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 network modernization in an agentic AI environment. The company reports strong fundamentals including 87% YoY revenue growth, 52% gross margins, and raised guidance of $475M - $495M. Visual data confirms the position has since climbed to $19.39, representing a significant gain following price momentum similar to recent runs in $BAND.