Drew Pettit of Roundhill Investments remain bullish on the AI trade due to its lasting growth runway. He remains constructive on the Mag 7 and argues that not all seven stocks have to work together at the same time to lift the market. Small caps is one pocket of Wall Street he sees gaining risk due to the heightening interest rate environment. On general market movers, Drew believes investors are sharing bearish sentiment but actually acting bullish. He talks about Roundhill Memory ETF (DRAM) and why companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and other AI memory stocks will see years of upside.