The sentiment for Harmonic ($HLIT) is strongly bullish, with traders entering long positions at $16 following a 43% growth rate and strong earnings. The asset is gaining momentum due to its role in the broadband fiber supercycle and increasing mentions alongside telecom tickers like NOK and BZAI. The post also notes a completed exit from FuelCell Energy ($FCEL) to rotate capital into $HLIT, while referencing historical success in Siveco Group ($SIVE) and MaxLinear ($MXL).