To The Moon

Sign Up

Ah_Meng

    • Ah_MengAh_Meng
      ·07-03 19:15
      I get your point and I agree that AI companies can’t build fast enough. Amuse me, I am poking holes on your thesis to cover different ground. Let just say the world economy collapsed tomorrow and remains badly affected for the next 3-5 years. Big corporations failed with massive retrenchment. Companies like Alphabet and Microsoft tried to charge companies for their employees AI tokens. The CFOs and financial controllers start limiting AI tokens used to key users only. While no new AI build continues due the lacking in finance, semiconductors and memory manufacturers still need to do what they do to survive the downturn. There would be excess capacity with little demand. It would reset the AI landscape in 5 years time, no? Ignore me… just my thoughts process of what could happen instead…

      🚨 The AI Memory Bubble Myth: Busted! 🚨

      @Shernice軒嬣 2000：
      A lot of people panicked recently when tech giants like $Meta Platforms, Inc.(META)$ started optimizing their data centers, thinking the AI chip boom was over and memory stocks would crash. The initial panic that wiped out billions in global semiconductor and South Korean memory market caps following reports of Meta’s intent to commercialize its "excess capacity" represents a fundamental misreading of structural industry mechanics. As tracked in Wells Fargo Securities data. Meta is simultaneously acting as a capacity vendor and the absolute largest customer for high-end specialized infrastructure. Meta’s massive $35.2 billion in back-to-back commitments with CoreWeave, including the massive $21 billion Nvidia Vera Rubin contr
      🚨 The AI Memory Bubble Myth: Busted! 🚨
      63Comment
      Report
    • Ah_MengAh_Meng
      ·07-02 22:05
      $ProShares Ultra Silver(AGQ)$  Explosive trade... not going to sugar coat it... employment numbers come out low, thus gold and silver prices, cryptocurrency and all those speculative favours are all on the rage currently. I have added a little when I sense a bottom (temporary). Fact is still that I should have thrown more shares out when the going was good... a big haircut I took for this position... but as mentioned, I added a little before this new run, so got to be happy 😊... at least for now...
      8092
      Report
    • Ah_MengAh_Meng
      ·06-29
      The share price has nothing to do with the market cap of individual companies. It depends on how many shares are on offer. For example, $SpaceX(SPCX)$ is $100+ however it is worth cost to a Billion dollar because it has been subdivided into lots of shares… so share prices are not an apple 🍎 to apple 🍏 comparison… be careful
      @chipzzy：
      At $1231 for $Micron Technology(MU)$ vs $194 for $NVIDIA(NVDA)$ — I'm taking NVDA every time. Reason is simple: NVDA = platform + ecosystem + demand lock-in. MU = cycle + pricing power swings + higher volatility. One is compounding its leadership in AI compute. The other is more tied to memory cycles. At similar "growth narrative" moments, I prefer the name with structural dominance.
      At $1231 for $Micron Technology(MU)$ vs $194 for $NVIDIA(NVDA)$ — I'm taking NVDA every time. Reason is simple: NVDA = platform + ecosystem + demand lock-in. MU = cycle + pricing power swings + higher volatility. One is compounding its leadership in AI compute. The other is more tied to memory cycles. At similar "growth narrative" moments, I prefer the name with structural dominance.
      553Comment
      Report
    • Ah_MengAh_Meng
      ·06-29
      Yup, I read that too… raw materials and hardware are the main costs now. Running cost will increase if we need lots of data centres. The development time spent to make data centres feasible in space will take us so far into the future anyway. I just hope that in the development process, Elon doesn’t generate sooo much space waste for our future generations 🙏
      @koolgal：
      🌟🌟🌟Masayoshi Son's remarks on SpaceX is grounded in reality. He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG
      🌟🌟🌟Masayoshi Son's remarks on SpaceX is grounded in reality. He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG
      136Comment
      Report
    • Ah_MengAh_Meng
      ·06-25
      $ECHOIQ LTD(EIQ.AU)$  [Shy] OMG!!! What can I say?? With gold, silver, bitcoin and tech sector in correction party, EIQ feels even stronger now than when I first shared the company!  The best part? FDA for EchoSolv HF is still on track BUT the submission outcome is still unknown... Meaning there is going to be a lot more upside to the company's share price if they obtain its approval! I had thought EIQ received the FDA clearance when I saw the sudden price spike this morning... Enter medical device bigwig in Australia, $PRO MEDICUS LTD(PME.AU)$ , which has invested in the company, and become its spokesperson (aka reseller of it's EchoSolv product suite)! PME, for those who don't k
      7846
      Report
    • Ah_MengAh_Meng
      ·06-23
