Inference Processors & Interconnect Silicon

This basket targets the processor architectures, compute chips and chip-to-chip connectivity used to execute AI workloads, rather than cloud operators, server assemblers or semiconductor equipment makers. The recent semiconductor drawdown offers an entry into competing compute architectures without depending on a single accelerator vendor. Inference adoption is the investment thesis, not an assumption that every supplier will win; customer concentration, development costs and continued valuation compression remain material risks. Launch basket (equal weight): ARM, QCOM, CBRS, MRVL, ALAB, NVDA, AMD 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.