Silver's rally of over 140% last year is deterring buyers in various industries and its elevated price levels are beginning to weigh on demand, UBS said.
Micron Technology could roughly double its share price as investors take stock of the long-term agreements that should improve its financial profile, per UBS.
Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced into the stock, per UBS.