$SSNLF
1 位大V提及 · 4 条相关推文
Serenity
中性
三星被提及也大幅上调内存价格，作者未对其股价表达明确多空观点。
相关推文时间线
Serenity
中性
2026-10-13 23:11
三星被提及也大幅上调内存价格，作者未对其股价表达明确多空观点。
Guess like we found out why Elon has been going on a crusade against memory in his recent posts.
$SKHY and Samsung have been price hiking memory too much? https://t.co/r3sTYkd7TX
Serenity
中性
2026-10-13 03:44
作者感叹三星随韩国市场大跌，但未给出明确的多空预测。
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s
美股仙人
看多
2026-07-25 16:03
作者提及三星同为低倍数存储供应商，并反驳AI空头对其周期性的质疑，倾向看多。
A MESSAGE TO THE AI BEARS
When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.”
The reason these suppliers trade at such low multiples is preci
Serenity
中性
2026-07-10 12:27
作者列举Rainbow Robotics与三星子公司合作，未表达对三星明确多空观点。
Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027.
Pairing with Highlanders, a Japanese robotics company.
- Agility $CCXI x Foxconn, Toyota
- Apptronik x $JBL, Mercedes
- Highlanders x Mitsubishi
- Figure × BMW
- Boston Dynamics x Hyundai (subsidiaries)
- Optimus x Tesla (I