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High-Speed Network Equipment & Components
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Cloud and AI infrastructure needs fast data transport as well as compute: this basket owns network equipment and the optical and electrical components connecting it. Positive fleet results in optical components and specialty electronics support the theme despite the broader technology pullback. Recent declines offer entry opportunities, but spending concentration and demanding valuations remain risks. Launch basket (equal weight): CIEN, LITE, AAOI, CRDO, COHR, ANET, CSCO 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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All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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