Could be interesting, need to think more. AVGO is my focus..

If you compare NVDA and AVGO

NVDA: Has 90% market + huge pricing power + dominate in training, high margin business, and everyone views NVDA as enemy now 

AVGO: Diverisfied business line. XPU growth acceleration due to training and more importantly the desire of lower cost AI chip solution, historically lower magrgin business compared to NVDA, and more companies want to use AVGO to hedge against NVDA's dominance

If DS impact is real, the longer term impact will be more on NVDA than on AVGO.

As for AMD, they "MUST" find more customers who are willing to commit to their product. Right now, it is all PR and marketing talk, but Lisa is not able to go in front of AMD earning call and say "I have $50B contract pipeline". That is the difference between AMD and AVGO right now. I am sure AMD will eventually find the breakthrough but I just dont know when.