[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending Ultimate Cloud Gaming Is Everywhere With GeForce NOW MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects a constructive skew in the short window if flows remain … Read more

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…