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Connectivity: Carriers, Fiber & Network Equipment
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Connectivity demand supports both recurring carrier subscriptions and the equipment needed to expand network capacity. Recent weakness in carriers and fiber infrastructure offers a selective entry point, with AT&T and Verizon showing free-cash-flow yields of 11.4% and 11.3%, respectively. The basket balances subscription-funded operators with network suppliers; competition and uneven capital spending remain the principal risks. Launch basket (equal weight): T, VZ, CSCO, CIEN, GLW, TMUS 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.
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