Connected Computing: Chips, Systems & Networks

Connected computing requires analog interfaces, wireless chips, networking silicon and complete hardware systems—not just accelerator capacity. This basket targets those underlying businesses across enterprise networks, consumer devices and industrial equipment, rather than another GPU-led portfolio. With semiconductor leadership concentrated in AI, the opportunity is to own a broader hardware demand base, while recognizing that enterprise spending and industrial orders remain cyclical. Launch basket (equal weight): ADI, TXN, QCOM, MRVL, HPE, DELL, ANET, ON 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.