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Harmonic

HLIT

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M
Minerva CapitalMay 26 at 03:04 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)
P
Paradi LabMay 23 at 10:27 AM
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.