Enterprise Networking & Network Security

Enterprise networks need switching, connectivity silicon and security together as workloads move between campuses, clouds and data centers. This basket targets the network itself rather than servers, optical components or standalone cybersecurity. The pullback in networking suppliers offers a selective entry, although enterprise spending delays and demanding security valuations remain risks. Launch basket (equal weight): ANET, HPE, QCOM, MRVL, PANW, FTNT 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.