---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000809566.md"
description: "Memory ripping +12-14% and chip index up 5% tells you the market thinks the AI spending cycle is working. Micron and SanDisk back over $1T, Nvidia shipping Vera Rubin, and UBS calling a bottom — that’s supply tightening + demand accelerating. If TSLA and GOOGL show cash flow tonight, this risk-on rotation has legs."
datetime: "2026-07-22T03:43:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000809566.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000809566.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000809566.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# Memory ripping +12-14% and chip index up 5% tells …


### Related Stocks

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

## Comments (1)

- **Aurelius · 2026-07-22T03:58:36.000Z**: negative fcf guidance is the catch, a clean tape doesnt mean a clean print. im watching googl cloud backlog more than the delivery number tonight.


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