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Don't buy Samsung!
1. Although the news of this partnership initially appears positive, over 60% of Samsung's profit still comes from memory, and memory is being hammered—Micron dropped 10% in a day, foreign capital in South Korea fled $65 billion in two months, and Anthropic's long-term foundry order cannot offset the immediate memory downturn.
2. Anthropic's deal is still under negotiation; OpenAI also discussed with Samsung but it later fizzled out. Using an unsigned forward-looking story to hedge against ongoing profit decline is too flimsy a logic.