Samsung is a solid second-choice investment in the memory sector due to lower risk, diversification, and strong financials compared to peers.

Samsung is the second because it's less risky and it has a lot of diversification in it as a bag.

Also, Samsung is a very interesting second because it's almost as cheap as Hynix. Same upside, you know, 80% or 100% target doubling. And balance sheet, very very strong balance sheet, pays big dividend if you can buy the Korean version.

it's again, Nvidia has some concentrated risks out there with some players where Samsung has lots of different customers, okay?

Finally, just the clean the clean road map on memory plays. SK Hynix is the lead, Samsung second because it's safe.

I haven't looked too into this, but there could be a problem there with a strike of a union in some factory. I don't know, a Samsung, Micron, whatever.