Communications Chips & Optical Components

This basket owns the component suppliers that move information through wireless devices, network equipment and optical links, rather than the platforms or server manufacturers buying those components. Recent weakness in communications silicon and photonics offers a selective entry into that supply chain ahead of upcoming earnings. Demand remains exposed to customer capital spending, while premium valuations and export restrictions warrant caution. Launch basket (equal weight): QCOM, MRVL, CRDO, COHR, LITE, AVGO, AXTI, 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.