Compute Systems & Contract Manufacturing

Own the businesses that manufacture computing systems and the silicon inside them, rather than software platforms or power infrastructure. The basket connects server and storage vendors with contract electronics manufacturers, foundries and chip packaging providers. This is a production-focused way to participate in enterprise computing investment while spreading exposure across competing system architectures. Launch basket (equal weight): DELL, HPE, SMCI, TSM, MRVL, CLS, NTAP, PENG, AMKR, GFS 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.