Google at $328. Will Google's earnings determine the fate of Samsung Electronics and NVIDIA?

Is it returning to the mode we saw in the first half of last year?
Back in July, when the Nasdaq, Phil반 (semiconductors), and KOSPI tech stocks were crashing,
Google's Q2 earnings sent semiconductor stocks skyrocketing.
I wonder how it will be this time.
If you believe in Google, now might be the time to buy in.