Ricci Lee

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专注价值,理性投资。记录我的股市复盘与成长。

​“如果你也关注基本面,那我们一定有共同语言。”

Joined Jul 2023

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Launch of First Sovereign AI Model (May 23)
In a surprise move, Gamuda launched "Wira-LLM", its first end-to-end sovereign AI model. This will fully integrate AI technology into their global engineering designs and tunnel-boring operations.
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15-Year "Government Revenue Guarantee"
Even better, on May 25, Gamuda's Weasel Solar and Cellars Hill Wind projects in Tasmania were selected for the Australian Government’s Capacity Investment Scheme (CIS). This means the Australian government will provide a financial safety net (a revenue guarantee) for Gamuda for the next 15 years, heavily dropping the investment risk.
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Huge RM3 Billion+ New Orders from Australia (May 20–25)
Gamuda’s Australian subsidiary, DT Infrastructure, successfully won two massive contracts in Queensland, Australia. These contracts are for building two giant hybrid power stations (combining solar power and battery storage) named Smoky Creek and Guthrie's Gap. Together, they are worth over RM3 billion!
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May 27 (2026): Broadcom just announced a comprehensive, deep collaboration with the rising South Korean AI star FuriosaAI, utilizing Broadcom's advanced packaging platform to build next-generation 2nm large model inference chips.
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$10 Billion Mega-Order and Long-Term Visibility
Broadcom CEO Hock Tan revealed that the company added a crucial new customer for fiscal year 2026, bringing in over $10 billion in AI infrastructure orders. Bank of America (BofA) even pointed out that visibility for some of Broadcom's custom AI chip orders now extends all the way out to 2031.
Latest Developments
April 2026: Broadcom announced an expanded partnership with Meta to deploy multiple gigawatts of Meta's in-house custom chips (MTIA).
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Noted, agreed wi you. I sold some at 2.30 (this is good price), Thanks Boss Aliff. I got my drum stick 🍗
1 week · translate
你是对的,支持你. 普通人只需要明白买这股的目的.
1 week · translate
应该是"stock by back" 吧!他说得那么深奥,我们普通人不容易懂
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👍🏼👍🏼👍🏼
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好的,谢谢你的分析.
买Focus-Point投资者, 都等拿着一年四次的股息,再等股价上漲,我想大家都是长期投资者.
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