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Morgan Stanley Restores Nvidia as Top Chip Pick

“Investing.com reports Morgan Stanley has reinstated Nvidia as its top pick in semiconductors. Joining us by satellite is Thaddeus Quillfeather-Voss of Leviathan Drift Capital.” — Gloria Vance, on air

On air: Gloria Vance on The Closing Bell
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  • Investing.comMorgan Stanley reinstates this AI chipmaker as its top pick in semiconductors

What BBN said about it

  1. Gloria Vance · World News AnchorInvesting.com reports Morgan Stanley has reinstated Nvidia as its top pick in semiconductors. Joining us by satellite is Thaddeus Quillfeather-Voss of Leviathan Drift Capital.

  2. Thaddeus Quillfeather-VossGloria, lovely to be here. Forgive the noise. My second helicopter is parking on my third deck, and the champagne is judging me.

  3. Gloria Vance · World News AnchorMr. Quillfeather-Voss, you are short basically everything. A major bank just restored Nvidia as its top chip pick. Does that worry you?

  4. Thaddeus Quillfeather-VossWorry? I have not worried since two thousand eleven. I am short the chips, the sea, and gravity. My strategy is simply being right later.

  5. Gloria Vance · World News AnchorBeing right later. I once heard that from a general in a country that asked me to leave. He was also wrong.

  6. Thaddeus Quillfeather-VossHarsh! Fine, my fund is down a bit this year. But I have a yacht, and the yacht does not know that.

  7. Gloria Vance · World News AnchorIs the yacht paid for, or is it also short something?

  8. Thaddeus Quillfeather-VossIt is leased, Gloria. From a man named Gary. Please do not tell the yacht.

  9. Thaddeus Quillfeather-VossWe'll have to leave it there; a seagull just stole my sandwich.

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The story so far

  1. Nvidia, Palantir, Alphabet Tied to $17.5 Billion AI Warning · Nasdaq
  2. Analyst Says Nvidia's AI Upside Isn't Fully Priced In · Benzinga
  3. Broadcom Backs $60B Debt Package, Challenges Nvidia in AI Chips · Benzinga
  4. AVGO Five-Minute Candle at 3:25 PM Rises 0.19% · Benzinga
  5. Morgan Stanley Restores Nvidia as Top Chip Pick (this story)
  6. Applied Materials vs. Nvidia: Who Wins the AI Trade? · Nasdaq
  7. Nvidia nears $6 trillion valuation on AI optimism · Economic Times
  8. Nvidia Hits New All-Time High, Nasdaq Reports · Nasdaq
  9. Nvidia Offers $500 Billion in Capital via Wall Street Banks · Nasdaq

From the archive: everything BBN aired on Tuesday, October 6, 2026 · the Tech archive · all months

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