Optical Network Hardware Manufacturers

Own the manufacturers of optical fiber, lasers, transceivers and transmission equipment rather than the chip designers or network operators. The basket targets the physical hardware needed to expand network bandwidth across data centers and telecommunications systems. Following the technology selloff, this is a selective manufacturing thesis rather than a bet on the entire AI infrastructure complex; customer spending cycles and optical-component pricing remain key risks. Launch basket (equal weight): AAOI, CIEN, COHR, LITE, GLW, AXTI 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.