23 Feb 2024, NVDA, SMCI, ARM, AMD, Intel, Msft, YTL, SCGBhD

Is all about AI- NVDA SMCI, ARM, AMD, intel, MSFT. And some odd entry - YTL, YTL Power

I have been chasing NVDA for sometimes since almost reaching their first 400, till they drop till 220+-. And now I have 2 major reasons to stay in

- crypto wave. Of course...

- since May 2023, the AI wave

And easy forecast on the global demand to be on 2 to 4 folds are not out of the blue. The demand of AI chip are to be increase in that manner as this is a new blue sea of monopolize market which headed by NVDA. I could bet on AI company to get some handsome instance earning but i wouldn't sure which one to go to. I never go deep into researching which AI company is starting investing heavily, and I never know how many AI companies are coming out from the thin air. 

One thing for sure, the demand of AI chips are there, without any guesses, companies are asking for it, for their AI RND market and whatever reason it is. So yeah, buy NVDA and bought, I did.

AMD, Intel and MSFT are chasing the trend. With a good NVDA headstart, market are introduced into the world by ChatGPT, we have been demonstrate with it function and application. It was fun and great, and it is the next big thing after all those talk web 3.0 and web 4.0. Without having am easy access by users, the trend seems like dying off. But yeah, back to AI.

Intel start by introducing their AI chip, to catch the AI market, and their plan have payoff well with them. They are the 2nd in the market to go in for AI. But they only managed to manufacture chip that do limited AI functions. But as investors, we wouldn't know what is in amd what is not. AMD is 3rd to manufacture AI chip, and MSFT is too joining in to implement AI functions into.... something. All theses Intel to AMD to MSDt are happened in a lengh of 4-6 mths.

Long story short, AI market lead by NVDA, and follow get to have some snack from it.

SMCI, is another chip company which somewhat related to NVDA. And because it is a new player in the industry, the potential means a lot, depends on who interested in thos company.  It started off at USD 50+- per share and jump to 1000 USD share within a year. Thats mean the forecast is SMCI lokely to have 20 fold business grow since they established. We will see.

ARM has been said to joining the AI trend amd analyst has said they shd be valued at 120. And that what it jump from 40 to handsome 120.

What I missed SMCI, ARM. 20-21 Feb seems to be a good entry for these 2 counter. It is their first dip since the recent price jump. I would like to see if there is a 2nd dip, so I could join the ride of these AI frenzy.

https://mplusgbl.com.my/mTLG

Malaysia - YTL, YTL power, SCGBhD, SCGBHD-WA, Tanco, Tanco-wc

YTL and YTL power msia, I would now say they are mini-NVDA for whoever are interested to go in for it. With recent investment of GeForce GO with YTL and the NVDA collaboration last year, YTL has been the spotlight of Q4-KLSE market. For whatever reason it is I would do future buy for this counter. Which means, I buy for long term, any buy now are to be future price. I have no choice, is FOMO, and they always at all the time for the past 2 months.

Some surprises counter for earning are SCGBHD, with their previous high of 0.515, which is my target, I wonder how much i could still dump into this counter. Which me luck. Yeah luck, bad kind of initiative.

Tired of keying via phone. Until next time....

I had a good Xmas run and CNY Run...

2024 resolution

To device a master plan, we need multiple plan and many many sub task to archive. Maybe, i am not a planner. Nevertheless, plan must be draft. Be it eating sushi with a fork, be it eating bkt in England. 

First i need a bid A3 papar, no i dont have it.

Maybe I go for A4 paper....hm, not sure what to write.

Probably just write soem random words in a A5 paper and call it a day.

Nah...

Start selling stock i bought, as I never sell out any good amount to see actual earnings. 

Start selling all those negatives countet. Be brave. Yeah? Be brave. Losses of few trips are justifying, not that i enjoy travel alone for nothing.

Start to go in good Pe ratio stock. Again. No more short counter and go in like an idiot 

YTL, YTLPower, Yinson, Heim, lululemon, MDB

22nd December 2023, the days before Christmas, SCGBHD, CapitalA, AAX, NVDA, MDB

Everyone is in for the Christmas Run, and it is about to start

well, KLSE done it last transaction day before Christmas.

