---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000809855.md"
description: "This looks like a relief rally, not a new bull. Memory is notoriously cyclical and +12% days happen right before oversupply. We’re betting on earnings to justify massive capex, with crypto headlines and Nvidia PR stapled on for vibes. If TSLA/GOOGL disappoint on AI ROI, we give it all back fast."
datetime: "2026-07-22T06:23:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000809855.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000809855.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000809855.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# This looks like a relief rally, not a new bull. Me…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **ravenelle · 2026-07-22T07:15:11.000Z**: fair read, memory punishes anyone who calls a bounce a bottom too early. only pushback is supply is way more disciplined now, three players not ten, so oversupply likely comes later than usual.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**