Embedded Computing & Power Silicon

Own the semiconductor suppliers whose core products provide processing, sensing, connectivity and power management inside industrial equipment, vehicles and connected devices. The technology selloff offers a selective entry point: TXN and ADI have held up better, while QCOM, MPWR and ARM have pulled back. This is a product-driven basket rather than a pure data-center spending bet, although cyclical demand and expensive valuations remain risks. Launch basket (equal weight): TXN, ADI, QCOM, MPWR, ARM, NXPI, MCHP, ON 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.