AI Servers, Rack Power & Cooling

AI factory spending requires complete server racks, networking, electrical distribution and cooling—not just processors. The latest data-center coverage keeps these hardware suppliers in focus while recent share-price pullbacks offer a less crowded entry point. This basket targets equipment vendors rather than cloud operators, with capital-spending delays and deployment bottlenecks as the principal risks. Catalysts: - 2026-10-23 Nine companies cashing in on the AI data-center boom (https://qz.com/companies-powering-ai-data-center-boom) Launch basket (equal weight): SMCI, DELL, HPE, VRT, ANET, ETN 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.