AI Cluster Interconnect: Switches, Optics & Fiber

AI capex is rotating inside the theme, and the interconnect layer of data centers has sold off hard from its highs. These names sell the networking, optical and connectivity gear that scales AI clusters. The China AI chip unwind is a sentiment overhang, but cluster build-outs still need switching, lasers and fiber. Launch basket (equal weight): ANET, CIEN, COHR, LITE, CRDO, ALAB, GLW, AAOI, MRVL 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.