Suhail Ahmad, MBA

Tech Investor & Entrepreneur | Founder AIx Group

  • Samsung reported an 1,800% jump in operating profits.

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    1 min read

    Samsung reported an 1,800% jump in operating profits to 89.4 trillion won or ~$58 billion over the past quarter. Shares still fell. Why? 1. Profit taking as shares are up 140% YTD. 2. Results were pretty much in line with expectations. Samsung is the largest manufacturer of DRAM memory needed to support thousands of GPUs…

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  • All news across AI sector.

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    2 min read

    Wow, it’s been a busy morning digesting all the news across AI sector. Over the past twenty-four hours, a massive wave of hardware deployments, model releases, and silicon developments highlighted exactly how fast the computing landscape is moving. šŸ‘ A big win for my hometown of beautiful Alberta with Meta announcing a CAD $13B investment…

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  • Morgan Stanley

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    1 min read

    I agree with our friends at Morgan Stanley. Expecting AI-related earnings growth of 35% to 40% in 2027 driven by agentic AI as a structural investment theme. Not expecting AI infrastructure build-out to slow down anytime soon. This will continue to support memory and hard drive providers such as Micron and Sandisk but investors need…

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