Original July thesisLasers & optical transceivers — the picks-and-shovels of AI datacenter interconnect.
$756.17+0.5%
−1.04%since add
The TBBTrade 10
Ten names, sealed in July 2026 and tracked from the July 20 market open.
The forward record
Basket · since inception−17.27%Quotes through Oct 23, 2026, 4:00 PM ET
S&P 500 · same window+1.73%SPY · price return
Provenance
list hashed 856346b432ed…View publication receipt →- Cohort
- July 2026 Cohort
- Entry
- Jul 20, 2026 · market open
- Basis
- 10 names · equal capital at entry
- Status
- sealed 2026-07-19 · live
Performancesince Jul 20, 2026
Basket —SPY —
InstrumentThesisMarket · 1DSince add
Original July thesisProbe cards that test every advanced chip, including HBM.
$98.51+3.7%
−8.17%since add
Original July thesisGLP-1 auto-injector manufacturing plus AI server assembly.
$273.97+2.5%
−9.88%since add
Original July thesisLaunch and spacecraft systems; Neutron ramp.
$52.60+2.7%
−23.09%since add
Original July thesisOptical components and datacom transceivers.
$209.29+0.7%
−27.49%since add
Original July thesisNeocloud GPU infrastructure; ~$50B contracted backlog; EBITDA-positive.
$158.74−0.3%
−15.10%since add
Original July thesisData-center power and cooling pure-play.
$194.32−0.6%
−34.13%since add
Original July thesisAdvanced PCBs for defense, space and AI computing.
$80.11+8.4%
−40.93%since add
Original July thesisAI and cloud networking switches.
$172.37+0.8%
+2.03%since add
Original July thesisActuators and motion control for space and defense.
$341.34−0.1%
−14.92%since add