#YenHitsFourDecadeLowVsDollar
Morgan Stanley opines that memory shortage is due to supply constraints, not weak demand; maintains overweight on semiconductor sector. AI infrastructure bottlenecks remain the core driver; related supply chain companies will continue to benefit.
$PIVX
$TQQQ
$SNDKB
Morgan Stanley opines that memory shortage is due to supply constraints, not weak demand; maintains overweight on semiconductor sector. AI infrastructure bottlenecks remain the core driver; related supply chain companies will continue to benefit.
$PIVX
$TQQQ
$SNDKB