Communications Equipment & Satellite Networks

Own the suppliers and operators that move data across wireless, enterprise and satellite networks rather than the applications consuming it. The basket combines communications silicon, optical components, networking equipment and satellite connectivity. In an unsettled market, this offers a distinct infrastructure thesis, although carrier spending cycles and component demand remain important risks. Launch basket (equal weight): QCOM, HPE, MRVL, COHR, LITE, IRDM, VSAT 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.