AEM SGD    Last:9.57    -0.33

AEM (+Venture, UMS) the most AI-relevant SGX stock

hope will test $11....soon...

aragosta      ( Date: 03-Jun-2026 11:00) Posted: Nvidia' s PC push carries downside risk for AEM, but DBS maintains BUY with S$11.80 target.  AEM' s broader AI exposure, including data-centre GPU, should be less directly affected  https://www.businesstimes.com.sg/companies-markets/nvidias-pc-push-carries-downside-risk-aem-dbs-maintains-buy-s11-80-target Well, the Market thinks different, a gangster' s subtle response  The bullish take on AEM Holdings argues that DBS Research' s " downside risk" label on Nvidia' s RTX Spark PC  chip is overly narrow. Looking past immediate client exposure reveals that  Nvidia' s entry structurally expands  the exact market  AEM dominates. 1. Broadening the AI-PC Testing Market >   Testing  Complexity Skyrockets: Nvidia' s 3nm RTX Spark superchip integrates a Grace CPU,  Blackwell GPU, and NVLink-C2C interconnect on advanced packaging. >   Massive SLT Demand: This extreme architectural complexity requires thorough  System-Level Testing (SLT). AEM' s proprietary technology is optimized precisely for these heterogeneous, multi-die chips >   Extreme ATC Requirements: Combining a high-performance  Blackwell GPU  and CPU creates massive heat concentrated in small areas. This dynamic requires the millisecond-level precision of AEM,s  Active Thermal Control (ATC)  systems to test safely. DOESN' T DBS RESEARCH TEAM KNOW ALL THAT?! 2. Rising Tide Lifts All Boats >   The Rub-on Foundry Effect: Intel and AMD are aggressively upgrading their own   architectures to compete with Nvidia Spark. >   Increased Order Volumes: As AEM' s legacy customers fight back with complex AI-PCs of their own, they will deploy more advanced chips. This shift drives higher test equipment intensity and consumables orders for AEM. >   Ecosystem-Wide Expansion: Nvidia' s push validates a massive, high-margin market for premium AI-PCs, raising the industry' s baseline capital expenditure. IN SHORT, AEM IS FRIEND TO ALL, ENEMY TO NONE! DBS RESEARCH PLEASE NOTE. 3. AEM' s Structural Turnaround The market' s massive 2026 rally reflects a fundamentally transformed company that is no longer a " one-customer" proxy. >   New Anchor Customer: AEM' s non-Intel fabless AI/HPC customer is scaling massively and is on track to become its largest revenue driver. >   Earnings Explosion: First quarter net profits quadrupled on a 36% jump in revenue, confirming the start of a multi-year structural upcycle. >   Expanding Addressable Market: Management raised revenue guidance and expects its Serviceable Available Market to reach  US$4.5 billion. DBS RESEARCH SHOULD FORWARD THINK TOWARDS NEXT QUARTERLY RESULTS. SHOULD BE MIND BLOGGING. While DBS focuses on near-term customer friction, our view aligns with the market' s long-term realization:  Nvidia' s entry validates the urgent global need for next-generation testing infrastructure.  MARKET CONSENSUS HAS NOW AVERAGED ABOVE $14 PLUS. DIDN' T DBS  RESEARCH  TEAM KNOW THAT?     aragosta      ( Date: 21-May-2026 11:29) Posted: Yes, AEM Holdings is poised to benefit significantly  from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to  S$13.25.  Jefferies leads the street with a high target of S$15.20,  followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story In Summary, How and Why AEM Benefits: > More Complex Testing:  AI chips require advanced testing. AEM specializes in this. > Key Customer Ties:  AEM works with major chipmakers linked to NVIDIA. > Specialized Tech:  AEM makes tools that keep hot AI chips cool during tests. > Local Advantage:  Both companies are now expanding AI operations in Singapore. > AI Growth:  More local AI research creates higher demand for AEM' s services. Nvidia to launch Singapore research hub as city-state boosts AI plans https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike

