Morgan Stanley just dropped th

2025-12-25

Morgan Stanley just dropped their top stocks for 2026 👇

At the core:

• $NVDA - still the highest ROI in AI compute. Vera Rubin ramps in 2H26, delivering a step-change vs Blackwell. Faster, denser, more profitable. This is infrastructure, not a trade.

• $AVGO - the cleanest way to play custom silicon and AI networking. ASICs don’t replace Nvidia - they expand Broadcom’s lane.

Supporting pillars:

• $ALAB - hyperscale AI needs connectivity. Smaller cap, direct leverage to data-center buildouts.

• $MU - HBM stays tight, pricing power holds, memory matters more as AI scales.

• $AMAT + $TSM - no advanced chips without tools and fabs. Capacity = leverage.

• $NXPI + $ADI - the quiet winners as AI demand moves from servers into the real economy.

This isn’t one stock.

It’s the AI supply-chain stack for 2026.

Miss the structure, miss the returns.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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