Optical & Wireless Connectivity

Connectivity demand spans optical links, cellular devices and satellite networks, rather than depending solely on spending for AI processors. This basket pairs communications-component suppliers with satellite-network operators, distinguishing it from a pure data-center interconnect portfolio. With technology leadership concentrated and market breadth uneven, the opportunity is to own the businesses that carry information across different network architectures. Launch basket (equal weight): QCOM, MRVL, CRDO, LITE, COHR, VSAT, IRDM 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.