cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.

Joined Dec 2017

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Belum breakout. Strong hands dok collect lagi. Relax je.
2 hours · translate
sabar. akan mencanak bila sampai masanya
19 hours · translate
Looks like insiders/funds/insti making a move on Natgate.
19 hours · translate
some corporate updates from POET (Canada) which should translate to higher activities at Natgate - The photonics specialist is pressing ahead with its plan to begin volume manufacturing of optical engines for AI data centres in the second half of 2026. By the end of 2027, management expects to hit a monthly run-rate of one million units. Those chips are designed for 800G and 1.6T transceivers, the backbone of next-generation AI infrastructure. More than ten active customer engagements are already on the books, with combined annual revenue potential north of $100 million — including early orders for 800G engines and a tie-up with Lumilens.
19 hours · translate
Natgate's optical transceiver MNC customers (Canada and US) are experiencing all time high demand due to hyperscale AI DCs.
20 hours · translate
It will be reflected accordingly when Natgate's optical transceiver/photonic customers ramp up their production :)
22 hours · translate
what we want to see is another mid single digit performance end of this month. that marks the 2nd continuous qtr performance at ~5% margin and showing that changes put in place in previous qtr are structural and not a one-off thingy.
Yesterday · translate
manage your positions well, william. first thing first, company must continue to deliver mid single margin performance; ~5mil per qtr profit. you have been following this stock for sometime and well aware that Mr. Market didnt move even though its profitable at <2% margin.
Yesterday · translate
extracted from market research reports - Optical transceiver is on a trajectory that roughly doubles or more across the 2026 to 2036 period, with datacom - and the AI-network segment within it - the fastest-growing pool of demand; four structural shifts reshaping the market. The first is the migration from electro-absorption modulated lasers toward silicon photonics, which the report projects rising from roughly a quarter of datacom shipments toward two-thirds, commanding an even larger share of revenue. The second is the progression up the speed ladder, from 800G through 1.6T toward 3.2T. The third is the gradual emergence of co-packaged optics, integrating optical engines directly onto switch silicon to overcome the power and density limits of pluggable modules. The fourth is the diversification of demand beyond communications into access networks, wireless, automotive LiDAR, optical computing, and quantum applications. https://www.researchandmarkets.com/reports/6244194/the-global-optical-transceiver-market?utm_source=GNE&utm_medium=PressRelease&utm_code=7fnlzz&utm_campaign=2284500+-+Optical+Transceiver+Market+Set+to+Double+as+AI+Data+Centers+Drive+Unprecedented+Demand+for+800G+and+1.6T+Modules&utm_exec=clshmsai
Yesterday · translate
this stock is gaining attention now when its on the rise :) more hype expected when its at second floor.
Yesterday · translate
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