חנו שאול

CRNT with a textbook sweep and reclaim. 📉➡️📈 Support held at $2.35, and we’re back above $2.50 on heavy volume. With that huge open interest at the $3 strike and Gamma ramping up, the feedback loop for Friday is officially on watch. 🍿🚀 #CRNT #GammaSqueeze #TechnicalAnalysis"

@RobertMarcin Nice to see some volume finally!

Also, I added to my Ceragon $crnt long. Down at $2.48, just way to cheap. Major new product cycle launched in 2026. Ramps significantly in 2027. New use case for a Point-o-Multi Point Fixed Wireless Access product family spikes SAM with cusomer premise equipment. Really for first time for company ever. Can imagine remote villages/towns around the world as prospects for low cost, high speed terrestrial Internet access using Ceragon equipment. If successfull a totally new source of growth and cash flow.

@RobertMarcin Me too. Nice bounce off the 50 day moving average and closed above the 20 day moving average.

So wireless telecom fav Ceragon $2.72 announced a nice, simple press release notifying shareholders of some healthy Indian equipment orders. Or that's what it appears on the surface. But I think it's more. Booking $86mm in orders YTD means the company should beat their India revenue target of $100mm this year. Clearly they had $millions in revenue/backlog in Q1 already. And at 27% of annual sales budget, that does in fact, firm up the year outlook as well. But there's more. Company also disclosed that these orders contained substantial new FWA products. That means fixed, wireless access, or basic internet service. Clearly fiber can never be economical here, and cellular frequency is too expensive for fixed internet access. Now microwave backhaul for cell sysems, their core biz today, is an nice addressable market. But providing internet access to all of the rural villages in India, that's a real TAM. If this family of producs ramps, the growth spurt for Ceragon could be bigger than expected. The Q1 2026 quarter will be released in week 3 of May, despite a usual week 1 pattern in the past. Could there be other news/developments the company is trying to secure before the release and conference call? Inquiring minds want to know. ceragon.com/hubfs/CRNT_Q1_…

$crnt patents from @Ceragon show how AI is now managing wireless interference in real-time. ✅ 0 lag for 5G emergency video. ✅ Priority "fast lanes" that actually work in crowds. ✅ self-healing network for first responders. the "invisible" tech saving lives. 🛡️ #5G #FirstNet

Since telcos are pursuing autonomous networks don’t be surprised if the market starts paying more attention to the companies quietly powering the pipes. Sometimes the bottleneck isn’t the AI. It’s the network underneath it. 👀📡 #CRNT #AI #5G #OpenRAN #Telecom

@Ceragon $crnt Interesting timing ahead of MWC. Ceragon’s IP-50 family now looks like a full stack: GP = high-capacity aggregation GPX = distributed edge Unified CeraOS across both. Platform narratives usually emerge at events like this.

$CRNT. “IP-50GPX quietly dropped 👀 80Gbps transport + 25GbE + unified CeraOS. This isn’t just microwave anymore — it’s AI-era transport infrastructure.”

$CRNT living inside the golden pocket. 0.618 hold = bullish structure intact. Base building after earnings while volume resets. Compression usually precedes expansion

@RobertMarcin Sell it and get into Ceragon! Liquidity sweep earnings day with nice follow up holding that golden fib!

Such savage selling in Similarweb $smwb $2.52 today for a mid single digit % sales estimate reduction. Lots to unpack. The missed 4Q and 2026 outlook was modest but real. Software stocks are going down on beats these days. Any miss is worth a plunge in every SaS company. But for perspective, $smwb reported record sales, gross profits, cash flows, RPO(backlog), multiyear contracts as % of sales a 60%, etc. I call the results disappointing, but not disastrous. Disappointing in the reduction of growth, in delayed large LLM contracts signings, and a 4% lower sales estimate for 2026. Real disappointments here. Still with 80% gross margins and positive free cash flow and double digit organic revenue growth, levels many companies would kill for. These are not bad numbers. So what's happening then? I believe panic sellers are blowing though disappointment/deterioration concerns and going right to pricing in doom. As though company/business model is doomed. Because a $2.52 share price represents an irrational/crazy 0.48 ev/sales ratio. Now all doom starts with disappointment. But not all disappointment leads to doom. Could this be the start of the end? Clearly investors think so. I am not sure. AI poses risk to all software businesses, even Data as a service ones. $SMWB believes AI LLMs could turn into large customers and AI related products could represent a large new TAM. They are up to 11% of sales from nothing 2 years ago. And growing strongly. Investors believe the company will be sold for digital scrap. Even though a comp is selling to Adobe a 3.25 x's ev/sales right now. So I continue to hold my shares until the situation stabilizes. I believe there's an oversold bounce in here at some point. And even a very large LLM order as well. But I am not adding. The market says I am wrong. I may be. Have been before. Usually, it takes a lot longer to reconcile a business life and death battle. Here, investors have already chosen. Death. If $smwb keeps growing for 3-5 years and achieves profitability, this will look like free money at $2.52 per share. But existential risks is something investors avoid at any valuation level. Similarweb needs to grow its way out of that perception. Gonna be an interesting next 4-8 quarters here.

Ceragon evolving from microwave vendor → AI network intelligence company $crnt

$CRNT “Daily coil + weekly 0.786 hold + quarterly CMF rising. Multi-timeframe alignment into earnings doesn’t happen often.”

CRNT holding the 0.5–0.618 fib zone perfectly into earnings. Higher lows forming, supply absorbed, coiling under resistance. Compression + stacked calls = breakout fuel.

$CRNT holding the .50 fib ($2.33) after reclaiming it. Higher lows building into earnings. Low volume pullback = no real sellers. Compression before expansion.

“$CRNT just closed above its 200-week and 50-month MAs while short interest drops ~25%. That’s a long-term trend flip, not a bounce.” Doing both at once is rare — and powerful.

@Ceragon “$CRNT just closed above its 200-week and 50-month MAs while short interest drops ~25%. That’s a long-term trend flip, not a bounce.”

$CRNT defended the golden .618, reclaimed the .5 fib, now coiling under $2.45–$2.60 resistance. Structure says breakout loading.

rcrwireless.com/20260209/defen… #rcrwireless $crnt Ceragon Networks high capacity low latency wireless backhaul is the communications backbone that carries and synchronizes the timing and position data that modern systems depend on.

$crnt #defense #pnt #ceragon enables the transport layer that makes PNT useful, resilient, and synchronized in: ✔ defense networks ✔ private 5G / tactical networks ✔ GPS-challenged or jammed environments ✔ public safety systems ✔ critical infrastructure routing

@Ceragon $CRNT is sitting in the gamma ignition zone. Heavy call OI stacked at $3 → $4, almost no puts, and price coiling just below key strikes. Historically, CRNT moves before the strike — not at it. Structure > headlines.