Company
Samsung
- Episodes
- 15
- Share
- 1.5%
- Shows
- 15
- Net sentiment
- −0.23
Up from 1.2% of episodes in the weeks before; net sentiment was +0.37.
Bullish 4Mixed 2Neutral 2Bearish 7
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Samsung. Longest episodes first.
Bullish 4
- Operating profit near NVIDIA-scale and a strong HBM position from the memory cycle.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Adding stablecoin accounts to its wallet, expanding consumer distribution for stablecoins.OKX & ICE Launch 24/7 Tokenized Stocks · Tokenized · Oct 12
- Committed over $5 billion to Vietnam projects, signaling manufacturing confidence.VIETNAM ENTERPRISE INVESTMENTS LIMITED - VEIL Webinar: Vietnam's Emerging Market Transition - Growth, Earnings & Investment Outlook · Investor Meet Company - Audio Archive · Oct 13
- Putting USDC transfers into Samsung Wallet across 82 million Galaxy devices gives stablecoins mass distribution.Samsung Puts Stablecoins on 82M Galaxy Devices; BTC Slides on Hot CPI · CoinDesk Podcast Network · Oct 14
Bearish 7
- Shares fell about 7% on fears of cheaper Chinese memory competition.KOSPI Sell-Off - Can China's Memory Push Squeeze Profits? · The Modern Market Show · Oct 13
- Shares fell as Korean chip trade sold off on Chinese memory competition.10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · Squawk on the Street · Oct 13
- Shares fell sharply in Korea amid the chip selloff.Morning Call 10/13/26 · Morning Call · Oct 13
- Shares fell over 8% amid chip competition and AI sentiment swings.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Concentration risk in KOSPI and pressure from new memory competition weigh on outlook.S1E63: Higher for longer is testing Asia’s AI trade · The Business Times Podcasts · Oct 16
- Shares dropped about 7% after a Chinese memory chip breakthrough threatened its competitive position.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
Mixed 2
- Korean AI chip exposure drove a sharp market selloff while broader Korean value remains cheap.Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26 · The Exchange · Oct 16
- Committed to high-NA machines, yet faces competitive pressure from Chinese memory rivals.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
Neutral 2
- Fell sharply in the selloff despite being part of the chip supply chain.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Mentioned as a major customer of ASML with no specific stance given.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial