$VIAV 0.45 Noisy

Notable posts

• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay neutral 1023 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $BE +204% 11. $MU +203% 12. $WDC +197% 13. $NBIS +172% 14. $INTC +169% 15. $VIAV +167% https://t.co/7XZ1CdUF2s

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• @StockSavvyShay neutral 888 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVTS +228% 11. $WDC +227% 12. $DELL +214% 13. $VIAV +200% 14. $BE +200% 15. $NBIS +178% https://t.co/qt1nmG2fkM

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• @StockSavvyShay bullish 344 eng

  Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @Venu_7_ bullish 137 eng

  Photonics names are making a move today. $LITE +10% and approaching a cup breakout $VIAV 200-day SMA test + downtrend breakout $MRVL coiled for the next leg $CRDO mini base with a flag $GLW $AAOI $COHR are also sitting around their 200-day SMA. https://t.co/wy39W0zDWN

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• @Venu_7_ bullish 102 eng

  Viavi $VIAV - AI Data Center + Optical Testing. Makes the testing equipment used to validate high-speed optical + data center networks. FY26 Revenue +40% & EPS +113%. Technically, holding the 200-day SMA + attempting to break the multi-month downtrend. https://t.co/feNFj44mto

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• @Venu_7_ bullish 213 eng

  One of the biggest AI infrastructure themes I'm watching over the next 3-5 years is optics. Every new AI data center requires significantly more high-speed optical transceivers, coherent optics, optical DSPs, switches, and fiber connectivity than traditional cloud infrastructure. As clusters grow from tens of thousands to eventually millions of GPUs, the demand for bandwidth grows exponentially. That's why I believe Lumentum $LITE, Marvell Technology $MRVL, Ciena $CIEN, Applied Optoelectronics $AAOI, and Corning $GLW could be some of the biggest beneficiaries over the next few years. - Lumentum $LITE: EPS expected to grow from $6.21 to $28.70 by 2028. - Ciena $CIEN: EPS expected to grow from $3.09 to $14.40 by 2028. - Marvell Technology $MRVL: EPS expected to grow from $2.96 to $9.20 by 2029. - Applied Optoelectronics $AAOI: EPS expected to improve from -$0.66 to $4.75 by 2027. - Corning $GLW: EPS expected to grow from $2.11 to $5.84 by 2028. On average, these optics leaders are expected to grow EPS by nearly 3.8x (+279%) over the next 3-5 years, highlighting just how powerful the AI infrastructure buildout could be for the sector. Other names I'm watching in the ecosystem include Arista Networks $ANET, Coherent $COHR, Cisco $CSCO, Viavi Solutions $VIAV Compute, networking, optics, memory, storage, cooling, and power all need to scale together. I believe optics will become one of the most important picks-and-shovels themes of the AI infrastructure buildout over the next decade. Most of these stocks are currently testing or sitting near their 200-day moving averages, which I view as a healthy reset within a longer-term uptrend rather than the end of it. If AI infrastructure spending continues to accelerate, I believe this group could still be in the early innings of a much larger secular growth story.

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