 

Nvidia' s PC push carries downside risk for AEM, but DBS maintains BUY with S$11.80 target.  AEM' s broader AI exposure, including data-centre GPU, should be less directly affected 
https://www.businesstimes.com.sg/companies-markets/nvidias-pc-push-carries-downside-risk-aem-dbs-maintains-buy-s11-80-target


Well, the Market thinks different, a gangster' s subtle response 
The bullish take on AEM Holdings argues that DBS Research' s " downside risk" label on Nvidia' s RTX Spark PC  chip is overly narrow. Looking past immediate client exposure reveals that  Nvidia' s entry structurally expands  the exact market  AEM dominates.

1. Broadening the AI-PC Testing Market
>   Testing  Complexity Skyrockets: Nvidia' s 3nm RTX Spark superchip integrates a Grace CPU,  Blackwell GPU, and NVLink-C2C interconnect on advanced packaging.

>   Massive SLT Demand: This extreme architectural complexity requires thorough  System-Level Testing (SLT). AEM' s proprietary technology is optimized precisely for these heterogeneous, multi-die chips

>   Extreme ATC Requirements: Combining a high-performance  Blackwell GPU  and CPU creates massive heat concentrated in small areas. This dynamic requires the millisecond-level precision of AEM,s  Active Thermal Control (ATC)  systems to test safely.

DOESN' T DBS RESEARCH TEAM KNOW ALL THAT?!

2. Rising Tide Lifts All Boats
>   The Rub-on Foundry Effect: Intel and AMD are aggressively upgrading their own   architectures to compete with Nvidia Spark.

>   Increased Order Volumes: As AEM' s legacy customers fight back with complex AI-PCs of their own, they will deploy more advanced chips. This shift drives higher test equipment intensity and consumables orders for AEM.

>   Ecosystem-Wide Expansion: Nvidia' s push validates a massive, high-margin market for premium AI-PCs, raising the industry' s baseline capital expenditure.

IN SHORT, AEM IS FRIEND TO ALL, ENEMY TO NONE! DBS RESEARCH PLEASE NOTE.

3. AEM' s Structural Turnaround
The market' s massive 2026 rally reflects a fundamentally transformed company that is no longer a " one-customer" proxy.
>   New Anchor Customer: AEM' s non-Intel fabless AI/HPC customer is scaling massively and is on track to become its largest revenue driver.

>   Earnings Explosion: First quarter net profits quadrupled on a 36% jump in revenue, confirming the start of a multi-year structural upcycle.

>   Expanding Addressable Market: Management raised revenue guidance and expects its Serviceable Available Market to reach  US$4.5 billion.

DBS RESEARCH SHOULD FORWARD THINK TOWARDS NEXT QUARTERLY RESULTS. SHOULD BE MIND BLOGGING.

While DBS focuses on near-term customer friction, our view aligns with the market' s long-term realization:  Nvidia' s entry validates the urgent global need for next-generation testing infrastructure. 
MARKET CONSENSUS HAS NOW AVERAGED ABOVE $14 PLUS. DIDN' T DBS  RESEARCH  TEAM KNOW THAT?

 

aragosta      ( Date: 21-May-2026 11:29) Posted: Yes, AEM Holdings is poised to benefit significantly  from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to  S$13.25.  Jefferies leads the street with a high target of S$15.20,  followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story In Summary, How and Why AEM Benefits: > More Complex Testing:  AI chips require advanced testing. AEM specializes in this. > Key Customer Ties:  AEM works with major chipmakers linked to NVIDIA. > Specialized Tech:  AEM makes tools that keep hot AI chips cool during tests. > Local Advantage:  Both companies are now expanding AI operations in Singapore. > AI Growth:  More local AI research creates higher demand for AEM' s services. Nvidia to launch Singapore research hub as city-state boosts AI plans https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike

 

Hope will test the ATH today...

