Who mentions $CLFD most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $CLFD most — 2 mentions in the past 12 months.

When was $CLFD first mentioned on Surfaced?

The earliest tracked mention of $CLFD in the Surfaced archive was on Mar 25, 2026.

How many voices track $CLFD?

3 FinTwit voices have mentioned $CLFD 4 times in the past 12 months.

What kind of voices mention $CLFD most?

$CLFD is mentioned most by Long Research voices on Surfaced.

$CLFD — FinTwit mentions on Surfaced

Recent mentions

4 mentions

@stocksavvyshayJul 11, 2026 · 1:36 PM

10 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 1. $JMIA scaling logistics across Africa 2. $CLPT navigation software for neurosurgeons 3. $EOSE zinc storage built for nonstop compute 4. $OSS rugged edge compute for the battlefield 5. $CLFD fiber infrastructure for edge data centers 6. $AMBQ low-power silicon for edge AI robots & devices 7. $VPG force sensing & precision measurement for robots 8. $TE building America’s solar supply chain from cell to module 9. $KRKNF underwater robotics for defense & offshore infrastructure 10. $BZAI edge AI inference platform for real-world autonomous systems

Open on X

@investmentguru_May 28, 2026 · 2:54 AM

THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED - $HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET Everyone is chasing AI semiconductors, GPU clusters, and hyperscale data centers. But one of the most overlooked infrastructure opportunities of this decade is happening underneath the ground. Fiber. The $42.45B BEAD broadband program has officially moved from planning to deployment mode. → 15 states + 3 territories already approved → Tens of billions flowing into fiber construction → Rural broadband buildouts accelerating nationwide → AI data centers creating a second parallel demand wave for dense fiber backhaul This is not a short-term trade. It’s a multi-year infrastructure supercycle sitting at the intersection of: ✔ Federal broadband policy ✔ AI infrastructure capex ✔ Carrier network modernization And all three are accelerating simultaneously. THE MARKET STILL DOESN’T FULLY UNDERSTAND THIS Every AI data center being built requires massive fiber connectivity. Hyperscalers are no longer just buying GPUs. They’re signing multi-billion-dollar fiber supply contracts to connect AI clusters, edge networks, and cloud infrastructure together. The picks-and-shovels of the AI era aren’t only semiconductors. Sometimes they’re fiber optic cables running underground. 🔵 $GLW — Corning → Optical Communications revenue surged 36% YoY → Secured a $6B multiyear fiber supply agreement with Meta → New multicore fiber technology increases capacity while reducing installation time dramatically → One of the strongest infrastructure product cycles in company history 🟠 $MTZ — MasTec → Communications backlog exploded to $6.2B → Total backlog reached a record $20.3B → Positioned across telecom, fiber, energy, and infrastructure simultaneously → Becoming a preferred large-scale deployment partner 🟣 $PWR — Quanta Services → Institutional-quality infrastructure compounder → Exposure across broadband, power grid modernization, renewables, and data center outside plant → One of the safest ways to participate in the digital infrastructure buildout 🔴 $DY — Dycom Industries → Record broadband construction backlog → Major BEAD deployment beneficiary → Expanding deeper into data center infrastructure construction → One of the purest broadband construction plays in the market 🟢 $CALX — Calix → AI-enabled broadband software platform → Deep integration with Google Cloud + Vertex AI → Positioned to benefit directly from the rural broadband funding wave 🔵 $HLIT — Harmonic → Cloud-native broadband software stack gaining traction with major operators → AI-driven broadband optimization becoming a major differentiator 🟠 $CLFD — Clearfield → Pure-play fiber infrastructure exposure → Dual tailwind from rural broadband + AI data center connectivity 🟣 $ADTN — ADTRAN → Broadband automation, managed Wi-Fi, and carrier-grade networking → Turnaround story with BEAD exposure and improving regulatory clarity OPTICAL NETWORKING NAMES ALSO BENEFITING $COHR $AAOI $POET THE BIG PICTURE The AI supercycle does not stop at the GPU rack. It extends through fiber networks, broadband nodes, optical systems, and last-mile connectivity infrastructure that still needs to be built. This may become one of the most important infrastructure investment themes of the decade. $HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET Not financial advice.

Open on X

@almacap114204May 26, 2026 · 6:06 AM

Sometimes the smaller accounts are worth following for unique views, everyone is focused on power, cooling, chips etc but @saso_capital's focus here of communications equipment / fibre etc is a less touched on angle - I am currently digging into these names. Alpha is about asking the right questions at the right times $HLIT, $CLFD, $CXDO, $BDC, $NOK Missing from Saso's list is $ERIC, which may be a beneficiary of the recent US / Sweden MOU https://t.co/WhguJNdy6u

Open on X

@investmentguru_Mar 25, 2026 · 10:39 AM

Photonics: Leaders + Asymmetric Upside Plays $COHR – AI Infrastructure Through Light Core player in lasers + optical components powering hyperscale AI data centers. $LITE – The AI Bandwidth King Direct exposure to exploding demand for optical transceivers as AI scales globally. $AAOI – Comeback Story with Momentum Turning the corner with improving fundamentals and strong hyperscaler demand. $MRVL – AI + Optical Integration Giant Critical in optical DSP + data infrastructure enabling next-gen connectivity. $TSEM – Foundry Behind the Scenes Enabling silicon photonics at scale — the backbone of optical chip production. $LWLG – Polymer Photonics Breakthrough Game-changing electro-optic polymers replacing traditional materials. Recently partnered with foundry platforms — signaling shift from R&D to commercialization. (FinancialContent) $POET – Optical Chip Disruptor Aiming to redefine integration of photonics + electronics — massive TAM if execution lands. $AXTI – Material Layer Opportunity Supplying critical substrates for optoelectronics — leveraged to entire ecosystem growth. $SIVE – Early Stage Optical/AI Play Still under the radar, but positioned in emerging optical/AI infrastructure theme — pure speculative upside. $VIAV – Optical Testing & Infrastructure Play Less flashy, but critical for deployment of photonics networks. Cyclical but leveraged to upgrades. $CLFD – Fiber Expansion Story Not pure photonics, but benefits from the fiber buildout enabling optical connectivity everywhere. Photonics is moving from “future tech” → “AI necessity.” From co-packaged optics to ultra-fast modulators, this space is becoming the foundation layer of AI infrastructure. Leaders = steady compounding Disruptors = exponential upside This is where early positioning matters most. DYOR , no financial advice

Open on X

$CLFD

$CLFD

About this stock

Related stocks

Frequently asked