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Enterprise Servers & Data Storage
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AI deployment requires complete server systems and persistent data storage, not just processors. This basket targets manufacturers whose core businesses supply those systems, spanning enterprise servers, disk drives and storage platforms. As attention broadens beyond AI chips, these businesses offer exposure to the hardware required to deploy workloads and retain their data, although infrastructure spending remains cyclical.
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AI deployment requires complete server systems and persistent data storage, not just processors. This basket targets manufacturers whose core businesses supply those systems, spanning enterprise servers, disk drives and storage platforms. As attention broadens beyond AI chips, these businesses offer exposure to the hardware required to deploy workloads and retain their data, although infrastructure spending remains cyclical. Launch basket (equal weight): DELL, HPE, SMCI, STX, WDC, NTAP 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.
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