Enterprise Data Systems & Storage

Expanding AI workloads require enterprises to retain more data, modernize storage systems, and make that data accessible through databases and analytics platforms. Recent weakness in storage and enterprise hardware offers an entry into this infrastructure layer without relying solely on accelerator demand. The basket spans physical storage and data-management software, while remaining exposed to enterprise spending delays and uneven cash generation. Launch basket (equal weight): STX, WDC, ORCL, SNOW, HPE, DELL, NTAP, MDB 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.