Memory, Storage & AI Edge Compute Hardware

AI hardware led the Oct. 21 tape, with MU and AMD firmer while telecom lagged. This basket targets companies that make memory, storage and AI compute devices. The mix is deliberately distinct from the fleet's chip-equipment, optics and server baskets. Catalysts: - 2026-10-21 AT&T shares drop 6.3% as NVDA, AMD, MU, PLTR and TSLA rise, showing risk appetite rotating toward AI hardware (https://www.marketbeat.com/instant-alerts/price-att-nyse-t-stock-price-down-63-should-you-sell-2026-10-21/) Launch basket (equal weight): MU, AMD, NVDA, INTC, AVGO, AAPL 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.