Samsung's 23.1 trillion won profit is highest for any Korean company's quarterly profit, and the best is yet to come.

Memory profit growth will drive Samsung's performance, expecting over 100 trillion won net profit this year.

Supply capacity expansion is way too small compared to strong AI demand, and supply response is slow and limited.

Current weakness is typical sell-on-news, short-term one-day event; expects memory stocks including Samsung to be on positive trajectory after today.

Samsung trading at 10x P/E is one of the cheapest AI stocks; hard to find better investment case in whole AI tech supply chain.