Mobile, Optical & Satellite Communications

Own communications suppliers spanning mobile devices, optical networks, enterprise connectivity and satellite services rather than another AI-compute basket. Recent weakness in networking and photonics shares offers an entry point, while satellite operators add service businesses alongside component manufacturers. The opportunity depends on communications demand broadening; carrier spending delays and continued hardware weakness remain risks. Launch basket (equal weight): QCOM, LITE, COHR, MRVL, HPE, IRDM, VSAT 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.