Network Infrastructure & Cybersecurity

Enterprises need both higher-capacity networks and security platforms that protect traffic, applications, and users. North's leading cybersecurity portfolios support building on this theme, while network-equipment suppliers broaden exposure beyond security software alone. Recent hardware weakness offers a selective entry opportunity, although elevated security valuations and uneven infrastructure spending remain risks. Launch basket (equal weight): CRWD, PANW, CSCO, ANET, CIEN, FTNT, ZS, NET 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.