'Fast Money' traders talk Micron and the AI trade comeback

Group 1 - The recent market activity indicates a potential recovery in investor sentiment, particularly in technology stocks, which constitute 40% of the overall market [8][9][12] - Micron's guidance suggests strong demand visibility for the next two years, positioning it as a safer investment within the AI sector [10][11] - There is a growing concern among investors regarding companies lacking sufficient cash flow to support their operations, leading to a bifurcation in the market between financially stable and unstable firms [11][12] Group 2 - The recent trading volume was significantly higher due to the expiration of contracts, which typically leads to increased market activity [5][6] - The volatility indices for NASDAQ and S&P have decreased, indicating improved market stability [6] - The overall demand for US equities remains strong, supported by favorable conditions from the Federal Reserve [4][8]