PRODVESTOR's comment on AIMFLEX. All Comments
PRODVESTOR
18 Like · Reply
My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
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1 month · translate ·
SEA BOBO
Btw, 老千特狼普好像想要跟中国做朋友，多过作为敌人。这对一些依靠美国政策获益的大马企业好像不是好消息。。。

如果老千普真的能干平interest rate跟通膨，那样妈逼应该会很hoseh。经过上次的过山车，大马的科技公司应该有把握怎样做了。。。

人们口袋比较多钱的话，那样消费领域的科技产品跟汽车应该会有看头。
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Like · 3 weeks · translate
SEA BOBO
那些热钱应该会涌入香港股市。。。
Opps a bit 马后炮
Like · 3 weeks · translate
SEA BOBO
@derrick
You cut loss ady?
Like · 3 weeks · translate
cheng
0.07 safety net
Like · 2 weeks · translate
SEA BOBO
Let me oush it to 0.135...
100 unit will do.
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Tok Tiong
melt 130 today
Like · 2 weeks · translate
Michelle Yong
Actually everyday got a force to sell,then buy a little up. This trend quite unheathy.
Like · 2 weeks · translate
cheng
apt...apt...apt - guessing when will the music starts while Luster Chuah singing rpt...rpt...rpt. Lol, no pun intended. safety net 0.07, pp price 0.13 and market price 0.13/0.135. Fair but not cheap due to no growth since pp. 1:1 risk reward assuming 20% dilution from pp price?
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Like · 2 weeks · translate
SEA BOBO
Happy new year!
Like · 2 weeks · translate
Wen Jun
10:1 going to rm1 hehehe haha
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Kian Onnsie
Let see wei Jun..u this kind of ratt...cakap banyak tapi sendiri sapu banyak...hope u sui kaw kaw
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Wen Jun
Kian Onnsie you stay at high floor condo trap ke? Why so hate hahahaha I bet now you are the sui kaw kaw loss on this counter hahaha
Like · 2 weeks · translate
SEA BOBO
CNY liao eh, talk cock for what
Just cut loss and move to other counters la, Bursa got so many opportunities
Like · 2 weeks · translate
SEA BOBO
Regarding deepseek:
Scaling law 没死，商家还是要继续堆GPU来做training。不过做inference的chip也可以自家研发，所以对nvidia的gpu不是很敏感。
不论如何，大科技都需要大量的data centers来做training或者inference。这对半导体公司根本没有影响，反而是利好，因为整体的发展速度更快了，所需要的半导体也会开始产生变化，尤其是用户端，芯片的silicon数量会跟着改变，就连电池的大小都会需要更大，以support AI的function。
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Like · 2 weeks · translate
SEA BOBO
2025我对半导体的看法也是没变，市场还是需要更多，更强的芯片，来support接下来的AI revolution。
只是最好就pick那些主要的market不是在美国的公司进行投资，毕竟川建国同志时不时会发疯，导致不必要的volatility。
最近他对Taiwan的发言其实在我看来是政治所需，毕竟chips act已经跑了那么久，台湾的厂商都已经多数在美国落地了，他说的tariffs其实是希望美国人民都认为TSMC这些大厂跟小弟们会来美国投资都是他的政府的功劳，而不是biden送钱的功劳。
反而是中国的确让世界刮目相看，再加上那边的估值非常便宜，其实可以考虑。。。
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Like · 2 weeks · translate
SEA BOBO
China + 1, Taiwan + 1，这些故事，到了川建国的时代是否还会延续，这有待观察，毕竟川bibi的枪口是对准全世界，而不是中国一个罢了。
本地的厂商需要加油哦。。。如今的科技替换速度，根本就是超快的，如果没有对的布局，或者在一些技术上赢过中国，那就基本上完蛋了。。。

在这里祝福大家，新年快乐，心想事成，2025年继续huat，gong hei fatt choi, san tai gin hong!
