An 18x profit surge, a $29B Nasdaq debut, and a memory shortage pulling 2027
orders forward. Two events this week could permanently change how the market
values AI memory.

View online ↗
<[link removed]>

<[link removed]>
July 6, 2026
The Biggest Quarter in Samsung History Drops Tomorrow
Two events this week could permanently change how the market values AI memory.




Sponsored

First a note from The Oxford Club

Dear Reader,

In 2022, I told my readers to buy Rolls-Royce.

The stock was trading under $2.

Most people thought I was out of my mind.

But I saw something the market didn't.

A world-class aerospace company hidden beneath the name of a luxury car brand.

In short, there was a massive disconnect between price and reality.

The stock eventually climbed more than 1,100% over a 3-4-year period

Over that time, some subscribers reported making $141,000.

Others reported $272,000.

One told us he'd made more than $1 million.

I'm not bringing up Rolls-Royce to relive an old winner.

I'm bringing it up because the setup I'm looking at today feels familiar.

A misunderstood technology.

A market that's barely paying attention.

And a catalyst that could force investors to take a second look.

The technology is what I call the Energy Cube.
<[link removed]>

Bill Gates has backed companies tied to it.

Jeff Bezos has backed companies tied to it.

Google and Microsoft are making billion-dollar commitments in the same
direction.

Yet most investors still have no idea this story exists.
<[link removed]>

That may change this August.

A major government milestone is expected.

And if it unfolds the way many expect, Wall Street could suddenly start paying
attention to a company that's been hiding in plain sight.

The market eventually figured out Rolls-Royce.

I believe it may be about to figure this one out, too.

Watch My Full Presentation on the Energy Cube Here
<[link removed]>

Yours in smart speculation,

Karim Rahemtulla
Co-Founder, Monument Traders Alliance
"The Indiana Jones of Finance"



FEATURED
<[link removed]>
What You Need to Know

* Samsung releases Q2 preliminary results Monday, July 7. Analyst consensus
puts operating profit at roughly 85.5 trillion KRW (~$55.9 billion) -- an
18-fold increase versus the 4.7 trillion KRW posted in Q2 2025.
* That would be the highest quarterly operating profit ever recorded by any
tech company globally, surpassing Apple and NVIDIA's same-period figures.
* Exclude the one-time bonus provision and the number looks even bigger. A
newly agreed DS division performance bonus -- estimated at 19 to 25 trillion
KRW -- is being booked this quarter. Strip it out, and analysts say underlying
profit capacity has already crossed 100 trillion KRW for the first time.
* Samsung's full-year 2026 profit is tracking toward ~300 trillion KRW (~$200
billion). The company's own DS division head said this year's profit will
exceed everything Samsung earned in semiconductors over the past 40 years
combined.
* Q2 DRAM prices rose roughly 44% and NAND roughly 53% vs. Q1. Negotiations
for a further 20%+ DRAM increase in Q3 are already underway, per analyst
reports.
* SK Hynix lists on Nasdaq this Thursday (July 10) as ticker SKHY in a ~$29
billion offering -- the largest ADR listing in history, eclipsing Alibaba's
2014 debut and Saudi Aramco's 2019 IPO.
* The full Samsung Q2 report with segment detail drops July 23. That is when
HBM and NAND margin data will move U.S. proxy names like Micron.


Sponsored

Trump redacted 750 files while smelling Biden?

Biden's smell hadn't even left the Oval Office yet...

And Trump got to work immediately on the most secretive government operation
since the Manhattan Project
<[link removed]>
.

While the world was distracted by tariffs, Trump redacted over 750 government
files.

Because Trump saw the writing on the wall: These files were about to destroy
everything we love about America.

Click here to see what's inside the "Redacted Trump Files" before the world
finds out the shocking truth.
<[link removed]>


Monday morning, Samsung Electronics drops its preliminary Q2 numbers. The
figure the market is expecting is not a misprint.

