Technology Sector 03 (Dec 24 - Dec 27)

[behappyalways]

How Much Revenue Do Tech Giants Earn Per Employee?
https://www.zerohedge.com/personal-fina ... n-employee

[winston]

Technology – Malaysia Penang Insights: Maintaining Resilience, Growth Visibility Improves

Our Penang trip suggests that despite a fluid landscape, end-customer orders across most players remain largely intact, with no major cancellations or pushbacks.

We believe this resilience is underpinned by a cohesive ecosystem, geographic neutrality and robust talent and vendor pool built over the years − providing a competitive edge amid global shifts.

An attractive risk-reward proposition underpinned by improving growth visibility supports our sector OVERWEIGHT call.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[winston]

Malaysian tech sector braces for 3Q earnings test amid sky-high valuations — HLIB Research

Sector valuations have already rerated sharply (KLTEC +63% since April lows), leaving little room for error and placing stricter scrutiny on both earnings delivery and guidance this time around.

HLIB advised investors to take a selective approach, favouring companies with resilient recurring revenue bases, such as ITMAX System Bhd (KL:ITMAX) and SMRT Holdings Bhd (KL:SMRT).

It also recommended direct exposure to the robust front-end semiconductor equipment market, namely Frontken Corporation Bhd (KL:FRONTKN) and UWC Bhd (KL:UWC)

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/774122

[behappyalways]

Google's quantum computing breakthrough: "Quantum Echo" achieves the world's first verifiable quantum advantage, 13,000 times faster than a supercomputer

Google量子運算新突破!"量子迴聲"實現全球第一個可驗證性量子優勢 更比超級電腦快1.3萬倍｜非凡財經新聞｜20251023

https://m.youtube.com/watch?v=uZvSKe8K7 ... YKAYcqIYzv

[behappyalways]

Watch: Modular Energy Pioneer Nano Nuclear Begins Drilling First Reactor In Illinois
https://www.zerohedge.com/markets/watch ... university

[behappyalways]

Did you know that $MSFT has 41.59% of global anti-virus marketshare?
https://x.com/Mayhem4Markets/status/1982196019342221319

[behappyalways]

China Deploys World’s First Commercial Supercritical CO2 Power Generator
https://www.zerohedge.com/markets/china ... -generator

[behappyalways]

Google is the leader in search. There really is no competition.
https://x.com/Mayhem4Markets/status/2000204756900298927

[winston]

Tech Predictions 2026: The Year Software Crawls Into Physical Reality

by Luke Lango

1. Factory Robots Are Actually Working Now
2. Robotaxis Stop Being a ‘San Francisco Thing’
3. AI Glasses Bring Ambient Intelligence Mainstream
4. Nvidia’s Lock on AI Chips Is Breaking
5. Nuclear SMRs Hit Criticality: Proof Over Promises

Source: Investor Place

https://investorplace.com/hypergrowthin ... l-reality/

[winston]

Five Technology Predictions That Will Transform How We Live and Work by 2026

AI companions will redefine human connection
Developers will become modern renaissance polymaths
Quantum computing demands immediate security action
Military innovation will accelerate civilian technology
Education will become truly personalized

Source: Amazon Web Services

https://www.scmp.com/presented/tech/top ... -work-2026