Networking & Storage: Moving and Keeping Data

This basket targets the movement and retention of enterprise data rather than accelerator chips, optical components or power equipment. The hardware selloff offers a selective entry into networking and storage suppliers whose businesses support installed enterprise systems as well as new computing deployments. Spending remains cyclical, and further infrastructure-budget cuts are the principal risk. Launch basket (equal weight): ANET, MRVL, CRDO, DELL, HPE, NTAP, MU, AVGO 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.