"The cat is out of the bag" when it comes to AI development, says Hatem Dhiab, who believes there will not be a slowdown despite comments from Anthropic and OpenAI top brass calling for it. One corner of the AI market he sees with a lot more upside: memory chips due to its role as a bottleneck in the trade. Hatem takes investors through his thoughts on companies like Micron (MU), Samsung, and SK Hynix (SKHY) to outline his bull case for the space.