Calls
1
Masahiro Tsuji
Senior Analyst, Bloomberg Intelligence
Win Rate
100.0%
return
+24.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 07
$196500.00
+24.9%
Masahiro Tsuji reported Samsung's preliminary quarterly profit increased eightfold, driven by strong DRAM and NAND flash memory pricing, with operating margins estimated around 70% for memory chips, surpassing Micron's performance. High memory chip prices are supported by robust demand, particularly for AI applications, and Samsung's cost advantages are likely to sustain earnings momentum into the next quarter. LONG as strong pricing power and margin expansion indicate continued profitability growth. Slowdown in global chip demand or a sharp correction in memory prices could erode earnings.
Masahiro Tsuji reported Samsung's preliminary quarterly profit increased eightfold, driven by strong DRAM and NAND flash memory pricing, with operating margins estimated around 70% for memory chips, surpassing Micron's performance. High memory chip prices are supported by robust demand, particularly for AI applications, and Samsung's cost advantages are likely to sustain earnings momentum into the next quarter. LONG as strong pricing power and margin expansion indicate continued profitability growth. Slowdown in global chip demand or a sharp correction in memory prices could erode earnings.
AI Memory
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Masahiro Tsuji has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: 005930.KS.
