Communications Carriers & Network Equipment

Own the carriers that sell connectivity alongside the equipment suppliers that build communications networks. Mobile usage, broadband demand and rising network traffic require ongoing infrastructure renewal, offering a different exposure from crowded AI compute portfolios. Combining service operators with network vendors balances recurring subscription revenue against equipment spending, although competition and carrier capital-budget cuts remain risks. Launch basket (equal weight): T, VZ, CSCO, CIEN, AAOI, TMUS, NOK 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.