AI Connectivity Rotation: Networking & Analog Enablers

After the chip selloff, investors are rotating from GPU beta toward networking, custom silicon and the analog/power parts of data-center buildouts. The basket leans on liquid $1-5B names that are not mainstream GPU plays. It uses AVGO, the core custom-silicon company, as the one name above $5B. Catalysts: - 2026-10-09 AI networking names stay in focus as Marvell maps a long revenue ramp (https://marketwise.com/money-megatrends/seven-stocks-that-could-explode-as-ai-goes-mainstream/) Launch basket (equal weight): AVGO, MRVL, ADI, TXN, QCOM, TSM, ANET, HPE, NET, VRT 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.