$VIAV

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Recent theses

$VIAVDDbullish

u/StrawberryOk8459 · 28d ago

“31 call”

Time to buy VIAV

VIAV has strong revenue growth (42.8% YoY) driven by AI/data center demand and recent acquisitions, with guidance indicating continued momentum. Despite lower GAAP earnings, non-GAAP profitability improved significantly, and the earnings miss is primarily due to one-time charges and restructuring costs rather than operational weakness.

1d—

3d+2.8%

1w-2.4%

1m—

3m—

6m—

1y—

original post →

$VIAVYOLObullish

u/37366034 · 37d ago

AI Infrastructure Build Out YOLOs

Viavi Solutions provides optical and network testing and monitoring solutions for data center infrastructure. The author is bullish on this enabling technology for AI infrastructure deployment.

1d+4.2%

3d+7.8%

1w+2.8%

1m+11.7%

3m—

6m—

1y—

original post →

End of results.