Lark Davis
Lark Davis|Oct 08, 2026 00:43
Samsung's Q3 guidance just dropped, and AI demand is carrying the day: • Operating profit: 107.4T won ($80.2B), up ~9x YoY • Beats consensus (106.1T won) • Revenue: 195T won (+127% YoY) The AI train isn't slowing down, and memory chipmakers have first-class tickets.
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