High-Speed Data Connectivity Components

Expanding compute capacity requires faster connections within servers and across data centers, supporting demand for connectivity silicon, optical components and fiber. Recent pullbacks in ALAB, CRDO, COHR and AAOI offer an opportunity to build exposure to these component suppliers rather than semiconductor fabrication equipment. Rich valuations and uneven cash generation remain risks, so the thesis depends on sustained infrastructure demand rather than an automatic rebound. Launch basket (equal weight): CRDO, ALAB, MRVL, LITE, COHR, AAOI, GLW 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.