Morgan Stanley analysts see the recent drop in Nvidia (NASDAQ:NVDA) stock as an attractive entry point for investors. Despite supply constraints, the firm expects strong performance in the upcoming quarter (Q2 earnings scheduled for Aug 23) and a positive outlook for the next 3 to 4 quarters.

Morgan Stanley continues to favor Nvidia due to the significant shift towards AI investment and an ongoing supply-demand imbalance that’s projected to last for several quarters. The analysts stated that last quarter’s $4 billion revenue increase was the largest surge in semiconductor history within a single quarter.

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