Samsung's 412% Rally Leaves No Room for Error

Samsung shares dipped 12% in June despite strong AI chip exports showing real demand. The stock's stunning 412% year-long gain has stretched valuations so far that mood swings in the sector—unmoored from actual business results—can trigger sharp sell-offs. Fundamentals are solid. The danger: too much investor money chasing the stock to absorb any stumble in spending plans or earnings.