SCGBHD - 0.43 at Closing, SCGBHDWA - 0.160 at Closing

It has been a good counter since the beginning of the year. They have obtain government projects to certain Fiber Optic Cable deal. TM has gave them a few years contract to play with, which saying, they are good at least till end of next year. Their latest financial report has been charming and outperform comparing to previous few reports. I have been start noticing this counter when I did my research into warrant and found this warrant to be undervalued when it is at 0.08, somewhere. Bought in some, and have not go deep enough while my learning process still in progress.

Well, please down a bit, so I could go in a bit more? lol

Target SCGBHD at 0.52, so warrant could still go higher. At this price, it is just about to gain back it market cap since this KEDAH company has been listed. Their PE are turning from bad to nice 15.96 on last financial report. But as per PE reading, 0.43 for now, is probably at the edge of overvalued. we will see...

CapitalA, AAX 

AAX has just out PN17 abt a month ago. It got it hype on the very first hour, and I got stuck with AAX. what a way to stuck the money into a mug. Well, have to wait.

Game play in CapitalA is still the same 0.78 a go in time, 0.92 < is a selling time. But i have been lazy to look into them for now. I am in for SCGBHD. I am planning to sell those still share and use the cash to have momentum on other counter.

No new foresee counter, definitely avoid HEXCAP from HEX dynasty....is a politic share. PHARMA NIAGA no, is a politic share again. they tied with Malaysia military funding. Yeah, it start to sound weird and complicated and government sector are directly involve in the investment. So I gonna avoid al these for now.

 NVDA - 490.58, 10.57PM 

No doubt it has been running fast and flying in mode. I had sell NVDA for the first time at 502(28th Dec) and manage to go back at 492 (19th Dec). I just try to have some fun. I would do more of this similar kind of sell and buy.

New play to get discounted share

The idea is to cash out when it when to a new High, so at this point I would gain a little bit of cash with earning. Next, go in again a day or 2 later at 5%-10% discount on same share number. At this point I gain the discount share of similar sold unit. The number is not huge, is a move of momentum to me.

After abv 2 steps, if it down again, around >10%, I would buy back similar block of unit +1. And set target to sell at last New High. If it get exit at the second touch of new High, I gain some candies again + the discounted share. 

But if it goes up, I probably do nothing.... but i get discounted share.

Or course, if at the first new High, I sell, and the share keep going up....well, it is by chance...

MDB is another to watch counter, my go-in target is set at 370. I hope to go lower....lets see

MSFT is another counter where I gonna go in after my Cash is returning from my selling of Flat....Go in on a new low.....or new new low. 

Happy New Year and Happy Xmas to me...

Why buy and sell and Buy? ....Why not? is math...

16th September - Nasdaq Crisis week, CapitalA fluctuation

NVDA - 16th Sep 2023 - USD 437.25 - loss -usd18.61 on 15th Sep alone

Bought 2 NVDA @ USD459.78 11 Sep 2023.  

Caught the wrong wind, it went down all the way. It seems FED is not going to have any good news.

NKLA - 16th Sep 2023, USD1.19

Having say that NKLA is having there sunny day, catching their happy news from 0.87 up to 1.19, a handsome 36% uptrend (within a week) despite Tech counter losing month. The Explosion on their Truck charging had gave in a good opportunities window to some to throw their Token for Gambling. Yet again, without PE Ratio, I am not a fan, I do nt have a point of reference to go with. Yup, I dreamt about getting rich with this NKLA wave.

But, That's life for you. Sayonara NKLA..

CapitalA - 16th Sep 2023 - RM1.04

In Msia, I am holding CapitalA for Shortterm investing, Targeting long term RM1.3-RM1.50 in the next 3 months. Why? it is still in PN18 counter, which means KWSP, Kenanga and some big players cant go in yet. They need their purchase to be non-PN18. It would have a RM1.80 ->RM2.2 jump if they come in,, no doubt. Just saying, those flies and Big Investors could only come in when PN18 is off...which is to be expected.

As Soros said, Investment is boring. I didnt read much, I guess, When you know the answer, waiting is just a boring game to play with.

