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 STOCK MARKET DISCUSSION V150

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andrekua2
post Aug 25 2021, 10:48 AM

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QUOTE(zstan @ Aug 25 2021, 09:07 AM)
campur ah. that's why you selangor first dose exceeded 100%
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https://www.thestar.com.my/news/nation/2021...ully-vaccinated

You lied, he lied, she lied... who cares... laugh.gif laugh.gif
andrekua2
post Sep 14 2021, 05:24 PM

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QUOTE(ChAOoz @ Sep 4 2021, 11:36 PM)
Cause intel lost their competitive advantage. That is why when intel goes down amd, nvidia are 🔥📈.

If you see industrial product like oil, glove. If the big one down all in the industry are down.

But in the tech industry, well its slightly different ball game.
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I think Intel might win big now... unless TSMC can expand enough capacity to unclog the backlog. Intel will ramp up their GPU production at TSMC, opening up their 14nm fab to cater to other market while retaining 10nm for their Alder Lake. Nvidia and Qualcomm will go and hug Samsung for some capacity.


andrekua2
post Sep 20 2021, 08:50 PM

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QUOTE(billy_overheat @ Sep 6 2021, 08:07 AM)
Happening weekend!

Sidenote, chips will go through consolidation soon, perhaps waterfall as some might hope especially when we are on the verge of approaching Moore's law.

But techs will always evolve hence companies need to find new ways to tackle the market, ie, put chips everywhere and the transitional phase from our material world into a digital one will then render in volume spike.

Is that a good thing for techs? Do they worth their higher evaluation?

My shallow 2cents. laugh.gif
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Moore's Law is dead... LOL
andrekua2
post Sep 20 2021, 09:02 PM

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QUOTE(statikinetic @ Sep 20 2021, 04:42 PM)
Analysts also write TPs in accordance with what the retailer wants to see.
The JP Morgan is a rare case. I take most TPs as kopitiam TCSS.

Look a the history of TPs on TG. The same dataset on demand & supply quoted, but TPs went from above 10.0 last year to under 2 now.
In regards to the huge volume of shorts against TG before the QR was released, the 2021 annual performance target for fund managers is done and dusted.
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Aiks... now want to blame IB pulak...

Jangan macam ni...

Still remember when Icemanfx highlighted China players going massive on expansion plan, many holders downplayed it saying China mana ada natural resources, China low quality gloves, etc. I think I also highlighted few times overcapacity in glove manufacturing pre-covid, and any overly aggressive expansion plan will just bring the whole industry down with it in near future.

This post has been edited by andrekua2: Sep 20 2021, 09:02 PM
andrekua2
post Sep 20 2021, 09:06 PM

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QUOTE(squarepilot @ Sep 20 2021, 08:50 PM)
oh please, would you like it if you offspring always injected for vaccine shot maybe twice or 4 times yearly?

means it's like a drug already. will literally die if you do not get the jab

it has to stop somewhere and let natural herd immunity takes over
It's not dead. it's still too early to judge
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What do you mean by it's not dead???
andrekua2
post Sep 20 2021, 09:14 PM

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QUOTE(squarepilot @ Sep 20 2021, 09:10 PM)
Moore's Law lah. mana ada mati?

Apple A and M series core does bring improvement year on year.

RAM capacity is still improving year on year
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Sigh... what manufacturing process do RAM use?

Moore's Law is dead la... Minimal increment every year as opposed to back then. Even this year, A15 from Apple merely 10% faster than A14 until Apple diam diam dont mention like they usually did when announcing a new chip. Now just mention 50% faster than competition (which again is not true for all benchmarks).
andrekua2
post Sep 20 2021, 10:11 PM

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QUOTE(squarepilot @ Sep 20 2021, 09:53 PM)
I study electronics, that's what i read about it and it is still printed on textbook on today syllabus. theoretically, on atomic level there is a limit on how small can the gap of the nodes can be but we are still not able to prove it yet.

you know intel have history of keeping/holding their latest tech for their futures sales right? Apple chipset is currently so way ahead of it's competition

why not give apple a benefit of doubt first?

i might be wrong, i can be wrong but... time will prove it
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QUOTE
What Is Moore's Law?
Moore's Law refers to Moore's perception that the number of transistors on a microchip doubles every two years, though the cost of computers is halved. Moore's Law states that we can expect the speed and capability of our computers to increase every couple of years, and we will pay less for them. Another tenet of Moore's Law asserts that this growth is exponential.


I dont think we are paying less for computer nowadays. Even the speed has reached a stagnation, 5GHz seems to be the barrier for desktop x86 CPU while ARM chip seem to top out around 3GHz. Honestly the only segment that is still outperforming would be the GPU.
andrekua2
post Sep 20 2021, 10:21 PM

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QUOTE(ChAOoz @ Sep 20 2021, 10:15 PM)
Quantum computing. Is it a dream or a reality ?
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I think VM. Quantum is not impossible but too big scale.
andrekua2
post Sep 20 2021, 10:38 PM

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QUOTE(squarepilot @ Sep 20 2021, 10:25 PM)
remember intel nearly done with the CPU race and Intel Core 2 duo series appeared? it beat the hell out of AMD and reclaim the king of CPU. One have many ways to speed up the CPU without increasing the clocking speed.

the price remain? it has got to do with the fall of MYR and global inflation due to the 2008 crash after effect aka Fed tapering, and the latest production scarcity issue + trade war. and yet our salary is stagnant
it is a reality and IBM is selling it. wanna bet on IBM?  laugh.gif

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Yeap, too dominant until they fall asleep again and being caught by AMD yet again... let's see if AMD will suffer another Athlon successor problem...


andrekua2
post Sep 25 2021, 09:51 AM

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QUOTE(ChAOoz @ Sep 24 2021, 06:33 PM)
Apart from banning crypto. Now china is going to ban all crpyto related activities including mining.
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For the N-th time... yawn...

