Viavi Solutions. Every tracked FinTwit mention of $VIAV, newest first. 65 mentions since the first on Feb 24, 2026. See the price chart.
June 2026 · 1 mention
Jun 2
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
May 2026 · 21 mentions
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 26
Gaetano — $AEHR Hit All Time Highs Today!
What a wild turn around from that drop last week
Will the other testing names catch up?
$FORM $VIAV $COHU etc.↗
May 24
Jason Luongo — 10. $VIAV - VIAVI Solutions
Once the network is deployed, someone has to validate it works at spec. VIAV builds the optical testing and measurement tools used to certify high-spee…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…
Michael Sikand 🦑 — $VIAV with a 20% SMASH.
It's currently the largest position in my @joinautopilot fund that $6.3M from 977 investors is following.
I'm going to take some profits and rebalance t…
March 2026 · 8 mentions
Mar 27
KawzInvests 🦑 — AI optical networks have a zero-tolerance policy for failure if a single 800G or 1.6T link underperforms, an entire multi-million-dollar array of GPUs sits idle waiting for data.…↗
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗
Mar 25
TheValueist — I suspect this $VIAV trade confirmation/solidification will more than cover the time and effort required to attend the DCD NYC conference. https://t.co/vlCMFqKbrU↗
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 21
Gaetano — I like $VIAV
I bought more VIAV on the dip after the dilution announcement
NFA↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 20
TheValueist — I’m very surprised this $VIAV secondary priced at the low end of the range. They simply don’t know. I’ll probably add tomorrow on weakness.
———-
SYNDICATE- VIAVI(VIAV)
TUESDAY NIGH…↗
May 19
TheValueist — $VIAV (Bloomberg) -- Viavi Solutions Inc. is offering shares for $45 to $46.50 each in an overnight share sale, according to people familiar with the matter who asked not to be ide…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
TheValueist — I eyeballed ~50 major HF 13f filing summaries and Whalerock, of them all, seems the most dialed into GAI infrastructure trade. I love that they added $VIAV $TSEM $LRCX in relative…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 8
KawzInvests 🦑 — $AAOI Q1 is in. Here's my take after listening to the full call.
Q1 came in at the low end at $151.1M, 29.2% gross margin, -$0.07 EPS. Stock got hit on the print. None of that mat…↗
May 6
KawzInvests 🦑 — $AAOI reports earnings tomorrow and this is what I'm expecting.
2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is s…↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 3
BULL OF BRITAIN — There will be a very good gauge on how to frontrun
$AAOI earnings this week from multiple ER's. Heres what I'm looking out for to try and predict the future.
> $VIAV [reported -…↗
May 2
BULL OF BRITAIN — $AAOI is up 363% YTD and if projected revenue comes to fruition, it's still extremely cheap. If you add the dots, I believe this to be true for next ER. (Alpha at the bottom)
• P…↗
TheValueist — $VIAV KEY READ-THROUGHS FROM VIAVI SOLUTIONS Q3 FY26 EARNINGS CALL
VIAVI’s Q3 FY26 call was a high-signal upstream datapoint for AI infrastructure, high-speed optical/electrical i…↗
Apr 29
Serenity — @gregory_FTA $TER is not a good proxy because they're extremely large. They had exposure to non-AI segments like smartphone chips, EV/automotive. Then they're facing competition fr…↗
Apr 29
Serenity — Monitoring the situation for you (testing/yields edition):
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (…↗
Apr 29
KawzInvests 🦑 — $VIAV just smoked the print.
> Revenue $406.8M vs guide of $386M to $400M.
> Non-GAAP operating margin 21.0%, above the 19.7% guide.
> Non-GAAP EPS $0.27 vs guide of $0.22 to…↗
Apr 29
BULL OF BRITAIN — $VIAV - The Testing Bottleneck is real
Viavi forecast net revenue for the fourth quarter; the guidance beat the average analyst estimate.
