Don't buy Samsung! 1. Even though this collaboration news seems positive, over 60% of Samsung's profits still come from memory, and the memory market is tanking. Micron dropped 10% in a single day, foreign investors pulled $65 billion out of South Korea in two months, and a future outsourcing order from Anthropic can't offset the current decline in memory prices. 2. The deal with Anthropic is still under negotiation. OpenAI also talked with Samsung before, but it fell through. Using an unsigned future story to hedge against ongoing profit declines—this logic is way too weak.