Chip Architects & Electronic Design Software

Own the businesses that design semiconductors and the engineering software used to develop them, rather than fabrication equipment or chip factories. The hardware drawdown offers a more selective entry into this intellectual-property layer, with upcoming reports from Arm and Qualcomm providing near-term tests of demand. Exposure spans processor licensing, connectivity, power management and custom silicon, although customer concentration and semiconductor spending remain material risks. Launch basket (equal weight): ARM, SNPS, QCOM, MRVL, MPWR, ALAB, CDNS 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.