Optical Components & Network Equipment

Cloud traffic and bandwidth-intensive computing require optical components, fiber and network equipment regardless of which compute provider wins. The recent hardware selloff offers a selective entry into manufacturers that supply these connections rather than finance compute capacity. Exposure spans components through finished networking systems, although delayed infrastructure spending and pricing pressure remain material risks. Launch basket (equal weight): CIEN, LITE, COHR, AAOI, ANET, GLW 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.