cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on MI.
the bearish outlook for AI stocks spreading to chip stocks in the US. Volatility incoming.
7 hours · translate
cheng replied to comment on MI.
KLCI hovering near correction territory while HSI and SSE have been in correction territory for sometime now while KOSPI in bear territory. squeeze risk is high (can be long squeeze or short squeeze) :) grab a cup of coffee and wait for the opportunity or place your bet and take the risk :)
13 hours · translate
cheng replied to comment on MI.
chillax until Jan'27 and bottom fishing by then?
14 hours · translate
cheng replied to comment on MI.
Majorities of Americans want the newly elected Democratic-majority US Congress to act to end ​the war with Iran and to repeal tariffs put in place by President Donald Trump, signaling demand for quick action to address ‌the high cost of living, a new Reuters/Ipsos poll found. The four-day poll, completed on Monday, showed 71% of Americans -- including 93% of Democrats and 51% of Republicans -- want US Congress to pass legislation ending the conflict with Iran that Trump launched alongside US ally Israel in February.
14 hours · translate
cheng replied to comment on GENTING.
Yes Daniel. Upcoming renovations + China's offshore tax payments may keep the gaming segment at low cycle
17 hours · translate
cheng replied to comment on GENTING.
Its in the report, Eddy, Daniel. Unfavorable rolling win rate in September which is a 36mil hit to ebitda; VIPs won more than usual if you will. I was joking about GenS feng shui needs upgrading as 36mil in a month is a huge :) I saw the following from MBS performance news - JP Morgan cited potential China's campaign targeting offshore tax payments which could affect high end gamblers returning to Macau and Singapore; high rollers from China if you will.
17 hours · translate
cheng replied to comment on MI.
Ytlp AI DC will be scrutinised and unlikely to grow beyond 20MW probably.
1 day · translate
cheng replied to comment on MI.
United States initially held a substantial lead in generative AI during the global boom that began in late 2022, Chinese models rapidly caught up. By March 2026 Stanford University concluded that the performance gap had “effectively closed.”
1 day · translate
cheng replied to comment on MI.
US can't sit still with China leading the AI race. In the AI race the United States leads in private investment, computing infrastructure, and the production of leading AI models, while China leads in research publications, citations, quantity of patent grants, and industrial robotics.
1 day · translate
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