Samsung doesn't get talked about enough... they report preliminary results tonight, here are the expected numbers... revenues up +152% YoY ebitda up +472% YoY net income up +692% YoY eps up +703% YoY Stock currently trades at 4.4x NTM EPS and 3.6x 2027 EPS... the current/forward multiple on this stock is just ridiculous. It sounds like HBM prices are going up at least 100% in CY2027 which might not be in the sell side estimates yet which means the stock might be cheaper than the current estimates suggest. Samsung current has a market cap of $1.25 trillion (USD)... they will probably generate at least $450B of operating income in 2027... so the stock is trading at less than 2.8x 2027 operating profits. I like $AMD (and we own it) but they're only expected to generate $30B of operati
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