South Korean tech still has lots of bullish catalysts ahead, according to Molly Pieroni. She points to Samsung as a company sitting at the epicenter of AI memory's explosive surge in demand, while having a strong foundry business and low valuation compared to U.S. peers. Molly turns to a much different company in Berkshire Hathaway (BRK/B) as another low-valuation company with significant shareholder value.