
SAMSUNG DELIVERED. BIGGEST QUARTER IN COMPANY HISTORY. 🚨
we said ~$56B expected. actual print: 89.4T won ($58.4B). over 19x YoY
beat profit consensus but revenue came in light at 171T. stock sold the news
memory is the whole story. dram and nand up 40-65% in one quarter and samsung already pushing another 20% for q3
full samsung breakdown july 23

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