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Like · 2 weeks · translate
PRODVESTOR
Happy New Year @SEABOBO and every shareholders of aimflex . I'm still holding and looking forward to tambah more .
3 Like · 2 weeks · translate
PRODVESTOR
Busy BaiNian -Ing in CNY to get more angpao XD gets more bullets to hoot aimf
2 Like · 2 weeks · translate
SEA BOBO
Trump government is thinking to stricten the Nvidia chip export. Brace for the impact on Friday.
Like · 2 weeks · translate
Wen Jun
Pundek Kian was kena trap at high floor hahahah sorry I already earn and lari when 2023 hehe
Like · 2 weeks · translate
PRODVESTOR
China accounted for more than 15% of Nvidia’s revenues in its most recent quarter
1 Like · 2 weeks · translate
SEA BOBO
I think we all know that the whole Asia region (Singapore, China and etc) accounted for ~40% of Nvidia’s revenue. US is going to give Huawei angpau this year :)
Like · 2 weeks · translate
PRODVESTOR
Nvidia did background check on customer, making sure that the buyer is DC or AI player. But a lot of companies in ASEAN buy and sell to another 3rd parties , then flow to China ( China doesn't care about the price , they just want the chips ) , and trading players can earn a handsome profit , I heard more than 6-10% .
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3 Like · 2 weeks · translate
SEA BOBO
The market is going to be more volatile...
Like · 2 weeks · translate
Admiral Adama
https://stockanalysis.com/stocks/nvda/metrics/revenue-by-geography/
Like · 2 weeks · translate
Admiral Adama
just look at the abnormal surge of revenue contribution by sg...
Like · 2 weeks · translate
SEA BOBO
Nvidia where got care one, they just want to sell as much as possible.
只眼开，只眼闭
钱进和包，代代平安

More downside & volatility coming soon...
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Like · 2 weeks · translate
Kian Onnsie
Is ok.dog ..I have plenty of money not as u ..sleep poor eat poor like a cheap dog...keep comments here like don't u lose it here hahahhaha haha
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Kian Onnsie
Is ok. ..I have plenty of money not as u ..
Like · 2 weeks · translate
Kian Onnsie
as u ..sleep poor eat poor like a cheap ...keep comments here like don't u lose it here
Like · 2 weeks · translate
Kian Onnsie
Aiya every one in here also got their destination one.la
Like · 2 weeks · translate
Tok Tiong
Closed at lowest. Happy CNY
Like · 2 weeks · translate
SEA BOBO
Today all out of office.
No supporter to oush the price back to 0.135
Like · 2 weeks · translate
Kian Onnsie
Don't support laa..the more u support these dog keep barking ..later the price shoot up..then they just appear to talk shit here !!
Like · 2 weeks · translate
SEA BOBO
Love this shit so much
After deepshit, here comes trump shit
Like · 1 week · translate
cheng
0.11 incoming?
Like · 1 week · translate
PRODVESTOR
Genting RM 1.00 coming?
1 Like · 1 week · translate
PRODVESTOR
Just realised Genting hits 52 weeks new low
1 Like · 1 week · translate
cheng
welcome back, Derrick. Aimflex need your support. Can you share more stories?
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Tok Tiong
Welcome back Derrick， we need your support
Like · 1 week · translate
SEA BOBO
End of the month is the QR day.
Eat abalone or porridge see this time
Like · 1 week · translate
SEA BOBO
Should go all in genetec!!!
Tesla gigafactory in Germany should be very fun to work for. Europe sales just plunged, earning missed but share price continue to rally.
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Tok Tiong
move from aimflex to genetec?
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SEA BOBO
Optimums is a trillion dollar economy, larger than all the top tech companies in the US. Good for humanity civilization.
It will Make America Great Again, and the Chinese will pay the tariffs to make tesla sales to the moooooooon!!!
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Like · 1 week · translate
Mari Gold
Tok tiong, genetec got awesome story to make it hot like a sunshine. Yum yum
Like · 1 week · translate
cheng
Is Derrick at Genetec too?
