Dashboard / Ticker
005930.KS · Samsung Electronics Co., Ltd.Samsung Electronics Co., Ltd.
🔬 The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally
high convictionFirst mentioned Jan 2, 2026
The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally.
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$317.00K
via cornerstones
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entry Jan 2, 2026
Thesis Lifecycle
🟢
openedJan 2, 2026
A comprehensive set of stock ratings for 2026, focusing on recovery plays from tax-loss harvesting and sector tailwinds in AI, semiconductors, data centers, and defense, while avoiding overvalued quantum and retail names.
source ↗📝
updatedMar 8, 2026
The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.