Telecom Networks & Optical Hardware

Growing cloud and AI workloads require communications networks that can move more data, linking optical-component suppliers, network-equipment vendors, and carriers. This basket targets connectivity infrastructure rather than processor design, combining equipment investment exposure with established network-service businesses. The opportunity depends on traffic growth translating into network upgrades; carrier spending restraint remains a risk. Launch basket (equal weight): CIEN, GLW, CSCO, LITE, COHR, T, VZ, NOK 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.