As for tech bubble, well, it will pop sooner or later...
andrekua2
post Sep 25 2021, 12:57 PM

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QUOTE(Boon3 @ Sep 25 2021, 11:50 AM)
LOL!

Yes, sooner or later .... something sure will happen.
But what's the main driver for tech?

Is it EV or not?

If it's driven mainly by EV, then..... how?
that industry is still in its infant stages.... yes?
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How is EV related? EV is merely battery and motor, if you took out the smart driving.

This post has been edited by andrekua2: Sep 25 2021, 12:58 PM
andrekua2
post Sep 25 2021, 02:34 PM

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QUOTE(Boon3 @ Sep 25 2021, 01:09 PM)
Can take out smart driving from EVs?
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Why not? Even Tesla is selling autopilot separately.
andrekua2
post Sep 25 2021, 06:24 PM

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QUOTE(Boon3 @ Sep 25 2021, 02:51 PM)
So no more semiconductor usages in the automotive sector?

And the autopilot system that will be sold separately by Tesla doesn't need any semiconductors?
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There will be semiconductor everywhere. However I don't think EV will caused a surge in semiconductor demand. There will be someday when the driving will be automated but it's not going to be today, tomorrow or next year.

Personally I think power storage will have to evolved first before we will see a boom in EV. Right now EV is merely a disruption.
andrekua2
post Oct 19 2021, 04:14 PM

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QUOTE(icemanfx @ Oct 16 2021, 10:40 AM)
Stable coin could be the biggest ponzi scheme in history.

Many deposits fiat currency (US$1) to exchange for stable coin e.g tether, usd coin, busd to buy cryptocurrency like BTC.

About 12 months ago, BTC was worth about $13k. Assumed a group deposited $13m fiat currency for stable coin to buy BTC. BTC is worth about $60k recently; if some wanted to exchange $20m worth of BTC to fiat currency, stable coin would be short of $7m fiat currency.

Stable coin depends on new deposit of fiat currency to fulfil its obligation. The higher the price BTC rise, the bigger the stable coin’s deficiency. When the amount of deposit is less than withdrawal, stable coin could literally collapse.

believe many are vested in crypto, it is wise to withdraw early.
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Dont you think you get the wrong idea?

It is no different from stocks. A stock IPO at RM2 10 years ago and now worth RM60. Do you mean that there will be a short of RM58 for every unit of stock that you hold when you decided to sell? New buyer will have to fork the difference to buy the stock/crypto that you intend to sell. It's just simple math.

What is not simple is how these fiat that were being used as collateral for the newly minted stablecoins are being used by the organisation behind it.
andrekua2
post Oct 19 2021, 05:31 PM

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QUOTE(icemanfx @ Oct 19 2021, 04:29 PM)
The difference is stablecoin claimed to have USD 1 to 1 backing.

Stable coin is probably the greatest Ponzi scheme in history.
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It isn't wrong. They minted new stable coins because there's demand and people do pay usd1 for 1stable coin. It's just about how they use the collateral in the end. They can't let it sit idle in banks. Fiat is a bigger ponzi scheme as it's not backed by anything, not even shit.

This post has been edited by andrekua2: Oct 19 2021, 05:31 PM
andrekua2
post Nov 8 2021, 05:30 PM

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Wow... my boss hilang 75k in few days time... sold BSL too early.

We had been holding for so many years since IPO because it is one of our customer. Tot lucky liao sell at RM2.50, but mana tau split liao again limit up twice to RM2.50. 300lots = 75K gone...
andrekua2
post Dec 13 2021, 08:55 PM

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Pandemic time, glove stocks sibeh fast out QR... Now song over liao, QR macam Serba.
andrekua2
post Dec 15 2021, 12:58 PM

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QUOTE(Boon3 @ Dec 15 2021, 09:25 AM)
Yes!! the thing is for a stock buyback, the range of buyback between 6.20 to 8.00 is simply insane for one single day.

On that day, Top Glove bought back 13,420,000 shares valued at 99.972 million.

one day... isn't that excessive amount?
now we look at how the stock traded on that day...

Open price 6.45
high 8.03
low 6.15
Close 7.76

Can see the implication what the trading data on that day showed?
Too bad I dun have the chart, but my memory was the stock retreated after the its opening price of 6.45...
it retreated to around 6.15...
and then TG went amok....
yup... it went amok.....  there's no other words to describe it...
it started buying back shares from 6.20 all the way up to 8.00!!!
spending 99 million....

6.20 to 8.00... who would make a buyback like that??

yea... I was like.... wtf.... buyback or goreng the f out TG?  doh.gif  doh.gif
there are examples I could show... backing up my claims that TG's share buybacks was badly executed... wink.gif
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At least I know now how much money I needed if I want to push TG up 20-30%.... hahahahhaha
andrekua2
post Dec 15 2021, 01:07 PM

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QUOTE(Boon3 @ Dec 15 2021, 01:03 PM)
So tell me when.................  devil.gif
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When a few of my shitcoins collections moon 1000x drool.gif drool.gif drool.gif
andrekua2
post Dec 15 2021, 01:39 PM

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QUOTE(billy_overheat @ Dec 15 2021, 01:37 PM)
Did I hear shitcoins? What shitcoins Lai intro tongue.gif

Wouldn't pumping shitcoins easier than tg?

Don't rugpull me though laugh.gif
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I dont remember... I just spent a couple dollar on each and just leave it there...

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