Morgan Stanley has published an report.
chyang98
2026-03-02 06:18:14
( reads)
Morgan Stanley has published an excellent report.
— Jukan (@jukan05) March 2, 2026
To quote a few particularly memorable lines:
“There appears to be a cohort of investors who are positioning 2026 as the exit point for memory.”
“The reason we named NVIDIA—not Micron—as our top pick is that investor sentiment… pic.twitter.com/4RREJQcDme