Who mentions $HLIT most on Surfaced?

@ckcapitalxx (CK Capital) mentions $HLIT most — 41 mentions in the past 12 months.

When was $HLIT first mentioned on Surfaced?

The earliest tracked mention of $HLIT in the Surfaced archive was on Apr 18, 2026.

How many voices track $HLIT?

13 FinTwit voices have mentioned $HLIT 80 times in the past 12 months.

What kind of voices mention $HLIT most?

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

$HLIT — FinTwit mentions on Surfaced

Recent calls

18 calls

@michaelsikandJun 6, 2026 · 10:34 PM

@SahilIiqbal My opinion is that $HLIT lost its social arb momentum but it is genuinely a good stock that I think smashes EPS growth over the next few quarters.

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@ckcapitalxxMay 30, 2026 · 1:59 AM

$HLIT dropped 11% today and then continues to drop after Kevin Xu sold their position and retail panicked out behind them. After hours it is already recovering green. This is exactly the kind of move that creates opportunity. Nothing about the thesis changed today. Not one thing. One person sold and a wave of retail followed them out the door without asking whether the actual business got worse. It did not. It got better. Let me remind everyone what they just sold. A software company with greater than 95% market share in virtualized cable access. Every major US cable operator already a customer. $582 million in backlog up 87% year over year. Revenue up 43% last quarter with the largest beat in company history. Full year guidance raised to $475 to $495 million. 52% gross margins expanding as the software mix grows. And the catalyst behind all of it is mandatory. DOCSIS 4.0 is the largest upgrade cycle in cable history. Charter committed $5.5 billion. Comcast mid ramp. Cox through 2028. Every single one of those deployments runs through a Harmonic cOS license. There is no alternative platform at production scale. A single seller does not change a mandatory multi year upgrade cycle. A single seller does not erase $582 million in backlog. A single seller does not remove 95% market share. The business is stronger today than it was a month ago. The price just went on sale because people follow accounts instead of fundamentals. The thesis is better than ever. I am not going anywhere.

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@ckcapitalxxMay 28, 2026 · 11:47 PM

$20 imminent? $HLIT

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@photonbullMay 28, 2026 · 2:00 PM

Biggest consensus long I have ever seen They are going to keep it down $HLIT

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@kawzinvestsMay 27, 2026 · 9:01 PM

Most stocks that go viral have nothing underneath them. $HLIT has a 95% software monopoly, a $582M backlog, 43% revenue growth, and a mandatory upgrade cycle that runs through 2027. @_TJRTrades full porting $HLIT.

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@ckcapitalxxMay 27, 2026 · 8:48 PM

I mean. Guess i can’t complain. Long $HLIT

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@ckcapitalxxMay 26, 2026 · 3:19 AM

$HLIT is slowly becoming one of my Favorite Longs. https://t.co/KRaTY5vzxN

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@wolfgangkasperMay 25, 2026 · 9:54 PM

Everyone's buying Nvidia. Nobody's talking about the company that controls the software stack for every cable upgrade those AI data centers need to actually reach your home. $HLIT is the quiet toll booth on the AI superhighway. 95% market share. 87% YoY backlog growth. And the upgrade cycle is just getting started.

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@michaelsikandMay 25, 2026 · 9:41 PM

I made a high conviction trade into $HLIT on Friday. Then I spent the long weekend doing the dive. When I first researched $HLIT back in March, I didn't see the story. There wasn't a laser or GPU to point at. But thanks to traders like @BryzonX, @citrini, @CKCapitalxx, and @kevinxu it finally clicked. The thing that flipped me wasn't the 43% quarter. It was realizing the moat isn't just 95% market share, it's time. $HLIT's cOS runs the broadband network for basically every major cable operator. To rip Harmonic out, an operator has to run an 18-24 month certification on a replacement before they can even start the switch. Harmonic owns this market into 2028 at the earliest, which happens to be the exact window the whole industry is forced to spend through its biggest upgrade cycle ever. This market isn't hard to win. It's closed. At first glance, two operators are a material risk at over half of revenue. But on a further look, the business outside those two is growing 78% and just became the majority of bookings for the first time. The single biggest reason to avoid this name is quietly dissolving. Overall, this cable upgrade isn't some manufactured narrative, it's a legitimate multi year supercycle, and it's undeniably AI adjacent. The same agentic AI and home compute pulling more and more bandwidth through these networks is exactly what forces the spend. $HLIT is the clearest pure play winner of it, and it's still trading in the low 20s forward on FY2027. For a critical infra software monopoly growing 43% yoy, it's still cheap. Kawz and I just published a short, digestible research report on $HLIT to share our conviction on Substack. It's all free aside from our model, PTs, and comps analysis. Average cost $15.76. Also holding some 10/16s $17.5C's. DYOR. NFA.

