chin lua

  • Following

    0

  • Followers

    15

Fame: < -100
Joined May 2017

Comments

This user has been posting inappropriate comments recently.
chin lua replied to comment on TANCO.
Google AI:
"Many Belt and Road projects lacked rigorous, transparent pre-investment feasibility studies. Heavy debts accumulated due to poor risk management, overly optimistic revenue forecasts, and opaque lending terms by Chinese state banks to high-risk, low-income nations unable to generate adequate returns."
2 days · translate
chin lua replied to comment on TANCO.
Most voters do not care about gamblers. PH must learn from the shady Chinese companies involved in a similar but failed project—the Melaka Gateway mega-development. Do you really think a small state like Negeri Sembilan needs a mega port, or will it just become another white elephant?
2 days · translate
chin lua replied to comment on TANCO.
Google AI:
"As explicitly clarified by Tanco in filings to Bursa Malaysia, this arrangement is strictly exploratory and non-binding. It can be terminated by either party and carries no immediate or guaranteed financial impact."

Tenco is not as optimistic as the speculators, haha:)
2 days · translate
chin lua replied to comment on NATGATE.
It is not just us; even South Korea and Japan—two advanced semiconductor giants—are lagging far behind Taiwan in 2nm CPU/GPU fabrication, 3D packaging technologies like CoWoS, and silicon photonics. Investors here remain highly naive about the semiconductor industry.
1 week · translate
chin lua commented on NATGATE.
Some of the comments are talking about Natgate's silicon photonics. This is laughable, as TSMC is just implementing this exclusive technology—no way it will pass to Natgate!

Google AI:
"Malaysia and Taiwan are not peers in the chip photonics or semiconductor fabrication space. While Malaysia is a global powerhouse in backend assembly, testing, and packaging (OSAT), it fundamentally lacks the indigenous advanced fabrication foundries like TSMC."
1 week · translate
chin lua replied to comment on NATGATE.
Google AI:
"Under U.S. export controls, Malaysia is classified as a Tier 2 country. This means imports of advanced AI chips (like Nvidia's high-end GPUs) face strict import caps and quotas."

Financial Times: "Nvidia halves Asia buyer list in China chip crackdown"
https://www.ft.com/content/7c146c56-cc7a-40ec-93cb-58106a012421?syn-25a6b1a6=1

Malaysia is mentioned specifically, hahaha:)

https://m.youtube.com/watch?v=qInT_9fMHTo
1 week · translate
chin lua replied to comment on NATGATE.
Do not tell me Natgate's future is bright or predictable when the Nvidia AI chips are controlled by unpredictable Trump, haha:) We are certainly not a friend of the US's current administration, OK?
1 week · translate
chin lua replied to comment on NATGATE.
@Azlan, I hold GENM at an average cost of RM1.45 (RM1.52 minus a RM0.07 dividend). I am highly confident about receiving further dividends, haha! Despite all the recent negative sentiment, the casino and resort cash revenues remain highly predictable and can weather future crises. One cannot rule out a total Trump ban on AI chips to Natgate as impossible, especially since our "boss" publicly hugged a controversial figure!
1 week · translate
chin lua commented on NATGATE.
Following Buffett’s philosophy of not investing in new, unproven, and immature stocks, I decided to avoid Natgate. Despite its recent rapid rise, I still cannot clearly calculate the risk probability for this stock. Buffett famously avoided Apple for a long time because he frankly didn't understand it. In fact, Natgate's rapid rise makes it seem even riskier!
1 week · translate
chin lua replied to comment on TANCO.
This is a billionaire's gambling table where even the "small sharks" can lose. Skill doesn't matter, whether you're a master or not. Normal people like us should stay away!
1 week · translate
Load more