AI Accelerator Silicon, Memory & Server Builders

Mega-cap tech sold off into the 14 October close, but the AI compute stack still depends on accelerators, custom silicon, high-bandwidth memory and the servers that house them. The basket holds the companies that design, make and assemble that stack, from GPUs and custom ASICs to memory, foundry and rack systems. It is a hardware-supply view of AI that doesn't depend on software multiples. Launch basket (equal weight): AMD, AVGO, MU, INTC, MRVL, CRDO, SMCI, TSM, COHR Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.