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Community Meetup
Coastal Contracts Investor Briefing: Key Updates on 26 Dec 2025
Jan 2026 Site Visit to Farm Fresh with the Community; Coastal Contracts secured a US$1.14 bil (RM4.64 bil) Mexico contract, boosting its order book to RM7.4 bil. Key projects include a 2nd Papan Plant (COD Nov 2026) and a potential 2nd Perdiz Plant. Cash is prioritized for CAPEX, with payment risks mitigated via trust accounts.
![[Audio] How to find the next 100 bagger in this AI Bubble](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/35b99780-912a-4050-ae5b-826907f7c7e4/image.png)
[Audio] How to find the next 100 bagger in this AI Bubble
Amid fears of an AI bubble, OpenAI is spending $1.4 trillion. We analyze their playbook using Peter Thiel’s "Zero to One" strategy, which argues "competition is for losers". Discover the 4 traits of a true monopoly and how OpenAI plans to break the Nvidia/TSMC chokehold to find its path to profitability. How similar concept can be used to find your next 100 bagger.
![[Audio] Q425 Market Outlook: Turning point in the market](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/bff1f7bc-2ea9-4f22-818d-327eb39067ea/image.png)
[Audio] Q425 Market Outlook: Turning point in the market
13th Community Meetup Slides & Recording. US & China market continues its rally. AI spending shifts to hardware and infrastructure. Watch out for for a debt-fueled bubble and US efforts to boost Intel's semiconductor role, benefiting Malaysia.
