Samsung's preliminary Q3 points to the most profitable GAAP quarter ever, yet the stock trades at about 3.5x 2027 EPS. Preliminary Q3 revenue is about $145 billion with operating profit near $80 billion. If revenue grows 8% and net income 12% quarter over quarter for 5+ quarters as expected, Q3 2027 net income could top $105-110 billion. Samsung could earn its whole market cap in net income from 2026 to 2030, and heavy buybacks could lift EPS growth to a 40-50% CAGR. Final numbers are still due. … Show more

Samsung Electronics' extraordinary profitability despite an FX hit and rising DRAM prices undermine the case for a memory-price crash. It is the world's most profitable company. Wall St Engine's Q3 summary reports $80.4B in operating profit, up 783% year over year, DRAM selling prices up about 20% quarter over quarter, and Samsung's expectation that memory supply stays tight into 2028. x.com 

Samsung Electronics faces downside risk because its parabolic run has made market expectations unrealistic, so one mistake could release gravity. Wall Street Engine's Q3 highlights showed revenue, operating profit and net profit below estimates despite triple-digit year-over-year growth. x.com 

Samsung Electronics' surging profits show how the AI memory shortage is paying suppliers. Quarterly operating profit reached ₩107tn, nearly nine times a year ago, while sales more than doubled to ₩195.3tn. Alongside SK hynix's results and Microsoft's willingness to pay more for memory, the memory supercycle looks real. x.com 

Samsung Electronics is one of only three absurdly cheap pockets in Korea's large caps, at about 6x earnings. Across Korea's top 25 by market cap, the median forward P/E is 20x, above the global 16x, and the median stock is up 90% in a year, so the "Korea discount" survives only in Samsung, SK Hynix and Kia. Korea is a stock picker's market, not a blanket cheap-market trade, and Interactive Brokers now offers direct access. x.com 

AI equity momentum is fading, and when great news fails to move a stock up, that is a very bearish sign. TeraWulf's 20-year, $19 billion Anthropic contract saw its shares fade from +17% to +5%, SK hynix trimmed fundraising for its US listing, and SpaceX's Nasdaq inclusion is historically a top signal. Fade rate hikes. x.com 

A Samsung earnings miss should spark a rally that marks the start of the next leg up for memory stocks including Micron, SK hynix and SanDisk. A quoted post sums up the setup: Samsung just posted the most profitable quarter ever by any company, yet trades at a forward P/E of 4. x.com  x.com 

Samsung Electronics' quarter was a quality beat, not a miss, because it is now almost entirely a memory business. Operating profit reached 107.4 trillion won, up about 9x, with a record 55.1% margin in its first 100-trillion-won quarter; revenue of 195.0 trillion won missed on unprofitable TVs and phones. Conventional DRAM is tight as capacity shifts to HBM, pricing is strong and HBM4 is ramping. The segment report should make memory look even stronger. Still a buy with a 500,000 won target. … Show more

Samsung's record quarter looks closer to a peak than a new base: conventional DRAM shipments are flat year on year, while higher prices per bit drove profits despite a revenue miss. Its phone unit is cutting output because memory costs too much, and AI chip designers are seeking to use less HBM. Buyers' response threatens the price-led margin surge. The October 29 divisional earnings breakdown may show whether memory profit grew much faster than group profit. x.com 

Samsung Electronics' Q3 profit is even more impressive than it looks, because the won surged 4-5% quarter on quarter while most of its expenses are in won and its sales are in dollars. Delivering that profit through a stronger won points to even higher underlying margins. x.com