Data-Center Equipment & Onsite Power

Data-center investment requires physical servers, networking, cooling and dependable power, not just accelerator chips. Recent pullbacks across equipment suppliers offer a less GPU-centric entry into that buildout, with enterprise infrastructure and power equipment providing distinct sources of demand. The basket remains exposed to capital-spending delays, customer concentration and demanding valuations. Launch basket (equal weight): VRT, SMCI, DELL, HPE, ANET, BE, GEV, ETN 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.