South Korean multinational conglomerate manufacturing semiconductors, smartphones, displays, and consumer electronics.Yahoo Finance ↗samsung.com ↗
1 take · first discussed May 8, 2026
Click a call to see the price move since it aired.
The sole view on Samsung comes from guest Brad Gerstner, who is bullish with high conviction, holding it as part of a concentrated 25% portfolio allocation across memory stocks alongside SK Hynix and Micron. His core thesis is valuation: Samsung trading at approximately 6x fully taxed GAAP earnings, which he argues is far too cheap for a company positioned to benefit from the AI-driven memory demand cycle. No All-In hosts offered a competing or corroborating view on Samsung specifically, so no cross-host agreement or disagreement can be assessed.
Brad Gerstner discloses a 25% portfolio allocation across memory stocks SK Hynix, Samsung, and Micron, citing extremely cheap valuations of 5–7x fully taxed GAAP earnings as evidence the AI boom is not priced in.
The memory stocks that everybody's excited about, we have 25% of our portfolio in. SK Hynix, 5 times fully taxed GAAP earnings. Samsung, 6 times. Micron, 7 times, right? This is not the stuff that bubbles are made of.”1:02:20