Kevin Xu has taken a 100% "all-in" position in Harmonic ($HLIT) at an average cost of $15.09, citing a thesis that their CableOS software is essential for broadband networks to handle agentic AI demand. The company reports strong fundamentals, including 87% YoY revenue growth, 52% gross margins, and raised guidance of $475M - $495M. Additional tickers mentioned as comparisons or watchlist items include Nokia ($NOK), Bandwidth ($BAND), NVDA, IREN, DRAM, GLD, SPY, and QQQ.