AI Compute & Scale-Out Networking

AI adoption depends on making accelerated computing cheaper and connecting processors efficiently, creating an expanding market for specialized silicon and scale-out networks. The sharp hardware drawdown offers an entry point to businesses addressing those bottlenecks, rather than a bet on debt-funded data-center ownership. This is a long-term innovation basket that accepts substantial volatility, customer concentration and the risk that infrastructure spending slows. Launch basket (equal weight): CBRS, ALAB, CRDO, MRVL, ARM, ANET, NVDA 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.