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Harmonic

HLIT

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  • M
    Minerva CapitalMay 26 at 08:04 PM

    Today's top performers in the port: $Micron Tech(MU.US) $Ouster(OUST.US) $Vicor(VICR.US) $Velo3D(VELO.US) $Harmonic(HLIT.US) $EWY $Viavi Solutions(VIAV.US)

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  • P
    Paradi LabMay 23 at 03:27 PM

    Finishing up some research for next week:

    1. $Ouster(OUST.US)

    2. $Penguin Solutions(PENG.US)

    Been talking about those two in real-time over the past few weeks, so will do a slightly more "formal" summary on my thoughts.

    3. Ceres Power / $FuelCell Energy(FCEL.US) - more of a comparison

    4. $ENSI (Ensilica)

    I have a position in all of these incl. Ceres Power + $FuelCell Energy(FCEL.US), with a rough 70/30 split between the two.

    Might look into $Harmonic(HLIT.US) too since it's all anyone's been talking about on X. No position though.