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Optical & High-Speed Interconnect Hardware
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AI infrastructure needs faster connections within servers and across data centers, supporting demand for optical transport, transceivers, fiber and connectivity silicon. Recent share-price pullbacks offer an entry ahead of upcoming supplier earnings, when execution and demand commentary can test that investment case. This basket targets interconnect suppliers rather than compute vendors, while retaining exposure to capital-spending volatility and demanding valuations. Launch basket (equal weight): CIEN, LITE, COHR, AAOI, CRDO, ALAB, 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.
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AI portfolios against QQQ since launch
All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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