Weekly Signal · · 13 min read
Much More Than Semis — The Broadening Tech Bull
Much More Than Semis — The Broadening Tech Bull
Eight ETFs in the Tech & Thematic table printed new 52-week highs last week — most of them all-time highs. SOXX weekly traces three trendlines of escalating steepness, with the final stage running near-vertical at 52°. The semi leadership has a chorus: Compute, Data Center, Power/Grid, Battery — exactly the Generation-Rotation footprint of Rubin Early Ramp colliding with Mid-Ramp Power/Cooling.
SOXX weekly traces three trendlines of escalating steepness: a 10° base from 2022 through 2024, a moderate middle leg through 2025, and a near-vertical 52° acceleration into spring 2026.
Each successive stage runs at roughly five times the slope of the prior one. That geometry — slope multiplying as the trend ages — is the textbook signature of a blow-off, historically the last stage before a reversion to the mean.
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