Charlie Moon joined Schwab Network to break down three names he’s watching in the AI infrastructure trade, covering optics, memory, and neo-cloud plays that he says are set up for significant moves if the broader market firms up.
Charlie covers:
- The specific resistance level on Marvell (MRVL) that has twice rejected the stock and what a breakout above it could mean
- Why Micron (MU) just cleared a level he’s been watching and where he thinks it goes next
- The fundamental reason Iris Energy (IREN) stands apart from other neo-cloud names in the sector
- A lesser-known optics name he says deserves traders’ attention right now
- Why memory demand is a powerful growth engine regardless of short-term AI sentiment swings



