Broadband Carriers & Network Suppliers

Growing cloud traffic and connected-device usage require both last-mile connectivity and higher-capacity transport networks. This basket pairs recurring-revenue carriers with suppliers of routing, optical transport and fiber infrastructure rather than processor designers or power producers. Recent weakness in carrier and fiber shares offers an entry point, although customer capital-spending delays remain a risk. Launch basket (equal weight): T, VZ, CIEN, GLW, CSCO, TMUS, NOK, AMT 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.