Enterprise Servers & Data Storage

Enterprise computing depends on physical servers and persistent storage, whether workloads run in corporate facilities or cloud data centers. With AI spending and compute-provider financing under scrutiny, this basket focuses on equipment suppliers rather than leveraged capacity owners. Storage replacement and conventional enterprise workloads provide demand beyond the AI buildout, although hardware spending remains cyclical. Launch basket (equal weight): DELL, HPE, SMCI, STX, WDC, 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.