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Samsung Electronics, every mention

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every year anyone Jaimin Rangwalla 1

Verbatim, from the transcripts: the passages where Samsung Electronics comes up

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Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea May 15, 2026 · 1 mention

  • ▶ 32:35 Jaimin Rangwalla Like, I never would have thought I would tell you that Samsung and Hynix together generate more cash flow than every hyperscaler.
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