Chipmaking Tools, Testing & Materials

Own the suppliers that enable semiconductor fabrication, process control and production testing rather than betting on which processor designer wins. The sharp chip-equipment drawdown offers a more selective entry into manufacturing infrastructure, with established suppliers supported by installed-base service businesses. Further customer spending cuts and export restrictions remain risks, so this is a manufacturing-cycle investment rather than a guaranteed rebound trade. Launch basket (equal weight): AMAT, LRCX, KLAC, ASML, TER, ENTG, ONTO 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.