VitroX's net profit continued to decline by 4 quarters, and YOY continued to decline by 5 quarters. Vitrox's revenue and net profit for the quarter reached RM119.6mil and RM17.2mil. The main reason why net profit for the quarter fell by RM15.7 mil (47.8%) compared to the same period last year was due to a decline in demand for Automated Board Inspection (“ABI”). Management revealed that demand for the Machine Vision System (“MVS”) is beginning to recover, and management is also actively doing research and development to develop more new products.
Vitrox also currently enjoys Pioneer status, so it will pay less than the normal 24% of taxes. Know 2025. Management remains optimistic about the upcoming needs of the global semiconductor industry. They are also optimistic about the future growing demand for artificial intelligence (AI), telecommunications, and automotive industries.
The performance this time is relatively poor; PE has reached 64. $VITROX(0097.MY)$

$Netflix(NFLX.US)$ is set to release its earnings report after the market closes on April 18, Eastern Time. In the previous two quarters, Netflix's stock price surged impressively by 16.1% and 10.7%, respectively, following their earnings announcements. Since the beginning of the year, Netflix's share price has risen by 26.83%, outperforming the S&P 500 index and reaching a new high for the first time in nearly two...

Progressive exposure to Nikkei , some stocks are gradually turning up.  Leader leads during correction.
$Mitsubishi(8058.JP)$

📉 $Elders Ltd(ELD.AU)$ share price is experiencing a rocky start to the week! 💔
😮 In morning trade, the ASX 200 share plummeted by a stunning 29% to hit $7.00. Ouch! 😱
🌱 Although the agribusiness company's shares have recovered a bit since then, they're still down 25% at the time of writing.  💔
Why is this ASX 200 share crashing?
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$Tesla(TSLA.US)$ Sometimes the early bird catches the worm; sometimes the second mouse gets the cheese. We can give Tesla the credit for clearing the minefield.

1) I don't see the word $Xilinx(XLNX.US)$anywhere. Nor do I see an acknowledgement of the reality that server CPUs, unless they're highly differentiated, are under growing pressure from the in-house CPUs at the hyperscalers like Graviton 2 at AWS. There are more and more of those. (I'm not sure the other Arm-based CPUs in server will get but so much traction, even if they're superior, because the hyperscaler gets better margins on the in-house-developed parts.)
2) To me it very much remains to be seen whether the foundry services business becomes significant and successful. Likewise with the autonomous driving segment -- will they be also-rans?
3) "Intel has hinted that Granite Rapids (scheduled for 2023 after the aforementioned delay) will contain 2x as many cores as Sapphire Rapids, which means that Intel could leapfrog $Advanced Micro Devices(AMD.US)$(which will have a 96-core CPU then) with a 112-core CPU." in an age of efficiency cores, and one with 3D VCache on the AMD side there are limits to what core count really tells you.
I think Intel will fight hard, I just don't think I'd pin my hopes on them returning to CPU dominance in the markets that have the best margins, and I don't think I'd expect them to establish dominance in the other spaces they're trying to play in. They will probably not be irrelevant in the next 10-20 years but they're now just a large dog instead of being The Big Dog.