Who mentions $MS most on Surfaced?

@thevalueist (TheValueist) mentions $MS most — 13 mentions in the past 12 months.

When was $MS first mentioned on Surfaced?

The earliest tracked mention of $MS in the Surfaced archive was on Sep 29, 2025.

How many voices track $MS?

12 FinTwit voices have mentioned $MS 34 times in the past 12 months.

What kind of voices mention $MS most?

$MS is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$MS

Morgan Stanley

$MS

Morgan Stanley

Past 12mo:34mentions12voices

All voices6 calls since Jan 2026show all

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About this stock

$MS has been mentioned 34 times by 12 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-09-29. The most-active voice discussing the stock is @thevalueist (TheValueist) with 13 mentions, followed by @acipartnerhship (James East) and @unusual_whales, each with 4 mentions. The dominant discussion category centers on long research, with recent activity highlighting $MS reaching all-time highs alongside other major financial institutions.

AI-generated from tracked posts · updated Jul 15, 2026

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Recent calls

6 calls

@thevalueistJun 17, 2026 · 3:52 AM

$MS Morgan Stanley: Strategic Growth of a Financial Powerhouse. Investment Thesis. New: 6/16/26. Morgan Stanley's integrated model — combining a dominant wealth management franchise with a leading institutional securities business — has produced a return profile that distinguishes it from peers still searching for a coherent post-financial-crisis identity. The wealth management engine in particular provides a stable, fee-based revenue base that smooths the cyclicality inherent in the institutional securities business, and that combination is the structural reason the firm commands a premium relative to more cyclically exposed competitors. The technology investments are reinforcing the core franchise rather than representing a separate strategic bet. Generative AI deployment aimed at advisor productivity is a sensible application — wealth management economics improve directly when advisors can serve more clients with the same relationship quality, and AI tools that handle research synthesis and administrative overhead free up advisor time for the client-facing work that actually drives asset gathering and retention. The EquityZen acquisition extends Morgan Stanley's reach into private markets in a way that complements the existing wealth management funnel. Expanding access to private company equity for wealth management clients creates a differentiated product offering relative to competitors who lack that private markets infrastructure, and it positions the firm to capture a growing pool of client demand for alternative asset exposure as public market allocation strategies evolve. Ted Pick's leadership transition has been executed with more continuity and less disruption than many CEO successions at firms of this complexity. Maintaining strategic consistency through a leadership change is itself a meaningful achievement, and the operational results since the transition suggest the new leadership team has preserved the institutional discipline that built the current franchise quality. The valuation is the central tension in the current setup. A high quality premium is now embedded in the stock price, which means the market has already given Morgan Stanley credit for the integrated model's resilience and the technology-driven productivity gains. That leaves limited room for execution missteps — sustaining wealth management margins requires continued advisor productivity improvement and asset gathering momentum, while the capital markets recovery thesis depends on macro conditions that are outside the firm's direct control. The resilient compounder framing is appropriate, but it comes with an important caveat: compounding from a premium valuation requires that the premium itself doesn't compress, which means Morgan Stanley needs to deliver consistent execution across both segments simultaneously rather than relying on strength in one to offset softness in the other. That's a demanding standard, but it's the standard implied by the current price.

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@unusual_whalesMay 6, 2026 · 4:56 PM

Morgan Stanley, $MS, is rolling out cryptocurrency trading on its E*Trade platform with a dig at rivals: cheaper pricing, per Bloomberg.

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@yasutaketinMar 12, 2026 · 4:17 PM

$MS モルガンスタンレー一部のプライベートクレジットファンドの引き出し制限したからといって、ここまで売られる金融銘柄は、やっぱあまり好きになれない。 https://t.co/BiZlVk3sZC

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@thevalueistFeb 23, 2026 · 3:59 PM

$GLW keeps getting better. Now, $MS says it is the least bid up of the optical set, hopefully giving it incremental runway with the institutional long only investors. MS - "These stocks are all expensive – however, on a relative basis, GLW screens as best exposed and we are most cautious on LITE.... On a relative basis, if we were to like one of these names for the longer term, we would see GLW as a better opportunity, as copper to fiber transition (the scale-up opportunity) is not built into estimates (as largely a post '28 event), but gives a reason for growth window to continue at attractive margins beyond the '28 period."

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@kaizen_investorJan 15, 2026 · 12:55 PM

$MS reported a Q4 double beat characterized by a sharp recovery in investment banking and record wealth management revenue. Management highlighted the strength of its integrated firm strategy. Stock is up 1% after earnings 📈 https://t.co/kYVf4huZYl

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@unusual_whalesJan 6, 2026 · 2:57 PM

Morgan Stanley, $MS, has filed for a spot Bitcoin ETF

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