Samsung's earnings highlight how strong AI-driven memory demand has become. The numbers are impressive but the real test will be whether AI infrastructure spending remains elevated over the next several quarters. If HBM demand and pricing stay resilient, the sector could have more room to grow though volatility should be expected after such a sharp run.

LongPort - 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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