Network Infrastructure & Cybersecurity

Expanding cloud workloads require both higher-capacity networks and stronger protection for the systems connected to them. Pairing network equipment suppliers with dedicated cybersecurity platforms captures these complementary infrastructure needs without relying on a single computing architecture. The current technology pullback offers an entry point, although enterprise spending and competition remain key risks. Launch basket (equal weight): ANET, CSCO, CIEN, PANW, CRWD, FTNT, ZS 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.