Consensus sits at roughly 85.5 trillion KRW -- about $55.9 billion in
operating profit. That is an 18-fold jump from the 4.7 trillion KRW Samsung
posted in Q2 2025, and a 49.5% sequential climb from Q1's already-record 57.2
trillion KRW. For context, Q1 alone exceeded Samsung's total 2025 full-year
result. The full-year 2026 number is now tracking toward 300 trillion KRW, and
the company's own DS division head made it explicit at an all-hands last week:
this year's profit will surpass everything Samsung generated in semiconductors
over the past four decades.

One thing worth flagging: a one-time performance bonus provision for the
semiconductor division -- pegged somewhere between 19 and 25 trillion KRW -- is
being absorbed this quarter. Brokerages have been cutting estimates to account
for it. But the flip side of that is also true. Strip out the provision and
multiple analysts say Samsung's underlying profit capacity already crossed 100
trillion KRW for the first time. The provision distorts the headline. The
underlying business is running even hotter than the consensus suggests.

What the Market Is Pricing In -- and What It Is Missing

Samsung shares jumped over 4% on Sunday's Korean session. SK Hynix launched
its U.S. roadshow the same day. Chip stocks broadly rallied. That is the
surface read.

What is interesting is the price trajectory that got us here. In Q1, Samsung's
blended average selling price rose roughly 90% quarter-on-quarter for DRAM and
roughly high-80s percent for NAND -- confirmed on the company's own earnings
call. Then in Q2, DRAM prices rose another ~44% and NAND another ~53%,
according to Reuters. Now, Q3 negotiations for a further 20%+ DRAM increase are
already in motion. This is not a one-quarter event. It is a compounding price
cycle that has been running for three consecutive quarters with no visible
ceiling yet.

Samsung expects server memory demand to stay strong in H2 2026 as hyperscalers
keep scaling AI infrastructure -- and the rise of agentic AI workloads is
expected to push demand further from there. Analyst consensus for Q3 operating
profit is already running around 110 to 114 trillion KRW. Forward guidance from
the July 23 full report matters more than whatever the headline number is
tomorrow.



Sponsored

THE ENERGY CUBE

The "Indiana Jones of Finance" Believes He May Have Found his Next 10-Bagger.

Learn More
<[link removed]>


The Second-Order Trade Nobody Is Watching

Slight tangent, but it matters. SK Hynix lists ADRs on Nasdaq this Thursday as
SKHY -- roughly $29 billion in size, which would make it the largest-ever
initial U.S. stock sale by a foreign company, surpassing Alibaba's $21.8
billion 2014 New York debut and Saudi Aramco's $25.6 billion 2019 IPO. Until
now, SK Hynix's exclusive listing on the Korean exchange kept most U.S. and
European investors out -- Korean trading hours, won-denominated settlement, no
index eligibility, no standard brokerage access. That changes Thursday.

Think about what that actually means. SK Hynix controls roughly 56% of the
global HBM market by revenue. It is Nvidia's primary HBM supplier. Its forward
P/E sits around 6-7x, versus Micron's 8-10x -- not because the business is
weaker, but because it has been structurally inaccessible to the deepest pools
of global capital. HSBC already raised its price target to 4 million KRW,
projecting a 20% valuation premium post-listing. Analysts are flagging
potential Nasdaq-100 index inclusion down the road, which would trigger passive
inflows from ETFs like QQQ. The listing is a valuation event, not just a
fundraising event.

The part people skip: Samsung stock closed at roughly 318,000 KRW on July 6 --
up 456% over the past year but still down about 15% from its all-time high. An
18-fold earnings surge, a company still trading below its peak, and a demand
curve that is pulling forward 2027 orders right now. That combination does not
show up often.

