The investor holds a high-conviction position in Harmonic ($HLIT) with an average cost of $15.76 and 10/16 $17.50 Calls. The bullish thesis centers on $HLIT's 95% market share in broadband network software (cOS) and a multi-year cable upgrade supercycle lasting until at least 2028. Despite customer concentration risks, the asset is described as a "pure play winner" growing at 43% YoY and trading at a low 20s forward multiple on FY2027 earnings.