$VIAV
viavi solutions5/10Does he own it?
No first-person ownership of VIAV anywhere. It appears only as one name in his Silicon Photonics/CPO ecosystem lists (Test & Measurement bucket) and earnings commentary. In his portfolio-style post he says he owns the "Top 6/7" winners like AXTI and LITE; VIAV ranks #9 and is explicitly NOT among the names he claims to hold. No "I'm long," no add, no weight.
His thesis
VIAV is slotted into his multi-year "Photonic Supercycle" / CPO thesis as a Test & Measurement play that benefits as silicon-photonics and AI deployments scale. He flags its earnings as extremely bullish (revenue and EPS beats with accelerating guidance) and treats it as a leading indicator for upstream test, yield, and inspection demand across the optical and memory ecosystem.
How his view evolved
Starts as one ticker in a CPO bottleneck cheat sheet (test/measurement), then listed mid-pack in his thematic basket's YTD returns, then highlighted for a strong earnings beat as ecosystem confirmation. Consistently bullish, never elevated to a stated holding.
Key points
- Categorized as a Test & Measurement name in his CPO/SiPh bottleneck framework
- Strong earnings beat cited as a bullish leading indicator for optical/memory test demand
- He claims ownership of top basket names (AXTI, LITE); VIAV is mid-pack and not claimed
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $VIAV on X ↗