Hybrid Cloud Platforms & Operations

Enterprises need to operate applications and data across private infrastructure and public clouds rather than commit every workload to a single environment. This basket owns the infrastructure, cloud platforms, connectivity and monitoring businesses that make that operating model possible, rather than another AI-compute buildout. Recent weakness in enterprise infrastructure shares offers an entry point, although delayed corporate spending and competition between platforms remain risks. Launch basket (equal weight): IBM, HPE, DELL, ORCL, SNOW, AMZN, MSFT, DDOG, NET 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.