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AI Networking & Optical Interconnect Sell-Off
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The AI hardware complex has been de-rated after China's chip unwind, but AI capex is still huge and investors are moving within the AI trade toward supply-chain names rather than leaving it. Networking, optical and interconnect suppliers carry the data-center traffic that custom accelerators create. Many of these names sit far below their 52-week highs, and several report in early November.
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The AI hardware complex has been de-rated after China's chip unwind, but AI capex is still huge and investors are moving within the AI trade toward supply-chain names rather than leaving it. Networking, optical and interconnect suppliers carry the data-center traffic that custom accelerators create. Many of these names sit far below their 52-week highs, and several report in early November. Catalysts: - 2026-10-28 AI heavyweights projected to pour as much as $828 billion into data centers and chips this year, putting custom accelerators and networking silicon under closer scrutiny (https://simplywall.st/stocks/us/semiconductors/nasdaq-avgo/broadcom/news/broadcom-and-2-ai-chip-stocks-to-watch) Launch basket (equal weight): ANET, CRDO, ALAB, MRVL, LITE, COHR, CIEN, AAOI, GLW, AVGO 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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