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$NVIDIA (NVDA.US)$ Samsung's financial results were a failur...

$NVIDIA (NVDA.US)$ Samsung's financial results were a failure, right? Just because they are the largest semiconductor memory company, it doesn't mean AI is fine, you know. Samsung is not fitting into cutting-edge semiconductors like SK Hynix. In other words, they are not keeping up with the demand for AI. Last year was the bottom of the semiconductor cycle, this year is on the rise, so it's natural that all semiconductor companies are doing well on a year-over-year basis. However, not all semiconductors benefit from AI. No problems with NVDA's fundamentals.
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    奥さんとフレブルの3人?暮らし。ノアをセレブ犬にするために運用中。趣味は釣りと登山
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