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$KKR bets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
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It's great news for Samsung, but I share your view and I'm keeping my hands off it too. At what price would it become interesting for you?
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The story is interesting and I try to keep an eye on the company, but for me it’s simply not attractive at its current valuation.
$MU will probably benefit the most from this now, and I think the whole sector could comfortably keep rising for several more months without a correction, but I'm already cautious — I'm holding and not buying any more.