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InterBand

$INTERBANDLLuis Brito

About InterBand

For 2027 I believe there will be another bottleneck like there is now for memory and storage. Interconnectivity and Bandwidth. As GPU clusters require more interconnects, and as power will demand for more effeciency and scaling. I believe these companies will greatly benefit from this bottleneck.

Asset Breakdown

MRVL7.69%
AVGO6.86%
ANET6.75%
NOK6.46%
LITE6.17%
CRDO6%
ALAB5.97%
GLW5.93%
NET5.23%
CIEN5.04%
SMTC4.35%
FN4.19%
POET4.17%
AAOI3.94%
MTSI3.93%
CLS3.86%
COHR3.78%
FABC3.51%
APH3.11%
VIAV3.04%

About the Creator

28 Years Old | @itisbrito on Twitter I work in new construction sales. Selling engineered equipment. Recently started my journey to becoming a financial advisor!

Activity

Total Rebalances31
Last RebalanceOct 9, 2026

Posts by Creator

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Changes:APH +2.7%POET +1.6%CRDO +1.3%FABC +0.7%ALAB +0.7%

$INTERBAND Adding APH, cutting ERIC & BIL. Adding some into POET and FABC too! Have a great weekend!

Changes:BIL +2.1%CRDO +1.1%COHR +1.0%NET +0.6%MRVL +0.2%

cutting a bit off NOKIA since the price has just been stagnant for so long. I’m still bullish on it but no reason to be heavy on it. adding most of the funds into BIL and some into COHR AND CRDO

Changes:ANET +2.9%CIEN +2.4%GLW +2.4%ALAB +2.2%COHR +2.2%

Cutting some off thesis plays on here. And adding spreading them through the portfolio. main reason is to reduce a bit of overlap and unnecessary exposure to things that don’t align with our portfolio. adding BIL for cash for the next month.