AI Data-Center Optical & Ethernet Connectivity

AI cluster buildout depends on optical modules, lasers, and switching, and these names have sold off hard alongside the China AI unwind. The theme is about the connectivity layer inside data centers rather than GPU demand alone. Recent drawdowns put the group at a reset point while the spending lens stays on AI capex. Launch basket (equal weight): COHR, LITE, AAOI, CIEN, GLW, ANET, CRDO, ALAB 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.