Company
Samsung
- Episodes
- 12
- Share
- 1.1%
- Shows
- 11
- Net sentiment
- −0.11
Up from 1.0% of episodes in the weeks before; net sentiment was +0.75.
Bullish 2Mixed 4Neutral 3Bearish 3
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Samsung. Longest episodes first.
Bullish 2
Bearish 3
- Hosts criticized its TV software for forced sign-ins and data collection.OpenAI DevDay | Sam Altman, Alexander Embiricos, Andrew Ambrosino, Peter Steinberger, Tibo Sottiaux, Kath Korevec, Casey Neistat · TBPN · Sep 29
- A software update disabled cooling in smart fridges, showing risks of connected appliances.Is Polymarket A Money Laundering Machine? | LWIT · Beyond The Build · Sep 28
- Prioritizes HBM production, keeping standard DRAM supply tight and expensive.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
Mixed 4
- Faces pricing pressure from Chinese competitors while holding strong margins.Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch · The Circuit · Sep 28
- Joined the advanced foundry race much later and remains well behind TSMC.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Delivered strong quarterly numbers, though expectations may already be priced in.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- Named in a price-fixing class action, while benefiting from tight memory supply.Rewind 05 – RAMmageddon Part 9: The Kitchen-Table Moment · RAMmageddon – DigitalWasteland · Oct 2
Neutral 3
- Mentioned as a place a hard-charging employee could be hired as a VP.Amazon VP: Questions On Corporate Politics But They Get Increasingly Darker | Ethan Evans · The Peterman Pod · Sep 28
- Historically dominant memory player whose past losses illustrate the cycle.#50 - How the Memory Market Shapes AI, the US-China Chip Race, and the Memory Cycle with Vis Valluri of SK hynix · Passion Play Profit · Sep 30
- Polled mask suppliers on blanks for larger masks.EUV Photomasks Are Getting Bigger · Asianometry · Oct 1
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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