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Ah_Meng

    • Ah_MengAh_Meng
      ·05:55
      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.
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    • Ah_MengAh_Meng
      ·05:50
      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
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    • 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
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    • 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
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    • 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
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    • 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
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    • 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
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    • 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.
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    • Ah_MengAh_Meng
      ·06-15
      $HIMX 20260618 10.0 CALL$ Countdown... 4 more trading days to go... Tonight's a given... to sell or to convert... not going to make a call today, will see where this rally takes me. If it goes over the recent peak of $25, which I doubt so, I would definitely go for it. Momentum is however with the share price, so the going is good. One caution point is I have no intention to hold too many open positions. Yes, the Strait might really be opened, the market uncertainty persists nevertheless. I won't be celebrating so soon... my personal risk "premium" has gone up, not down...  Only time will tell, but before that, the next couple of days will be crucial for decision making... at least for me.
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    • Ah_MengAh_Meng
      ·06-14
      Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...

      🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

      @Shernice軒嬣 2000：
      Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work: Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
      🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
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