Samsung Electronics is underrated, with a very wide moat and many growth opportunities. It is expanding into AI and HBM memory, growing in automotive electronics and leads in foldable screens. x.com 

Samsung Electronics' stock should eventually catch up to earnings given how cheap it and other memory names are. Samsung raised operating profit 19x and overtook Nvidia as the world's most profitable company, yet the stock fell 5.82%. The only bubble-like risk is heavy leverage in Korea, where investors' appetite for risk remains strong. x.com  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'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 and SK hynix can invest heavily and still generate free cash flow that makes memory stocks look strikingly cheap. In 2027, they will spend $150B combined on capex yet generate $500-600B of free cash flow, against just $1.8T of combined enterprise value, or less than 3.5x 2027 FCF. Long memory. x.com 

Samsung's 7.7% drop on the greatest quarterly profit in tech history shows the AI trade has run out of buyers at these levels. Profit was ₩89.4 trillion ($58.4 billion), up 1,810%, yet the stock is down 23.74% from its peak in just 15 days. The numbers had been anticipated for months, so once they confirmed expectations nobody was left to buy, the mark of a fully priced market. x.com 

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 

The valuation gap favors SK hynix and Samsung over Corning, Seagate and Western Digital. Companies trading at 20x are still called cheap while the memory makers trade at 2x; Corning is not cheap on a $4 run rate even with growth, and neither are Seagate or Western Digital. The gap should narrow as memory rises while HDD stalls. x.com  x.com 

Samsung Electronics' roughly KRW 30 trillion Q3 cash dividend is already priced in and short of the KRW 40 trillion-plus it should have returned, so it is likely to become a profit-taking event. Even this payout eats into mid- to long-term growth drivers, and without a stronger catalyst, selling is the likely outcome. Per @Xgngu12, further shareholder-return policies are not due until January. x.com  x.com 

A four-year memory supply shortage could make low forward earnings multiples compelling if long-term agreements hold. At forward P/Es of 3.5 for Samsung, 5 for Micron and 3.1 for SK hynix, the sub-4 names could return roughly 100% over four years and still retain value even if margins subsequently compress sharply. x.com  x.com