I have a part of my portfolio in Samsung Electronics, i also observe other two major players right now in same area (SK Hynix and Micron). While Micron and SK Hynix are rising rapidly in last days it seems Samsung is legging behind.
Do you think its undervalued and will catch up or its time to sell? Not sure why its lagging so much, maybe they hit their ceiling?
I mainly think of this because i have my eyes on Kioxia for a while, and I am thinking of selling my position on Samsung and switching to Kioxia as this in my opinion is next major player.