The investor has taken a 100% "all-in" position in Harmonic ($HLIT) at an average cost of $15.09, citing strong price momentum and a shift toward high-margin broadband software like CableOS to meet agentic AI networking demands. Financial data highlights for $HLIT include 87% YoY revenue growth, 52% gross margins, and raised guidance of $475M - $495M, with the investor drawing parallels to recent momentum seen in $BAND and $NOK. Visual data from the trading platform confirms a total position value of approximately $61,396 in $HLIT, while the broader watchlist includes BOT, GLD, SPY, QQQ, DRAM, IREN, and NVDA.