Memory, Drives & Storage Systems

Own the manufacturers of memory, disk drives and enterprise storage systems rather than another basket of AI accelerators, optics or power equipment. The pullback in storage shares offers a selective entry into hardware needed to retain and serve data even as investors question AI spending. This is a cyclical recovery position, not a defensive trade: weaker infrastructure budgets and memory oversupply remain material risks. Launch basket (equal weight): STX, WDC, SKHY, DELL, HPE, MU, SNDK, 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.