 

NVIDIA' s new RTX Spark (N1X) superchip, featuring a 20-core Grace Arm CPU and Blackwell GPU, will power the first personal agent-focused Windows PCs, enabling 120-billion-parameter models to run locally.  This advancement directly benefits AEM Holdings by increasing demand for its System-Level Testing (SLT) and Active Thermal Control (ATC) technologies, which are essential for validating and cooling these high-power, heterogeneous AI chips.

Nvidia has capacity to supply robust AI growth despite constraints: CEO Jensen Huang. The firm on Jun 1 unveiled a new chip that brings AI capabilities directly to personal computers
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-has-capacity-supply-robust-ai-growth-despite-constraints-ceo-jensen-huang

NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI
https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark

GeForce @ COMPUTEX 2026: NVIDIA RTX Spark Unveiled, DLSS 4.5 Ray Reconstruction Announced, 1000+ RTX Games & Apps Available, And More
https://www.nvidia.com/en-gb/geforce/news/computex-2026-nvidia-geforce-rtx-announcements/

Nvidia' s RTX Spark chip ' reinvents' laptops for agentic AI
https://www.pcworld.com/article/3152460/nvidia-rtx-spark-chip-reinvents-laptops-for-agentic-ai.html

ASUS Unveils Revolutionary ProArt PCs Powered by NVIDIA RTX Spark at COMPUTEX 2026
https://www.straitstimes.com/paid-press-releases/asus-unveils-revolutionary-proart-pcs-powered-by-nvidia-rtx-spark-at-computex-2026-20260601

Nvidia' s new RTX Spark PC chip moves chipmakers and tech stock
https://au.finance.yahoo.com/news/nvidia-rtx-spark-pc-chip-105207405.html

NVIDIA RTX Spark: A New Era for AI PCs
NVIDIA RTX Spark powers the world' s first Windows PCs purpose-built for personal agents, signaling a massive shift from cloud-reliant AI to high-performance, on-device computing.

• Hardware Power: Fuses a 20-core Grace Arm CPU and Blackwell GPU with up to 128GB of unified memory.
• Local Capability: Locally runs 120-billion-parameter AI models with a 1-million-token context window.
• Global Ecosystem: Launching this fall across premium laptops from Dell, HP, Lenovo, ASUS, and Microsoft Surface.
• Software Integration: Features Microsoft Windows OpenShell for agent security, alongside fully redesigned Adobe creative apps.

Crucial Impact and Benefits to AEM Holdings
NVIDIA' s introduction of highly complex local AI hardware serves as a powerful secular growth catalyst for  AEM Holdings  due to three structural factors:

• Surge in System-Level Testing (SLT): Heterogeneous superchips cannot be validated through traditional component testing. They require AEM' s specialized System-Level Testing to simulate complex, real-world AI agent workloads before shipping.
• Thermal Management Requirements: Processing localized 120B parameter models creates immense, rapid heat spikes during testing. AEM' s proprietary Active Thermal Control (ATC) is uniquely positioned to handle these extreme thermal profiles at a high-volume scale.
• Ecosystem and OSAT Expansion: As AI chip architectures diversify, AEM' s strategic test partnership with ASE Technology (the world' s largest OSAT) ensures it captures testing volume for next-generation AI packaging, accelerating AEM' s ongoing revenue diversification and multi-year earnings upcycle.

aragosta      ( Date: 21-May-2026 11:29) Posted: Yes, AEM Holdings is poised to benefit significantly  from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to  S$13.25.  Jefferies leads the street with a high target of S$15.20,  followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story In Summary, How and Why AEM Benefits: > More Complex Testing:  AI chips require advanced testing. AEM specializes in this. > Key Customer Ties:  AEM works with major chipmakers linked to NVIDIA. > Specialized Tech:  AEM makes tools that keep hot AI chips cool during tests. > Local Advantage:  Both companies are now expanding AI operations in Singapore. > AI Growth:  More local AI research creates higher demand for AEM' s services. Nvidia to launch Singapore research hub as city-state boosts AI plans https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike

 

" Your time is limited, so don' t   waste it living someone else' s life. Don' t be trapped by dogma ~ which is living with the results of other people' s thinking. Don' t let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition."

