惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Martin Fowler
Martin Fowler
D
DataBreaches.Net
F
Fortinet All Blogs
阮一峰的网络日志
阮一峰的网络日志
博客园_首页
Apple Machine Learning Research
Apple Machine Learning Research
H
Help Net Security
M
MIT News - Artificial intelligence
美团技术团队
人人都是产品经理
人人都是产品经理
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
The Cloudflare Blog
有赞技术团队
有赞技术团队
L
LangChain Blog
博客园 - Franky
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
博客园 - 【当耐特】
S
SegmentFault 最新的问题
V
Visual Studio Blog
Blog — PlanetScale
Blog — PlanetScale
Hugging Face - Blog
Hugging Face - Blog
B
Blog
I
InfoQ

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Samsung: Strike Relief Is Good For Revenue, But It Remove...
2026-05-21 · via All Articles on Seeking Alpha

Summary

  • Since March, I think I was right to keep Samsung Electronics Co., Ltd. at arm’s length, even though the memory cycle has not taken a pause.
  • I think the SSNLF setup changed when the strike scare showed how tight this market still is and how quickly investors chase memory pricing, even after a parabolic run YTD.
  • The strike being put on hold removes the worst near-term risk, but it also takes away the easy pricing shock.
  • What I need to see now is HBM4E samples in Q2, HBM4 leading HBM sales in Q3, and no fresh labor disruptions.
  • I’m staying on the sidelines for now, with SSNFL as a Hold, while Micron, Sandisk, and Seagate remain my cleaner ways to play this.
A dramatic lightning bolt illuminates the night sky above a suburban neighborhood, casting a purple glow over the horizon

burroblando/iStock via Getty Images

This morning, I found myself doing what I usually do when a major semiconductor headline, like the strike affecting Samsung Electronics Co., Ltd. (SSNLF), hits the tape: quickly checking who the market thinks might benefit.

13.11K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU, INTC, SNDK, STX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am not a registered investment adviser, broker, dealer, or tax professional. This article, including any comments or replies I post, reflects my personal opinions only and is provided for informational and educational purposes. Nothing I write is investment, legal, tax, or financial advice, or a personalized recommendation to buy, sell, hold, or short any security. My views may change without notice. Nothing I write is tailored to any reader’s objectives, financial situation, risk tolerance, or portfolio. Investing involves risk, including possible loss of principal. Readers should conduct their own research and consult a qualified professional before making investment decisions.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.