chillax. that is opportunity for short term traders actually :) buy sell buy sell. interest rate cut in two weeks time. So, manage it well until then. We shall see whether will there be a big V in two weeks time? :)

pick your favorite stock across the semiconductor ecosystem in Malaysia, tiong. Stay close to it and manage it well. Hot money in Malaysia from the budget and interest rate cut in US which is favorable for growth stock there; boosting the sentiments locally here if you will :)

Sounds good, fibo :) 5th floor first, and then stay there in Nov while Trump "enable" the data for Dec rate cut :p continue to head north in Dec. QES Q3 results by mid of Nov will tell us whether it's a vertical take off or soft landing; tuned to the rhythm of Trumpconomics :p Lol, no pun intended.

was searching for Tiong's info on QES article from the Edge but found nothing. However, I found this yesterday. There could be volatility coming up near the price quoted in the report TP 0.48. https://www.tradeviewcapital.my/wp-content/uploads/2025/10/QES-Initiation-Report-251008-Rise.pdf

Asean Summit followed by US interest rate cut at the end of Oct. Followed by 5th Nov Supreme Court ruling on Trump's tariffs and 10th Dec for another US interest rate cut decision. Make your own plans accordingly if you are trading :)

you can use the information shared here to assist with your decision making, chooi ngoh. (1) Tradeview research initiation coverage report for QES (2) TheEdge interview with QES boss (3) The external headwinds look ahead (4) Be mindful that Q3 performance is around the corner in less than a month.

MI is a good one for long term play, Fibo. It is one of the local equipment manufacturer within the semiconductor ecosystem. A lot of investment being allocated to semiconductor ecosystem from budget 2026. current MI trends started before Q2 and it is also similar with QES whereby the results showing potential decent Q3 results :) MI benefitted from the tariffs front loading if you will while QES showing higher customer deposits. MI has priced in ahead the upcoming Q3 results in my personal opinion; 1:1 risk reward ratio. Q3 results will determine whether current rally has legs. I am waiting for pullback to re-enter again; higher reward ratio if you will. Anyway, equipment manufacturer is just one sector of the semiconductor ecosystem and there are many more sectors within the supply chain. Lots of opportunities and spoilt with choices :)

I dont expect any huge negative surprises from forex for MI comparing to Q2. Q2 hit is expected bcos of the weakening of USD/MYR comparing to Q1; almost 7% from the peak in Apr to the low in May. Q3 USD/MYR strengthened a bit from the low in Jul and probably a small forex loss. USDTWD saw a huge weakening in Q2 too and it has recovered the decline by half in Q3 if you will.