" You are entering the world at an extraordinary moment. A new industry is being born. A new era of science and discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach. No generation has entered the world with more powerful tools ~ or greater opportunities ~ than you.  We are all standing at the same starting line. This is your moment to help shape what comes next.  So run. Don' t walk."

 

Wow... ah tong, you rather have durians from one durian tree, than from a whole plantation....?
okay, let me put it in another simple way..... Six dollars is a world difference from ten fifty..... imagine a $4.50 difference and suppose you have 70   lots, that' s $315,000 more!.... convert to ringgits, that' s RM1 million .. for RM1 million, you can invest in a whole durian plantation! Like I did a few years ago in a durian plantation in Sungei Besi, Malaysia.... and I been having FREE durians every year since!

As I said this is just the beginning of the AI revolution.... and AI boom..... so it' s like a long long way to enjoy more durians, I mean, fruits of the investment..... put it in another way, the train line is now only from Woodlands, to JB.... soon it will extend to North of Malaysia, then on to Thailand, then Vietnam, then China.... from there god knows where it will be extended to.... it seems endless...

OK, maybe you may not believe in my words.... but listen to Lisa ! Enjoy!..... I mean watching her speak, and not your durians which are long gone.....

Lisa Su: We' re Only in the 3RD INNING of AI! Demand Will Surge Through 2029!
https://www.youtube.com/watch?v=sUQqgqd96eo

 

haha...i missed the forest...for the durian trees...but still a happy man with the king of fruits...yum yum:)

 

" A power stock only holds power if you have the power to hold it."

ah tong, I never advise anyone to enter at this stage, but I' ll make an exception to you...... you should get back in with based on all the positive stuffs I posted on AEM......as I said, this is only the start of the AI boom, things are developing at a super lightning speed, the next couple of developments, trust me, are going to be mindblogging......people don' t see the current fundamentals any more, soon, they will be closing their eyes and juz hoot, especially if THESE DEVELOPMENTS WILL COINCIDE WITH THE END OF THE CONFLICT....... then there' s the Nasdaq listing to consider, then there' s the 1H results to look forward to...... no end, no ending news..... for you, you would have make probably $2 or $3 from your ealier trades ..... so whatever price you enter now, you probably would be $2 or $3 ahead of any guy who is entering now.......anyway, it' s your call, don' t say I never jio.......

And as I said, every single day, there' s a positive news or development relating to AI, and these are not AI generated news, they are real happenings.......even if you shut your eyes, you will see them in your dreams, no escape one!......that' s how scary it is....... This is what I posted in the UMS thread, which is applicable to AEM very much....... remember, it' s in your power to own them.......
=================

Like my favourite quote says, " You can' t see the forest for the trees" ...... I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether....... practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" , the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable......not only that, it will keep growing, and growing, and growing....... Here, for today, I shall entertain you with just a few tokkong developments, they are actually right before your eyes.......hidden in plain sight, so they said.....
=============

AMAT CTO Targets Singapore Robotics Growth
Applied Materials CTO sees potential to develop robotics ecosystem in Singapore.  Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer.  
https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singaporehttps://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office

Strategic Gains for UMS from AMAT' s Singapore Expansion.  AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits:
> Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline.
> Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities.
> Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks.

=========

KYEC Opens First Overseas Plant in Singapore 
Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300  jobs to serve booming demand for automotive and high-performance AI products. 
https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html

KYEC' s Singapore Expansion: Key Benefits for AEM and UMS.  KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS.
> Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending.
> AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing.
> UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants.

=========

Sony & TSMC Form Japanese Joint Venture
Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also

Why the Sony-TSMC Venture Matters to AEM and UMS.  The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS.
> AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies.
> UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components.

=========

What makes Singapore a prime location for semiconductor companies driving innovation? 
With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead.
https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html

Growth Catalyst for AEM and UMS.  Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners:
> UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components.
> AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies.

