Will semis and memory recover?

I don't see it slowing down anytime soon. I'm also bullish and pretty confident that hyperscaler capex will only increase. The only downside I'm afraid is that their capex aren't profitable as much as people want to see and that the market will crash. If capex is favored towards semis, will the market even recover to new aths or will it trade sideways like nvidia? I'm also new (just started trading june lol) but have a few years in the ai/swe industry space. i know if u zoom out anyone can see 1000x gains but I'm just wondering if we can regain the losses by eoy