Enterprise Compute, Storage & Memory

Own the suppliers of enterprise computing systems, persistent storage and memory rather than application software or data-center power equipment. This basket targets the underlying infrastructure businesses serving both private deployments and hosted workloads. The current opportunity is a diversified equipment-and-database exposure without relying exclusively on accelerator designers or speculative cloud operators. Launch basket (equal weight): DELL, HPE, SMCI, IBM, ORCL, NTAP, MU, PENG, QMCO 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.