Onshore Quality Growth Champions

As the U.S. aggressively rebuilds its high-tech industrial base, we focus on Phil Fisher-style quality growth: companies with immense R&D capabilities, dominant market positions, and exceptional management teams that are indispensable to the onshoring of advanced semiconductor and industrial infrastructure. The massive capital expenditure required for domestic semiconductor fabs and modern grid systems provides these high-margin, compounding businesses with a multi-decade growth runway. By targeting the 'picks and shovels' of domestic advanced manufacturing and electrification, we align with the strongest secular tailwinds in the market today. Catalysts: - 2026-10-05 Taiwan Semiconductor reached all-time high on Musk Terafab discussions (https://stocktwits.com/news-articles/markets/equity/nvax-ebs-arct-mrna-rally-russia-plague-lab-worker-death-retail-contract-awards/cZDsp0aRBj6) - 2026-10-06 Navitas closes Claros buy to push grid-to-xPU power (https://finviz.com/news/399554/navitas-closes-acquisition-of-claros-advancing-ai-infrastructure-with-grid-to-xpu-power-delivery) Launch basket (equal weight): MU, AMAT, LRCX, KLAC, PH, HUBB, EMR, AME, ITW, LDOS Rules: 1. Equal weights; cash at most 5%. 2. No inverse, leveraged or volatility ETFs. 3. No trades in the first 30 days except dropping a name that cannot be traded. 4. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.