=========

Foxconn has immense confidence in growth momentum due to AI
Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says

Foxconn' s AI Surge: Market Catalysts for AEM and UMS.  Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms:
> AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers.
> UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials.

 

power

aragosta      ( Date: 29-May-2026 08:32) Posted: Don' t Miss This Video: The Profound Message Behind the AI Boom https://www.youtube.com/watch?v=TNLSxtxyB2U   There is an absolute, unstoppable AI capital train barreling ahead, and it will not stop for anyone  (0:37). If you want to ride this wave and stay invested, you must ruthlessly shut out the noise.  Block out the bitter detractors suffering from a deep " wealth-hating mentality" (仇 富 心 理 ). Driven entirely by financial regret, these people either completely missed the boat or sold out way too early. Unable to handle their own regret while watching forward-thinking investors (who stayed invested) win, they weaponise their bitterness. They aggressively plant seeds of doubt just to soothe their own egos and ensure you fail where they did.  Their toxic mentality is simple:  If I can&rsquo t have it, neither can you.  Look past their sabotage, lock into the real capital flow, and secure your position  (5:29). Here is why the macro shifts discussed in this video matter to you: (As I said, it is a very simple video but the message is profound.......)   Singapore Semiconductor Ambitions: AEM' s Strategic Expansion The video uncovers how Singapore' s AEM Holdings is aggressively expanding into San Diego, California to secure a stronghold in the global AI boom  (0:59). To survive a massive surge in AI chip demand, semiconductor ecosystem players must rapidly pivot from traditional backend testing to highly advanced, system-level engineering.  (Note: The video is in Mandarin, but you can follow along easily with English subtitles).   Why AEM is the Key Actor >   The Unforgiving Speed of the AI Train: Development cycles have shrunk dramatically  (1:33). Companies must now bypass traditional buffer periods and move straight from design to immediate mass production  (4:20). >   Assembling the Parachute While Falling: The pressure is immense. Testing firms must adopt a " solve on the go" approach,  fixing design weaknesses mid-air to avoid halting global AI chip production  (4:24). >   Proximity to Innovation: Expanding to California taps directly into specialized US military-grade and aerospace engineering talent to solve extreme physical limits, ultimately driving a massive leap in global capacity  (1:16).   Crucial Lessons We Can Learn >   Agility Trumps Perfection:  Waiting for a flawless product design before scaling is a dead business model  (4:11).  Success belongs to those who make rapid, real-time adjustments on the factory floor(4:24). >   Move Up the Value Chain: Firms must abandon slow, legacy manufacturing. Surviving the AI wave requires an aggressive pivot to high-margin, advanced system testing. >   Go Where the Talent Is:  Staying competitive means looking beyond local borders  (1:12). Companies must plant operations exactly where global technological breakthroughs and heavy capital collide.

 

 

Next wk, new FED chief Walsh will have to provide direction for the interest rate

 

Tomorrow is a good day to open shorts as US and Iran traded fire again. Next Mon if off in lieu for Vesak Day on Sunday so most investor will not want to hold stocks over a treacherous weekend with US and Japan indices in the negative

 

sgx is slowly moving away from nasdaq indexes (for tech stocks) or dji..
worst is when dji or nasdaq goes down, sgx take a hit...
when they go up, we remain down
that' s the trend

Tracer63      ( Date: 28-May-2026 12:33) Posted: Better hold back your purchases and wait out for better time. Mkt seems to be in correction mode even when US indices are still trending higher. Too many negative factors such as uncertainties surrounding Iran and US peace negotiation, selling of US bonds and treasuries by many countries, private banking crisis, huge US debt and recurring interest on its debt, buying of gold by central banks. All signals an impending crash coming

 

Big and mid caps high are trending lower with each passing day. Especially obvious are the technology stocks while pennies are push sky high. Remember the flash crash of all pennies many years ago ? Don?t be the last to hold sky high valuation stocks in this type of mkt conditions

