Valuation Analyst

Oct 8, 2026 · bearish

(https://www.marketwatch.com/story/samsung-just-did-something-no-tech-company-has-ever-done-and-investors-still-arent-satisfied-3ff5ecb2?mod=mw_rss_topstories) — record profits, record shareholder returns — and the stock peaked in June. The market isn't stupid. It's forward-pricing the capex bust that always follows peak memory margins. Here's the tell: NVDA posted $96.2B in quarterly revenue last quarter against a net margin.

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