Mocha Wei
voted
$GREATEC (0208.MY)$ just released earnings, revenue still growing, but profit dropped due to higher expansion cost and weaker margin.
🔍 1. Fundamental View — Still a Growth Company
– Revenue consistently increasing
– Heavy investments into automation R&D + new facilities
– Margins compressed temporarily — normal during expansion
– Long-term megatrends remain: EV, Solar, Automation
Institutions like EPF, PNB, AIA, Vanguard still holding.
Smart ...
🔍 1. Fundamental View — Still a Growth Company
– Revenue consistently increasing
– Heavy investments into automation R&D + new facilities
– Margins compressed temporarily — normal during expansion
– Long-term megatrends remain: EV, Solar, Automation
Institutions like EPF, PNB, AIA, Vanguard still holding.
Smart ...
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$Dell Technologies (DELL.US)$
Go Dell! 🚀🚀
Go Dell! 🚀🚀
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Mocha Wei
voted
On November 24, 2025, the trajectory of the artificial intelligence industry shifted irrevocably. With the signing of the "Genesis Mission" executive order, the White House has elevated the AI race from a Silicon Valley commercial scuffle to a strategic imperative comparable to the Manhattan Project.
This is no longer merely about who builds the best chatbot; it is about who controls the American Science and Security Platform—a clos...
This is no longer merely about who builds the best chatbot; it is about who controls the American Science and Security Platform—a clos...
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$Dell Technologies (DELL.US)$
Can a rise in stock price amid capital outflows be considered a false rally?
Can a rise in stock price amid capital outflows be considered a false rally?
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$INARI (0166.MY)$
The financial report turned out to be fairly good.
The financial report turned out to be fairly good.
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$DUFU (7233.MY)$
GG.COM
GG.COM
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Mocha Wei
commented on
$MI (5286.MY)$ After it rose to 2.35 that day, this stock had already ended its upward trend.
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Mocha Wei
commented on
$DUFU (7233.MY)$ US memory stocks are all up. Are you still asleep?
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Mocha Wei
commented on
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