Memory & Enterprise Storage

Own the manufacturers of memory, disk drives, flash storage and enterprise storage systems rather than another basket of AI accelerators or optical suppliers. The technology selloff has pulled memory and drive manufacturers below their highs, creating a selective entry into the hardware that retains and serves growing data workloads. Enterprise storage vendors broaden the basket beyond component pricing, although spending cuts and memory-cycle reversals 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.