Prosper Trading Academy's Charles Moon sees trading opportunities in AI memory, optics, and neoclouds as the greater tech trade sees volatility for various reasons. He labels Marvell (MRVL) as a momentum play in AI chips as the stock approaches a "watch and see" point, turning to a similar opportunity in AXT Inc. (AXTI). For Micron (MU), Charles believes the company is poised for further growth because "AI can't grow without memory." He then explains why IREN (IREN) can make another move toward all-time highs.