Bull / Base / Bear

* Bull: Q2 results beat consensus at the high end (Hana Securities projects
92 trillion KRW), HBM4 ramp accelerates, and the SK Hynix ADR debut pulls
institutional capital directly into the AI memory complex. Analysts rebuild
full-year models upward and memory stocks move 20-30% higher into year-end.
* Base: Results land in the 85-86 trillion KRW range. The bonus provision
absorbs some of the beat. Guidance holds and the move stays intact -- but does
not accelerate meaningfully until Samsung's July 23 full report drops
segment-level HBM and NAND margin detail.
* Bear: The bonus provision skews the headline lower than expected,
triggering profit-taking after a sharp run. Samsung is still chasing HBM market
share recovery after documented yield setbacks on HBM4. It can have 50% more
HBM production capacity and still be supply-constrained at the customer level
if qualification timelines slip by even one quarter. Any sign of margin
compression or HBM delivery delays in the July 23 call could hit names across
the sector.
What to Watch

Samsung runs a two-step disclosure process. Tomorrow is the preliminary
release -- consolidated revenue and operating profit only, no segment
breakdown. The full audited report with division-level detail comes July 23.
That second read is the one that moves U.S. names like Micron, because it shows
the actual HBM margin, NAND contribution, and whether the foundry business is
recovering or still a drag.



Sponsored

Buying SpaceX? That's a BIG mistake.

At least, that's what one trader whose research was sought out by over 500
institutions says.

Not because SpaceX is a bad company...

But because after 23 years, he knows the biggest IPO is NEVER where the
biggest money gets made. Instead,the real fortunes come from what he calls the
"Aftershock."
<[link removed]>

And SpaceX's Aftershock promises to be the BIGGEST one yet.

Click here now to see why.
<[link removed]>


The market question tomorrow is whether Samsung beats 85.5 trillion KRW. That
is the wrong question to be focused on. The more important question is whether
the July 23 full report forces a broad revision cycle across AI memory models
-- and whether that revision cycle triggers sustained multiple expansion in
names that have not yet moved to reflect what the underlying demand curve is
actually showing.

That revision cycle has not started yet.



DISCLAIMER
This is a paid advertisement for informational and educational purposes only
and does not constitute financial advice. Investing involves risk and may not
be suitable for all individuals. Past performance does not guarantee future
results.
Trading Stocks Now is operated by Investing Media Solutions, LLC. We are not
licensed financial advisors. Always consult with a certified financial
professional before making investment decisions.

IMPORTANT NOTICE AND DISCLAIMER
Investing Media Solutions, LLC ("IMS"), the owner of this website (the
"Website"), cannot guarantee the accuracy or completeness of the information
contained in any article, email, newsletter, or other publication posted on or
viewed in connection with this website (the "Publications"). The author or
authors of those Publications are solely responsible for their contents. IMS
has not done any research or due diligence into the markets, industries, or
companies which may appear or be mentioned in the Publications.IMS will NOT be
liable for any loss or damage caused by a reader's reliance on information
posted on the Website or contained in the Publications.

FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY; NOT INVESTMENT ADVICE.
This Website and the Publications are for educational and informational
purposes only. This Website and the Publications do not purport to be a
complete analysis of any company's financial position. This Website, the
Publications or any statements made in the Publications are not, and should not
be construed to be, personalized investment advice directed to or appropriate
for any particular individual.This Website or the statements made in the
Publications should NOT be relied upon for purposes of transacting in any
securities posted on the Website or mentioned in the Publications, nor should
they be construed as a personalized recommendation to you to buy, sell, or hold
any position in any security posted on this Website or mentioned in any
Publications.b>

SUBSTANTIAL RISK IN INVESTMENT.
Any individual who chooses to invest in any securities including those
mentioned in the Publications should do so with caution.Investing or
transacting in securities involves substantial risk; you may lose some, all, or
possibly more than your original investment.Readers bear responsibility for
their own investment research and decisions and should review all investment
decisions with a licensed or registered investment professional.

NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER
Neither IMS nor any of its respective owners or employees are registered or
licensed as a securities broker-dealer, broker, an investment advisor, or an
investment advisor representative with the U.S. Securities and Exchange
Commission (SEC), any state securities regulatory authority, or any
self-regulatory organization.


For full policies, see our: Disclaimer
<[link removed]> | Privacy
<[link removed]> | Terms
<[link removed]>

Trading Stocks Now
203 N La Salle Street, Suite 2100 | Chicago, IL 60601

unsubscribe
<[link removed]>