Andrew Arons discusses summer market equity expectations and stocks he's watching in the current environment. He points to Micron (MU) as one that has much more room to run even after a stellar year-long rally, pointing to robust AI memory demand backing the trade. Elsewhere in tech, Andrew calls Alphabet (GOOGL) a “cheap AI stock.” In healthcare, he labels Eli Lilly (LLY) as a winner due to its GLP-1 portfolio.