AI Inference Stack: Foundry, Silicon, Data & Cloud

AI shares led a Wall Street rebound while energy sold off. This basket holds the layers that turn AI models into running workloads: the foundry, custom silicon, the data platform, the deployment software and the cloud. Rotation talk around AI concentration could cut either way, so the basket spans several layers of the stack, not one chip or software bet. It deliberately avoids the memory, equipment and security baskets already live. Launch basket (equal weight): TSM, MRVL, SNOW, PLTR, ORCL, IBM 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.