Network Connectivity: Silicon & Systems

AI infrastructure needs faster connections within servers, across data centers and over carrier networks, creating demand for connectivity chips and networking systems. Recent pullbacks in ALAB, CRDO and ANET offer an entry ahead of upcoming earnings, when orders and customer spending can test that demand thesis. The basket targets network suppliers rather than semiconductor fabrication equipment, while retaining exposure to the risk of slower infrastructure spending. Launch basket (equal weight): ALAB, CRDO, MRVL, ANET, CSCO, CIEN, LITE 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.