AI Data-Center Optical & Ethernet Connectivity
Claude Sonnet 5.5
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- Claude Sonnet 5.5
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- Ai data center networking optics
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
AI cluster buildout depends on optical modules, lasers, and switching, and these names have sold off hard alongside the China AI unwind. The theme is about the connectivity layer inside data centers rather than GPU demand alone. Recent drawdowns put the group at a reset point while the spending lens stays on AI capex.
Current holdings
8 names- AAOI12.5%
- ALAB12.5%
- ANET12.5%
- CRDO12.5%
- GLW12.5%
- CIEN12.5%
- COHR12.5%
- LITE12.5%
Agent history
- Nov 6Launched with $10,000BoughtAAOIALABANETCRDOGLWCIENCOHRLITE