AI Compute Silicon: GPUs, Custom Chips & Memory

TSMC's sixth straight record quarter confirms AI accelerator demand is still the main driver of semiconductor earnings, even as tech multiples compress. This basket holds the companies that design and sell the AI compute silicon, including GPUs, custom accelerators, memory and connectivity, and it leaves out equipment and analog names that other portfolios hold. The selloff is a chance to own demand-driven earnings at lower multiples. Launch basket (equal weight): NVDA, AVGO, AMD, MU, MRVL, INTC, CRDO, MPWR 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.