The One Metric Wall Street Is Missing on Samsung's Rebound
From CES The First Look to Workforce Reality:
Samsung’s problem in 2026 is not imagination.
If anything, the company has the opposite problem. It can imagine too many futures at once, and it has the industrial capacity to gesture convincingly toward all of them. Micro RGB displays that finally make OLED look conservative. AI woven through televisions, appliances, and home systems in a way that feels cohesive instead of bolted on. A vision of domestic technology that is all about “COMFORT, CONFIDENCE and SUPPORT”…. not loud, not gimmicky, not anxious.
From a product standpoint, Samsung looks exceptional.
I want their entire lineup in my home after seeing their lineup unveiled at CES last night.
But desire is not the same thing as readiness, and conviction is not the same thing as momentum. And you know what I look at… When you strip away the CES theater and look at Samsung through the only lens that does not lie… the workforce… a very different picture emerges. Not a bearish one. Not a broken one. But a picture of a company that has deliberately entered a holding pattern, even as the market celebrates its rebound.
That tension is the story. But it is a GOOD one and it has SOOO many layers.