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@ckcapitalxxMay 25, 2026 · 6:46 PM

Imagine paying $500,000 for a cable box you have to replace every 4 years. Now imagine someone walks up and says I have a software solution for a fraction of that. No hardware. No replacement cycles. Updates happen remotely. Scale with a license not a truck roll. That is the entire $HLIT pitch. And cable operators are switching as fast as they possibly can. $582 million in backlog. Revenue up 43% last quarter. Greater than 95% market share. Every major US cable operator already a customer. The math sells itself.

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@photonbullMay 25, 2026 · 3:30 PM

Seems like @saso_capital knows his fibers I suggest every AI investor to take a look at this theme Seems like it is underrated on Fin X right now Personally also in $HLIT

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@ckcapitalxxMay 24, 2026 · 1:55 PM

been looking into 4 or 5 stocks over this weekend. Going to see how tuesday goes, i don’t think these are better than the positions we are currently holding. I still think there is a ton of upside in stocks like $PENG, $HLIT, and $DRAM. Looking for more asymmetric plays rather than risk.

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@wolfgangkasperMay 23, 2026 · 5:56 PM

Wow.. This is going to explode $HLIT https://t.co/HVUKWCCFx5

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@ckcapitalxxMay 23, 2026 · 4:05 PM

I want to give everyone the full breakdown on $HLIT because this is one of the most compelling setups I have come across in a long time. Harmonic spent 35 years building broadband expertise and just completed a full transformation from a hardware company into a pure play broadband software platform. The video business just sold to MediaKind for $145 million. What remains is one of the most defensible software moats in the market. The product is called cOS. And here is why it matters. Every cable operator in the world runs physical CMTS hardware. Massive proprietary boxes costing hundreds of thousands of dollars per node that have to be physically replaced every few years. Truck rolls. Technicians. Capital expenditure that never ends. The economics for operators are brutal. cOS virtualizes the entire cable access network in software. Buy the platform once. Run it on standard cloud hardware. No proprietary boxes. No replacement cycles. Software updates deploy remotely. Capacity scales with a license not a truck roll. Once an operator converts the switching costs are enormous. You do not rip out the software layer running your entire broadband network. That is why cOS commands greater than 95% market share in virtualized CCAP deployments. Every major US cable operator is already a customer. Now here is the catalyst that makes this a must own right now. DOCSIS 4.0. The largest infrastructure upgrade in cable history. AT&T fiber now passes 28 million plus homes. Frontier is aggressively overbuilding. T-Mobile fixed wireless is accelerating. Every month Charter or Comcast delays DOCSIS 4.0 they lose broadband subscribers to fiber offering symmetric gigabit at comparable prices. This upgrade is not optional. It is a survival imperative. Charter committed $5.5 billion to DOCSIS 4.0 upgrades with full network completion in 2027. Comcast mid ramp targeting 5 Gbps symmetric by 2026. Cox committed multi gig to 65% of its footprint by 2028. Every single one of those deployments requires a Harmonic cOS license. Mandatory decade long capex cycle. $HLIT is the only production grade platform in the market. There is no alternative. And AI is pulling the cycle forward faster than anyone expected. Consumer AI proliferation is driving upstream bandwidth demand at 20% annually per Harmonic’s own operator data. That rate makes mid split upgrades insufficient within 18 months. DOCSIS 4.0 becomes mandatory ahead of schedule and $HLIT revenue comes with it. Q1 confirmed the ramp is here. Revenue $121.7 million. Up 43% year over year. Beat the top of guidance by 16%. Largest quarterly beat in company history. Operating profit up 115% year over year. Backlog at $582 million up 87% year over year. That is 1.2x full year revenue guidance already sitting on the books before a single new order is added. Full year guidance raised to $475 to $495 million. Free cash flow estimated at $110 to $130 million for the year. Gross margins running at 52% today and expanding as the software mix grows. Pure play broadband software companies with 50% plus gross margins trade at 4 to 6x EV/Revenue. $HLIT currently trades at 3.5x forward revenue. The re rate has not happened yet.

