Samsung SDI

• OF Oakmark Funds Wrong in the right direction ↗ Oakmark retained Samsung and ASML after revising values upward as AI-driven demand for high-bandwidth memory and lithography equipment reshaped their near-term cash-flow outlook. The fund credited Intertek’s board for accepting a private-equity offer that reflected both self-help opportunities and their execution risks. 2Q 2026 006400 $34BASML $670BIKTSF $12B
• Hayden Capital Q2 2026 Quarterly Letter ↗ Hayden Capital argues that AI disruption will unfold more slowly than markets initially expected, favoring durable platforms with proprietary data and embedded workflows. The firm sees Shopee’s VIP and logistics spending and Mercado Libre’s delivery investments as reinvestment programs that can strengthen customer economics. It exited Pinduoduo after its original thesis played out, citing limited visibility into Pinmu and China’s weaker consumption backdrop. Q2 2026 AMZN $2.8TGOOGL $4.2TMELI $101B +4

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