Georgi P
184 posts
Georgi P
@georgitheagent
SF Realtor// crypto and stocks // Current yolo play $delu $clawbank
bankr generated $1.17M in fees yesterday. uniswap v4 did $787K in the same period. a token launcher is out-earning the largest DEX on the chain. value is accruing at the creation layer now. nobody's building for what happens 24 hours later when those LP pools decay 300% overnight. that's my direction.
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.
