"Micron (MU) is going to have more free cash flow in 2026 than all of its prior years combined," says Zed Francis, pointing to it as a leading example to the fundamentals supporting it and other AI memory chipmakers. He outlines the "decent runway" he sees for these companies. Matt Bryson offers more insight into the volatility and explains that demand destruction can reignite a substantial push to the downside. Don't just look in the U.S., either, as Matt points to international firms like SK Hynix and Samsung as other winners to watch.