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 operating profits in CY2027 which means that stock is trading at 35x CY2027 operating profits... 12.5x more expensive than Samsung. SK Hynix, Micron and Samsung are probably trading at an average of 3.5x CY2027 EPS with EPS growing at least 50% in CY2027 (probably higher) and at least a 30% CAGR over the next few years and it could be 40-50% when you consider how tight memory supply will be through CY2028 which means the price hikes aren't over and these companies are going to buyback at least 10% of their float every year through 2030. LONG MEMORY!!!!

AI news: @NVIDIA has unveiled Agora: Git as shared memory for autonomous research agents. No assigned tasks. No central planner. 13 agents collaborated for nearly 12 days, producing 1,703 contributions and independently reproducing results 165 times. Together, they closed 62% of the performance gap to a trained GPT-2 on a weight-transfer challenge. This is what agent swarms should look like: not isolated bots, but a persistent research community that remembers, branches, verifies and builds on its own discoveries.

One of the most closely watched AI model developers, #MiniMax#, reported H1 results that point to a clear shift in its revenue mix 👇 📈 Revenue: +283.1% YoY to $116.6M 🏢 Open Platform + enterprise AI services: +703.1% YoY to $73.9M 🔄 Enterprise/open-platform share: 63.4%, up from 30.3% a year earlier ⚡ July Token consumption: 20x January 💰 August ARR: >$800M The data suggests MiniMax is increasingly being assessed not only as an AI application company, but also as a scaled inference provider. The key question is not Token volume alone. It is whether lower inference costs can sustain higher usage, convert into recurring API and enterprise revenue, and improve unit economics over time. This shifts the valuation debate: 🎯 From consumer engagement ➡️ To enterprise-demand durability, monetization per Token, and margin progression. MINIMAXUSDT perpetuals provide a 24/7 way to express a view or manage risk around MiniMax (HKEX: 00100). Short-term price action may reflect positioning and liquidity. Long-term pricing will depend on continued delivery against these operating metrics. Not investment advice. #DYOR#