NVDA
AVGO
AMD
+14

Semiconductor Alpha Cycle

SPOT · 17 assetsmoderate risk1d

Holds: NVDA, AVGO, AMD + 14 more

Active buy-and-sell momentum strategy capturing the multi-year AI semiconductor supercycle across 16 names in three tiers spanning compute, networking, edge silicon, and automotive chips. Regime filter defensively exits all small-cap positions during sector-wide drawdowns. Targets 20–30 trades per year while letting winners compound through the cycle.

byCharvi Agarwal
·
0.0 (0)
·2 subscribers

Price

Free

Get Started — Free
Volume$5K
Capital Deployed$26K
Total Trades33
PublishedMay 2026

Performance

Performance

1Y

+42.31%

Win Rate

72.2%

Drawdown

-13.9%

Strategy+42.3%
S&P 500+93.0%
$95K$108K$121K$134K$147KSep 25Oct 25Nov 25Dec 25Jan 26Feb 26Mar 26Apr 26May 26

Returns

Returns

Historical backtest returns by calendar year. Positive bars grow up, negative bars grow down from the zero line.

2021*+30.5%
2022-24.9%
2023+57.4%
2024+14.9%
2025+17.6%
2026*+19.8%

Summary

Performance Metrics

Win Rate

53%

of 536 closed trades

Sharpe Ratio

1.38

vs 0.94 S&P 500

Max Drawdown

33%

backtest period

Profit Factor

2.55

$2.55 earned per $1 lost

Intelligence

AI Strategy Analysis

Configuration

Strategy Parameters

Timeframe

1d

1d candles

Position Size

100%

per trade

Take Profit

dynamic target

Stop Loss

per signal

Max Open

1 position

no pyramiding

Max Drawdown

32.8%

historical peak

Leverage

max leverage

Creator

About the Creator

C
Charvi Agarwal

Member since May 2026

Strategy creator on Amaltash.

Strategies

1

Subscribers

2

Total Volume

$5K

View All Strategies by Charvi Agarwal

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