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...