$VIAV

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

-2.9%

Win rate (3m)

0% (1 resolved)

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

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jul 24, 4:59 PM ET

$VIAVDDbullish

u/StrawberryOk8459 · 84d ago3 prior · awaiting results

“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.

At post $52.49Now $39.52-24.7% since postedas of Jul 24, 4:59 PM ET

1d—

3d+2.8%

1w-2.4%

1m-9.5%

3m—

6m—

1y—

original post →

$VIAVYOLObullish

u/37366034 · 94d ago19 prior · 39% at 3mo

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.

At post $44.31Now $39.52-10.8% since postedas of Jul 24, 4:59 PM ET

1d+4.2%

3d+7.8%

1w+2.8%

1m+11.7%

3m-2.9%

6m—

1y—

original post →

End of results.