Public Cloud Compute Providers

Own the operators that sell cloud computing capacity and managed infrastructure, rather than the manufacturers supplying their equipment. The retreat in AI-linked shares creates an opportunity to distinguish established enterprise cloud franchises from specialist compute providers. This basket combines those business models, while recognizing that heavy infrastructure spending and uncertain utilization can pressure cash flow. Launch basket (equal weight): CRWV, NBIS, ORCL, IBM, GOOG, AMZN, MSFT 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.