With the AI industry blowing up Samsung is entering its second golden age. Memory chips are mandatory now and Korean giants like Samsung and SK Hynix are basically running the entire show. Because of this the Korean market is mooning at an insane pace. (Since they are heavy tech stocks they are basically glued to the NASDAQ and move like they are the same thing)AI isn't just about LLMs. It is splitting into generative and analytical and it is going to be baked into literally every industry. On top of that, if China were to invade Taiwan in the near future and TSMC were to be destroyed, whether by China or the US, Samsung could become the only Plan A in the foundry sector.So I have even seen some massive bull cases where Samsung eventually flips Apple and even Saudi Aramco. Is Korea the ultimate play here?Already loaded up on Samsung and Hynix. Thoughts?
>>528998886There are some very interesting things brewing in Korea that many haven't caught onto yet.Both Samsung and SK Hynix have new tech they launched this month to embed logic onto the same wafer as their HBM (memory).This is absolutely pivotal as the limiting factor in AI from reaching the next major step is memory latency, which is eliminated by this new technology.On the AI model side, LG has their sovereign AI that is doing well. Dedicated hardware wise, Rebellions AI (who Meta wanted to buy but Koreans said no) is rising as well in terms of developing AI specific NPUs. If they capitalize on these components, (custom NPU embedded on die with HBM, tuned to run their domestically produced model) the country of Korea could leap to the forefront of the AI race.
Excellent insight and choice. Please invest more in us.
>>529000603give me companies to invest in Kim
>>529001146I'm literally looking at the revised Morgan Stanley research report right now. They just hiked Samsung's operating profit estimate for 2026 by a massive 33%Even the memory division's operating margin is projected to hit over 71% in the next two years. That is insane money.Plus if China actually invades Taiwan and TSMC gets wiped out then the entire global foundry business shifts to Samsung by default.In that scenario, the amount of wealth flowing into Korea would be so massive that Samsung and Hynix would generate operating profits far exceeding those of Apple and Saudi Aramco combined.
>>528998886Elon Musk is also recruiting Koreans specifically for his Neurallink and AI chip projects. Koreans are the smartest race on earth.
>>528998886Fuck off with your ai genned post, jeet.
>>528998886>le stock market going up = le goodFuck off geldjude
>>528998886>I have even seen some massive bull cases where Samsung eventually flips AppleBro their phone software isn't that good. Even had unremovable israeli spyware pre-installed.
How tf is Korea doing so well when they are literally run by a cult, everyone is a shallow faggot looksmaxxer, and they work long hours like slaves? They literally deserve to be conquered by Mongols.
>>529002053It's the other way round actually. Korean stocks are extremely undervalued even though Samsung alone dwarfed what the several big techs earned last year.>>529002846Mobile phone sales only make up just a tiny bit of its margin.
>>529001146Of course, Mirae Asset Securities!
>>529002929Cause you clearly get your information from x/4chan that is astrotufed by chinks, Sea niggers and japs who hate gooks. East Asia racism makes US racism seem innocent. You gotta learn to get your own perspective from quality sources and learn how to analyze it, especially if you want to invest successfully.
>>529003190Here is something
>>529002929>and they work long hours like slaves?>stocks go upGee anon it's a real mystery
>>529002846on cheap phones. still not buying chink phones, chang
>>529003303And this lol
>>529003303I'm aware of that but a few things:She got impeached and jailed. Doesn't happen if cults own Korea does it. I mean, start thinking about it critically.The cult shit in Korea is overblown shit like feminism shit. If you talk to Koreans in Korea (not larps on 4chan, zogbots stationed there and english teachers) its not really a thing. They are currently even cracking down on the churchs involvement in politics and government.You are aware Korea now has a lower average working hours than Japan, right? That the government is pushing to drop below the OECD average and pushing for 4/4.5 day work weeks. Shit is overblown online by trolls, especially in Asia.
>>529003303lol, a lot of those stories were proven wrong. The president consulted a shaman but the cult crap and thousands of dead bodies was proven fake./pol/tards bite onto every bait these days since the boomers showed up here.
>>529002929Actually koreans have always been a powerful nation with over 2,000 years of history. The ancient Three Kingdoms used to wreck Chinese dynasties like the Sui, treated Japan like a little vassal bitch, and ruled over those Manchurian/Mongol tribes as their subjects. Only the Joseon era was a pathetic joke. Now, they’re finally waking up from 600 years of dark ages to reclaim their fucking glory.
>>529003303>>529003446That's a decade old meme now and you're late for the party. Nothing in the picture were confirmed to be true and the ex-president was pardoned.
