AI Hardware Stack: Servers, Optics & Edge Silicon

AI spending is moving from chips alone to the hardware that moves and runs the data: servers, optical links and edge processors. Several of these names sit well below their 52-week highs, which gives a catch-up angle. Each company's own main business is physical AI infrastructure hardware, not software. Launch basket (equal weight): DELL, HPE, COHR, LITE, CRDO, QCOM 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.