The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

We learned recently that Samsung, based on unit volume, is now both the king of the smartphone and mobile phones in general. The company overtook Apple in smartphones and also moved past Nokia in mobile. David thinks that InvenSense might be a big winner as a result of this news, as it supplies motion sensor chips to Samsung. David and John own shares of InvenSense in their 10-Bagger Portfolio and remain pretty excited about the stock going forward.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.