Like · 1 week · translate
SEA BOBO
Just cut loss, move to genetec, confirm more fun!
Tesla earnings missed, but the share price continue to rally! It signals one thing, that's nothing can stop tesla from becoming the largest tech company in the world. Who dares to short genetec is an idiot!
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1 Like · 1 week · translate
Mari Gold
Bobo, u wake up liao. Good job
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Tok Tiong
Market only focus to those counter that got story to tell. Either overcook or overprice, as long as ppl buy the story. Cant fight against Mr Market.
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SEA BOBO
Btw, tesla also holds a lot of bitcoin. Almost half of their earnings in the last quarter came from bitcoin price appreciation. U guys know how great it is? You got a pump and dump close friend as the president in the US, syok tak?!
Shareholders should demand tesla to pay genetec in terms of bitcoin, since DJT is going to pump it to 1 btc == 1 million soon :)
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Like · 1 week · translate
Tok Tiong
Seabobo why dont just buy tesla instead of genetec?
Like · 1 week · translate
SEA BOBO
Genting should buy bitcoin too, otherwise the price will continue to plunge. Be like Micheal Saylor, just keep borrow money to hoot9e!
I'll attend aimflex next AGM to lobby chuah on this.
MAGA == Make Aimflex Great Again!
Like · 1 week · translate
Tok Tiong
@Seabobo, help me say Hi to Derrick
1 Like · 1 week · translate
SEA BOBO
Because Tesla is a meme stock.
People buy because of Elon, but not for the earnings return.
Genetec is different, it will receive tesla coin from its main customer soon.
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Aaron Yong
gg sea bobo also cut loss
Like · 1 week · translate
SEA BOBO
I'm asking people to cut loss lar...
Lazy to read people cursing the counter to 0.11 or 0.07 without saying the reason. If the upcoming qr is a sh*t one then OK la, go to 0.01 also ok.
Otherwise just cut loss, then go genetec. Our funds like genetec ma, you guys know Rich Kopitiam?
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Like · 1 week · translate
PRODVESTOR
It's ok @SEABOBO , just let them curse =) As long as they are happy jiu hao le .
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Aaron Yong
good arh 0.11 can buy more haha
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Kian Onnsie
Is true keep money for good stock ..earn fast rather than keep here hope less
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Tok Tiong
Congrazt Seabobo. Genetec ready to BO
Like · 1 week · translate
SEA BOBO
I got 100 units only.
Said already, Genetec is the safest bet.
Like · 1 week · translate
Tok Tiong
Genetec chart can easily recover loss from Aimflex.
Like · 1 week · translate
SEA BOBO
Good morning guys.
Anyone manage to buy the dip on tesla yesterday? According to aminvest, Genetec FY24 Q4 earning is around 15 million. I guess the share price is pricing in the upcoming 'V' shape comeback. Europeans seems like don't like elon musk because he's interfering with their politics. However, I guess US is going to put 100% tariffs on their automakers if they don't purchase tesla.
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Like · 1 week · translate
SEA BOBO
Ford ceo just said the tariffs on China is going to cost them billions and more than a hundred thousand job will kena buang. There's the difference between Tesla and Ford. Tesla never whine. I think the upcoming 2025 and 2026 qr for tesla is going to be unbelievably amazing. Tesla will expand further in Germany to sell more EVs and soon genetec will also fly. Don't forget about their optimus. Genetec confirm got involved with their optimus project as well. On board before it's too late!!!
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Like · 1 week · translate
SEA BOBO
Elon Musk on the last earnings call:
"we're looking for a safety level that is significantly above the average human driver."

Later on when asked about why Tesla doesn't use Lidar:
"humans drive with eyes and a neural net and a brain neural net. So the digital equivalent of eyes and a brain are cameras and digital neural nets or AI."

Cybercab > Waymo
Genetec got involved with Cybercab even though cybertruck gg already.
Never bet against Elon.
