"Our view has not changed" on bullish AI memory expectations, says Lucas Downey of MoneyFlows.com. He explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar names continue to accelerate forward earnings momentum. Lucas likes SanDisk in particular due to the stock's current valuation, even after a stunning 600% rally over 2026. Chris Ward adds that "incredible demand for AI" won't waver anytime soon due to the seemingly parabolic AI infrastructure buildout. He turns to the Roundhill Memory ETF (DRAM) as a gauge on the overall health of the memory chip trade.