Chronic Care Medicines & Devices

Chronic disease treatment links recurring prescription demand with ongoing use of monitoring and therapeutic devices, offering an alternative to AI infrastructure financing exposure. The basket combines established drug franchises with diabetes and cardiovascular care equipment rather than relying on a single pipeline outcome. Recent strength in healthcare shares supports the rotation, although pricing pressure, clinical setbacks and reimbursement remain material risks. Launch basket (equal weight): LLY, ABBV, AMGN, MDT, JNJ, NVO, ABT, DXCM 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.