FOURTH QUARTER FORECAST
Sees net rev…↗
Apr 29
TheValueist — $VIAV post ripper. Sometimes it helps to simply get out there and touch the products.
(Bloomberg) -- Viavi forecast net revenue for the fourth quarter; the guidance beat the avera…↗
Apr 28
KawzInvests 🦑 — $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
KawzInvests 🦑 — One question decides who wins the next decade of AI infrastructure. Who captures the 1.6T testing TAM?
I asked a Cisco guy at GTC how $AAOI $LITE $COHR hold their margins when eve…↗
TheValueist — $VIAV ascending to an all-time high today. +6% on the day. Digging into the product suite at DCD NY drove significant incremental conviction for me. They are the strongest and, in…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 8
KawzInvests 🦑 — This is a multi-year cycle and every layer runs.
Transceiver testing is happening now. CPO testing is the next leg. InP laser burn-in after that.
The market keeps repricing the s…↗
Apr 8
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
KawzInvests 🦑 — @stocktalkweekly haha $VIAV must be on fire https://t.co/388xwolZEv↗
Apr 8
Michael Sikand 🦑 — My $3M photonics fund just got a major update.
And it already printed with $AEHR up 19%.
Shortly before the ceasefire was announced, investors were notified that I exited all $SG…↗
Apr 8
KawzInvests 🦑 — $AEHR is up +66% since my last post in 5 days.
The three catalysts that matter most haven't happened yet.
Posted the full thesis here before it moved. 4 separate orders across 4…↗
Apr 7
TheValueist — $VIAV all time high today. https://t.co/O74JJJHzhu↗
Apr 7
TheValueist — $VIAV massive wartime TAM expansion. These guys know how to capitalize.
VIAVI Partners with Ground Control to Enable Assured Maritime Vessel Tracking and Navigation in GNSS-Denied…↗
Apr 6
TheValueist — $AEHR $VIAV $LITE $COHR This Research Note has been enhanced with additional color and context. I highly recommend you read it. Investors broadly are waking up to the fact that som…↗
Apr 4
TheValueist — $AEHR $VIAV $LITE $COHR Optical Networking Test and Measurement: Two Control Points in the Reliability Stack
https://t.co/jF5vgz9tx5
Bottom Line: The optical networking test oppo…↗
Apr 4
KawzInvests 🦑 — Every photonic IC has a failure curve that looks like a bathtub.
Failure rate spikes in the first 1,000 hours of operation. Latent defects in the crystal structure, micro-voids in…↗
Apr 4
KawzInvests 🦑 — This supply chain has 6 stages from raw substrate to live hyperscaler network.
Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $…↗
Apr 3
KawzInvests 🦑 — @dolores_capital If that's the concern, $VIAV trades at 5.6x forward EV/Sales with 56.6% gross margins and 148% forward EPS growth over two years as the same thesis at a fraction o…↗
Apr 3
KawzInvests 🦑 — $AEHR has received 4 separate orders in under two months across different platforms.
Each one covers a different burn-in use case. AI processor production. Silicon photonics quali…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit I agree i think $AEHR is the highest-upside, highest-risk pure play on wafer-level photonic IC testing, while
$VIAV is the higher-quality, lower-risk exposure to…↗
Apr 1
Serenity — @KawzInvests Nice high level overview on the supply chain! Yeah $VIAV $AEHR are all great.
I just personally like the smaller MC names like Aehr, since it implies higher upside,…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
— My strongest long signal so far from the DCD event is $VIAV . I have been long for some time. I have shared a good deal on the company; search my timeline for more information. The…
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 3
TheValueist — $VIAV one green pre in a sea of red. Sometimes it works out. https://t.co/w9v5iabCx6↗
Mar 2
TheValueist — This might be the first time in my life that I am 100% the open interest in a listed security. Call leap deep and steep. Felt that was worth sharing. It might simply blow up in my…↗
Mar 2
TheValueist — GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw↗