Indeed, the whole market is in a bloodbath. Nvidia GPUs are still in short supply, and HBM supply can’t keep up. The market probably won’t peak until Nvidia has time to produce the 60 series.
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赛云
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For fuck’s sake, Samsung is the only one in the whole market still holding strong. $SAMSUNG
I did the math: Samsung’s Q3 profit was $86.7 billion. Fucking hell, it’s in the same league as Nvidia, and it also has the world’s most advanced foundry business. It has 38% of the DRAM market, surpassing SK Hynix for the top market share, and it leads the NAND market too—it’s unquestionably the king of memory. Its production capacity is fully booked through 2028, yet its market cap has been unfairly battered down to just $750 billion. Its forward P/E is only 2–2.5, so it could earn back its entire market cap in just two years. There’s also a shareholders’ meeting in January 2027 to discuss a $60 billion share buyback and cancellation.
Fuck, the market has become seriously distorted.
I did the math: Samsung’s Q3 profit was $86.7 billion. Fucking hell, it’s in the same league as Nvidia, and it also has the world’s most advanced foundry business. It has 38% of the DRAM market, surpassing SK Hynix for the top market share, and it leads the NAND market too—it’s unquestionably the king of memory. Its production capacity is fully booked through 2028, yet its market cap has been unfairly battered down to just $750 billion. Its forward P/E is only 2–2.5, so it could earn back its entire market cap in just two years. There’s also a shareholders’ meeting in January 2027 to discuss a $60 billion share buyback and cancellation.
Fuck, the market has become seriously distorted.