Ryan Kelly discusses many of the key headlines moving markets in a new trading week. He believes AI memory names like Micron (MU) and SanDisk (SNDK) still have room to run despite muscling returns of several hundred to several thousand percent for investors. Ryan turns to Intel's (INTC) foundry business and whether it has enough momentum to build a moat. Also on his radar: the U.S.-Iran war and impacts on what he calls a much-needed energy trade.