最近股神acw也活跃在云顶了，就好像以前armada那样，凡肥帝股神有的票他也一定会有，而且也在一样的价钱买。我记得以前数据佬跟他们吊臭，不经意在这里泄露了出来, 他们两个在这里装不熟，还有一个叫ah hulk的，然后还有一个不知道叫什么名字，私底下有一个群。分工合作，大号做股神，小号就去膜拜增加粉丝和跟那些黑他们的人对抗。

最近股神acw也活跃在云顶了，就好像以前armada那样，凡肥帝股神有的票他也一定会有，而且也在一样的价钱买。我记得以前数据佬跟他们吊臭，不经意在这里泄露了出来, 他们两个在这里装不熟，还有一个叫ah hulk的，然后还有一个不知道叫什么名字，私底下有一个群。分工合作，大号做股神，小号就去膜拜增加粉丝和跟那些黑他们的人对抗。

没记错的话年头主要是靠thplant jtiasa吃爆胡，年中靠natgate sam mi adb吃爆胡，年尾靠手套和棕油股吃爆胡。当然还有很多轻仓股不过对整体的盈利贡献不大。。。

不过最重要的是今年我没有大亏。马股八月九月大回调时我成功逃过所以保住了上半年很大部份的利润。黑色星期一的那几天我是100%现金。。。

哈哈, 阿达瑪, 一直以來您們都是我敬仰的前辈, 小弟自认是一颗永远长不大任人宰割的韭菜, 多么希望能够像前辈们拥有丰富的经验和知识, 但我年少時確實读的书少, 字沒认识几个, 也不會在庞大浩瀚的网络里找訊息资料,（ 哈哈, 就算找到了也读不懂), 在股市里, 我只是一隻莽撞的老牛, 只会一点点三脚猫功夫, 所以不敢妄想可以在您的群组里白吃白住的, 只希望您能够在有空的时候在这里多多发表您的知识, 謝謝....

well, it is not about disturbance but silence.

i am very old school and I believe in give and take. I prefer everyone gives something genuinely while taking something from other ppl. No one takes things for granted and just become a sleeper. Everyone must contribute and be a part of the community.

this is how a healthy lively community works...

No need to worry too much, I think the current restrictions will only have impacts on non US data center players. US DC players can apply for licenses to acquire more computing power.
But it's a super bad news for China DC players in MLY. They can no longer use MLY as a loophole to acquire Nvidia GPU.

Now the words on street suggests that the new curb also will impose a new limitation on data center computing power on tier 2 countries and complete ban on tier 3 countries. If this is true then malaysia's ambition of becoming regional datacenter hub will be compromised.

They want cheap land, cheap water and cheap electricity ma. US view us as high ROI country, invest little but the return is big. I don't think they will stop invest in MLY la...
But It does have impact on companies like Bytedance if they want to use MLY as a loophole to acquire Nvidia GPU.
Actually data center doesn't bring lots of jobs one, I rather companies like AMD to invest more in MLY (they are expanding their chip design business in penang for their ryzen series).

Ya..
But u look at tier 1 countries...
EU (if you want to start a business in Germany, you need to print out 25k pages of documents)
Japan (Earthquake)
South Korea (Near to North Korea)
Taiwan (walking distance to Mainland China... I mean very near to them)
Australia (High cost)
...
I believe the US counterpart will acquire the necessary license to acquire compute in MLY. Don't forget that trump will be back on 20th of Jan.

You're right ..trump might not reverse it..but why rush this curb before Trump's inauguration? Even if he doesn't reverse it..what is US gonna gain by capping chip imports to US data centers..its only going to slow down US DC progress in AI.. if the slow down, china will find a way to overtake.

Just in
NVIDIA SLAMS BIDEN'S LAST-MINUTE AI CHIP EXPORT BAN

Nvidia is calling out Biden's reported plan to tighten AI chip exports just days before Trump takes office, warning it would cripple the U.S. economy and tech leadership.

Nvidia VP Ned Finkle:

"This disguised anti-China move will hurt the global tech industry, limit U.S. competitiveness, and force countries to pivot to alternative technologies."

The proposal aims to prevent China's military from advancing AI capabilities, but critics argue it will backfire by ceding market dominance to foreign competitors.

Don't get me wrong... US has to slowdown China, so the chip export/compute power constraints are real. However, there's always a loophole that China can use (smuggle or what)... Otherwise how come there is plenty of H100 现货 in China... Hahaha

biden doest stop US company from investing in data center infra in tier 2 country, they just dont want them to invest too much in just one particular country e.g. malaysia.

So US company will still invest in malaysia. It is just once they hit their quota, they have to invest in other country.

Wait till the facts tonight then we will know more...