Daniel Koss(@daniel_koss):Samsung guided ~$80B of operating profit for Q3, a record for any tech company. Nvidia's own guidance implies ~$71B for its current quarter. Samsung stock fell 2.4% on the day. It trades at ~4x forward earnings. Nvidia at ~17x. What does memory still have to prove?

Daniel Koss

@daniel_koss

AI infrastructure investor & trader. 2026 YTD: +248%.

参加 March 2013

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Daniel Koss@daniel_koss

2026.10.12 10:00

Samsung guided ~$80B of operating profit for Q3, a record for any tech company. Nvidia's own guidance implies ~$71B for its current quarter. Samsung stock fell 2.4% on the day. It trades at ~4x forward earnings. Nvidia at ~17x. What does memory still have to prove?