The market is heading into Friday with futures mostly steady, but $SNDK is stealing the spotlight after a strong move in memory stocks. Lower yields and easing rate-hike worries are also helping keep investors in a risk-on mood. With AI demand continuing to support the memory and semiconductor space, names like $SNDK and $MU are showing just how strong this theme remains. Do you think the AI memory trade still has more room to run, or are these stocks getting too far ahead of fundamentals?