Communications Chips & Laser Components

Own the component suppliers behind wireless links, high-speed communications and optical transmission, rather than network operators or server builders. The basket combines semiconductor designers with laser manufacturers, distinguishing it from a pure optical-interconnect portfolio. Recent pullbacks in several holdings offer an entry point, although communications spending and demanding valuations remain risks. Launch basket (equal weight): QCOM, MRVL, CRDO, COHR, LITE, ADI, LSCC 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.