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Samsung - $005930.KS

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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26 countries tried laser enrichment and none built a plant — LIS Technologies president
16 takeaways: The single US enrichment plant is European-owned, two-thirds of the fuel is imported, and he says his prototype is weeks from its first…
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"Let's have a phone that turns into a tablet": Business Day's tech writer on foldables
3 insights: Why Samsung says premium demand is growing while overall smartphone sales fall, the 2% of global sales foldables have managed so far, and…
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Former Fed trader: two more hikes, and the 2028 dot moved up 50bps
12 calls: Why Warsh's strong-productivity line is not in the data, the 30-year TIPS yield he says is the highest in two decades, and the Treasury…
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Money Flows analyst: AI's CEOs want regulation because it keeps competitors out
10 calls: Why he reads the safety warnings as a public-relations exercise, the three memory and photonics names he is buying, and what he thinks…
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Mike Shepard: Wall Street is asking whether the AI safety pledges are marketing
5 insights: Why the president says safety takes a backseat to China, what Microsoft's 15,000-word manifesto actually asks for, and why chip stocks fell…
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Scott Galloway: the AI industry is monetizing the end of the species
12 calls: Why he would put AI executives in jail rather than regulate the models, what the Anthropic S1 has to prove, and the one number that makes him…
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Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just moved
4 insights: What Beijing's foreign ministry said about the slowdown, why China's labs are not the ones being asked to pace, and how the news reached…
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Molly Pieroni: Samsung is one of her largest positions at 2–3x cash flow
4 principles: what a 20-year financial history is for, why Microsoft was a value stock in 2003, and the discount she says still plagues the Korean names
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Gene Munster: he doubled his iPhone Duo revenue estimate after seeing it
3 takeaways: why he moved from 5% to 10% of iPhone revenue, the bigger canvas he says unlocks agentic apps, and why Samsung isn't the real competitor
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Ben Bajarin: Apple's foldable phone isn't for the people who'd buy an iPhone Pro
4 takeaways: Why he says Apple didn't win on hardware, who the $2,000 iPhone Duo is actually built for, and the "phablet" precedent behind it
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