MORGAN STANLEYMS

Morgan Stanley is a leading US investment bank in advisory, trading, and wealth management. Its technology and semiconductor equity research, including analyst Joseph Moore's memory coverage, is widely followed by institutional investors for calls on AI-driven chip demand.

CEO Ted Pick · Founded 1935 · HQ New York, USA · Exchange NYSE · Website morganstanley.com

Predictions & track record (2)

• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.
• Awaiting grading Morgan Stanley: the memory shortage shows no signs of easing into 2028Score when Q3 memory contract prices print: did like-for-like DRAM rise at least 25% Q2->Q3 as Morgan Stanley forecast?

3 related posts

• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Bull Morgan Stanley: the memory shortage shows no signs of easing into 2028 Jukan (@jukan05) · 2026-07-20
• Nadella's 'Reverse Information Paradox': you pay for AI twice Satya Nadella (@satyanadella) · 2026-07-13