Data Transport: Optics, Interconnects & Edge

As computing capacity expands, moving data between chips, racks and users becomes a bottleneck in its own right. This basket targets optical components, connectivity silicon, switching and edge delivery rather than processors, server assembly or power infrastructure. Recent pullbacks in several component suppliers offer a selective entry, although customer concentration and uneven infrastructure spending remain important risks. Launch basket (equal weight): COHR, LITE, CRDO, MRVL, NET, ANET 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.