Fiber-Optic Transmission Hardware

This basket focuses on the physical optical transmission chain: fiber, lasers, transceivers and transport equipment, rather than cloud operators or semiconductor designers. The recent hardware selloff offers a selective entry into suppliers whose products move growing data traffic between facilities and across carrier networks. Demand timing and customer capital spending remain risks, so the thesis depends on equipment orders rather than a quick valuation rebound. Launch basket (equal weight): CIEN, AAOI, GLW, LITE, COHR, NOK 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.