Morgan Stanley flags a bullish signal for major tech stocks like Nvidia, Apple, and Microsoft — they’re all “under-owned” by institutional investors, meaning fund managers hold less than their market weight suggests, historically pointing to upside potential. While Nvidia’s recent dip from May highs hints at AI sector pullback, its under-ownership could signal a rebound as big money catches up. Sandisk, the most “over-owned,” has already surged this year — but the focus is on the undervalued giants poised for a comeback.
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