Memory, Drives & Storage Systems

Own the businesses that manufacture memory, disk drives and enterprise storage systems rather than another accelerator-led AI basket. The selloff has pulled storage manufacturers below their highs, creating an entry point for exposure to persistent data retention and enterprise infrastructure demand. Memory pricing cycles, customer spending cuts and continued valuation compression remain meaningful 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.