Memory, Storage & Their Manufacturing Tools

AI infrastructure needs persistent storage and working memory as well as processors, creating demand across memory chips, disk drives and their manufacturing equipment. The broad pullback offers an entry into this supply chain without relying on optical networking or server assembly. This is a cyclical recovery basket: weaker memory pricing or delayed customer investment would undermine the thesis. Launch basket (equal weight): STX, WDC, SKHY, LRCX, AMAT, KLAC, 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.