Lasers & optical transceivers — the picks-and-shovels of AI datacenter interconnect.
$834.92+9.1%
intraday · 1d
+9.26%since add
The TBBTrade 10
Our system picked top 10 stocks of each month.
The forward record
Basket · since inception+5.78%as of Tue, Jul 21, 2026
S&P 500 · same window+0.15%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.
$112.90+7.2%
intraday · 1d
+5.24%since add
GLP-1 auto-injector manufacturing plus AI server assembly.
$319.44+4.4%
intraday · 1d
+5.08%since add
Launch and spacecraft systems; Neutron ramp.
$68.54+4.3%
intraday · 1d
+0.22%since add
Optical components and datacom transceivers.
$317.30+11.2%
intraday · 1d
+9.93%since add
Neocloud GPU infrastructure; ~$50B contracted backlog; EBITDA-positive.
$213.17+16.7%
intraday · 1d
+14.02%since add
Data-center power and cooling pure-play.
$303.59+4.1%
intraday · 1d
+2.91%since add
Advanced PCBs for defense, space and AI computing.
$145.49+9.3%
intraday · 1d
+7.27%since add
AI and cloud networking switches.
$174.41+3.0%
intraday · 1d
+3.24%since add
Actuators and motion control for space and defense.
$403.95+2.0%
intraday · 1d
+0.68%since add