"Expectations are high" for Micron's (MU) earnings but are "even higher" for guidance, says Ali Mogharabi. He notes the stock's significant rally which doubled the price through 2025. Ali says a run higher depends on how Micron shows it has a long-standing place in the A.I. race. That said, he doesn't see the demand for memory diminishing any time soon. Ali then broadens the conversation and weighs how much more room to run companies like Nvidia (NVDA), AMD Inc. (AMD), and OpenAI have in the A.I. race.