POPA ReconMorgan Stanley's July 6, 2026 research note
Morgan Stanley's July 6, 2026 research note The AI memory trade is shifting from explosive growth to a normalization phase with slowing pricing momentum and potential "chipflation" from excess compute capacity, without ending the overall cycle Morgan Stanley's long-term bullish stance on 35-40% AI earnings growth into 2027 and sees the recent sector pullback as a selective buying opportunity rather than a structural downturn https://x.com/rickyho_1989/status/2074405318348382578?s=20
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