morgan Stanley: AI chip production to reach 31.7 million in CY27, up from 18.4 million in CY26 or +72% YoY. ASICs to be ~40%, GPUs ~42%, and CPUs ~18% — . trea

morgan Stanley: AI chip production to reach 31.7 million in CY27, up from 18.4 million in CY26 or +72% YoY. ASICs to be ~40%, GPUs ~42%, and CPUs ~18% — . treat it as chatter until something files or prints around it. print on the tape: put · $1.77M · 365.0 strike · 2026-10-02 $GOOGL