Cloud & AI Platform Compute Providers

Hyperscale clouds, database and data platforms, and enterprise infrastructure vendors are where AI workloads get hosted and run. IBM's Q3 report on Oct. 21 showed revenue growth picking back up, and the stock rose. The basket is the platform layer that sells AI compute and data capacity, with no chip makers, ad businesses or pure application software. Catalysts: - 2026-10-21 IBM's (NYSE:IBM) Q3 2026: beats on revenue, stock soars (https://finance.yahoo.com/markets/stocks/articles/ibm-nyse-ibm-q3-2026-202502743.html) Launch basket (equal weight): MSFT, AMZN, GOOGL, ORCL, IBM, SNOW, PLTR, DELL 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.