SSNLF - Samsung Electronics

Samsung is mentioned alongside Micron as a key player in the high bandwidth memory market that benefits from AI-driven memory demand across all major AI platforms.

Christophe notes Samsung's stock has gone parabolic from 50 to 200-300 in one year. He describes it as following the same cyclical trend as Micron and SK Hynix in the memory triopoly, and says people buying now are taking on much more risk.

Mentioned as the number one player in memory space, posting 51% beat on operating profit with revenue surging 151% to $32.8B. Highlighted as benefiting from the same memory boom dynamics as Micron.