shhhhhhhh for those who do not own YTLPOWER and YTL. We only need those that have fate in this counter as we are all investors and not speculators. Why these 2 counters go up, ask yourself the question ? if yiu do not know the answer, please stay away from these counters. Thank you.

Glove may make a comeback but will be slow lah. Maybe 2x in 5-8 years. We are no longer in any pandemic, so glove is just like any industrial product like chemical, etc. You cannot expect it to grow 5x in 10 years or less.

Furthermore, there is no moat to this gloves biz. Any Tom, Dick and Harry also can start this biz. And we have seen the Chinese did that during COVID-19.

Nope , it is never mentioned that Bytedance would use YTLP DC , I guess those who can pay for Nvidia AI date service are the ones who have deep pockets and big names .. just be patient , Nvidia the name itself can pull some big international clients as YTLPower is relatively unknown to the international IT world …

Would there be a glut in DC? The advantage of YTL Power is its renewable power. Other than the US companies all the other companies aren't interested in renewables. I don't think renewable is available in SD-Google deal as land in SA isn't cheap.

We are still in the early days so don't thing there is a glut. AI is still in its infancy and will be the main key economic growth (in ALL industry) in the next 20 years.

Just think of AI like how computer, internet and mobile phone changed our life in the last 50 years.