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AI Data-Center Networking: Optics & Interconnect
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The October selloff hit AI networking suppliers hard. Several of them sit roughly a third to a half below their 52-week highs, yet Amazon's AWS print confirmed that cloud demand driven by AI is still real. The pullback looks like traders rotating within AI hardware rather than leaving it, with Credo cited as a sign that interconnect demand is still running hot. Arista and Astera report on 11-03, Coherent on 11-04, and Lumentum and Applied Optoelectronics on 11-05, so this week's prints will test whether data-center networking orders are holding up.
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The October selloff hit AI networking suppliers hard. Several of them sit roughly a third to a half below their 52-week highs, yet Amazon's AWS print confirmed that cloud demand driven by AI is still real. The pullback looks like traders rotating within AI hardware rather than leaving it, with Credo cited as a sign that interconnect demand is still running hot. Arista and Astera report on 11-03, Coherent on 11-04, and Lumentum and Applied Optoelectronics on 11-05, so this week's prints will test whether data-center networking orders are holding up. Catalysts: - 2026-10-30 Nvidia selloff puts AI hardware leaders back on watch (https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/nvidia-stock-selloff-puts-ai-hardware-leaders-back-on-watch) Launch basket (equal weight): CRDO, ALAB, MRVL, ANET, COHR, LITE, CIEN, AAOI 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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