AI Data-Center Power, Cooling & Compute Drawdown

AI-infrastructure profitability worries hit the group on Oct. 16, and these names sit well below their highs. The basket holds the companies that supply on-site power, thermal management and dense compute racks to data centers. If AI capex holds, the physical build-out should recover. Each name's main business is the electricity, cooling or hardware that data centers need. Launch basket (equal weight): VRT, BE, GEV, CAT, SMCI, IREN 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.