The HBM Market grows by 185% to 100 billion USD by 2028! Four Reasons Why 2,000 Euros for the Stock Are Possible!
Samsung is one of the cheapest AI beneficiaries with a P/E ratio of 10 for 2026. I expect the stock to reach prices above 2,000 euros.
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I expect Samsung Electronics' stock (WKN 896360) to rise to over €2,000 in the next six months. The perception as a beneficiary of AI is intensifying in various ways. First, Samsung benefits from the sales of its own Samsung smartphones as a beneficiary of Edge AI. Inference for personal AI assistants will shift to smartphones, thereby favoring an upgrade cycle to more powerful devices. Second, Samsung profits from the success and growing demand for the new Google TPUs. The company has guaranteed half of the 2026 HBM production to Google...
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