Network Switching & Electrical Connectivity

Own the switches, connectivity silicon and physical connectors that move data between computing systems, rather than optical-component manufacturers or compute providers. The technology pullback creates an entry opportunity, but this basket depends on sustained networking investment rather than a broad semiconductor rebound. Customer spending concentration and continued valuation compression remain material risks. Launch basket (equal weight): ALAB, ANET, CRDO, CSCO, MRVL, APH 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.