      $SpaceX(SPCX)$ even at its IPO price at $135 is super expensive. The price run to $200+ is simply hype generated by Elon fan club together with the rest of the greedy bankers who want a cut of those big profits from this historical “cooked” job! True, SpaceX is one of its kind with also a one of a kind person at the helm. That does not mean we can throw whatever valuation or premium they want. Guess what? Most importantly, its free float is only less than 6% or less than 5% of total share count! If this company is not about share price manipulation, I am not sure what it is… just look at any listed company, if I tell you its free float is only 5% or less, most people if they are not gambling would stay clear. Just because it is SpaceX or Elon Musk
      1.29KComment
      Report
    • Ah_MengAh_Meng
      ·06-22
      $Elixir Energy Ltd(EXR.AU)$ The share price hits a recent top of 18 cents during the peak of US-Iranian-Israeli war before correcting back. The question on many people minds is if peace is finally here and the Strait of Hormuz is finally opened for good... it appears to be so with recent events, Trump urging constraint from Israeli despite the fighting going on in Lebanon. Iran also only briefly returned fire when US did their target strikes around its coastal region. Negotiations in Switzerland have just been completed and a roadmap has been agreed upon by both parties. In theory, this doesn't look too good for oil and gas play like Elixir Energy. On a broader picture, nothing much really changes for oil and gas play. With infrastructure in the
      4222
      Report
    • Ah_MengAh_Meng
      ·06-21
      $Silvercorp Metals Inc(SVM)$ sharing for coins... nearly forgot about it... World Cup has turned my hours upside down... 🙃 even when US trading hours are the same time, my struggle is between sleep and watching for possible goals! [Facepalm]  [Tongue]  [Silence]  It is once every 4 years after all, never mind COVID... Silver price crushed lately, leading to not so favourable Silvercorp Metals pricing. The RSI is closer to 30 (oversold) than 70. The MACD is also on the negative. So yes, Silvercorp doesn't look good at the moment with inflation in US and the rest of the world pushing central banks to either raise rates or looking into raising. However, with oil prices coming down as the US-Iranian war (Israeli too) winding down a littl
      272Comment
      Report
    • Ah_MengAh_Meng
      ·06-21
      I agree with you... having said that, SpaceX value is crazy with a crazily small free float, so it's a manipulated stock to begin with. The valuation could also be adjusted if SpaceX crashed to a couple of dollars or even less than a dollar... but given that it is a manipulated stock, this likely won't happen in the near future. What more likely to happen is for the entire stock market to collapse... then SpaceX will show its true valuation...
      @TimothyBarnes：
      $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ Running the numbers on ASTS using SpaceX's Starlink as a benchmark. ASTS only needs $5.5B in sales at an 80% operating margin to generate a similar $4.5B profit. Starlink's revenue is $11.4B with a 39% operating margin, yielding $4.4B. Projected margins for ASTS are expected to be closer to 90%... if all goes well, we should see around $5B by 2029. Using Starlink's 61% share of SpaceX's total revenue and a current cap of $2.38T, Starlink's implied valuation is about $1.5T. That's a 40x multiple. My price target for ASTS in 2030 is now $3500. Ap
      $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ Running the numbers on ASTS using SpaceX's Starlink as a benchmark. ASTS only needs $5.5B in sales at an 80% operating margin to generate a similar $4.5B profit. Starlink's revenue is $11.4B with a 39% operating margin, yielding $4.4B. Projected margins for ASTS are expected to be closer to 90%... if all goes well, we should see around $5B by 2029. Using Starlink's 61% share of SpaceX's total revenue and a current cap of $2.38T, Starlink's implied valuation is about $1.5T. That's a 40x multiple. My price target for ASTS in 2030 is now $3500. Ap
      222Comment
      Report
    • Ah_MengAh_Meng
      ·06-21
      Two caveats for this article: 1) the state of job market - vibrant or dead; 2) age of market participants. Sure, job hoppers might be rewarded when demands for workers are high and labour market is tight. The evolving market dynamics due to different skills set requirements, like AI related skills, will demand for fresh worker's skills anyway. As workers grow older, retrainability and adaptability come to fore. The reality is that younger generation might bring these relevant skills that older generation lack. The older ones would in turn look for more stability in job rather than simply pay hikes. The priority in life changes over time. I can only say that when young and able, explore and change all one wants... you will only get so much chances before you longed for stability over pay

      Is Loyalty a Luxury? Why Staying at Your Job Could Cost You $105,000.

      @Shernice軒嬣 2000：
      Two employees start at $50K. 20 years later, the loyal one makes $90K—but the job-hopper walks away with $195K. Here is the exact timeline early-career professionals are using to outpace inflation.
      Is Loyalty a Luxury? Why Staying at Your Job Could Cost You $105,000.
      215Comment
      Report
      • empty
        No followers yet
       
       
       
       

      Most Discussed