---
title: "NVIDIA is in the red again, while Micron surged 7%! Is the scepter of AI being passed from GPU to memory?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42563819.md"
description: "Our "Counterintuitive U.S. Stocks" series has been going on for so long, it's almost become a TV drama. In previous episodes, we discussed NVIDIA's "black sheep theory," Samsung's "good news exhausted," and the physical ceiling of AI hardware. A buddy in the comments asked a soul-searching question: Is AI money getting harder to make? Today, the market directly threw out a standard answer—AI money isn't any less, it's just that the main character making the money has changed."
datetime: "2026-07-10T03:14:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42563819.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42563819.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42563819.md)
author: "[Zachary_1](https://longbridge.com/en/profiles/24810998.md)"
---

# NVIDIA is in the red again, while Micron surged 7%! Is the scepter of AI being passed from GPU to memory?

Our "Counterintuitive U.S. Stocks" series has been running for so long, it's almost become a TV series. In the previous episodes, we talked about NVIDIA's "black swan theory," Samsung's "good news is fully priced in," and the physical ceiling of AI hardware. Some buddies in the backstage asked the ultimate question: Is AI money getting harder to make? Today, the market directly threw out a standard answer —**AI money hasn't decreased, it's just that the main players making the money have changed.**

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