MU is a standout investment; having reclaimed the 50-day MA and broken above $975, it targets $1040 and could reach $1156 if it clears key resistance.

Your next name is also up by about 5.5 percent here . We are talking about Micron. It has seen significant upward movement during most of the first half of the year here. Over the past 52 weeks, Micron's stock has risen by 511 %.

Although my last guest said she felt some concern and caution regarding the memory sector at the moment. So, what's your take on Micron, Charles?

Yes, you know, part of that might be slowing down, right? Because of Dario and Sam Altman, and their call for a perhaps more rigorous organizational structure for artificial intelligence and its growth, the fact remains that artificial intelligence cannot grow without memory.

It is one of those sectors that, even if artificial intelligence, or perhaps even the optics sector, were to decline, would come under further pressure or experience a drop in prices.

As you know, memory will be something in very high demand. It is not just a primary focus of artificial intelligence. It is clear that it will be an important element in smartphones and in our daily lives with computers and other devices.

But ultimately, the value here is closely linked to artificial intelligence. That's something we talked about, was n't it? It's the bottleneck . It is the ability to buy in the memory sector when there is not enough supply.

Even with the relative slowdown, as you know, the growth and development of artificial intelligence is not expected to disappear anytime soon. For me, the two standout names are "Micron" and "SK Hynix".

For me, Micron has proven its excellence and prominence in recent days based on the demand for it. They fell back, then started to rise, recovered very quickly, and regained their 50-day moving average.

Today, they have surpassed a very critical price level, which is around 358. They have reached 975, which represents closing a small gap. That was from Friday's closure to Monday's, following, you know , the pessimistic outlook from AI leaders.

But here we are today trading above the 975 level. So , for me, this is also where I see Micron's potential for rapid growth. The thousand- dollar barrier, you know, there's a lot of " gamma" exposure there.

There is a lot of institutional interest at that level. But beyond that price, I feel this could lead to a very strong move towards 1040. Then we reach a fairly major turning point , which is the price of 1050.

And for me, once it breaks above $1000 and starts knocking on the door of 1045, this chart follows a similar structure to Marvell, where Marvell struggled at the 55 level, and that is the level at which Micron struggled at 45.

I think that if Micron breaks through that level, the upward trajectory could reach 1156 in a very short period of time . And again, when we look at the memory sector, this name, along with "SK Hynix," has held up very well compared to its peers.

So, for me, this is one of the standout investments, and again, if the AI landscape improves , this is one of the names I would like to invest in.

Well, "Micron" is now at 978 as I explained. We are up about 5.5 percent in this session .