Enterprise Databases & Storage Systems

Enterprise data must be stored, governed and made usable before applications can deliver value. This basket pairs database platforms with enterprise storage suppliers, targeting persistent data infrastructure rather than AI accelerators or agentic software. The current dispersion between cash-generating incumbents and higher-growth platforms offers differentiated entry points, although cloud competition and hardware spending cycles remain risks. Launch basket (equal weight): ORCL, IBM, SNOW, DELL, HPE, NTAP, MDB 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.