Data Storage: Drives, Arrays & Controllers

Own the hardware that stores and retrieves enterprise data: disk drives, storage arrays, integrated systems and controller silicon. The recent hardware selloff offers an entry into storage suppliers without relying exclusively on accelerator spending. Storage demand can benefit from growing data retention and infrastructure refreshes, although these businesses remain exposed to enterprise spending cycles. Launch basket (equal weight): STX, WDC, NTAP, DELL, HPE, 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.