Enterprise Computing: Servers, Storage & Systems

Own the vendors that supply and maintain enterprises' core computing systems, rather than betting on individual AI applications or hyperscaler expansion. Aging servers, storage replacement and hybrid deployments create recurring demand even when customers keep sensitive workloads on premises. The opportunity is a diversified enterprise refresh cycle, with hardware replacement complemented by database and infrastructure support revenue. Launch basket (equal weight): DELL, HPE, IBM, ORCL, SMCI, NTAP 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.