SSNLF 全部观点

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?

So, what happened with Samsung? So Samsung also missed on earnings per share. They missed on revenue by about a quarter of a percent. So very nominal actually there. They missed on earnings per share by 1.77%. So a little bit more. Does that really justify a 9% sell-off? No. But they also had their shareholder plan that they revealed.

So there were expectations that Samsung would return as much as 200 trillion one. So they came in at a 100red trillion. They came in at literally to the dime the lowest possible end.