I will scope in some at around RM0.90->RM0.97 and sell at RM1.07->RM1.14. yup, I missed RM0.87, how silly I am.

Lets see how many Short term I could go for....by calculation every transaction get 10%, do it 3 times, I could pretty much getting 30%. 

Listen to me, this novice, you will get some laugh after few months yo...i know, I know, I probably do not know what I am doing...

CSPX - 16th Sep 2023 - USD466.47

If Europe is not getting any fun out of their Eco...I am gonna dump my 1 share of CSPX. Bought at USD460, 2-3 years ago? Ya.....for the fun of it. I dont see 30% increment yearly. You and me know, it reflect how bad economy in Europe now.

No new EV industry push, the only relevant EV thingy is their existing Car Industries BMW, Merz..

No Battery Push

No AI push

No Microchip Push

And their investment into Ukraine war. They would be rather hug the black hole, at least black hole wouldnt ask for Investment into Peace... 

25th Aug 2023 - AI week? Mix development week?

 Bought 3 Amd earlier, wrongly

But well...USD107 if i remembered correctly 

VCIG probably is a new. Unicorn from Malaysia. Whos know. Somewhere on 23rd Aug, they have tied license with Microsoft Azure. 120% proce hike from usd 4.0 to 9.0. Yesterday at 5.47. It is definitely a counter to look see. Unicorn unicorn...

Malaysia, Sime Darby, HAPSENG, UMW movement on the week. Sime Darby taking over perodua HAPSENG announce on very good earning which gain 10% on last few days 

Gems of the month - YTL. It just grow and grow without your knowing. Whoever do not know this movement are deems to me novice investor. Welcome to the club. It gains 140% for a period of 6 mths to RM1.40. YTL power YTL cement all gain double income. 

Next, back to CapitalA. Enter at 1.020 again. Maybe. Target at 1.3 in the next 2 months.  RM1.6 by end of year with it news to drive out from pn17. Anither RM10K to go in? Ya small amount, i am a poor kid now. Bare with me 

If money is to be drop from trees, then I would be crazy for apple. Why chase for money when we can grow them? But then again, we would call money as apple and apple for money.

Here we go again.

15th Aug 2023, me and my NVDA

I have a dream. Not your ordinary kind of dream. It was a constructive, well thought and ya, dreaming on a dream to own 1000 shares of NVDA. 

Thats today a 1000x 445 USD  = USD445,00

Forecast at yearend a 1000x 600 USD = USD600,00

Oh well, is a well thought dream. I am now own less than 20 of them. Muhahahahaha

The upwards hike on 14th Aug for NVDA is somewhat amazing. I was putting my focus on Apple and BABA 9988, I missed the nice entry price of USD405, a big missed. Oh well, what's life for without a few big misses. I could have easily put in MYR 10k for it. Thanks to the big slip occur on last few business day. A somewhat 20% drop (highest ~USD480) happened 1 month ago on NVDA.

Well, see you at the next drop. btw the whole NASDAQ is pretty much downtrend now

Back to Alibaba, plan to have a super short term to scope some HKD, but there was no surprise presents for me. 9988 BABA is joining Hang Seng Index for the ride. I yet to see what have diluted the recent Double EPS announcement. Where does there earning went? There is not much movement on NYSE ALIBABA and HK ALIBABA

Maybe I just wasn't meant for unprepared investment. Luck never was my friend, neither will be in the near future. 

10th Aug 2023 - Money is always tempting

10th Aug 2023

I must say, no quick cash. As in no quick lose.

Bought Singapore Airline C6L @SGX 100 Share at 7.22 (PER ~9.60) - 1st Aug, today rose to 7.40. I will enter more when the share when it back to 7.25. I would mix med term to gain quick cash on this counter. However, 1/2 fund allocate for it will be long term. 

PE ratio is nice at this Counter 10th Aug at 10.22 PER

I have been wonder how to gain opportunities on CAPITALA counter. Maybe see you again 2 weeks before the next end date for it PN17 submission. RM20K maybe?

NIO Nasdaq is another interesting Counter. 13.77 today. I might enter when it reach 12.50.

There is no basis on the enter but speculation on it deal with Mercedes Benz. NO PER at this counter

Dive in for gambling? haha....