Samsung Electronics Co., Ltd. (SSNLF)
2026-07-31
Recap: Q2 2026
The Cycle Got Contracted: Price Floors, Prepayments and a 43% De-Rating Change the Case
2026-05-01
Recap: Q1 2026
One Quarter Earned More Than All of Last Year. That Is the Argument for Downgrading.
2026-01-30
Recap: Q4 2025
A Seven-Year Record Broken, and the Stock Fell: What the Fade Says About What Is Already Priced
2025-10-31
Recap: Q3 2025
Memory Turns Hard, and Management Says 2026 Demand Will Outrun Its Maximum Supply