Company
Samsung
- Episodes
- 13
- Share
- 1.4%
- Shows
- 12
- Net sentiment
- +0.25
Up from 1.2% of episodes in the weeks before; net sentiment was +0.19.
Bullish 4Mixed 2Neutral 5Bearish 2
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Samsung. Longest episodes first.
Bullish 4
- Posted record earnings and is a key player in the memory trade.Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam · The Pomp Podcast · Oct 20
- Cited as earning roughly a billion dollars a day, part of the Korean export surplus boom.StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655 · The Meb Faber Show - Better Investing · Oct 23
- Heavy memory research spending is expected to yield much cheaper, faster memory for consumer computers."Stop Typing to AI": Building a 24/7 Autonomous Enterprise · The IDEAL Investor in the Age of Sustainable Abundance · Oct 22
- Korean memory leader benefiting from demand up about 30% recently.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
Bearish 2
- Named among semiconductor stocks crowded into by late-entering managers.10.19 | Better than a boycott · The World and Everything In It · Oct 19
- Korean chip stocks swung sharply, with KOSPI down 40% in four weeks.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
Mixed 2
- Strong memory cycle and attractive entry points, but the guest sees cyclical risk at the top.A Capital Revolution: From AI to EM · Behind the Markets Podcast · Oct 23
- Strong DRAM capacity and rebound, but diversified conglomerate with underperforming units; scored 7.9.Episode 107 | The AI Bottlenecks: Memory, Chips, and Power · Market News with Rodney Lake · Oct 22
Neutral 5
- Mentioned as an early gate-all-around producer and a memory maker ramping output.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Compared as a rival foldable with a more conventional phone-like design and camera setup.How we really feel about the iPhone Duo | Livestream · The Vergecast · Oct 21
- Named as a strategic memory supplier alongside Micron and SK Hynix.Micron’s memory boom Is cyclicality ending · Breaking Analysis with Dave Vellante · Oct 22
- Relies heavily on Qatari helium for chip production.Did IBM Just Tell the Truth About AI? · Motley Fool Hidden Gems Investing · Oct 22
- Reportedly building Nvidia's custom memory base chips, unconfirmed by the company.Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery · Valley Morning Briefing · Oct 19
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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