$58B operating profit, up 19x in a year, isn’t luck. That’s HBM + AI server demand blowing through estimates. If Samsung is printing this with memory pricing still rising, the supercycle isn’t peaking yet. I’m buying the confirmation and holding for the next capex wave.

Longbridge - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book

Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...

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