Company
Samsung
- Episodes
- 11
- Share
- 1.0%
- Shows
- 11
- Net sentiment
- +0.75
Bullish 7Mixed 0Neutral 3Bearish 1
The episodes that named it
Why each one was bullish, bearish or in between on Samsung. Longest episodes first.
Bullish 7
- Memory maker that gains from pricing power and certification into Nvidia systems.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Presented as continuously innovating across phones, appliances, wearables and AI features, with broad diversified businesses.#11. Jak technologia tworzy wartość dla człowieka - Olaf Krynicki · Salto Talks · Sep 25
- Memory and fabrication business generating large profit growth tied to AI.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Korean chipmaker benefiting from AI memory boom and supplier role to the frontier.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in American Studies · Sep 25
- Trillion-dollar Korean chipmaker benefiting from the AI memory boom.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
- Memory leader with very low P/E and large AI-driven profit growth.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
Neutral 3
- Mentioned as having already released foldable phones before Apple.CxC Ep41: Is “AI Doom” Genuine Fear or Good Marketing? - with Benjamin Rogojan & Phil Sparks · Code and Connor · Sep 23
- Named as an OEM partner co-developing AI experiences on Qualcomm-powered phones.Why your phone still isn't the ultimate AI assistant · The Deep View: Conversations · Sep 27
- Memory partner collaborating with TSMC on HBM5 on CoWoS validation.Podcast EP368: An Overview of TSMC Open Innovation Platform (OIP) event with Aveek Sarkar · SemiWiki.com · Sep 23
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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