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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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1 view
I reiterate my Buy rating on Samsung, as the stock shows signs of bottoming and upside momentum, despite recent earnings volatility. Samsung's valuation remains depressed, with the market looking past a 56% profit drop, suggesting pessimism is already priced in. Progress in HBM remains the key catalyst; certification to supply Nvidia would unlock significant upside and AI market participation.