International Franchises on US Exchanges

Own international-origin operating businesses through their US-listed shares, spanning semiconductor infrastructure, digital commerce, banking and enterprise software. This is a geographic diversification basket rather than another domestic technology-sector bet, with company-specific demand drivers across different end markets. Recent weakness in several infrastructure holdings creates an entry opportunity, although currency exposure, capital intensity and geopolitical risk remain material. Launch basket (equal weight): ASML, TSM, SHOP, NU, IREN, SAP, CNQ 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.