【Moo News】 Down 53% from the highs. Does that make semiconductor stocks a bargain? According to Morgan Stanley, the median stock under its semiconductor coverage has fallen 53% from its 52-week high. The bank sees opportunities emerging, but it's far from a blanket buy-the-dip call. Its latest ranking puts AI accelerators at the top, with $NVDA and $AVGO leading the list. Memory comes second, where $MU and $SNDK could offer significant recovery potential. Networking? Strong growth, but still demanding valuations. CPUs rank last, despite healthy demand. Morgan Stanley believes delays in AI infrastructure spending may extend the investment cycle rather than end it. The selloff has created opportunities. The challenge is knowing which stocks are actually worth the price. Explore Morgan Stanley's six semiconductor segments and top picks: https://t.co/dIE9VVzr82 Investing is risky. Content provided by Moomoo Technologies Inc.