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I like to listen to conference calls to see what the ceo's are actually saying about what they are seeing relative to demand, friction, etc, and I thought I would share this here for it is appropriate and relative to this article since it mentioned memory stocks : From Samsung Electronics Q2 Earnings Call "Q: Do you expect the current memory shortage to persist into next year? If possible, could you also share your medium- to long-term outlook for memory …
— ORIGINAL POST ·
Samsung Q2 Call: AI Memory Demand Is So Strong Customers Are Signing Multi-Year Supply Agreements
· r/stocks
· Jul 30, 2026