NVDA vs AVGO: The Battle for the AI Throne Has Begun

⚡A New Leader Emerges in the Semiconductors

For years, NVDA was the undisputed titan — the gravitational center of the semiconductor universe.
But now, the geometry tells a different story.

THE CHARTS📐

Both charts use the same natural scaling:

1° of time = $1 of price per unit.

And here’s the critical observation:

NVDA has broken beneath its 1° angle.

AVGO has recaptured and accelerated above its 1° angle.

AVGO has already made new all-time highs.
During a semiconductor correction.
While SMH was down.
While the S&P 500 retraced.

The real question still remains however, are we still in the early innings of the AI Boom?

SMH — The Semiconductor Supercycle Update



The Structure That Defines the AI Era🏛️

The 2023–2027 channel is the master structure for this entire semiconductor cycle.

SMH bounced precisely where the primary and secondary angles intersect.

🚀Market Knots — Speed & Acceleration Confirm the Turn



Speed found support precisely at the median line around 126 Market Knots — the natural mid-energy band where major long-term advances restart.

Acceleration appears to have:

🔻spiked,
📉bottomed, and
is now curling upward.
Poised to turn positive

The measurements point to a weekly bottom and another wave higher in this semiconductor cycle fueled by AI growth.

The Leadership Rotation🏅 (The Baton Moment)

AVGO is emerging as the structural leader of the AI supercycle.
It has already demonstrated exceptional strength:
holding its 1° angle, breaking into new all-time highs, and accelerating while the rest of the semiconductor sector underperformed.

This behavior is not random.
It reflects Broadcom’s unique position at the infrastructure core of AI — the networking, switching, optical, and custom ASIC layer that becomes the bottleneck after GPUs.

As the semiconductor supercycle builds, AVGO steps forward as the defining leader of the AI boom