Tracer63      ( Date: 28-May-2026 12:33) Posted: Better hold back your purchases and wait out for better time. Mkt seems to be in correction mode even when US indices are still trending higher. Too many negative factors such as uncertainties surrounding Iran and US peace negotiation, selling of US bonds and treasuries by many countries, private banking crisis, huge US debt and recurring interest on its debt, buying of gold by central banks. All signals an impending crash coming

 

Better hold back your purchases and wait out for better time. Mkt seems to be in correction mode even when US indices are still trending higher. Too many negative factors such as uncertainties surrounding Iran and US peace negotiation, selling of US bonds and treasuries by many countries, private banking crisis, huge US debt and recurring interest on its debt, buying of gold by central banks. All signals an impending crash coming

 

Just need Sembcorp to push above 6.30 (200 EMA), and share price will revert to uptrend.

aragosta      ( Date: 25-May-2026 15:13) Posted: The only reason Sembcorp is not moving as much in spite of so many tokkong developments these few weeks, is because the big boys and syndicates are very busy playing AI driven stocks ..... but that will eventually shift in some way very soon, as institutions and funds are preparing to move into water and power play as well......why? Because AI Infrastructure and relevant facilities require power and water....AND PLENTY OF THAT.... Kabbani is not stating that for fun......  it may be an innocent and brilliant analogy, but there more to it than meets the eye...... Many months ago I advise you guys so many times, not to short AEM or UMS.... I m repeating that on Sembcorp stock now.... do not try shorting SCI.... although some gangsters may welcome it because, like AEM, the short squeeze can be very shiok and juicy....... HUAT AH! ======== THE " WATER AND POWER" IRONY Kabbani' s comparison of AI to " water and power" is a literal issue tracking across global asset management views. According to reports from  Morgan Stanley  and  Barron' s,    the next massive bottleneck for AI isn' ' t the chips themselves ~ it is the physical power grids and water infrastructure required to cool them. AI water use is projected to hit  1 trillion liters by 2028,  forcing a secondary market rally into utility and green-infrastructure stocks. Think Sembcorp Industries.......the black market people always have a long term and big interest in this....   aragosta      ( Date: 25-May-2026 14:20) Posted: I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah...... ======= AI becoming as vital as water, power: Chief of Singapore chip testing firm AEM with 450% share surge in 2026 https://www.straitstimes.com/business/ai-is-becoming-as-vital-as-water-and-power-says-chief-of-singapore-chip-stock-up-450-in-2026 This Straits Times report focuses on  AEM Holdings  , the Singapore-listed chip-testing giant whose stock skyrocketed more than  450% from under S$2 in January 2026 to S$10.46 today. The  " vital as water and power"   quote by CEO Abbas Kabbani underscores how customized AI chips require intensive, specialized testing infrastructure before deployment. An analytical market update by SGX  emphasizes that the 2026 tech rally has officially transitioned from a speculative narrative into physical financial delivery. https://www.sgx.com/research-education/market-updates/20260427-singapores-tech-rally-narrative-delivery And as I have said many times the institutions and the big funds, and high networth (mostly overseas) are the ones controlling the play, not the small retailers like us..... how you try to short up or down, is all no use one..... also.... ​ Institutional Inflows:  High-tech sectors are seeing a heavy swing toward net institutional inflows. This is further validated by Singapore' s  15.3% year-on-year surge in Non-Oil Domestic Exports (NODX),  directly driven by AI semiconductor demand https://secure.fundsupermart.com/fsm/article/view/rcms369601/singapore-s-semiconductor-stocks-riding-the-ai-driven-upcycle

 

The very best is yet yet to be 

Winall88      ( Date: 21-May-2026 11:31) Posted: Contented but the best is yet to be..

