CORNYVERSE

Samsung Electronics Stock (2025): Beyond the Smartphone  Author: Cornyverse Team Last updated: September 24, 2025 | Reading time: 8 minutes 📑 Quick Navigation 1. Introduction: The Real Samsung 2. Deep Dive: Memory Chip Hegemony 3. Deep Dive: Foundry Ambitions vs. TSMC 4. Deep Dive: Diversified Growth Engines 5. Investment Analysis & 2025 Outlook 6. Frequently Asked Questions To most, the name 'Samsung' is synonymous with the Galaxy smartphone in their pocket or the QLED TV in their living room. But for investors on Wall Street and in Yeouido, Samsung Electronics is something else entirely: a sprawling semiconductor empire that dictates the heartbeat of the global tech economy. As we look to 2025, the real story of Samsung's value and future growth no longer lies on the smartphone screen. It lies in Artificial Intelligence (AI), data ...

Fresh off its successful Initial Public Offering (IPO), CoreWeave (NASDAQ: CRWV) has cemented its status as a critical player in the AI infrastructure space.  Now trading on the public market, this specialized cloud provider is capturing even greater attention from investors watching the surging demand for high-performance computing.  Let's dive into the post-IPO journey of CoreWeave and analyze what makes it a compelling, albeit volatile, name in the AI revolution.  Key Takeaways • Now a Public Company: CoreWeave successfully went public on March 28, 2025, listing on the NASDAQ under the ticker "CRWV." • Market Volatility: Since its debut, the stock has shown significant volatility, reflecting the high-growth, high-risk nature of the AI infrastructure sector. • Core Business: Its focus remains on providing specialized GPU-as-a-Service, a "picks-and-shovels" play for the AI gold rush. • NVIDIA's Backing: The strategic partnership with NVIDIA conti...

A surprise cooldown in U.S. inflation, combined with Oracle's monumental AI forecast, has sent a wave of optimism across global markets. This positive economic current is lifting South Korea's KOSPI, but rising geopolitical tensions and political uncertainty remain as potential headwinds. This post breaks down both the economic tailwinds and the political crosswinds impacting the KOSPI in a comprehensive 4-step analysis. 📈 Key Takeaways U.S. Inflation Signal: The fall in U.S. Producer Price Index (PPI) has boosted optimism for easing inflation and a potential September Fed rate cut. AI Momentum: Oracle's blockbuster forecast is a strong positive signal for the tech sector, especially Korean semiconductor giants. Political Risks: U.S. pressure for tariffs on China and India and broader uncertainty over U.S. tariff authority are weighing on the global trade outlook. A Balanced View: The KOSPI is currently navigating between strong upward economic drivers and...

Oracle just delivered one of the most stunning announcements in recent memory, sending its stock into the stratosphere in after-hours trading. The legacy tech giant has forcefully declared itself a dominant player in the AI revolution, and the market's reaction has been nothing short of explosive.   📊 Key Takeaways Historic After-Hours Surge: Oracle's stock skyrocketed by as much as 28% in extended trading after its earnings call, a direct reaction to its incredibly bullish future guidance. AI-Fueled Growth Engine: The company projected its cloud infrastructure (OCI) revenue will grow a staggering 77% this fiscal year, driven by massive demand for AI workloads from clients like OpenAI. Record-Breaking Future Revenue: Remaining Performance Obligations (RPO)—a measure of future contracted revenue—exploded by 359% to $455 billion, signaling a massive, locked-in growth pipeline. Market Perception Shift: Despite narrowly missing current quarter estimates, investors c...