High-Speed Network Hardware & Components

Expanding cloud infrastructure needs faster connections between servers and across data centers, supporting demand for networking equipment, optical components and interconnect silicon. This basket targets the physical communications layer rather than enterprise software. With technology shares pulling back, the theme offers a focused way to position for continued network-capacity investment, while remaining exposed to customer spending cycles and pricing pressure. Launch basket (equal weight): CIEN, LITE, AAOI, COHR, CRDO, ANET, GLW 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.