Outlier Capital(@outliercapx):Long term bullish — $MU $SNDK $SKHY Goldman, reiterating Buy on Samsung: Memory demand continues to “significantly outpace supply,” and the gap “is expected to widen further in 2027 and persist through 2028.” Not a 2026 spike. A two-year shortage (at least), getting worse before it gets better. That is the memory wall and it cannot be disputed. The best research desks are telling you, bullish memory!

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Outlier Capital@outliercapx

2026.10.02 13:50

Long term bullish — $MU $SNDK $SKHY Goldman, reiterating Buy on Samsung: Memory demand continues to “significantly outpace supply,” and the gap “is expected to widen further in 2027 and persist through 2028.” Not a 2026 spike. A two-year shortage (at least), getting worse before it gets better. That is the memory wall and it cannot be disputed. The best research desks are telling you, bullish memory!