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@photonbullMay 23, 2026 · 3:52 PM

$HLIT looks interesting here. My thoughts from initial DD: Harmonic is selling its slower video unit to MediaKind for 145m cash, leaving a clean pure play on virtual cable access. Broadband revenue up 43 percent year over year, backlog up 87 percent to 582m, full year guidance raised. Around 1.65B cap, roughly 100m cash, about 5x EV sales, and buying back stock right as DOCSIS 4.0 ramps. The dilutive segment walks out the door at the inflection. What is left is the cOS business, a software defined platform that virtualizes the cable modem termination system. Instead of operators bolting in more proprietary hardware, Harmonic runs the access network in software, which collapses space and power in the headend, breaks the old hardware upgrade cycle and cuts total cost of ownership. The platform is already live with 150 customers serving 45.7 million cable modems, it is expanding across every tier 1 account, and it now carries DOCSIS 4.0 wins plus a growing fiber and FTTH attach. So post sale you own the leading independent vCMTS vendor, net cash, growing high double digits, riding the operator shift to distributed access architecture and DOCSIS 4.0, with the loss making video drag gone and management already returning capital. Might be difficult for some to buy into the hype, and I would recommend to only buy if you believe in the thesis long term. Do not chase stocks you don't want to hold!! Disclaimer: Long $HLIT, NFA

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@thevalueistMay 23, 2026 · 3:09 AM

$HLIT Harmonic Inc. Strategic Analysis: The Broadband Transformation Cycle, and Investment Thesis. Harmonic has made a decisive strategic choice. The divestiture of the video business to MediaKind removes a legacy segment that was consuming organizational attention and obscuring the more compelling broadband infrastructure story. What remains is a focused pure-play built around cOS — a virtualized cable access platform that holds a dominant position in a market undergoing a significant and well-funded upgrade cycle. The demand backdrop is real. DOCSIS 4.0 and fiber-to-the-home deployments represent multi-year capital investment programs by major cable operators, and Harmonic's technical leadership in virtualized access positions it to capture a disproportionate share of that spending. Backlog growth reflects that positioning and provides near-term revenue visibility that is meaningful for a company of this size. Customer concentration is the structural vulnerability that the market share numbers don't fully offset. Dominance in virtualized cable access is valuable, but when that dominance is expressed through a small number of large operator relationships, the revenue base is fragile in ways that headline market share figures obscure. A single account shift or capital spending pause at a major customer moves numbers materially, and the post-divestiture business has less diversification to absorb that kind of disruption than it did before. Supply chain costs remain a margin headwind. The gross margin profile of the cOS platform is the right long-term story — software-driven infrastructure businesses carry attractive unit economics at scale — but getting there requires working through hardware cost pressures that are compressing near-term margins even as revenue grows. The pace of that resolution will be an important indicator of whether the margin expansion thesis is on track. Leadership is technically credible, and the strategic decision to divest and focus was the right call. The remaining proof point is operational — sustaining margin discipline and expanding beyond the core legacy account base as the business scales. Converting technical leadership into durable earnings growth requires commercial execution that reaches new customers and geographies, not just deeper penetration of existing relationships. That expansion is what the current valuation is beginning to price in, and it hasn't been demonstrated at scale yet.

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@ckcapitalxxMay 22, 2026 · 4:08 PM

The $HLIT thesis is one of the simplest I have ever come across. Cable and internet providers are spending $100,000 to $500,000+ per node on physical hardware. Boxes that sit in facilities. Boxes that become obsolete every 3 to 5 years. Boxes that require trucks, technicians, and massive capital expenditure every single replacement cycle. Forever. $HLIT walks in and says stop. Buy our software once. Run your entire network virtually. Scale with an update not a hardware order. No more replacement cycles. No more truck rolls. No more capex surprises. Just a simple annual maintenance fee that is a fraction of what the hardware costs. The pitch basically sells itself. Every operator that runs the numbers converts. And once they convert the switching costs make it permanent. 150 customers. 45.7 million cable modems running on their platform today. $582 million in backlog up 87% year over year. Revenue up 43% last quarter. Full year guidance $475 to $495 million. 52% gross margins. The whole industry is going to look back in 10 years and wonder why they ever bought hardware in the first place.

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@wolfgangkasperMay 22, 2026 · 8:40 AM

@Gubloinvestor $HLIT, citrini just started a position

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