{"id":46446,"date":"2026-06-26T09:15:31","date_gmt":"2026-06-26T09:15:31","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=46446"},"modified":"2026-06-26T09:15:31","modified_gmt":"2026-06-26T09:15:31","slug":"morgan-stanley-sees-opportunity-to-accumulate-in-ai-memory-and-chip-stocks-after-healthy-pullback-heres-why","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=46446","title":{"rendered":"Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After \u2018Healthy\u2019 Pullback \u2013 Here\u2019s Why"},"content":{"rendered":"

\"\"<\/p>\n

A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips.<\/p>\n

In a new CNBC interview, Andrew Slimmon says<\/a> he remains bullish on companies benefiting from the massive AI spending, despite the recent retracement.<\/p>\n

Slimmon believes that the sell-off is helping to keep the uptrend alive.<\/p>\n

\u201cI don\u2019t think they\u2019re expensive, but they\u2019re crowded. In other words, it has captured the kind of zeitgeist of the momentum traders. And when that happens, you\u2019re going to have sharp sell-offs like we\u2019re having. I\u2019d argue it\u2019s healthy.<\/em><\/p>\n

It\u2019s good for the markets because ultimately, what you don\u2019t want to see is so much euphoria that it ends badly. And I suppose that the likelihood that the Fed\u2019s gone from for sure cutting to maybe raising. That\u2019s probably caused a little bit of the bubble to deflate.\u201d<\/em><\/p>\n

Slimmon also notes that the high prices of AI and memory chip stocks are justified by fundamentals, and believes the sell-off is an opportunity to buy on dips.<\/p>\n

\u201cTheir earnings revision story has validated these stocks. These stocks have gone up a lot, but so have their earnings and their earnings revision. If you look at some of these memories and some of these chip stocks, they\u2019re not trading at high multiples because the market is acting rationally. It knows that these are very cyclical earnings. That doesn\u2019t strike me as like, you know, kind of euphoria when people are acting very irrationally. The market\u2019s pricing them appropriately.\u201d<\/em><\/p>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n

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The post Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After \u2018Healthy\u2019 Pullback \u2013 Here\u2019s Why<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips. In a new CNBC interview, Andrew Slimmon says he remains bullish on companies benefiting from the massive AI spending, despite the recent retracement. Slimmon believes that the […]<\/p>\n","protected":false},"author":1,"featured_media":46447,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"class_list":["post-46446","post","type-post","status-publish","format-standard","has-post-thumbnail"],"yoast_head":"\nMorgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After \u2018Healthy\u2019 Pullback \u2013 Here\u2019s Why - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=46446\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After \u2018Healthy\u2019 Pullback \u2013 Here\u2019s Why - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips. 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