sitting still.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ais-token-economy-revolution-creates-new-china-tech-winners?ref=article-see-also
AI chip surge elevates Taiwan, South Korea in global equity rankings. The tech-heavy Asian markets have shot past Germany and France in the past seven months
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ai-chip-surge-elevates-taiwan-south-korea-global-equity-rankings
Meta inks multibillion-dollar deal to use Amazon chips for AI.
The deal is the latest Big Tech tie-up as the industry scrambles to secure sufficient processors to power AI models
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/meta-inks-multibillion-dollar-deal-use-amazon-chips-ai?ref=article-see-also
We Think AEM Holdings Profit Is Only A Baseline For What They Can Achieve. We have done some analysis, and we found several positive factors beyond the profit numbers.
https://sg.finance.yahoo.com/news/think-aem-holdings-sgx-awx-220138781.html
Prices like stabilising since afternoon, looking good for the next leap to above 8.
a bird in hand is better than three in the bush?
Joelton ( Date: 04-May-2026 10:05) Posted:
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when and if that happens, chairman wong nl would probably be ousted and kicked out...
WongKheeKai ( Date: 04-May-2026 15:13) Posted:
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Highly possible aem will surpass venture, considering the tech leadership they have compared with venture. Importantly, now they have a broad base of clients
see who' s king ya...
muifan ( Date: 04-May-2026 13:50) Posted:
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And the might be possible dual listing of AEM in Nasdaq.
muifan ( Date: 04-May-2026 13:50) Posted:
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AEM will swap position with Venture in time to come.....:))
AEM become $20
Venture become $8
AEM become $20
Venture become $8