 

quite a quiet day here in this thread considering the massive move today.
maybe many have taken profit which is a good sign for bb to do their stuff

 

The only reason Sembcorp is not moving as much in spite of so many tokkong developments these few weeks, is because the big boys and syndicates are very busy playing AI driven stocks ..... but that will eventually shift in some way very soon, as institutions and funds are preparing to move into water and power play as well......why? Because AI Infrastructure and relevant facilities require power and water....AND PLENTY OF THAT.... Kabbani is not stating that for fun......  it may be an innocent and brilliant analogy, but there more to it than meets the eye...... Many months ago I advise you guys so many times, not to short AEM or UMS.... I m repeating that on Sembcorp stock now.... do not try shorting SCI.... although some gangsters may welcome it because, like AEM, the short squeeze can be very shiok and juicy....... HUAT AH!

========

THE " WATER AND POWER" IRONY
Kabbani' s comparison of AI to " water and power" is a literal issue tracking across global asset management views. According to reports from  Morgan Stanley  and  Barron' s,    the next massive bottleneck for AI isn' ' t the chips themselves ~ it is the physical power grids and water infrastructure required to cool them. AI water use is projected to hit  1 trillion liters by 2028,  forcing a secondary market rally into utility and green-infrastructure stocks. Think Sembcorp Industries.......the black market people always have a long term and big interest in this....

aragosta      ( Date: 25-May-2026 14:20) Posted: I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah...... ======= AI becoming as vital as water, power: Chief of Singapore chip testing firm AEM with 450% share surge in 2026 https://www.straitstimes.com/business/ai-is-becoming-as-vital-as-water-and-power-says-chief-of-singapore-chip-stock-up-450-in-2026 This Straits Times report focuses on  AEM Holdings  , the Singapore-listed chip-testing giant whose stock skyrocketed more than  450% from under S$2 in January 2026 to S$10.46 today. The  " vital as water and power"   quote by CEO Abbas Kabbani underscores how customized AI chips require intensive, specialized testing infrastructure before deployment. An analytical market update by SGX  emphasizes that the 2026 tech rally has officially transitioned from a speculative narrative into physical financial delivery. https://www.sgx.com/research-education/market-updates/20260427-singapores-tech-rally-narrative-delivery And as I have said many times the institutions and the big funds, and high networth (mostly overseas) are the ones controlling the play, not the small retailers like us..... how you try to short up or down, is all no use one..... also.... ​ Institutional Inflows:  High-tech sectors are seeing a heavy swing toward net institutional inflows. This is further validated by Singapore' s  15.3% year-on-year surge in Non-Oil Domestic Exports (NODX),  directly driven by AI semiconductor demand https://secure.fundsupermart.com/fsm/article/view/rcms369601/singapore-s-semiconductor-stocks-riding-the-ai-driven-upcycle

 

I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah......

=======

AI becoming as vital as water, power: Chief of Singapore chip testing firm AEM with 450% share surge in 2026
https://www.straitstimes.com/business/ai-is-becoming-as-vital-as-water-and-power-says-chief-of-singapore-chip-stock-up-450-in-2026

This Straits Times report focuses on  AEM Holdings  , the Singapore-listed chip-testing giant whose stock skyrocketed more than  450% from under S$2 in January 2026 to S$10.46 today. The  " vital as water and power"   quote by CEO Abbas Kabbani underscores how customized AI chips require intensive, specialized testing infrastructure before deployment.

An analytical market update by SGX  emphasizes that the 2026 tech rally has officially transitioned from a speculative narrative into physical financial delivery.
https://www.sgx.com/research-education/market-updates/20260427-singapores-tech-rally-narrative-delivery

And as I have said many times the institutions and the big funds, and high networth (mostly overseas) are the ones controlling the play, not the small retailers like us..... how you try to short up or down, is all no use one..... also....
​
Institutional Inflows:  High-tech sectors are seeing a heavy swing toward net institutional inflows. This is further validated by Singapore' s  15.3% year-on-year surge in Non-Oil Domestic Exports (NODX),  directly driven by AI semiconductor demand
https://secure.fundsupermart.com/fsm/article/view/rcms369601/singapore-s-semiconductor-stocks-riding-the-ai-driven-upcycle