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Like · 1 week · translate
Tok Tiong
Want side bet coming QR profit or loss? and figure? Lai lai. Wen jun, Seabobo, Derrick
Like · 1 week · translate
SEA BOBO
I bet revenue 15 million, profit 1.5 million :D
The result is based on the current share price movement.
Like · 1 week · translate
SEA BOBO
Probably Q1 is a loss as well. The consensus is guiding this way.
Wanna side bet the upcoming genetec qr as well? I bet 15 million profit based on aminvest professional insights.
Like · 1 week · translate
Mari Gold
@sea bobo, why u so derrick behavior nowady? Go other counters promote own holding share for con ppl? macam lost of mind already… adoi…
Like · 1 week · translate
SEA BOBO
@mari
No la, I'm just kidding.
Don't take my words too serious. I have only 100 shares in genetec, and I don't believe in the copium that elon is selling. Maybe I'm wrong, maybe his robotaxi is really a trillion dollar economy. Anyway, don't bet against him, just sit back, relax and watch genetec fly...
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Like · 1 week · translate
Mari Gold
@ seabobo Tesla’s FSD can create a lot value if China side don’t interfere like deepseek did. U know what i mean ;-)
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Tok Tiong
@Mari BYD LU today. Heard something linked to FSD.. no sure yet
1 Like · 1 week · translate
Mari Gold
@tok tiong, what a well informed person…
Like · 1 week · translate
SEA BOBO
Haha, I'm also surprised that my bet on the hkex tech index chiong so much even though Donald Duck is pressuring China by crippling down their e-commerce. Temu and Shein cannot use the loophole anymore.
Like · 1 week · translate
SEA BOBO
HS Tech index everyday also on steroid. Makes me wonder why am I wasting my time here :D
Like · 1 week · translate
Tok Tiong
SEABOBO, i tot u join Aimflex boat jio by Derrick. Now Derrick MIA. And we trap here. U previous Penta also soared rebound. Lets find some other counter to play.. kiki.
Like · 1 week · translate
SEA BOBO
Chill, 我还在
等多一下也无妨，反正放进股市的钱都是我亏得起的。只是看着两个不一样的投资，短期内不一样的结果，心里不平衡罢了 :D
好的东西是值得等待的～
1 Like · 1 week · translate
PRODVESTOR
I'm still holding patiently and holding it as long-term investment . I won't sell unless there's changes in fundamental
Like · 1 week · translate
PRODVESTOR
Peter Lynch, one of the greatest growth investors of all time, once said:
"If you're in the right stock, it's better to hold on for the long term."
Like · 1 week · translate
PRODVESTOR
Everyone wants to earn fast money nowadays, and no one wants to be investors.
Like · 1 week · translate
SEA BOBO
@Derrick
Everyone wants to earn quick money is actually very normal.
想象你面前有棵树，上面结满的都是果实。在人类很早期的时候，如果遇到这棵树，都会选择直接把整棵树的果实都采下来，也为了避免夜长梦多，会选择把眼前的果实都一口气吃完。
这个举动在那个年代再正常不过了，因为眼前有太多不确定性，不知道这棵树以后会不会枯萎，也不知道会不会有猴子会吃完，也怕带着那么多果实走来走去会不会被别人看到然后抢走。
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Like · 1 week · translate
SEA BOBO
从祖先的那一辈开始，这种行为就深深刻在我们的基因里。每个人都想在最短的时间内，能吃完整棵树的果实，以免夜长梦多。这是人性，再正常不过了。

有一本书叫做thinking, fast and slow，也很好地解释了人性 :D
Like · 1 week · translate
SEA BOBO
So tesla share price was purposely pumped up by the funds for a better exit price. Without a strong and solid earnings report, the share price will fall back to its intrinsic value no matter how.
Based on the latest report published by Aminvest, Genetec Q4'24 earnings will be around 16 million. Our local funds sibe suka genetec because Tesla - > Elon - > Trump - > Genetec - > Rich kopitiam
Will the Europeans boycott tesla because of the tariffs?
