Network Connectivity: Chips & Systems

Moving data between devices, servers and data centers requires both connectivity silicon and complete networking systems. This basket targets those suppliers directly rather than cloud operators or application software. Recent pullbacks across several holdings offer a selective entry ahead of upcoming earnings, though customer spending concentration and demanding valuations remain risks. Launch basket (equal weight): MRVL, ANET, CRDO, CIEN, CSCO, ALAB, QCOM 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.