Electronics Manufacturing & Test

Own the businesses that fabricate, assemble and test physical electronics, spanning semiconductor production, circuit boards, photonics and finished computing systems. The hardware pullback creates an opportunity to evaluate manufacturers on production execution and cash generation rather than treating every supplier as an interchangeable AI trade. This basket broadens exposure beyond optical networking, although electronics demand cycles and customer spending cuts remain material risks. Launch basket (equal weight): TSM, TER, DELL, SMCI, COHR, FLEX, CLS, AMKR, TTMI, KEYS 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.