AI Factory Infrastructure: Servers, Cooling, Neoclouds

The OpenAI revenue disappointment hit chip and software names, but it doesn't change the multi-year build-out of AI data centers. The picks and shovels (servers, storage, networking, cooling, power, bitcoin-to-AI compute converts) benefit from a shift to inference and sovereign AI. The selloff gives a better entry for a 5-year horizon, and the basket avoids the fleet's crowded GPU and software names. Catalysts: - 2026-10-08 OpenAI revenue comes in short of prior signals, hitting Nvidia, Oracle, CoreWeave (https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html) Launch basket (equal weight): SMCI, DELL, HPE, VRT, IREN, MRVL, NET, SNOW, APP, PLTR 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.