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Like · 5 days · translate
SEA BOBO
I bet many retailers will continue to hoot9e genetec since the chart is on uptrend, still can buy high and sell higher.
Perhaps tesla will dish out more contracts to genetec because their sales will be better in the 2nd half of this year. Trump will force the Europeans to buy tesla to Make Europe Great Again.
No matter how, don't bet against Elon, a tariffs + sanction will come if the Europeans boycott tesla.
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Like · 5 days · translate
SEA BOBO
China has 1 trillion trade deficit with the world last year. I believe by putting 1000% tariffs on China will be able to cripple their economy.

US is going to earn trillions by taxing the foreign countries, and the money will go to tesla, because the government is going to employ tesla optimus to replace most of the government workers. Their government is going to be so rich until a point where they are able to subsidy the egg price like our government does.
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Like · 5 days · translate
Aaron Yong
BOBO 还是美股好哈哈 马股要死不活 连港股都飞天了 不明白外国机构撤什么 还是有大事要发生 金价也越来越高
Like · 1 day · translate
SEA BOBO
Hey，我看的数据是不是跟你不一样。。。外国机构回来了，慢慢地回着来。。。他们都不敢动这个板块，因为太多变化了，不知道那个橙色的老头要搞什么。
买金是因为老美要玩逆全球化，这个玩法是会把那些穷人送进火庐，死的更快。不过那些没读书的maga不知道，可以说是心甘情愿。
我当初hoot港股的时候就是在想，美股已经被hoot到飞天了，risk to reward只剩下中概股很便宜。不过我已经下车了，现在是马股很便宜的时候，是机会。。。
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Like · 1 day · translate
SEA BOBO
他的tariffs plan跟他的iq都一样，最近的steel and aluminum tariffs，在我看来是他sok chun，只敢做这两个。
接下来还有老共的10％ tariff，鸡蛋的问题，跟取消800usd以下的tariffs exclusion，我在坐等老美二月的cpi数据，肯定很好看。
接下来他要做台积电一单，在我看来他是想要死地更快，去做9一个他们没有upper hand的公司。。。虽然说不要bet against america，不过我的观点是，dont bet on america under his term。
赌吧，看是老美要抱着大家一起死，还是他自己死先。
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Like · 1 day · translate
Aaron Yong
老美自己死和抱着大家死 全世界都不会好过的 中国还没到可以接手世界大哥 群龙无首 世界会很乱的 希望马斯克可以救一救美国 减少美债
Like · 1 day · translate
PRODVESTOR
His tariff plan is no longer extreme and aggressive like before , say very big tariff , but ... hmm ... hmm
Like · Yesterday · translate
PRODVESTOR
The stock market is nearing records because Trump’s tariffs are seen as ‘more bark than bite’
Like · Yesterday · translate
SEA BOBO
Haha I finally know why... His son, X just whispered that trump is not the real president...
An unelected billionaire was having a media interview inside the president office... Hahahah
Like · 23 hours · translate
Tok Tiong
No call buy. Seabobo
Like · 16 hours · translate
SEA BOBO
Ok deleted. Thanks for reminding
Like · 16 hours · translate
cheng
old habits die hard. haha
Like · 16 hours · translate
cheng
11 cents incoming?
Like · 16 hours · translate
Tok Tiong
lets see Qr then we decide add or nt. Chill
Like · 16 hours · translate
cheng
Seabobo is not doing buy call, Tok Tiong. He was gung-ho and kept shouting buy every half a cent down since 16 cents. Thats FOMO. Bukan Fear of Missing Out but Fear of Momentum Outflow since 16 cents. Lol, no pun intended.
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Like · 16 hours · translate
SEA BOBO
U notice that I never shout when the price is going up like a ruler. I'm not baiting you to buy @cheng.
Like · 16 hours · translate
SEA BOBO
When the price start to chiong up and people chase it, then it's called as FOMO. When the price start to chiong down and people start to run, then it's not FOMO.
Like · 16 hours · translate