The Analysts

Call · @markosaaig · #43 on the leaderboard

@markosaaig

@markosaaig · Thu, Jul 30

Markos@MarkosAAIG
Samsung ER call ✍️ For me, the Samsung call was the most important of the two Korean memory calls this week and it was on the top of my earnings season notes. Hyperscaler numbers and Capex raise I had no doubt on. So on the numbers real quick. Revenue of 171.5 trillion won,
36d agoview on X ↗

tweeted Thu, Jul 30 · counted from Fri, Jul 31 close

Read as

Long MU, Long SKHY, Long S005930 · High confidence

Confidence

High0.90

Counted from

Fri, Jul 31 · market close

Rank since this call

#35 → #43 · 7 scored days

#35

Aug 28

#38

Aug 29

#38

Aug 30

#31

Aug 31

#36

Sep 1

#21

Sep 2

#43

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.