SAMSUNG · Samsung Electronics Co., Ltd.Samsung Electronics Co., Ltd.
📋 Fears regarding disruption of AI memory companies are overblown; they are compelling long-term investments without margin
Fears regarding disruption of AI memory companies are overblown; they are compelling long-term investments without margin.
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Samsung's foundry business is positioned as a strong alternative to TSM amid capacity constraints, with positive signals from Elon Musk and Tesla partnership.
source ↗Observing that Samsung and SK Hynix stocks drop on news of DRAM/NAND price hikes but rally later, with SK Hynix's projected operating income potentially exceeding its market cap, suggesting a bullish long-term outlook.
source ↗Korean equities are compelling long due to overblown LNG fears, pass-through of opex to hyperscalers, SK Hynix drop to high $300B+ MC as buying opportunity, and Samsung doubling nand prices in Q2 to boost operating income.
source ↗Fears regarding disruption of AI memory companies are overblown; they are compelling long-term investments without margin.
source ↗No qualifying thesis event for 45+ days.