| GM. This is Milk Road AI, the newsletter finding AI opportunities before your Uber driver starts talking about them. | The company that spent years playing catch-up in HBM may finally be ready to challenge SK Hynix for the top spot. And its latest earnings suggest the turnaround is already underway. | But first, a way to make your stablecoins actually spendable. | Plasma One lets you spend stablecoins anywhere Visa is accepted and Milk Road readers get $10 back on their first $100 of spend. Start spending in minutes on iOS and Android. | | OUR ANALYST JUST BOUGHT A KOREAN STOCK 🇰🇷 | The KOSPI (South Korea's main stock index) has been getting absolutely smoked recently. | Amid the turmoil, South Korean retail investors are turning to U.S. stocks. | | Melvin (our lead analyst at Milk Road PRO) watched all of that happen and used his payday to buy Samsung anyway. |
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| Here’s his thesis: | The narrative on Samsung in the HBM market has completely flipped in the last few months. | The old story was that Samsung always plays catch-up to SK Hynix. | But that story is now wrong: | Samsung shipped HBM4 to NVIDIA first (ahead of SK Hynix & Micron). Management said on the Q2 call they expect Samsung's HBM market share to catch up to their overall DRAM share by the second half of this year. UBS is calling for Samsung to actually take the HBM lead outright by 2027.
| Controlling over 38% of the DRAM market, Samsung would be a great stock to hold if they begin to dominate the HBM market as well. | | Then their earnings dropped and it’s kinda ridiculous. | Their operating profit jumped 1,800% year over year. | One Thousand. Eight Hundred. Percent. Absolutely incredible. | | And the forward guidance suggests this figure will increase further: | Samsung is guiding HBM4 revenue to more than triple next quarter. Management also said the supply shortage gets worse in 2027. So, pricing power is actually increasing heading into 2027.
| So essentially, you’ve got: | A dominant position in DRAM. Rapidly growing HBM4 revenue. And operating profits already exploding.
| This is why Melvin has bought Samsung heading into 2027. | | MILK ROAD’S PAYDAY 💸 | Every month, our analysts get fresh capital to put to work. | It’s like a real investor topping up their portfolio on payday. | It’s not a huge amount. Just enough to double down on a conviction play, add to a position they’ve been watching or simply keep some dry powder. | Because that’s how real portfolios are built: | One investment at a time, month after month. | Want to see where our analysts are putting their money this month? | Inside Milk Road PRO, you can check out their exact allocations and the reasoning behind every move for just $1. | |
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