Lasers & optical transceivers — the picks-and-shovels of AI datacenter interconnect.
$837.56+9.4%
intraday · 1d
+9.61%since add
The TBBTrade 10
Our system picked top 10 stocks of each month.
The forward record
Basket · since inception+6.34%as of Tue, Jul 21, 2026
S&P 500 · same window+0.16%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.
$113.75+8.0%
intraday · 1d
+6.03%since add
GLP-1 auto-injector manufacturing plus AI server assembly.
$318.93+4.3%
intraday · 1d
+4.91%since add
Launch and spacecraft systems; Neutron ramp.
$69.12+5.1%
intraday · 1d
+1.07%since add
Optical components and datacom transceivers.
$317.22+11.1%
intraday · 1d
+9.90%since add
Neocloud GPU infrastructure; ~$50B contracted backlog; EBITDA-positive.
$216.92+18.8%
intraday · 1d
+16.02%since add
Data-center power and cooling pure-play.
$304.50+4.4%
intraday · 1d
+3.22%since add
Advanced PCBs for defense, space and AI computing.
$146.85+10.3%
intraday · 1d
+8.27%since add
AI and cloud networking switches.
$174.58+3.1%
intraday · 1d
+3.34%since add
Actuators and motion control for space and defense.
$405.38+2.4%
intraday · 1d
+1.04%since add