Optoelectronics & Power Semiconductors

Own the component makers that generate and detect light or manage and convert electrical power, rather than the companies assembling complete computing systems. The basket combines optical devices with analog and power semiconductors serving communications, industrial equipment, vehicles and electronics. Recent weakness in optical-component shares offers an entry alongside firmer analog-chip performance, although capital-spending cycles and semiconductor valuations remain risks. Launch basket (equal weight): COHR, LITE, MPWR, ADI, TXN, ON, NVTS 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.