Hoseh Liau

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Joined Aug 2019

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How many fold of net profit increase this quarter compared to last year? Another quarter of impressive growth. Record net profit. As mentioned before there was no sign of slowdown in the production even during CNY. FY2025 will be another great year for NationGate.
1 day · translate
Ooi acknowledges that these increases are primarily due to Nationgate’s involvement with Nvidia since last year. “If you look at our numbers in 9MFY2024, it is a fact that our revenue, trade receivables and inventories have increased a lot, especially since 2QFY2024. The main reason is because the Nvidia chip is so expensive. We are talking about US$250,000 or over RM1 million per chip. It is a very expensive component and it is a controlled item,” he says.
Read the facts n study fundamental.
1 day · translate
Mcement soars. CMSB don't sleep already. Solid results.
1 week · translate
Nvidia has already recovered its share price back to 140 plus. Let's see Natgate can follow or not.
1 week · translate
PE only 8 others competitors already PE 13, much more to go. Even went up from rm1 to rm1.60, pe still 13.4. Development infrastructure in Sarawak spurs growth to CMSB.
1 week · translate
Long term debts reduced, increasing dividend and NTA, healthy cash flow. Such a undervalued cement company.
1 week · translate
"DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling," a NVIDIA spokesperson told Investing.com Monday afternoon. "DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant. Inference requires significant numbers of NVIDIA GPUs and high-performance networking. We now have three scaling laws: pre-training and post-training, which continue, and new test-time.
1 month · translate
Time to rebound.
1 month · translate
Elsewhere, market watchers questioned if DeepSeek is using just 10,000 A100 NVIDIA chips as the company claims. Alexandr Wang, the billionaire CEO of Scale AI, thinks it is closer to 50,000 more-powerful NVIDIA Hopper GPUs but believes the company can't disclose the truth due to U.S. export controls on AI chips. Tesla (NASDAQ:TSLA) CEO Elon Musk agrees with Wang's assessment.
1 month · translate
https://theedgemalaysia.com/node/739926

Macquarie also said NationGate is a direct AI proxy on Malaysia’s tech supply chain, with the highest AI revenue exposure and earnings trajectory among peers.

They working towards this objectives. When u invest, please do your own homework in their business plans and facts. Sometimes some opinions were baseless.
1 month · translate
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