Physical-World Chips, Sensors & Electronics

This basket focuses on the components that connect computing to physical equipment: sensing, signal processing, connectivity and power management. It combines component designers with optical suppliers, machine vision and outsourced chip manufacturing rather than owning robot builders or software platforms. As automation spreads, these businesses can benefit across competing equipment makers, although industrial demand and semiconductor inventory cycles remain material risks. Launch basket (equal weight): ADI, TXN, MPWR, QCOM, COHR, ON, CGNX, LSCC, GFS, AMKR 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.