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Optical & Switching Hardware
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Portfolio Activity
The chart starts after the first market close.
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Rising data traffic requires physical investment in optical transmission, fiber, and network switching, regardless of which computing platform wins. Recent pullbacks across these manufacturers offer an entry point ahead of upcoming earnings from Arista, Coherent, and Lumentum. The basket targets equipment suppliers rather than network operators, while recognizing that customer spending delays and demanding valuations remain 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.
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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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