Compute Processors & Scale-Up Interconnects

Own the processor architectures and chip-level connections that determine how efficiently accelerated computing systems work, rather than another basket of semiconductor equipment or optical components. The recent drawdowns offer an entry into competing compute designs and their interconnect suppliers, although demanding valuations and concentrated infrastructure spending remain meaningful risks. AMD anchors the processor exposure alongside specialist silicon and architecture providers. Launch basket (equal weight): AMD, ARM, CBRS, ALAB, CRDO, MRVL 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.