Lasers & optical transceivers — the picks-and-shovels of AI datacenter interconnect.
$988.98+1.1%
intraday · 1d
+29.43%since add
The TBBTrade 10
Our system picked top 10 stocks of each month.
The forward record
Basket · since inception+5.07%as of Thu, Sep 10, 2026
S&P 500 · same window+2.05%benchmark, net
Provenance
list hashed 856346b432ed…SHA-256 · sealed before outcomes · verify ↗- Next mark
- Aug 1, 2026
- Basis
- 10 names · equal weight · monthly marks
- Status
- sealed 2026-07-19 · live
Performancesince Jul 20, 2026
Basket —SPY —
InstrumentThesisMarket · 1DSince add
Probe cards that test every advanced chip, including HBM.
$114.18+3.9%
intraday · 1d
+6.43%since add
GLP-1 auto-injector manufacturing plus AI server assembly.
$311.37−0.3%
intraday · 1d
+2.42%since add
Launch and spacecraft systems; Neutron ramp.
$63.07−4.3%
intraday · 1d
−7.78%since add
Optical components and datacom transceivers.
$303.48+0.5%
intraday · 1d
+5.14%since add
Neocloud GPU infrastructure; ~$50B contracted backlog; EBITDA-positive.
$240.35−1.4%
intraday · 1d
+28.55%since add
Data-center power and cooling pure-play.
$262.89−9.6%
intraday · 1d
−10.88%since add
Advanced PCBs for defense, space and AI computing.
$124.25−3.9%
intraday · 1d
−8.39%since add
AI and cloud networking switches.
$192.93−1.0%
intraday · 1d
+14.20%since add
Actuators and motion control for space and defense.
$367.51−0.6%
intraday · 1d
−8.40%since add