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March 31, 2026 07:34 AM GMT IT Hardware | North America The Hardware 'Memory Trade' – Doubling Down On Our Conviction M Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. Our "memory payer" cohort has outperfo ...