The only way is UP for AEM. US is the epic centre for AI now. Amy Leong is a semicon veteran in US. AEM chair Loke aint stupid. He picked Leong so that more deals will b closed in US. Ex CEO is good with Asian deals but not US. Hence the change of CEO.
I wondered where he gets the data that "AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says" from? AEM said that excitement in generative AI is looking promising to the coy. Also, INTC is ramping up chip production n GPU n quantum computing chips like crazy. Dont anyone think this will b extremely beneficial to AEM. I think this analyst has not get new update from AEM. Your thoughts?
As u hv correctly said history is a guide. This time is goong to b different. So far the bears have been wrong because they r using the old model to evaluate the current situation which is quite different from the past. One key point that most bears overlook is the strength of employment. US GDP is 2/3 dependent on the consumers. So long as people r gainfully employed, there will b no recession n housing market will not crash albeit business will stay slow in a high rate environment. To conclude, big tech n AI will continue to lead the mkt to new high. Once fed pivot the rest off the mkt will play catch up
$Lapco Holdings(08472)$ After being bashed so hard, this counter is now undervalued. Based on Book Value n Earnings, it should be between 0.2 to 0.4. With the recent placement, i think this counter may make a comeback soon. Watch for it!
This counter was being accumulated at 0.38 on 20 Apr. The run started on 28 Apr. To date it has surged 0.98. The run is going to pause soon. Think it will tumble below 1.00 perhaps to 0.80 n scare away retailers before another run to 2.00.
$GROWN UP GROUP(01842)$ Looks like the operators of this counter has full control of the prices. From here on, it ia up to them to decide what the prices close each day n when is the last day for it to crash. Best not to short. If want to trade be nimble n careful
$GROWN UP GROUP(01842)$ Looks like the operators of this counter has full control of the prices. From here on, it ia up to them to decide what the prices close each day n when is the last day for it to crash. Best not to short. If want to trade be nimble n careful