P Equity Research 📰(@pequityresearch):Morgan Stanley on memory: "Memory risk reward starting to look very favorable even with land/power/shell risks. For us, the multiple compression in memory is increasingly offering very compelling upside relative to those risks, and FCF earned during the upturn is being predominantly used to buy back large quantities of stock." $MU $DRAM $EWY $SKHY $SNDK

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P Equity Research 📰@pequityresearch

2026.11.10 01:55

Morgan Stanley on memory: "Memory risk reward starting to look very favorable even with land/power/shell risks. For us, the multiple compression in memory is increasingly offering very compelling upside relative to those risks, and FCF earned during the upturn is being predominantly used to buy back large quantities of stock." $MU $DRAM $EWY $SKHY $SNDK

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