Kim Forrest urges investors to "think a little slowly" with the AI memory chip trade. She tells investors questioning the longevity of the industry to look into earnings and tech trends. Nathaniel Bradley, CEO of Datavault AI (DVLT), explains how the AI buildout showcased the need for more memory and opportunities he sees in the current shortages. They both label Micron (MU) as the leader commanding the space. Both guests then turn to the software space and make bullish cases for Microsoft (MSFT) and Palantir (PLTR).