"AI giveth and AI taketh away" when it comes to memory prices, says Kim Forrest, who believes the higher price tag will buoy Dell Technologies (DELL) and its earnings. She doesn't see the legacy tech company's Pentagon deal being disclosed further on the earnings call but sees it as a positive nonetheless. Kim urges investors to stay nimble on tech headlines as new AI leaders emerge in the space. George Tsilis turns to an example options trade for Dell.