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SSNLF

4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by Semi Doped 1mo ago
SSNSSNLFLONG6d ago
“Real programs give Samsung the opportunity to improve yields, fill new production lines, and persuade more customers to qualify the technology. If it works, Samsung could begin taking a clearer positi”
JP Insights

Broadcom just signed a $200 billion deal with Samsung to secure AI chips, giving Samsung the massive volume it needs to prove its all-in-one manufacturing.

SSNSSNLFLONG@ $66.23
$64.24-3.01%
since call Jul 25
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SSNSSNLFLONG3w ago
“Samsung just came out and announced that they're the most profitable company in the world. Q2 profit surged 19x year over year... I feel like if we're buying anything, we're buying this.”
ThreadGuy

Samsung is a core memory buy after its Q2 operating profit surged 19x year-over-year, making it the most profitable company in the world.

SSNSSNLFLONG@ $65.06
$64.24-1.26%
since call Jul 7
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SSNSSNLFLONG4w ago
“if maybe if your biggest company is the leading one of the leading memory providers, leading technology companies in the world, it's on seven times earnings, you should borrow your brains out to buy i”
Monetary Matters · The Monetary Matters Network

Samsung is a screaming buy at seven times earnings as it leads the global memory and technology supply chain.

SSNSSNLFLONG@ $64.88
$64.24-0.99%
since call Jul 2
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SSNSSNLFLONG1mo ago
“Samsung is taking TSMC overflow orders from Google and AMD … It's quite natural for chip makers to turn to other alternatives if they the yield/performance…”
Semi Doped · Vikram Sekar

Samsung wins contract chip overflow from Google, AMD, BYD as TSMC capacity falls short.

SSNSSNLFLONG@ $65.71
$64.24-2.24%
since call Jun 18
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