Viavi Solutions

Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the critical supply bottleneck for AI data center connectivity. Record $100M+ backlog.

2 $SNDK (-7,04 %) +523%

Catalyst: Nasdaq-100 inclusion + blowout Q3 earnings ($5.95B revenue, 3.5× YoY). AI data center storage supercycle NAND prices rising 234% in 2026 per Gartner. $42B in long-term supply deals signed.

3. $AAOI +421%

Catalyst: Hyperscaler demand surge for fiber-optic transceivers driving AI data center buildouts. Applied Optoelectronics became the top-performing large-cap stock as the optical networking supercycle took hold.

4. $AEHR +371%

Catalyst: New silicon photonics customer win (March 31) ordering multiple FOX-XP burn-in systems for high-volume production. Record $50.9M backlog. Direct beneficiary of the optical transceiver boom.

5. $NVTS +310%

Catalyst: GaN/SiC power platform showcase for AI data centers at PCIM 2026. Revenue inflection as design-wins with hyperscalers and Nvidia Blackwell rack systems begin to ramp. Q1 beat on revenue + EPS.

6. $BE (-6,94 %) +248%

Catalyst: $2.6B partnership with European AI infrastructure company (May 2026). AI data center power demand making Bloom Energy's fuel cells a critical off-grid energy solution for hyperscalers.

7. $DOCN +229%

Catalyst: AI-driven cloud demand surge among SMB and startup developers. DigitalOcean's simplified GPU cloud offering became the go-to for AI builders who can't navigate hyperscaler complexity. Strong revenue reacceleration.

8. $INTC (-4,15 %) +225%

Catalyst: CEO Lip-Bu Tan's foundry turnaround 18A node in HVM, Xeon 6 selected for Nvidia DGX Rubin systems, Apple + Terafab foundry deals. 6th consecutive earnings beat. Stock hit 26-year all-time high.

9. $WDC (-6,27 %) +181%

Catalyst: Post-$SNDK spin-off refocus on enterprise HDD/flash. AI data center storage demand driving record HDD shipments. Rode the same memory supercycle as $SNDK rising NAND prices lifted all boats.

10. $ARM (-5,74 %) +180%

Catalyst: AI chip designers shifting to ARM architecture for power efficiency. Royalty revenue acceleration as Arm-based AI accelerators and server chips proliferate. Near-total dominance of mobile + growing data center share.

11. $VIAV (-6,1 %) +178%

Catalyst: Network test and optical component demand surging alongside AI data center fiber buildouts. Viavi's network visibility tools became essential as hyperscalers upgraded to 800G+ optical interconnects.

12. $MU (-2,7 %) +163%

Catalyst: HBM (High Bandwidth Memory) for Nvidia GPUs Micron became the critical memory supplier for AI training chips. Analyst note: "HBM can be priced ridiculously high." Memory supercycle with AI-driven pricing power.

13. $LITE +157%

Catalyst: Optical transceiver demand for 800G/1.6T AI data center interconnects. Lumentum is the key bottleneck supplier for coherent optics hyperscalers have no alternative. Highest quant rating among top performers (4.99/5).

14. $NBIS (-11,73 %) +157%

Catalyst: Q1 2026 revenue of $399M up 684% YoY. Raised 2026 guidance to 4GW+ contracted power. Nebius is Europe's leading AI cloud infrastructure play, backed by Nvidia and benefiting from US-centric hyperscaler capacity constraints.

15. $OSS (-4,68 %) +148%

Catalyst: Q1 2026 revenue +55% YoY with record 51.6% gross margin. One Stop Systems provides rugged AI compute for defense and edge AI defense contract wins accelerating. Lake Street, Roth Capital, and Alliance all raised targets to $18.

Every winner on this list is an AI infrastructure play.

Tenbagger-Capital

@Tenbagger-Capital

9Mo·

Viavi Solutions exceeds expectations and gives a very optimistic outlook - share with up-gap!

$VIAV (-6,1 %)

Hello my dears,

I personally find the company and its growth very exciting.

If you like, I can introduce you to the company with multiples. Write me in the comments if you are interested.

Viavi Solutions is a specialist in network testing and security technologies and is currently benefiting from dynamic developments in the data center sector as well as growing demand from the defense and aerospace industries.

On January 29, the company reported strong quarterly figures, with both sales of USD 369.3 million (growth: 36.4%) and earnings per share of 0.22 exceeding expectations. Growth is expected to continue. Sales of between USD 386 million and USD 400 million are expected for the current quarter. Management particularly emphasized the high demand in the data center sector, with the expansion of AI infrastructure requiring massive test and measurement capacities for new high-speed networks (e.g. 800G/1.6T Ethernet). Viavi is an important supplier here. The CEO said that the predictability of orders has increased from 1 to 1.5 quarters in the past to up to 3 quarters now.

The share will open with an up-gap after the Q2 figures. The strength can now be followed. (VIAV)

20 Commentaires

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

9Mo

Hello my dear,

I don't necessarily need a comprehensive introduction.

I think that even 3 months is a very short period of time to plan orders, which in my view speaks against stability.

I see at most moderate upside here, rather greater downside potential.

But: interesting to take a look at. Thanks for the short presentation.🙏🏻🫶🏻

•

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Ove G

@Morningstar

5Année·

5G Rising Star

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