Compute Hardware: Silicon, Servers & Networks

Own the physical computing production chain, from chip fabrication and packaging to enterprise systems and network switches, rather than power equipment, optics or cloud software. The hardware selloff creates an opportunity to assemble this manufacturing-focused basket, although recovery depends on customer spending translating into profitable shipments. Contract manufacturers and semiconductor packaging suppliers broaden the exposure beyond branded server vendors. Launch basket (equal weight): TSM, DELL, HPE, SMCI, ANET, MU, AMKR, CLS, PENG 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.